National Research Corp (NRC)vsVeeva Systems Inc Class A (VEEV)
NRC
National Research Corp
$19.75
+3.73%
HEALTHCARE · Cap: $431.35M
VEEV
Veeva Systems Inc Class A
$172.61
-3.35%
HEALTHCARE · Cap: $25.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 2294% more annual revenue ($3.32B vs $138.64M). VEEV leads profitability with a 28.4% profit margin vs 6.5%. VEEV appears more attractively valued with a PEG of 0.72. VEEV earns a higher WallStSmart Score of 71/100 (B).
NRC
Hold48
out of 100
Grade: D+
VEEV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.5%
Fair Value
$27.80
Current Price
$19.75
$8.05 discount
Margin of Safety
+39.5%
Fair Value
$292.60
Current Price
$172.61
$119.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 67 in profit
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
3.7% revenue growth
Smaller company, higher risk/reward
6.5% margin — thin
Weak financial health signals
Moderate valuation
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NRC
The strongest argument for NRC centers on Return on Equity. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : NRC
The primary concerns for NRC are Revenue Growth, Market Cap, Profit Margin. A P/E of 49.1x leaves little room for execution misses. Debt-to-equity of 5.78 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio, Free Cash Flow.
Key Dynamics to Monitor
NRC profiles as a value stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 0.95 — expect wider price swings.
VEEV is growing revenue faster at 16.3% — sustainability is the question.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (71/100 vs 48/100), backed by strong 28.4% margins and 16.3% revenue growth. NRC offers better value entry with a 50.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
National Research Corp
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
National Research Corporation provides analytics and information that make it easy to measure and improve the patient and employee experience in the United States and Canada. The company is headquartered in Lincoln, Nebraska.
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.
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