American Well Corp (AMWL)vsVeeva Systems Inc Class A (VEEV)
AMWL
American Well Corp
$12.64
+3.02%
HEALTHCARE · Cap: $208.70M
VEEV
Veeva Systems Inc Class A
$282.50
-0.35%
HEALTHCARE · Cap: $44.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 1482% more annual revenue ($3.46B vs $218.53M). VEEV leads profitability with a 29.3% profit margin vs -35.7%. VEEV earns a higher WallStSmart Score of 66/100 (B-).
AMWL
Avoid31
out of 100
Grade: F
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$9.30
Current Price
$12.64
$3.34 discount
Margin of Safety
+41.1%
Fair Value
$300.37
Current Price
$282.50
$17.87 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
ROE of -38.7% — below average capital efficiency
Revenue declined 26.6%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMWL
The strongest argument for AMWL centers on Price/Book, Debt/Equity.
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 : AMWL
The primary concerns for AMWL are EPS Growth, Market Cap, Return on Equity.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 44.8x leaves little room for execution misses.
Key Dynamics to Monitor
AMWL profiles as a turnaround stock while VEEV is a growth play — different risk/reward profiles.
AMWL carries more volatility with a beta of 1.68 — expect wider price swings.
VEEV is growing revenue faster at 17.6% — sustainability is the question.
VEEV generates stronger free cash flow (231M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (66/100 vs 31/100), backed by strong 29.3% margins and 17.6% revenue growth. AMWL offers better value entry with a 53.5% margin of safety. 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.
American Well Corp
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
American Well Corporation is a telehealth business enabling digital healthcare delivery. The company is headquartered in Boston, Massachusetts.
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.
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