Phreesia Inc (PHR)vsVeeva Systems Inc Class A (VEEV)
PHR
Phreesia Inc
$11.28
0.00%
HEALTHCARE · Cap: $715.00M
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 590% more annual revenue ($3.20B vs $463.20M). VEEV leads profitability with a 28.4% profit margin vs -1.2%. VEEV earns a higher WallStSmart Score of 69/100 (B-).
PHR
Hold41
out of 100
Grade: D
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PHR.
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
Revenue surging 45.7% year-over-year
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -1.9% — below average capital efficiency
Currently unprofitable
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PHR
The strongest argument for PHR centers on Revenue Growth, Price/Book. Revenue growth of 45.7% demonstrates continued momentum.
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 : PHR
The primary concerns for PHR are EPS Growth, Market Cap, Return on Equity.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
PHR profiles as a hypergrowth stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 1.12 — expect wider price swings.
PHR is growing revenue faster at 45.7% — 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.
Phreesia Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Phreesia, Inc. provides integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. The company is headquartered in Raleigh, North Carolina.
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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