COMPARE · Reviewed August 3, 2026
BTSG vs VEEV
Verdict: Side-by-side breakdown using the Bull Rankings model. BTSG scored 56.8, VEEV scored 81.5 — VEEV leads.
Compare another set
BTSG
BrightSpring Health Services, Inc.
56.8
$63.13 · $12.5B
fundamentals as of
Score gap
24.7
VEEV leads
VEEV
Veeva Systems Inc.
81.5
$210.94 · $34.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
BTSG
stronger →← stronger
VEEV
51
Qualityreturns · margins · balance sheet
77
100
Growthrevenue & earnings expansion
94
36
Valuevaluation vs sector peers
74
VEEV is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BTSG
VEEV
$402mC
FCF
$1.7bC+
+26.4%A-
Rev
+16.2%B+
1.16C
D/E
0.01A-
56.4xC
P/E
37.5xC+
1.92C+
PEG
0.92B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTSG
VEEV
129% above
Price vs fair valuelower is cheaper
11% above
~39%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
-66%
1-yr DCF upside
-18%
-56%
5-yr DCF upside
-10%
-38%
10-yr DCF upside
+4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTSG
Why this score
- Diluting shareholders
- Short track record
VEEV
No notable signals flagged.
The companies
BTSGBrightSpring Health Services, Inc.
Why now
Health Information Services · market cap $12.5b. 14% off the 52-week high of $73.75. Revenue growing +26% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $78.53 (implying +24% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 56.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.88 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 2.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
VEEVVeeva Systems Inc.
Why now
Health Information Services · market cap $34.3b. Down 32% from 52-week high of $310.50 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.92 — 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 +16% 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 32% 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 10.3x 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.