WallStSmart

Tempus AI, Inc. Class A Common Stock (TEM)vsVeeva Systems Inc Class A (VEEV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Veeva Systems Inc Class A generates 141% more annual revenue ($3.46B vs $1.43B). VEEV leads profitability with a 29.3% profit margin vs -17.8%. VEEV earns a higher WallStSmart Score of 66/100 (B-).

TEM

Avoid

28

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.65

VEEV

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 6.7Quality: 9.0
Piotroski: 4/9Altman Z: 4.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for TEM.

VEEVUndervalued (+41.1%)

Margin of Safety

+41.1%

Fair Value

$300.79

Current Price

$260.91

$39.88 discount

UndervaluedFair: $300.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TEM1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

VEEV6 strengths · Avg: 8.8/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.7810/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

Revenue GrowthGrowth
17.6%8/10

17.6% revenue growth

EPS GrowthGrowth
39.5%8/10

Earnings expanding 39.5% YoY

Areas to Watch

TEM4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Price/BookValuation
31.3x2/10

Trading at 31.3x book value

Return on EquityProfitability
-57.2%2/10

ROE of -57.2% — below average capital efficiency

Free Cash FlowQuality
$-18.62M2/10

Negative free cash flow — burning cash

VEEV1 concerns · Avg: 2.0/10
P/E RatioValuation
42.7x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : TEM

The strongest argument for TEM centers on Revenue Growth. Revenue growth of 21.6% demonstrates continued momentum.

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 : TEM

The primary concerns for TEM are EPS Growth, Price/Book, Return on Equity. Debt-to-equity of 3.25 is elevated, increasing financial risk.

Bear Case : VEEV

The primary concerns for VEEV are P/E Ratio. A P/E of 42.7x leaves little room for execution misses.

Key Dynamics to Monitor

TEM carries more volatility with a beta of 3.72 — expect wider price swings.

TEM is growing revenue faster at 21.6% — sustainability is the question.

VEEV generates stronger free cash flow (231M), providing more financial flexibility.

Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VEEV scores higher overall (66/100 vs 28/100), 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.

Tempus AI, Inc. Class A Common Stock

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Tempus AI, Inc is a healthcare technology company. The company is headquartered in Chicago, Illinois.

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 →

Want to dig deeper into these stocks?