Added to YB: 2026-06-23
Pitch date: 2026-06-20
VEEV [bullish]
Veeva Systems Inc.
+41.46%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. 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
$30.3B
Pitch Price
$153.97
Price Target
230.00 (+8%)
Dividend
N/A
EV/EBITDA
22.07
P/E
33.03
EV/Sales
6.94
Sector
Health Care Technology
Category
value
Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale
VEEV: Down 44% on SaaS/AI selloff, but Veeva is the FDA-validated compliance backbone for pharma—huge regulatory switching-cost moat. $3B rev, mid-teens growth, 49% FCF margin, $7.3B cash, founder-led (7.5% stake). Vault CRM migration 80% win rate. 17x earns, PEG 1.3x. PT $230 (~16% IRR), conservative.
Read full article (24 min)