VEEV vs MED Stock Comparison: AI Score, Valuation, Performance and Upside
VEEV (Veeva Systems) is the publicly traded dominant cloud software provider for life sciences with commercial, clinical, regulatory, and data capabilities, while Medidata Solutions was taken private through its 2019 acquisition by Dassault Systèmes and no longer trades independently. Veeva is the primary publicly traded life sciences pure-play cloud software company.
VEEV vs MED covers life sciences cloud software with Veeva as the publicly traded market leader and Medidata as the clinical trials technology leader now operating under Dassault Systèmes' ownership.
VEEV and MED are closely matched — they split the tracked metrics evenly. MED leads on both 1-year return (-22.09%) and forward P/E (-18.40x vs 15.28x for VEEV), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for VEEV (+60.13%) than for MED (+8.70%).
- →Want the dominant life sciences cloud software company with near-monopoly CRM positioning and growing Vault platform adoption across drug development workflows
- →Value Veeva's high switching costs and customer retention in pharmaceutical company software contracts spanning years or decades
- →See Vault expansion (regulatory, quality, safety, clinical) as a multi-year revenue growth driver as pharma replaces legacy systems
- →Medidata Solutions was acquired by Dassault Systèmes in 2019 and is no longer a publicly traded U.S. company
- →For clinical trials software exposure, consider Veeva (VEEV) which has an expanding clinical platform competing with Medidata
- →Dassault Systèmes (DSY) trades on Euronext Paris for investors wanting European exposure that includes Medidata's clinical trials platform
| Metric | VEEV | MED |
|---|---|---|
| AI score | 50.3 | 23.8 |
| AI rank | #454 | #3396 |
| Latest close | $153.30 | $11.04 |
| 1M return | -6.13% | -12.31% |
| 6M return | -28.85% | -9.36% |
| 1Y return | -45.53% | -22.09% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | VEEV | MED |
|---|---|---|
| 1Y ago | $5.45K (-45.5%) started 2025-06-18 | $7.79K (-22.1%) started 2025-06-18 |
| 5Y ago | $5K (-50.0%) started 2021-06-18 | $536.82 (-94.6%) started 2021-06-18 |
| 10Y ago | $44.71K (+347.1%) started 2016-06-20 | $5.92K (-40.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | VEEV | MED |
|---|---|---|
| Market cap | $24.9B | $122.76M |
| Trailing P/E | 27.18 | N/A |
| Forward P/E | 15.28 | -18.40 |
| Price/Sales | 7.50 | 0.35 |
| EV/Revenue | 5.82 | -0.11 |
| Analyst target | $245.48 | $12.00 |
| Target upside | +60.13% | +8.70% |
| Metric | VEEV | MED |
|---|---|---|
| Revenue growth | 16.30% | -34.30% |
| Earnings growth | 14.60% | N/A |
| EPS growth | +14.60% | N/A |
| FCF margin | +37.95% | +1.27% |
| Operating margin | N/A | N/A |
| Profit margin | 28.37% | -5.79% |
| ROIC proxy | 13.93% | -9.80% |
| Return on equity | 13.93% | -9.80% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.95 | 0.66 |
| Debt/equity | 1.41 | 8.14 |
| Current ratio | 4.74 | 4.80 |
| Quick ratio | 4.67 | 4.00 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | VEEV | MED |
|---|---|---|---|
| 1Y | Growth | -45.53% | -22.09% |
| CAGR | -45.55% | -22.10% | |
| Sharpe ratio | -1.63 | -0.51 | |
| Max drawdown | 50.55% | 37.39% | |
| Max daily drop | 9.77% | 5.83% | |
| Max wkly drop | 16.81% | 11.76% | |
| 5Y | Growth | -50.02% | -95.27% |
| CAGR | -12.95% | -45.68% | |
| Sharpe ratio | -0.30 | -1.22 | |
| Max drawdown | 55.69% | 96.29% | |
| Max daily drop | 16.24% | 22.47% | |
| Max wkly drop | 21.64% | 29.09% | |
| 10Y | Growth | +347.07% | -55.92% |
| CAGR | +16.17% | -7.87% | |
| Sharpe ratio | 0.47 | -0.03 | |
| Max drawdown | 55.69% | 96.76% | |
| Max daily drop | 16.24% | 28.65% | |
| Max wkly drop | 21.64% | 31.95% |
| Category | VEEV | MED |
|---|---|---|
| Company | Veeva Systems Inc. | Medidata Solutions (Dassault Systèmes) |
| Sector | Technology - Life Sciences Cloud | Technology - Clinical Trials Cloud |
| Industry | N/A | N/A |
| Core business | Veeva Systems provides cloud-based software for the global life sciences industry — including CRM (Veeva CRM for pharma sales reps), regulatory (Vault platform), clinical (Veeva Clinical), and data solutions (Veeva Data Cloud) for pharmaceutical and biotech companies. | Medidata Solutions provides cloud-based clinical trials management software — including EDC (electronic data capture), RTSM (randomization and trial supply management), and patient-facing eClinical tools — acquired by Dassault Systèmes in 2019 and now operated as a division. |
| Investor focus | Investors track Veeva's commercial cloud ARR, Vault platform ARR (replacing legacy systems in clinical, quality, and regulatory), and the long-term growth trajectory as Veeva expands from CRM into the full drug development lifecycle. | Medidata is no longer a publicly traded independent company — it was acquired by Dassault Systèmes in 2019 and operates as Medidata, a Dassault Systèmes company. Investors seeking clinical trials software exposure can access it through Dassault Systèmes (DSY on Euronext Paris) or through Veeva's expanding clinical portfolio. |
- →Veeva CRM is the dominant CRM used by pharmaceutical sales representatives globally — near-monopoly positioning creates extraordinary switching costs
- →Vault platform is systematically replacing legacy document management systems across clinical, quality, regulatory, and safety departments
- →Life sciences focus provides deep domain expertise that horizontal CRM or cloud platforms lack — critical for pharma's complex regulatory environment
- →Medidata Rave is the most widely used electronic data capture (EDC) platform in clinical trials globally — used in trials for 95%+ of top 25 pharmaceutical companies
- →Unified clinical data platform spanning EDC, RTSM, eTMF, and patient data provides a comprehensive clinical operations solution
- →Dassault Systèmes' 3DEXPERIENCE platform integration expands Medidata's scientific design and virtual trial capabilities
- →Veeva transitioned from Salesforce platform to its own Veeva Vault CRM — this migration creates risk for some legacy Veeva-on-Salesforce customers
- →Competition from IQVIA technology solutions and increasingly from niche clinical and regulatory software vendors for specific Vault modules
- →Life sciences industry consolidation (M&A between pharma companies) can reduce the total count of independent software-buying entities
- →Medidata is no longer independently publicly traded — it is a division of French conglomerate Dassault Systèmes
- →Veeva has expanded its clinical platform to compete directly with Medidata for clinical data management contracts
- →Investors seeking clinical trials software exposure through public U.S. markets should consider Veeva (VEEV) for life sciences cloud exposure
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