Added to YB: 2026-01-13
Pitch date: 2026-01-05
VEEV [bullish]
Veeva Systems Inc.
+2.62%
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
$39.5B
Pitch Price
$227.26
Price Target
400.00 (+72%)
Dividend
N/A
EV/EBITDA
34.80
P/E
46.81
EV/Sales
10.69
Sector
Health Care Technology
Category
growth
Veeva Systems: Opportunistic compounder at a discounted price
VEEV (long): Vertical SaaS for life sciences w/ ~50 products across drug dev & commercialization. Market overreacting to CRM competitive pressure (only 20% rev, going from 90% to 70% top-20 pharma share). AI tailwinds in safety/pharmacovigilance & eTMF workflows offer concrete ROI. $400 PT (+83%, 27% IRR) on 27.5x '28 FCF vs 17.7x current.
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