Evolent Health Inc (EVH)vsVeeva Systems Inc Class A (VEEV)
EVH
Evolent Health Inc
$3.96
-5.04%
HEALTHCARE · Cap: $474.67M
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 76% more annual revenue ($3.32B vs $1.89B). VEEV leads profitability with a 28.4% profit margin vs -26.3%. VEEV appears more attractively valued with a PEG of 0.72. VEEV earns a higher WallStSmart Score of 71/100 (B).
EVH
Hold44
out of 100
Grade: D
VEEV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EVH.
Margin of Safety
+39.5%
Fair Value
$292.60
Current Price
$172.61
$119.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
Expensive relative to growth rate
2.6% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Moderate valuation
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EVH
The strongest argument for EVH centers on Price/Book.
Bull Case : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : EVH
The primary concerns for EVH are PEG Ratio, Revenue Growth, EPS Growth. Debt-to-equity of 2.49 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio, Free Cash Flow.
Key Dynamics to Monitor
EVH profiles as a turnaround stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 0.95 — expect wider price swings.
VEEV is growing revenue faster at 16.3% — sustainability is the question.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (71/100 vs 44/100), backed by strong 28.4% margins and 16.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Evolent Health Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Evolent Health, Inc., through its subsidiary, Evolent Health LLC, provides healthcare delivery and payment solutions in the United States. The company is headquartered in Arlington, Virginia.
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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