Health Catalyst Inc (HCAT)vsVeeva Systems Inc Class A (VEEV)
HCAT
Health Catalyst Inc
$1.70
-1.73%
HEALTHCARE · Cap: $127.18M
VEEV
Veeva Systems Inc Class A
$262.40
+0.54%
HEALTHCARE · Cap: $42.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 1083% more annual revenue ($3.46B vs $292.25M). VEEV leads profitability with a 29.3% profit margin vs -90.6%. VEEV earns a higher WallStSmart Score of 66/100 (B-).
HCAT
Avoid34
out of 100
Grade: F
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HCAT.
Margin of Safety
+41.2%
Fair Value
$301.18
Current Price
$262.40
$38.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HCAT
The strongest argument for HCAT centers on Price/Book.
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 : HCAT
The primary concerns for HCAT are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
Key Dynamics to Monitor
HCAT profiles as a turnaround stock while VEEV is a growth play — different risk/reward profiles.
HCAT carries more volatility with a beta of 1.56 — 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 34/100), backed by strong 29.3% margins and 17.6% 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.
Health Catalyst Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Health Catalyst, Inc. provides data and analytics technology and services to healthcare organizations. The company is headquartered in South Jordan, Utah.
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
Want to dig deeper into these stocks?