Privia Health Group Inc (PRVA)vsVeeva Systems Inc Class A (VEEV)
PRVA
Privia Health Group Inc
$20.54
-2.33%
HEALTHCARE · Cap: $2.60B
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 51% more annual revenue ($3.20B vs $2.12B). PRVA leads profitability with a 108.0% profit margin vs 28.4%. VEEV trades at a lower P/E of 32.9x. VEEV earns a higher WallStSmart Score of 69/100 (B-).
PRVA
Hold48
out of 100
Grade: D+
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-156.5%
Fair Value
$8.42
Current Price
$20.54
$12.12 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
Keeps 108 of every $100 in revenue as profit
Earnings expanding 132.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.4% revenue growth
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
ROE of 4.0% — below average capital efficiency
Operating margin of 2.1%
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PRVA
The strongest argument for PRVA centers on Profit Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 108.0% and operating margin at 2.1%. Revenue growth of 17.4% 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 : PRVA
The primary concerns for PRVA are Return on Equity, Operating Margin, P/E Ratio. A P/E of 116.8x leaves little room for execution misses.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
VEEV carries more volatility with a beta of 1.12 — expect wider price swings.
PRVA is growing revenue faster at 17.4% — sustainability is the question.
PRVA generates stronger free cash flow (126M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (69/100 vs 48/100), 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.
Privia Health Group Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Privia Health Group, Inc. is a population health technology and medical practice management company in the United States.
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
Want to dig deeper into these stocks?