MetaCap

Strategy (MSTR) vs Veeva Systems (VEEV)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Veeva Systems (VEEV) has outperformed Strategy (MSTR) over the past year, losing 7.7% versus a loss of 53.3%. Over five years, MSTR leads with a +104.5% price change compared with -8.7% for VEEV. Strategy is the larger company by market cap ($61.16 billion vs $45.74 billion), about 1.3 times the size, while Veeva Systems is growing revenue faster (+16.3% vs +3.0%).

On valuation, Strategy trades at a lower forward P/E (3.1x vs 27.6x for Veeva Systems). Veeva Systems converts more of its revenue into profit, with a net margin of 28.4% versus -806.3%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

MSTR-53.30%VEEV-7.75%
+5%-37%-79%
Oct 7, 20251 yearOct 7, 2026
MSTR+116.37%VEEV-1.40%
+526%+209%-109%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

MSTR versus VEEV key metrics
MetricMSTRVEEV
Share price$153.37$282.50
Market cap$61.16B$45.74B
1-day change-6.79%-0.35%
YTD return+0.93%+26.55%
1-year return-53.30%-7.75%
5-year return+104.53%-8.71%
P/E ratio (TTM)—46.31
Forward P/E3.1027.56
EPS (TTM)$-99.08$6.10
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$477.23M$3.20B
Revenue growth (YoY)+2.97%+16.34%
Net income (latest FY)$-3.85B$908.91M
Gross margin68.69%75.53%
Operating margin-1140.82%28.68%
Net margin-806.35%28.44%
52-week high$328.99$303.39
52-week low$81.81$148.05
Distance from 52-week high-53.38%-6.89%
Analyst consensusstrong_buybuy
Avg. price target upside+54.40%+4.52%
Average volume21.60M1.68M
Shares outstanding379.11M161.91M
Employees1,5397,928
SectorTechnologyTechnology
IndustryComputer Software: Prepackaged SoftwareComputer Software: Prepackaged Software

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • VEEV has outperformed MSTR by 45.6 percentage points over the past year.
  • Veeva Systems is more profitable, keeping 28.4 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
  • Veeva Systems grew revenue faster in its latest fiscal year (+16.34% vs +2.97%).

About Strategy

MSTR stock →

Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.

Technology · Computer Software: Prepackaged Software · 1,539 employees

About Veeva Systems

VEEV stock →

Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Technology · Computer Software: Prepackaged Software · 7,928 employees

MSTR vs VEEV FAQ

Which is bigger, Strategy or Veeva Systems?

Strategy (MSTR) is larger, with a market capitalization of $61.16B compared with $45.74B for Veeva Systems (VEEV).

Which stock has performed better over the past year, MSTR or VEEV?

VEEV returned -7.75% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.

Are Strategy and Veeva Systems in the same industry?

Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.

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