Open Text vs Veeva Systems
OTEX and VEEV side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How OTEX and VEEV compare
Veeva Systems is the larger company, worth 8.1 times as much as Open Text ($48.8B against $6.0B).
On earnings, Open Text is cheaper: it trades at 9.4× trailing earnings, against 49.3× for Veeva Systems.
Veeva Systems grew revenue faster over the last twelve months (16.5% versus 0.14% for Open Text).
Veeva Systems keeps more of each dollar of sales as profit, with a net margin of 29.3% compared with 12.5% at Open Text.
Open Text pays a dividend yielding 4.4%; Veeva Systems does not pay one.
Open Text scores higher on the StockData Score (18 against 17 for Veeva Systems), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | OTEX | VEEV |
|---|---|---|
| Size and price | ||
| Market cap | $6.0B | $48.8B |
| Share price | $24.86 | $301.53 |
| Change, 1 year | −28.6% | 1.5% |
| Change, 5 years | −52.3% | −1.2% |
| Beta (5Y) | 1.09 | 1.22 |
| Employees | 20K | 7,928 |
| StockData Score | ||
| Total score | 18 (better) | 17 |
| Valuation score | 6 (better) | 2 |
| Growth score | 3 | 4 (better) |
| Performance score | 4 | 5 (better) |
| Health score | 0 | 6 (better) |
| Dividend score | 5 (better) | 0 |
| Valuation | ||
| P/E | 9.4× (better) | 49.3× |
| P/S | 1.2× (better) | 14.1× |
| P/B | 1.5× (better) | 6.6× |
| EV/EBITDA | 10.2× (better) | 40.2× |
| P/FCF | 7.1× | – |
| PEG | 0.14 (better) | 2.25 |
| FCF yield | 14.0% | – |
| Fair value | $55.30 | $250.94 |
| Margin of safety | 55.0% (better) | −20.2% |
| Growth | ||
| Revenue growth (TTM) | 0.14% | 16.5% (better) |
| Revenue growth, 5Y average | 9.2% | 16.9% (better) |
| Net income growth (TTM) | 30.8% (better) | 25.3% |
| EPS growth (TTM) | 38.2% (better) | 25.7% |
| EPS growth, 5Y average | 17.7% | 18.2% (better) |
| Profitability | ||
| Gross margin | 73.9% | 75.0% (better) |
| Operating margin | 20.5% | 29.9% (better) |
| Net margin | 12.5% | 29.3% (better) |
| FCF margin | 16.3% | – |
| Return on equity | 16.2% (better) | 14.4% |
| Return on invested capital | 8.8% | 374% (better) |
| Financial health | ||
| Debt / equity | 1.40 (better) | 0.00 |
| Net debt / EBITDA | 4.50 | – |
| Current ratio | 0.85 | 5.46 (better) |
| Altman Z-score | 1.28 | 20.36 (better) |
| Piotroski F-score | 9 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 4.4% | – |
| Payout ratio | 40.9% | – |
| Years of dividend growth | 14 | – |
| Dividend growth, 5Y average | 7.2% | – |
| Buyback yield | 4.7% | – |
| Shareholder yield | 9.2% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 83.8% | 89.8% |
| Held by insiders | 0.00% | 0.74% |
| Insider net buying, 12 months | – | −$16.8M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 3.0% | 2.4% |
Go deeper
- OTEX stock overview
- OTEX income statement
- OTEX valuation and score
- VEEV stock overview
- VEEV income statement
- VEEV valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.