TruBridge Inc. (TBRG)vsVeeva Systems Inc Class A (VEEV)
TBRG
TruBridge Inc.
$14.60
-1.82%
HEALTHCARE · Cap: $223.22M
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 820% more annual revenue ($3.20B vs $347.27M). VEEV leads profitability with a 28.4% profit margin vs 1.0%. TBRG appears more attractively valued with a PEG of 0.76. VEEV earns a higher WallStSmart Score of 69/100 (B-).
TBRG
Hold49
out of 100
Grade: D+
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1056.4%
Fair Value
$1.63
Current Price
$14.60
$12.97 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
Reasonable price relative to book value
Growing faster than its price suggests
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
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
1.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : TBRG
The strongest argument for TBRG centers on Price/Book, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.
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 : TBRG
The primary concerns for TBRG are Revenue Growth, Market Cap, Return on Equity. A P/E of 62.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
TBRG 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 49/100), 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.
TruBridge Inc.
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
TruBridge, Inc. provides healthcare solutions and services for community hospitals, clinics, and other healthcare systems in the United States and internationally. The company is headquartered in Mobile, Alabama.
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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