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VEEV vs. BTSGU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VEEV vs. BTSGU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Veeva Systems Inc. (VEEV) and BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VEEV achieves a -25.08% return, which is significantly lower than BTSGU's 55.11% return.


VEEV

1D
-3.11%
1M
0.54%
YTD
-25.08%
6M
-30.04%
1Y
-41.39%
3Y*
-3.76%
5Y*
-10.46%
10Y*
17.25%

BTSGU

1D
1.75%
1M
6.44%
YTD
55.11%
6M
62.34%
1Y
137.21%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEEV vs. BTSGU - Yearly Performance Comparison


2026 (YTD)20252024
VEEV
Veeva Systems Inc.
-25.08%6.17%0.73%
BTSGU
BrightSpring Health Services Inc. Tangible Equity Unit
55.11%111.13%43.83%

Correlation

The correlation between VEEV and BTSGU is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2024

0.19

Fundamentals

Market Cap

VEEV:

$27.76B

BTSGU:

$42.81B

EPS

VEEV:

$5.63

BTSGU:

$1.42

PE Ratio

VEEV:

29.73

BTSGU:

136.39

PEG Ratio

VEEV:

1.54

BTSGU:

0.75

PS Ratio

VEEV:

8.43

BTSGU:

3.10

PB Ratio

VEEV:

3.80

BTSGU:

21.63

Total Revenue (TTM)

VEEV:

$3.32B

BTSGU:

$13.65B

Gross Profit (TTM)

VEEV:

$2.49B

BTSGU:

$1.66B

EBITDA (TTM)

VEEV:

$1.00B

BTSGU:

$572.07M

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Return for Risk

VEEV vs. BTSGU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEEV
VEEV Risk / Return Rank: 66
Overall Rank
VEEV Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VEEV Sortino Ratio Rank: 44
Sortino Ratio Rank
VEEV Omega Ratio Rank: 55
Omega Ratio Rank
VEEV Calmar Ratio Rank: 1010
Calmar Ratio Rank
VEEV Martin Ratio Rank: 66
Martin Ratio Rank

BTSGU
BTSGU Risk / Return Rank: 9696
Overall Rank
BTSGU Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BTSGU Sortino Ratio Rank: 9595
Sortino Ratio Rank
BTSGU Omega Ratio Rank: 9494
Omega Ratio Rank
BTSGU Calmar Ratio Rank: 9696
Calmar Ratio Rank
BTSGU Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEEV vs. BTSGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Veeva Systems Inc. (VEEV) and BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


VEEVBTSGUDifference
Sharpe ratioReturn per unit of total volatility

-4.75

Sortino ratioReturn per unit of downside risk

-5.73

Omega ratioGain probability vs. loss probability

0.79

1.53

-0.74

Calmar ratioReturn relative to maximum drawdown

-0.82

8.31

-9.14

Martin ratioReturn relative to average drawdown

-1.47

26.09

-27.56

VEEV vs. BTSGU - Sharpe Ratio Comparison

The current VEEV Sharpe Ratio is -1.16, which is lower than the BTSGU Sharpe Ratio of 3.59. The chart below compares the historical Sharpe Ratios of VEEV and BTSGU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VEEVBTSGUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.16

3.59

-4.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

2.42

-2.11

Drawdowns

VEEV vs. BTSGU - Drawdown Comparison

The maximum VEEV drawdown since its inception was -61.35%, which is greater than BTSGU's maximum drawdown of -32.46%. Use the drawdown chart below to compare losses from any high point for VEEV and BTSGU.


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Drawdown Indicators


VEEVBTSGUDifference

Max Drawdown

Largest peak-to-trough decline

-61.35%

-32.46%

-28.89%

Max Drawdown (1Y)

Largest decline over 1 year

-50.55%

-16.60%

-33.95%

Max Drawdown (3Y)

Largest decline over 3 years

-50.55%

Max Drawdown (5Y)

Largest decline over 5 years

-55.69%

Max Drawdown (10Y)

Largest decline over 10 years

-55.69%

Current Drawdown

Current decline from peak

-50.96%

-5.76%

-45.20%

Average Drawdown

Average peak-to-trough decline

-26.05%

-6.21%

-19.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.16%

5.54%

+22.62%

Volatility

VEEV vs. BTSGU - Volatility Comparison

Veeva Systems Inc. (VEEV) has a higher volatility of 14.68% compared to BrightSpring Health Services Inc. Tangible Equity Unit (BTSGU) at 12.25%. This indicates that VEEV's price experiences larger fluctuations and is considered to be riskier than BTSGU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VEEVBTSGUDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.68%

12.25%

+2.43%

Volatility (6M)

Calculated over the trailing 6-month period

29.31%

28.28%

+1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

35.89%

38.53%

-2.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.98%

38.56%

-0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.24%

38.56%

-0.32%

Dividends

VEEV vs. BTSGU - Dividend Comparison

VEEV has not paid dividends to shareholders, while BTSGU's dividend yield for the trailing twelve months is around 1.74%.


PositionTTM20252024
BTSGU
BrightSpring Health Services Inc. Tangible Equity Unit
1.74%2.67%2.70%
VEEV
Veeva Systems Inc.
0.00%0.00%0.00%

Financials

VEEV vs. BTSGU - Financials Comparison

This section allows you to compare key financial metrics between Veeva Systems Inc. and BrightSpring Health Services Inc. Tangible Equity Unit. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
882.95M
3.61B
(VEEV) Total Revenue
(BTSGU) Total Revenue
Values in USD except per share items

VEEV vs. BTSGU - Profitability Comparison

The chart below illustrates the profitability comparison between Veeva Systems Inc. and BrightSpring Health Services Inc. Tangible Equity Unit over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
74.7%
13.3%
Portfolio components
VEEV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported a gross profit of 659.69M and revenue of 882.95M. Therefore, the gross margin over that period was 74.7%.

BTSGU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services Inc. Tangible Equity Unit reported a gross profit of 482.22M and revenue of 3.61B. Therefore, the gross margin over that period was 13.3%.

VEEV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported an operating income of 273.11M and revenue of 882.95M, resulting in an operating margin of 30.9%.

BTSGU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services Inc. Tangible Equity Unit reported an operating income of 121.45M and revenue of 3.61B, resulting in an operating margin of 3.4%.

VEEV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Veeva Systems Inc. reported a net income of 260.94M and revenue of 882.95M, resulting in a net margin of 29.6%.

BTSGU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BrightSpring Health Services Inc. Tangible Equity Unit reported a net income of 148.77M and revenue of 3.61B, resulting in a net margin of 4.1%.


Frequently Asked Questions


VEEV and BTSGU have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VEEV has higher volatility (14.68%) compared to BTSGU (12.25%). In terms of maximum drawdown, VEEV dropped -61.35% vs BTSGU's -32.46%.

BTSGU currently has the higher Sharpe Ratio (3.59 vs -1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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