Doximity Inc (DOCS)vsVeeva Systems Inc Class A (VEEV)
DOCS
Doximity Inc
$20.07
-0.53%
HEALTHCARE · Cap: $3.66B
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 415% more annual revenue ($3.32B vs $644.86M). DOCS leads profitability with a 30.4% profit margin vs 28.4%. DOCS appears more attractively valued with a PEG of 0.59. VEEV earns a higher WallStSmart Score of 71/100 (B).
DOCS
Buy62
out of 100
Grade: C+
VEEV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$51.38
Current Price
$20.07
$31.31 discount
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
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.6%
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
Weak financial health signals
Earnings declined 69.0%
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : DOCS
The strongest argument for DOCS centers on Profit Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 30.4% and operating margin at 21.6%. PEG of 0.59 suggests the stock is reasonably priced for its growth.
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 : DOCS
The primary concerns for DOCS are Piotroski F-Score, EPS Growth.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
DOCS profiles as a mature stock while VEEV is a growth play — different risk/reward profiles.
DOCS carries more volatility with a beta of 1.29 — expect wider price swings.
VEEV is growing revenue faster at 16.3% — sustainability is the question.
VEEV generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (71/100 vs 62/100), backed by strong 28.4% margins and 16.3% revenue growth. DOCS offers better value entry with a 49.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Doximity Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Doximity, Inc. (Ticker: DOCS) is a U.S. healthcare technology company that operates a digital platform tailored for medical professionals. The company’s cloud-based network provides secure communication and collaboration tools, telemedicine services, clinical workflow solutions, and access to medical news, research, and career-management features for physicians, nurse practitioners, physician assistants, and other clinicians. Headquartered in San Francisco, California, Doximity’s Class A common stock trades on the New York Stock Exchange under the ticker DOCS.
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
Want to dig deeper into these stocks?