WallStSmart

R1 RCM Inc (RCM)vsVeeva Systems Inc Class A (VEEV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Veeva Systems Inc Class A generates 30% more annual revenue ($3.20B vs $2.46B). VEEV leads profitability with a 28.4% profit margin vs -2.5%. VEEV appears more attractively valued with a PEG of 0.83. VEEV earns a higher WallStSmart Score of 69/100 (B-).

RCM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 3.0Value: 6.7Quality: 5.0

VEEV

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 9.3Quality: 7.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for RCM.

VEEVUndervalued (+29.2%)

Margin of Safety

+29.2%

Fair Value

$249.97

Current Price

$184.15

$65.82 discount

UndervaluedFair: $249.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RCM1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

VEEV6 strengths · Avg: 8.5/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Operating MarginProfitability
29.4%8/10

Strong operational efficiency at 29.4%

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

EPS GrowthGrowth
23.5%8/10

Earnings expanding 23.5% YoY

Areas to Watch

RCM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Operating MarginProfitability
3.8%3/10

Operating margin of 3.8%

Return on EquityProfitability
-2.2%2/10

ROE of -2.2% — below average capital efficiency

EPS GrowthGrowth
-99.3%2/10

Earnings declined 99.3%

VEEV1 concerns · Avg: 4.0/10
P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : RCM

The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% 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 : RCM

The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.

Bear Case : VEEV

The primary concerns for VEEV are P/E Ratio.

Key Dynamics to Monitor

RCM profiles as a turnaround 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 (107M), providing more financial flexibility.

Bottom Line

VEEV scores higher overall (69/100 vs 39/100), 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.

R1 RCM Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

R1 RCM Inc (RCM) is a leading provider of technology-enabled revenue cycle management services, specializing in optimizing the financial performance of healthcare organizations. By leveraging advanced analytics and industry expertise, R1 RCM delivers comprehensive solutions that streamline patient billing processes and enhance operational efficiencies across a diverse portfolio of clients, including hospitals and outpatient facilities. The company's innovative approach not only improves revenue capture but also elevates the patient experience, positioning R1 RCM as a key player in the evolving healthcare landscape. With a robust growth strategy focused on expanding its service offerings and market reach, R1 RCM is poised to capitalize on the increasing demand for effective revenue cycle solutions in the healthcare sector.

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 →

Want to dig deeper into these stocks?