HealthStream Inc (HSTM)vsVeeva Systems Inc Class A (VEEV)
HSTM
HealthStream Inc
$28.36
0.00%
HEALTHCARE · Cap: $839.77M
VEEV
Veeva Systems Inc Class A
$241.51
+2.08%
HEALTHCARE · Cap: $33.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 934% more annual revenue ($3.32B vs $321.12M). VEEV leads profitability with a 28.4% profit margin vs 6.6%. VEEV appears more attractively valued with a PEG of 0.92. VEEV earns a higher WallStSmart Score of 69/100 (B-).
HSTM
Buy51
out of 100
Grade: C-
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HSTM.
Margin of Safety
+38.7%
Fair Value
$288.98
Current Price
$241.51
$47.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 28.4% YoY
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
6.6% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HSTM
The strongest argument for HSTM centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 12.5% demonstrates continued momentum.
Bull Case : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : HSTM
The primary concerns for HSTM are P/E Ratio, Market Cap, Return on Equity.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
HSTM profiles as a value stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 0.94 — expect wider price swings.
VEEV is growing revenue faster at 16.3% — sustainability is the question.
VEEV generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (69/100 vs 51/100), backed by strong 28.4% margins and 16.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
HealthStream Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
HealthStream, Inc. provides provider and staff solutions for healthcare organizations in the United States. The company is headquartered in Nashville, Tennessee.
Visit Website →Veeva Systems Inc Class A
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company is headquartered in Pleasanton, California.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
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