COMPARE · Reviewed July 29, 2026

CI vs VEEV

Verdict: Side-by-side breakdown using the Bull Rankings model. CI scored 73.2, VEEV scored 81.9 — VEEV leads.
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CI
The Cigna Group
Healthcare Plans · Quality-Growth
73.2
$296.47 · $78.4B
fundamentals as of
Score gap
8.7
VEEV leads
VEEV
Veeva Systems Inc.
Health Information Services · Quality-Growth
81.9
$207.91 · $33.8B
fundamentals as of
THE BULL RANKINGS SCORECARD73/ 100 · BULL SCOREPEER MEDIANQUALITY59GROWTH85VALUE78
THE BULL RANKINGS SCORECARD82/ 100 · BULL SCOREPEER MEDIANQUALITY77GROWTH94VALUE75
CI
stronger →← stronger
VEEV
59
Qualityreturns · margins · balance sheet
77
85
Growthrevenue & earnings expansion
94
78
Valuevaluation vs sector peers
75
VEEV is stronger on 2 of 3 pillars.
CI
VEEV
$7.7bB+
FCF
$1.7bC+
+11.3%B
Rev
+16.2%B+
0.73C+
D/E
0.01A-
12.6xA
P/E
36.9xC+
0.87B+
PEG
0.88B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
CI
VEEV
41% below
Price vs fair valuelower is cheaper
11% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+54%
1-yr DCF upside
-18%
+68%
5-yr DCF upside
-10%
+92%
10-yr DCF upside
+4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
CI
Why this score
  • Raising its dividend
VEEV
No notable signals flagged.
CIThe Cigna Group
Healthcare Plans · $296.47 · beta 0.30
Why now
Healthcare Plans · market cap $78.4b. 6% off the 52-week high of $315.47. Revenue growing +11%, comfortably above the S&P median. PEG 0.87 — paying under fair value for the growth rate. 24 sell-side analysts publish a mean 1-yr target of $340.92 (implying +15% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 122% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $78.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Net margin 2.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
VEEVVeeva Systems Inc.
Health Information Services · $207.91 · beta 0.94
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.
Generating verdict… typically 5–10 seconds
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