Tempus AI, Inc. Class A Common Stock (TEM)vsVeeva Systems Inc Class A (VEEV)
TEM
Tempus AI, Inc. Class A Common Stock
$77.19
-1.08%
HEALTHCARE · Cap: $14.50B
VEEV
Veeva Systems Inc Class A
$260.91
-0.15%
HEALTHCARE · Cap: $42.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 141% more annual revenue ($3.46B vs $1.43B). VEEV leads profitability with a 29.3% profit margin vs -17.8%. VEEV earns a higher WallStSmart Score of 66/100 (B-).
TEM
Avoid28
out of 100
Grade: F
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for TEM.
Margin of Safety
+41.1%
Fair Value
$300.79
Current Price
$260.91
$39.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.6% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 29.6%
17.6% revenue growth
Earnings expanding 39.5% YoY
Areas to Watch
0.0% earnings growth
Trading at 31.3x book value
ROE of -57.2% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : TEM
The strongest argument for TEM centers on Revenue Growth. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : VEEV
The strongest argument for VEEV centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 29.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : TEM
The primary concerns for TEM are EPS Growth, Price/Book, Return on Equity. Debt-to-equity of 3.25 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 42.7x leaves little room for execution misses.
Key Dynamics to Monitor
TEM carries more volatility with a beta of 3.72 — expect wider price swings.
TEM is growing revenue faster at 21.6% — sustainability is the question.
VEEV generates stronger free cash flow (231M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (66/100 vs 28/100), backed by strong 29.3% margins and 17.6% 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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