Added to YB: 2026-04-14
Pitch date: 2026-04-10
VEEV [neutral]
Veeva Systems Inc.
+4.6%
current return
Author Info
No bio for this author
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
$24.7B
Pitch Price
$151.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.23
P/E
27.84
EV/Sales
5.72
Sector
Health Care Technology
Category
value
Here's why $VEEV is worth a look.
VEEV (overview): Life sciences OS w/ FDA-validated CRM, clinical trial mgmt, regulatory submissions. High switching costs in regulated industry. Stock -50% from highs to 29x P/E (vs 60x 5yr median), 18x fwd P/E, ~6% FCF yield, $6.46B net cash. FY27 guide $3.6B rev, $6B 2030 target, 15-16% growth, 75%+ gross margin. Risks: Takeda/Pfizer to Salesforce, 15% SBC, biopharma capex sensitivity.
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