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Added to YB: 2025-06-02

Pitch date: 2025-05-29

VEEV [neutral]

Veeva Systems Inc.

-19.36%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

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.

Market Cap

$37.7B

Pitch Price

$276.87

Price Target

N/A

Dividend

N/A

EV/EBITDA

32.89

P/E

44.67

EV/Sales

10.10

Sector

Health Care Technology

Category

growth

Show full summary:
Veeva Systems Q1 2025 Earnings Analysis

VEEV (earnings update): Q1 rev $759M (+16.7% YoY), beat est by 4.3%; EPS $1.97 beat by 13.2%. Vault CRM >80 customers live, targeting 200 by FY27. Crossix growing 30%+ YoY. Guidance raised: FY26 $3.09-3.10B (+12.7%). Concerns: op margin -9.3ppts to 30.8%; EDC adoption slow; macro risks (drug pricing, tariffs).

Read full article (8 min)