COMPARE · Reviewed July 29, 2026
ADUS vs VEEV
Verdict: Side-by-side breakdown using the Bull Rankings model. ADUS scored 75.1, VEEV scored 81.9 — VEEV leads.
Compare another set
ADUS
Addus HomeCare Corporation
75.1
$119.13 · $2.2B
fundamentals as of
Score gap
6.8
VEEV leads
VEEV
Veeva Systems Inc.
81.9
$207.91 · $33.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADUS
stronger →← stronger
VEEV
57
Qualityreturns · margins · balance sheet
77
96
Growthrevenue & earnings expansion
94
77
Valuevaluation vs sector peers
75
ADUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADUS
VEEV
$137mC
FCF
$1.7bC+
+19.6%B+
Rev
+16.2%B+
0.12B+
D/E
0.01A-
22.0xB+
P/E
36.9xC+
1.11B+
PEG
0.88B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADUS
VEEV
9% below
Price vs fair valuelower is cheaper
11% above
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+4%
1-yr DCF upside
-18%
+10%
5-yr DCF upside
-10%
+18%
10-yr DCF upside
+4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
ADUSAddus HomeCare Corporation
Why now
Medical Care Facilities · market cap $2.2b. 4% off the 52-week high of $124.44. Revenue growing +20%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $133.00 (implying +12% upside).
Moat
FCF converts 138% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
VEEVVeeva Systems Inc.
Why now
Health Information Services · market cap $33.8b. Down 33% from 52-week high of $310.50 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.88 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $244.14 (implying +17% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 177% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 10.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.