Added to YB: 2025-11-05
Pitch date: 2025-11-01
VEEV [neutral]
Veeva Systems Inc.
-23.28%
current return
Author Info
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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
$291.00
Price Target
192.00 (-14%)
Dividend
N/A
EV/EBITDA
32.89
P/E
44.67
EV/Sales
10.10
Sector
Health Care Technology
Category
N/A
Veeva Systems: Vertical SaaS Quality in Life Sciences
VEEV (overview): Dominant vertical SaaS in life sciences w/ 75% gross margins, 45% FCF margins, 120%+ NRR. Vault platform mission-critical for pharma compliance; strong moat via switching costs. Growth drivers: Vault expansion, Data Cloud, AI integration. Risks: CRM Salesforce migration, 16% SBC dilution, rich 34x FCF valuation requires sustained double-digit growth.
Read full article (36 min)