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Veeva Systems Inc. (VEEV) vs Waystar Holding Corp. (WAY)

Veeva Systems Inc. and Waystar Holding Corp. are both Health Information Services companies. Veeva Systems Inc. is the larger, with a market value of $50.2B against $5.6B — 9.0× the size. Waystar Holding Corp. trades at the lower P/E: 40.9× against 49.8×. Waystar Holding Corp. grew revenue faster over the last twelve months: 21.4% against 16.5%. Veeva Systems Inc. has the higher net margin (29.3% vs 10.7%) and the higher return on invested capital (343.1% vs 3.33%). Across the 20 metrics below, Veeva Systems Inc. leads on 10 and Waystar Holding Corp. on 10.

Valuation

Metric VEEV WAY Health Information Services median
P/E 49.82 40.91 42.03
P/S 14.52 4.36 1.80
P/B 6.76 1.36 1.87
Price to free cash flow 30.65 20.86 16.74
EV/EBITDA 39.60 15.02 13.40
EV/Sales 12.43 5.28 2.63
Earnings yield 2.01% 2.44% (2.73%)
Free cash flow yield 3.26% 4.79% 0.00%

Profitability

Metric VEEV WAY Health Information Services median
Gross margin 74.96% 69.39% 59.61%
Operating margin 29.93% 21.92% (10.54%)
Net margin 29.34% 10.70% (16.14%)
Free cash flow margin 47.39% 20.91% 0.00%
Return on equity 14.42% 3.72% (3.15%)
Return on assets 11.90% 2.53% (5.62%)
Return on invested capital 343.12% 3.33% 0.00%

Growth

Metric VEEV WAY Health Information Services median
Revenue growth (TTM) 16.50% 21.43% 6.48%
EPS growth (last fiscal year) 25.93% 569.23% 63.46%
Revenue growth, 5-year CAGR 16.88% — 10.98%
Net income growth, 5-year CAGR 19.05% — 0.00%

Health

Metric VEEV WAY Health Information Services median
Debt to equity 0.00 0.36 0.00
Current ratio 5.46 2.10 2.15
Net debt to EBITDA (6.83) 3.49 0.71

Dividend

Metric VEEV WAY Health Information Services median
Dividend yield — — —
Payout ratio — — —

Size

Metric VEEV WAY Health Information Services median
Market cap 50.21b 5.56b 309.94m

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