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Added to YB: 2025-09-02

Pitch date: 2025-08-29

VEEV [neutral]

Veeva Systems Inc.

-15.83%

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

$265.26

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 Q2 2025 Earnings Analysis

VEEV (earnings update): Q2 rev $789M (+16.7% YoY) beat est by 2.8%, EPS $1.99 beat by 4.7%. Op margin 44.7% (+3.3pp YoY), FCF margin 29.4% (+16.1pp). Vault CRM gaining: 9/20 top pharma committed, 300 migrations pipeline. FY guide raised to $3.134-3.140B (+14.2%). Negatives: Net new ARR down 10.6% YoY, slow Compass adoption.

Read full article (6 min)