Omada Health, Inc. Common Stock (OMDA)vsVeeva Systems Inc Class A (VEEV)
OMDA
Omada Health, Inc. Common Stock
$12.96
-3.28%
HEALTHCARE · Cap: $796.08M
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 1128% more annual revenue ($3.20B vs $260.21M). VEEV leads profitability with a 28.4% profit margin vs -4.9%. VEEV earns a higher WallStSmart Score of 69/100 (B-).
OMDA
Hold37
out of 100
Grade: F
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OMDA.
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
Revenue surging 58.1% year-over-year
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
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 4.3%
ROE of -8.7% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OMDA
The strongest argument for OMDA centers on Revenue Growth. Revenue growth of 58.1% demonstrates continued momentum.
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 : OMDA
The primary concerns for OMDA are EPS Growth, Market Cap, Operating Margin.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
OMDA profiles as a hypergrowth stock while VEEV is a growth play — different risk/reward profiles.
OMDA is growing revenue faster at 58.1% — sustainability is the question.
VEEV generates stronger free cash flow (100M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (69/100 vs 37/100), 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.
Omada Health, Inc. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Omada Health, Inc. provides a range of virtual care programs in the United States. The company is headquartered in San Francisco, California.
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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