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 151% more annual revenue ($3.20B vs $1.27B). VEEV leads profitability with a 28.4% profit margin vs -19.3%. VEEV earns a higher WallStSmart Score of 69/100 (B-).

TEM

Avoid

31

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: -2.16

VEEV

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 9.3Quality: 7.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for TEM.

VEEVUndervalued (+29.2%)

Margin of Safety

+29.2%

Fair Value

$249.97

Current Price

$184.15

$65.82 discount

UndervaluedFair: $249.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TEM1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
83.0%10/10

Revenue surging 83.0% year-over-year

VEEV6 strengths · Avg: 8.5/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Operating MarginProfitability
29.4%8/10

Strong operational efficiency at 29.4%

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

EPS GrowthGrowth
23.5%8/10

Earnings expanding 23.5% YoY

Areas to Watch

TEM4 concerns · Avg: 3.0/10
Price/BookValuation
17.0x4/10

Trading at 17.0x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-89.5%2/10

ROE of -89.5% — below average capital efficiency

Free Cash FlowQuality
$-51.78M2/10

Negative free cash flow — burning cash

VEEV1 concerns · Avg: 4.0/10
P/E RatioValuation
32.9x4/10

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 83.0% 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 : TEM

The primary concerns for TEM are Price/Book, EPS Growth, Return on Equity. Debt-to-equity of 2.63 is elevated, increasing financial risk.

Bear Case : VEEV

The primary concerns for VEEV are P/E Ratio.

Key Dynamics to Monitor

TEM profiles as a hypergrowth stock while VEEV is a growth play — different risk/reward profiles.

TEM is growing revenue faster at 83.0% — 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 31/100), backed by strong 28.4% margins and 16.0% 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?