Teladoc Inc (TDOC)vsVeeva Systems Inc Class A (VEEV)
TDOC
Teladoc Inc
$5.35
-3.08%
HEALTHCARE · Cap: $954.42M
VEEV
Veeva Systems Inc Class A
$184.07
-0.82%
HEALTHCARE · Cap: $30.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Veeva Systems Inc Class A generates 26% more annual revenue ($3.20B vs $2.53B). VEEV leads profitability with a 28.4% profit margin vs -7.9%. VEEV earns a higher WallStSmart Score of 69/100 (B-).
TDOC
Hold40
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 TDOC.
Margin of Safety
+26.0%
Fair Value
$239.32
Current Price
$184.07
$55.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 30.0% year-over-year
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 23.5% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -13.9% — below average capital efficiency
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : TDOC
The strongest argument for TDOC centers on Price/Book, Revenue Growth. Revenue growth of 30.0% 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 : TDOC
The primary concerns for TDOC are EPS Growth, Market Cap, Return on Equity.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
TDOC carries more volatility with a beta of 2.19 — expect wider price swings.
TDOC is growing revenue faster at 30.0% — sustainability is the question.
VEEV generates stronger free cash flow (107M), providing more financial flexibility.
Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (69/100 vs 40/100), 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.
Teladoc Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Teladoc Health, Inc. provides business-to-business virtual health care services in the United States and internationally. The company is headquartered in Purchase, New York.
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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