Added to YB: 2026-08-24
Pitch date: 2026-08-18
VEEV [neutral]
Veeva Systems Inc.
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. 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
$40.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.15
P/E
44.51
EV/Sales
10.11
Sector
Health Care Technology
Category
growth
Revisiting Veeva #2
VEEV (overview): Life sciences SaaS positioned as applied-AI winner via Falcon agentic platform (Nov-26), ~$3.5bn incremental TAM across safety case processing, TMF, regulatory writing, MLR. Compass data suite ($4bn+ TAM) a 'sleeping giant' vs IQVIA. Targets $7bn rev FY31, 50% EBIT margin. At $230 ~1.7x MOI/11% IRR over 5yrs at 15x EBIT; would add ~$180. Risks: DIY (top10=28% rev), frontier labs (Anthropic/Salesforce wins), stalled EDC. Lilly commit bullish for CRM referendum.
Read full article (16 min)