stocksbrew

MSTR vs VEEV

as of yesterday's close

MicroStrategy and Veeva Systems, side by side.

Prices and company dataas of yesterday's close

  • MSTRKeepin five trading days−14%

    MicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%.

  • VEEVBuy moresales growth, past year16%

    Veeva Systems' sales grew 16% over the past year, and it trades at 31 times its past year's earnings, close to its usual level.

Percent return

  • MSTR−47.11%
  • VEEV+1.90%

Nov 11, 2025 to Nov 11, 2026

Where they differ

VEEV leads on 5 of 6
MSTRVEEV
  • Company size: MSTR $34.1B, VEEV $28.2B.
  • Sales growth, 1 yr: MSTR +4.2%, VEEV +17%. VEEV is ahead.
  • Price for $1 of next year's profit: MSTR $11, VEEV $31. MSTR is ahead.
  • Profit per $1 of sales: MSTR −1100¢, VEEV 30¢. VEEV is ahead.
  • Cash minus debt: MSTR −$870M, VEEV +$7.09B. VEEV is ahead.
  • Price change, 1 yr: MSTR −47%, VEEV +1.9%. VEEV is ahead. S&P 500 +12%.
  • How much the price swings: MSTR 79%, VEEV 41%. VEEV is ahead.
MeasureMSTRMicroStrategyVEEVVeeva Systems
Price and returns
Price$122.32$304.77
TodayBest in this row: +1.03%−0.26%
1 month−20.73%Best in this row: +2.92%
3 months+27.30%Best in this row: +28.82%
This year−19.48%Best in this row: +36.53%
1 year−47.11%Best in this row: +1.90%
5 yearsBest in this row: +49.51%−2.61%
From 52-week high−47.1%−5.7%
How much it swings (90 days)79%Best in this row: 41%
Valuation
Market value$34.1B$28.2B
Price vs last year's earnings–30.8×
Price vs next year's expected earningsBest in this row: 10.7×31.5×
Price vs earnings, adjusted for growth–1.44×
Price to sales110.0×Best in this row: 14.2×
Price vs cash it brings in–30.0×
Company value vs operating profit–39.1×
Price vs earnings, against its own past (0 = cheapest)–74
Growth
Revenue growth, 1 year+4.2%Best in this row: +16.5%
Revenue growth a year, last 3 years−1.5%Best in this row: +14.0%
Earnings per share growth, last year−63.4%Best in this row: +19.5%
Earnings per share growth expected next yearBest in this row: +669.3%+11.3%
Profitability
Kept from sales after making the product67.8%Best in this row: 75.0%
Kept as operating profit−1100.1%Best in this row: 29.9%
Kept as final profit−3008.3%Best in this row: 29.3%
Kept as spare cash−4.3%Best in this row: 47.4%
Profit on shareholders' money−21.6%Best in this row: 14.4%
Profit on all money put in−9.2%Best in this row: 95.6%
Balance sheet
Net cash (cash minus debt)−$870MBest in this row: $7.09B
Debt for each $1 of shareholders' money0.10×Best in this row: 0.02×
Short-term assets per $1 of bills due4.04×Best in this row: 5.46×
Our readPro
Our callKeepBuy more
WhyMicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%.Veeva Systems' sales grew 16% over the past year, and it trades at 31 times its past year's earnings, close to its usual level.
Where the price sitsin the full reportin the full report
Our overall score (out of 100)36Best in this row: 73
Our value score78Best in this row: 81
Our growth score19Best in this row: 68
Our quality score34Best in this row: 80
Our price trend score29Best in this row: 68
Earnings and analysts
Next earnings–Nov 19in 7 days
Analyst consensusBuyBuy
To average analyst targetBest in this row: +75.1%+1.9%
Average analyst target$214.14$310.45
Analysts rating it a buyBest in this row: 94%69%
Buy ratings added, 3 monthsBest in this row: +10
Analysts covering1424

VEEV: our only Buy more, with faster sales growth

Our pick of these: Veeva Systems

Buy more83/100

Sales growth +16.5% vs +4.2%

MSTR +4.2%, VEEV +16.5%.

Forward P/E per point of sales growth 1.91 vs 2.51

MSTR 2.51, VEEV 1.91.

Keeps 29.9% of sales as operating profit, vs −1100.1%

MSTR −1100.1%, VEEV 29.9%.

Where it loses: MSTR has more analyst upside, +75.1% vs +1.9%

  • 2ndMSTRKeep17/100Would need our call to move up from Keep

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Backtest as a basket

Prices as of yesterday, 3:59 PM ET. A view, not advice.

Against their other rivals

After hours

That's a wrap.

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Market opens Friday, Nov 13 at 9:30 AM ET