VEEV Competition Analysis

Veeva Systems Inc. Peer Comparison

Metric	Value	Ranking
Market Cap	$34.9 Billion	1/12	VEEV $34.9B	DOCS $7.4B	HQY $6.8B	RCM $6.0B	GDRX $2.8B	TXG $2.7B	PGNY $2.2B	CERT $1.8B	TDOC $1.6B	SDGR $1.4B	ACCD $334.4M	AMWL $147.4M
Gross Margin	74%	3/12	DOCS 89%	GDRX 86%	VEEV 74%	TDOC 71%	TXG 68%	SDGR 66%	HQY 58%	CERT 43%	ACCD 38%	AMWL 37%	PGNY 22%	RCM 19%
Profit Margin	25%	2/12	DOCS 33%	VEEV 25%	HQY 12%	PGNY 5%	GDRX 3%	RCM -1%	CERT -13%	TXG -25%	ACCD -25%	AMWL -80%	TDOC -100%	SDGR -100%
EBITDA margin	27%	3/12	DOCS 39%	HQY 35%	VEEV 27%	RCM 23%	GDRX 19%	CERT 15%	PGNY 7%	ACCD -17%	TXG -27%	AMWL -62%	SDGR -108%	TDOC -131%
Quarterly Revenue	$676.2 Million	1/12	VEEV $676.2M	TDOC $642.4M	RCM $627.9M	PGNY $304.1M	HQY $299.9M	GDRX $200.6M	TXG $153.1M	DOCS $126.7M	ACCD $110.5M	CERT $93.3M	AMWL $62.8M	SDGR $47.3M
Quarterly Earnings	$171.0 Million	1/12	VEEV $171.0M	DOCS $41.4M	HQY $35.8M	PGNY $16.5M	GDRX $6.7M	RCM -$7.6M	CERT -$12.6M	ACCD -$27.6M	TXG -$37.9M	AMWL -$49.9M	SDGR -$54.0M	TDOC -$837.7M
Quarterly Free Cash Flow	$89.8 Million	1/12	VEEV $89.8M	PGNY $55.8M	DOCS $39.5M	RCM $6.4M	CERT $3.7M	TXG $3.6M	TDOC -$0	GDRX -$7.5M	ACCD -$9.1M	AMWL -$27.0M	SDGR -$54.7M	HQY -$101.0M
Trailing 4 Quarters Revenue	$2.6 Billion	2/12	TDOC $2.6B	VEEV $2.6B	RCM $2.4B	PGNY $1.1B	HQY $1.1B	GDRX $775.1M	TXG $631.7M	DOCS $493.6M	ACCD $431.5M	CERT $363.6M	AMWL $254.9M	SDGR $200.6M
Trailing 4 Quarters Earnings	$615.3 Million	1/12	VEEV $676.2M	TDOC $642.4M	RCM $627.9M	PGNY $304.1M	HQY $299.9M	GDRX $200.6M	TXG $153.1M	DOCS $126.7M	ACCD $110.5M	CERT $93.3M	AMWL $62.8M	SDGR $47.3M
Quarterly Earnings Growth	53%	2/12	HQY 239%	VEEV 53%	AMWL 46%	DOCS 46%	TXG 39%	ACCD 28%	PGNY 10%	GDRX -89%	CERT -367%	TDOC -1185%	SDGR -1363%	RCM -2633%
Annual Earnings Growth	22%	5/12	HQY 362%	AMWL 76%	DOCS 33%	ACCD 31%	VEEV 22%	PGNY -8%	TXG -12%	SDGR -151%	GDRX -220%	TDOC -269%	CERT -996%	RCM -3433%
Quarterly Revenue Growth	15%	5/12	SDGR 35%	HQY 23%	ACCD 18%	DOCS 17%	VEEV 15%	RCM 12%	PGNY 9%	GDRX 6%	TXG 4%	CERT 3%	AMWL 1%	TDOC -2%
Annual Revenue Growth	19%	1/12	VEEV 19%	TXG 15%	HQY 13%	DOCS 12%	ACCD 11%	RCM 8%	PGNY 7%	GDRX 5%	TDOC 3%	CERT 1%	AMWL 0%	SDGR -13%
Cash On Hand	$1.2 Billion	1/12	VEEV $1.2B	TDOC $1.2B	GDRX $524.9M	TXG $379.8M	HQY $326.9M	AMWL $276.9M	CERT $224.6M	ACCD $188.7M	RCM $163.0M	SDGR $112.3M	DOCS $111.4M	PGNY $95.0M
Short Term Debt	$10.2 Million	5/12	RCM $113.2M	SDGR $16.8M	GDRX $12.4M	TXG $10.8M	VEEV $10.2M	HQY $9.9M	CERT $7.7M	ACCD $7.2M	AMWL $3.6M	PGNY $2.8M	DOCS $2.2M	TDOC -$0
Long Term Debt	$43.9 Million	9/12	RCM $2.2B	TDOC $1.6B	HQY $1.1B	GDRX $645.6M	CERT $293.7M	ACCD $208.8M	SDGR $107.1M	TXG $78.7M	VEEV $43.9M	PGNY $17.1M	DOCS $11.8M	AMWL $6.4M
PE	56.71	2/12	HQY 64.08	VEEV 56.71	DOCS 46.36	PGNY 35.16	TDOC -1.00	RCM -1.00	TXG -1.00	SDGR -1.00	ACCD -1.00	GDRX -1.00	AMWL -1.00	CERT -1.00
PS	13.56	2/12	DOCS 15.08	VEEV 13.56	SDGR 7.16	HQY 6.16	CERT 4.84	TXG 4.21	GDRX 3.60	RCM 2.52	PGNY 1.95	ACCD 0.77	TDOC 0.60	AMWL 0.58
PB	6.73	2/12	DOCS 8.15	VEEV 6.73	PGNY 4.84	GDRX 4.17	TXG 3.67	HQY 3.14	SDGR 3.03	RCM 2.12	CERT 1.69	TDOC 1.04	ACCD 0.77	AMWL 0.39
PC	29.93	3/12	DOCS 66.79	RCM 36.72	VEEV 29.93	PGNY 23.23	HQY 20.71	SDGR 12.78	CERT 7.83	TXG 7.00	GDRX 5.31	ACCD 1.77	TDOC 1.34	AMWL 0.53
Liabilities to Equity	0.22	11/12	TDOC 1.35	GDRX 1.20	RCM 1.05	ACCD 0.76	HQY 0.63	PGNY 0.53	CERT 0.48	SDGR 0.45	AMWL 0.36	TXG 0.28	VEEV 0.22	DOCS 0.18
ROA	0.10	2/12	DOCS 15%	VEEV 10%	PGNY 9%	HQY 3%	RCM -1%	GDRX -4%	CERT -5%	ACCD -12%	TXG -26%	TDOC -29%	SDGR -29%	AMWL -60%
ROE	0.12	3/12	DOCS 18%	PGNY 14%	VEEV 12%	HQY 5%	RCM -1%	CERT -8%	GDRX -9%	ACCD -20%	TXG -33%	SDGR -43%	TDOC -67%	AMWL -84%
Current Ratio	5.52	2/12	DOCS 6.71	VEEV 5.52	TXG 4.52	AMWL 3.91	SDGR 3.21	CERT 3.10	PGNY 2.88	HQY 2.59	ACCD 2.31	RCM 1.95	GDRX 1.83	TDOC 1.74
Quick Ratio	4.26	2/12	HQY 64.08	VEEV 56.71	DOCS 46.36	PGNY 35.16	TDOC -1.00	RCM -1.00	TXG -1.00	SDGR -1.00	ACCD -1.00	GDRX -1.00	AMWL -1.00	CERT -1.00
Long Term Debt to Equity	0.01	11/12	TDOC} 1.05	GDRX} 0.96	RCM} 0.77	HQY} 0.51	ACCD} 0.48	CERT} 0.28	SDGR} 0.23	TXG} 0.11	PGNY} 0.04	AMWL} 0.02	VEEV} 0.01	DOCS} 0.01
Debt to Equity	0.01	12/12	GDRX 1.06	TDOC 1.05	RCM 0.84	ACCD 0.55	HQY 0.54	CERT 0.30	SDGR 0.26	TXG 0.12	PGNY 0.04	AMWL 0.03	DOCS 0.02	VEEV 0.01
Burn Rate	-6.99	12/12	HQY 30.53	GDRX 23.61	TXG 8.68	CERT 8.56	AMWL 5.42	ACCD 5.00	SDGR 1.80	RCM 1.33	TDOC 1.29	DOCS -2.76	PGNY -6.29	VEEV -6.99
Cash to Cap	0.03	10/12	AMWL 1.88	TDOC 0.75	ACCD 0.56	GDRX 0.19	TXG 0.14	CERT 0.13	SDGR 0.08	HQY 0.05	PGNY 0.04	VEEV 0.03	RCM 0.03	DOCS 0.01
CCR	0.53	5/12	PGNY 3.39	SDGR 1.01	DOCS 0.96	AMWL 0.54	VEEV 0.53	ACCD 0.33	TDOC 0.00	TXG -0.10	CERT -0.29	RCM -0.84	GDRX -1.12	HQY -2.82
EV to EBITDA	187.44	1/12	VEEV} 187.44	DOCS} 150.48	CERT} 136.02	PGNY} 99.40	GDRX} 79.06	HQY} 72.87	RCM} 56.97	AMWL} 3.06	TDOC} -2.34	ACCD} -20.71	SDGR} -28.19	TXG} -56.79
EV to Revenue	13.13	2/12	DOCS 14.88	VEEV 13.13	SDGR 7.21	HQY 6.92	CERT 5.08	GDRX 3.83	TXG 3.75	RCM 3.44	PGNY 1.88	ACCD 0.90	TDOC 0.76	AMWL -0.47

Veeva Systems Inc. Peer Comparison

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