National Research Corp (NRC)vsVeeva Systems Inc Class A (VEEV)
NRC
National Research Corp
$21.12
-0.66%
HEALTHCARE · Cap: $476.23M
VEEV
Veeva Systems Inc Class A
$262.40
+0.54%
HEALTHCARE · Cap: $42.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 2370% more annual revenue ($3.46B vs $140.00M). VEEV leads profitability with a 29.3% profit margin vs 4.2%. VEEV appears more attractively valued with a PEG of 1.23. VEEV earns a higher WallStSmart Score of 66/100 (B-).
NRC
Hold42
out of 100
Grade: D
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$28.23
Current Price
$21.12
$7.11 discount
Margin of Safety
+41.2%
Fair Value
$301.18
Current Price
$262.40
$38.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 89 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 29.6%
17.6% revenue growth
Earnings expanding 39.5% YoY
Areas to Watch
4.0% revenue growth
Smaller company, higher risk/reward
4.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 29.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : NRC
The primary concerns for NRC are Revenue Growth, Market Cap, Profit Margin. A P/E of 89.7x leaves little room for execution misses. Debt-to-equity of 13.75 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
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 0.97 — expect wider price swings.
VEEV is growing revenue faster at 17.6% — sustainability is the question.
VEEV generates stronger free cash flow (231M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (66/100 vs 42/100), backed by strong 29.3% margins and 17.6% revenue growth. NRC offers better value entry with a 51.3% 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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