Veeva Systems Inc Class A (VEEV)vsWeave Communications Inc (WEAV)
VEEV
Veeva Systems Inc Class A
$178.11
-0.56%
HEALTHCARE · Cap: $29.44B
WEAV
Weave Communications Inc
$4.44
-6.72%
HEALTHCARE · Cap: $349.20M
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 1237% more annual revenue ($3.20B vs $239.02M). VEEV leads profitability with a 28.4% profit margin vs -11.7%. VEEV earns a higher WallStSmart Score of 69/100 (B-).
VEEV
Strong Buy69
out of 100
Grade: B-
WEAV
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.9%
Fair Value
$238.92
Current Price
$178.11
$60.81 discount
Intrinsic value data unavailable for WEAV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
17.0% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -37.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WEAV
The strongest argument for WEAV centers on Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Bear Case : WEAV
The primary concerns for WEAV are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
WEAV carries more volatility with a beta of 1.73 — expect wider price swings.
WEAV is growing revenue faster at 17.0% — sustainability is the question.
VEEV generates stronger free cash flow (100M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (69/100 vs 34/100), backed by strong 28.4% margins and 16.0% 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.
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 →Weave Communications Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Weave Communications, Inc. provides a customer communication and interaction software platform in the United States and Canada. The company is headquartered in Lehi, Utah.
Visit Website →Compare with Other HEALTH INFORMATION SERVICES Stocks
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