Veeva Systems (NYSE:VEEV – Get Free Report) and Full Truck Alliance (NYSE:YMM – Get Free Report) are both large-cap medical companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, risk, profitability, analyst recommendations and institutional ownership.
Profitability
This table compares Veeva Systems and Full Truck Alliance’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Veeva Systems | 25.07% | 13.56% | 11.02% |
| Full Truck Alliance | 29.59% | 9.02% | 8.08% |
Analyst Recommendations
This is a summary of recent ratings and recommmendations for Veeva Systems and Full Truck Alliance, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Veeva Systems | 2 | 8 | 17 | 0 | 2.56 |
| Full Truck Alliance | 0 | 2 | 1 | 1 | 2.75 |
Institutional & Insider Ownership
88.2% of Veeva Systems shares are owned by institutional investors. Comparatively, 39.0% of Full Truck Alliance shares are owned by institutional investors. 10.5% of Veeva Systems shares are owned by insiders. Comparatively, 16.5% of Full Truck Alliance shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Earnings & Valuation
This table compares Veeva Systems and Full Truck Alliance”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Veeva Systems | $2.36 billion | 16.02 | $525.71 million | $4.05 | 57.59 |
| Full Truck Alliance | $1.19 billion | 9.95 | $311.68 million | $0.42 | 26.73 |
Veeva Systems has higher revenue and earnings than Full Truck Alliance. Full Truck Alliance is trading at a lower price-to-earnings ratio than Veeva Systems, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility
Veeva Systems has a beta of 0.84, meaning that its share price is 16% less volatile than the S&P 500. Comparatively, Full Truck Alliance has a beta of 0.25, meaning that its share price is 75% less volatile than the S&P 500.
Summary
Veeva Systems beats Full Truck Alliance on 11 of the 15 factors compared between the two stocks.
About Veeva Systems
Veeva Systems Inc. provides cloud-based software for the life sciences industry. It offers Veeva Commercial Cloud, a suite of software and analytics solutions, such as Veeva customer relationship management (CRM) that enable customer-facing employees at pharmaceutical and biotechnology companies; Veeva Vault PromoMats, an end-to-end content and digital asset management solution; Veeva Vault Medical that provides source of medical content across multiple channels and geographies; Veeva Crossix, an analytics platform for pharmaceutical brands; Veeva OpenData, a customer reference data solution; Veeva Link, a data application that allows link to generate real-time intelligence; and Veeva Compass includes de-identified and longitudinal patient data for the United States. The company also provides Veeva Development Cloud, a suite of applications for the clinical, regulatory, quality, and safety functions, including Veeva Vault Clinical, Veeva Vault RIM, Veeva Vault Safety, and Veeva Vault Quality; Veeva QualityOne, a quality and document management, and training solution; Veeva RegulatoryOne, a solution that helps companies to manage regulatory submission content; and Veeva Claims addresses the end-to-end product and marketing claims management process. In addition, it offers professional and support services, including implementation and deployment planning and project management; requirements analysis, solution design, and configuration; systems environment management and deployment services; services focused on advancing or transforming business and operating processes related to Veeva solutions; data migration and systems integrations technical consulting services; training on its solutions; and ongoing managed services, such as outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was incorporated in 2007 and is headquartered in Pleasanton, California.
About Full Truck Alliance
Full Truck Alliance Co. Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People's Republic of China. The company offers freight matching services, such as freight listing and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, and energy services. It also provides technology development and other services. The company was founded in 2011 and is based in Guiyang, China.
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