National Research Corp (NRC)vsVeeva Systems Inc Class A (VEEV)
NRC
National Research Corp
$17.18
-1.49%
HEALTHCARE · Cap: $398.29M
VEEV
Veeva Systems Inc Class A
$178.11
-0.56%
HEALTHCARE · Cap: $29.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 2226% more annual revenue ($3.20B vs $137.39M). VEEV leads profitability with a 28.4% profit margin vs 8.4%. VEEV trades at a lower P/E of 32.9x. VEEV earns a higher WallStSmart Score of 69/100 (B-).
NRC
Hold42
out of 100
Grade: D
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-304.4%
Fair Value
$3.40
Current Price
$17.18
$13.78 premium
Margin of Safety
+25.9%
Fair Value
$238.92
Current Price
$178.11
$60.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 51 in profit
Strong operational efficiency at 32.2%
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 29.4%
16.0% revenue growth
Earnings expanding 23.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Trading at 27.7x book value
Revenue declined 4.6%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NRC
The strongest argument for NRC centers on Return on Equity, Operating Margin.
Bull Case : VEEV
The strongest argument for VEEV centers on Debt/Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 28.4% and operating margin at 29.4%. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : NRC
The primary concerns for NRC are P/E Ratio, Market Cap, Price/Book.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
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 1.12 — expect wider price swings.
VEEV is growing revenue faster at 16.0% — sustainability is the question.
VEEV generates stronger free cash flow (100M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (69/100 vs 42/100), backed by strong 28.4% margins and 16.0% revenue growth. 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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