Added to YB: 2026-04-16
Pitch date: 2026-04-14
VEEV [neutral]
Veeva Systems Inc.
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
$25.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.38
P/E
29.13
EV/Sales
6.08
Sector
Health Care Technology
Category
growth
Most investors still think Veeva is a pharma CRM stock. That is the mistake.
VEEV (deep dive): No longer pharma CRM – 55% rev from R&D/quality, 45% commercial. 84% subscription mix, 87% sub gross margin, ~$1.4B OCF. Moat strongest in quality/safety/regulatory (450 QMS customers, 15 of top 20 biopharma). CRM transition progressing: ~140 live, 10 of top 20 committed. $6.6B net cash aids strategic flexibility. 15% LT EPS growth path supported by workflow depth, underpenetrated market & balance sheet strength.
Read full article (8 min)