Goodrx Holdings Inc (GDRX)vsVeeva Systems Inc Class A (VEEV)
GDRX
Goodrx Holdings Inc
$2.06
+0.98%
HEALTHCARE · Cap: $695.43M
VEEV
Veeva Systems Inc Class A
$178.11
-0.56%
HEALTHCARE · Cap: $29.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 301% more annual revenue ($3.20B vs $796.85M). VEEV leads profitability with a 28.4% profit margin vs 3.8%. GDRX trades at a lower P/E of 22.6x. VEEV earns a higher WallStSmart Score of 69/100 (B-).
GDRX
Hold41
out of 100
Grade: D
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-265.6%
Fair Value
$0.61
Current Price
$2.06
$1.45 premium
Margin of Safety
+25.9%
Fair Value
$238.92
Current Price
$178.11
$60.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Areas to Watch
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
3.8% margin — thin
Revenue declined 1.9%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GDRX
The strongest argument for GDRX centers on Price/Book.
Bull 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.
Bear Case : GDRX
The primary concerns for GDRX are Market Cap, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
GDRX profiles as a value stock while VEEV is a growth play — different risk/reward profiles.
GDRX carries more volatility with a beta of 1.56 — expect wider price swings.
VEEV is growing revenue faster at 16.0% — sustainability is the question.
VEEV generates stronger free cash flow (100M), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (69/100 vs 41/100), backed by strong 28.4% margins and 16.0% 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.
Goodrx Holdings Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
GoodRx Holdings, Inc. provides information and tools that allow consumers to compare prices and save when buying prescription drugs in the United States. The company is headquartered in Santa Monica, California.
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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