Tempus AI, Inc. Class A Common Stock (TEM)vsVeeva Systems Inc Class A (VEEV)
TEM
Tempus AI, Inc. Class A Common Stock
$46.43
-11.16%
HEALTHCARE · Cap: $8.77B
VEEV
Veeva Systems Inc Class A
$172.61
-3.35%
HEALTHCARE · Cap: $25.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 143% more annual revenue ($3.32B vs $1.36B). VEEV leads profitability with a 28.4% profit margin vs -22.2%. VEEV earns a higher WallStSmart Score of 71/100 (B).
TEM
Avoid31
out of 100
Grade: F
VEEV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for TEM.
Margin of Safety
+39.3%
Fair Value
$291.76
Current Price
$172.61
$119.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.1% year-over-year
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
0.0% earnings growth
Trading at 20.0x book value
ROE of -72.7% — below average capital efficiency
Negative free cash flow — burning cash
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : TEM
The strongest argument for TEM centers on Revenue Growth. Revenue growth of 36.1% demonstrates continued momentum.
Bull Case : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : TEM
The primary concerns for TEM are EPS Growth, Price/Book, Return on Equity. Debt-to-equity of 3.17 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
TEM profiles as a hypergrowth stock while VEEV is a growth play — different risk/reward profiles.
TEM is growing revenue faster at 36.1% — sustainability is the question.
VEEV generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (71/100 vs 31/100), backed by strong 28.4% margins and 16.3% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Tempus AI, Inc. Class A Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Tempus AI, Inc is a healthcare technology company. The company is headquartered in Chicago, Illinois.
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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