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Veeva Systems Inc (VEEV)

Sobrevalorada
HealthcareHealth Information ServicesUnited States

Fundamental

76

Precio

$285.45

Capitalización Bursátil

$45.33B

Parte 1 · Cuánto vale la empresa

Resumen

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. The company offers Veeva Commercial Cloud comprising Veeva Vault CRM Suite for pharmaceutical and biotechnology companies; Veeva Medical that provides source of medical content across multiple channels and geographies; Veeva PromoMats, an end-to-end content and digital asset management solution; and Veeva Crossix, an analytics platform for pharmaceutical brands. It also provides Veeva Data Cloud, such as Veeva OpenData, a customer reference data solution; Veeva Link, which provides deep data; Veeva Compass, which includes de-identified and longitudinal patient data; and Veeva CRM Pulse that provides access and multichannel engagement metrics. In addition, the company offers Veeva Development Cloud consisting of Veeva Clinical Platform, which advances clinical trial execution; Veeva Clinical Data Management that helps sponsors and CROs design and run trials; Veeva Safety, which unifies systems and processes; Veeva RIM that provides regulatory information management capabilities, as well as Veeva Quality Cloud, which is used by the life sciences and consumer products industries; and Veeva Business Consulting services. Further, it provides professional and support services, including implementation and deployment planning, and project management; requirements analysis, solution design, and configuration; systems environment management and deployment; services focused on advancing or transforming business and operating processes; technical consulting services on data migration and systems integrations; training; and ongoing managed services, such as outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was incorporated in 2007 and is headquartered in Pleasanton, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$3.46B

Últimos 12 meses (hasta 31/7/2026)

Beneficio Neto

$1.01B

Últimos 12 meses (hasta 31/7/2026)

Flujo de Caja Libre

-

Patrimonio Neto Total

$7.21B

Pasivo Total

$1.76B

Ratio de Liquidez

5.46

Cobertura de Intereses

-

Deuda/EBITDA

0.14

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalSobrevalorado

Valor Justo

$192.90

Precio Actual

$285.45

Margen de Seguridad

-48.0%

Rango de Valor Justo

$125.39 - $260.42

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$297.30
Flujo de caja descontado (DCF):$92.73
Múltiplo sobre beneficios (P/E):$184.92
Fórmula de crecimiento de Graham:$240.49
Valor de la capacidad de generar beneficios (EPV):$52.21
P/B justificado:$72.49
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:$96.17
Múltiplo sobre ingresos:$82.54
Consenso de Analistas:Comprar (26B / 9H / 1S)
Última Sorpresa de Resultados:+3.69%

Métricas de Valoración

Ratio P/E

46.72

ROE

12.6%

Ratio P/B

6.22

P/FCF

-

Margen Bruto

75.0%

ROIC

10.8%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

10.8%

WACC

9.5%

ROIC − WACC

+1.3 pp

El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.

Criterios de Análisis Fundamental

Superado (19)

  • EPS shows upward trend
  • EPS CAGR 49.24%
  • Price CAGR 20.49%
  • ROIC 10.8%
  • Gross Margin 75.0%
  • Debt/Equity ratio
  • Operating Margin 29.9%
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 14.0%
  • Revenue Growth 5Y 16.9%
  • Analyst Consensus 72% Buy
  • Earnings Surprise avg 3.4%
  • Earnings Quality (OCF/NI) 1.64
  • Share Dilution 1.1%
  • Net Margin Trend 29.3% vs 27.3%
  • Piotroski F-Score 7/9

Fallido (4)

  • P/B Ratio 6.22
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • PEG Ratio 2.46

No disponible (5)

  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

1.64

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

1.1%

El número de acciones es estable

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Peter P. GassnerFounder, CEO & Director60
Ms. Eleni Nitsa ZuppasPresident & Chief of Staff55
Mr. Thomas D. SchwengerPresident & Chief Customer Officer57
Mr. Brian Van WagenerChief Financial Officer42
Mr. Jonathan W. Faddis J.D.Senior VP, General Counsel & Corporate Secretary53
Mr. Vipin KondathChief Accounting Officer49
Ms. Catherine AllshouseChief Information Officer-
Mr. Gunnar Georg HansenDirector of Investor Relations-
Ms. Vivian WelshChief People Officer-
Mr. Paul ShawahExecutive Vice President of Strategy & Campaign Manager-

Riesgo de Auditoría

2

Riesgo del Consejo

8

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

9

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-03-20

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-27

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-26

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for VEEV, sourced from Markets Gazette.

  • 6/4/2026POSITIVE
    Veeva Rides AI Wave As Pharma Cloud Story Accelerates

    Veeva Systems Inc. has announced a first-quarter earnings beat and subsequently raised its full-year guidance, signaling strong operational performance and positive future outlook. Analysts have responded favorably, maintaining their 'Buy' ratings and highlighting the company's strategic initiatives in Artificial Intelligence (AI) as a key growth driver. This news suggests that Veeva's cloud-based solutions for the pharmaceutical industry are gaining traction, further enhanced by its AI capabilities. Investors should note the upward revision in guidance and sustained analyst confidence, which could translate into continued stock appreciation.

  • 5/11/2026POSITIVE
    Here's How Much You Would Have Made Owning Veeva Systems Stock In The Last 10 Years

    Veeva Systems stock has delivered exceptional returns over the past decade, with an investment of $1,000 in May 2016 now valued at approximately $12,000 as of May 2026. This represents a staggering 1100% gain, significantly outperforming the broader market. The company, a leader in cloud-based software for the life sciences industry, has consistently grown its revenue and earnings, driven by strong customer adoption and expansion of its product offerings. Investors have rewarded this consistent performance, making Veeva Systems a standout performer in the technology sector.

  • 5/8/2026POSITIVE
    $100 Invested In Veeva Systems 10 Years Ago Would Be Worth This Much Today

    An investment of $100 in Veeva Systems (VEEV) a decade ago would have grown substantially, highlighting the company's robust long-term performance. While specific figures for the current valuation are not provided in this snippet, the implication of significant growth suggests strong revenue expansion and profitability over the past ten years. This historical performance indicates effective business strategy and market positioning, potentially signaling continued positive outlook for investors.

  • 5/1/2026POSITIVE
    The S&P 500’s newest member is this under-the-radar software stock

    Veeva Systems Inc. is set to join the S&P 500 index, a move that typically boosts investor sentiment and stock performance. The inclusion signifies the company's substantial growth and market capitalization, making it a more prominent player in the large-cap equity space. For investors, this event often leads to increased institutional buying as index-tracking funds rebalance their portfolios. The stock's 'soaring' performance ahead of the official inclusion suggests strong market anticipation and confidence in Veeva's future prospects within the benchmark index.

  • 3/14/2026NEUTRAL
    Is Veeva Systems a Multimillionaire-Maker Stock?

    Veeva Systems Inc. has started its journey with a 'pretty decent' performance, as indicated by the provided news snippet. While specific financial metrics or growth drivers are not detailed, this initial assessment suggests the company is meeting or slightly exceeding expectations in its early stages. Investors often look for such steady beginnings as a sign of potential long-term stability and growth. Further analysis would be required to determine if this initial momentum translates into significant shareholder value, but the neutral tone suggests no immediate cause for concern or excitement.

  • 3/5/2026NEUTRAL
    Veeva (VEEV) Q4 2026 Earnings Call Transcript

    The Q4 2026 earnings call transcript for Veeva Systems Inc. (VEEV) has been released. While the specific content of the call is not available at this time, the release of an earnings transcript is a standard event for publicly traded companies. Investors typically analyze these documents to assess financial performance, future outlook, and corporate strategies. Without specific details, the impact on VEEV stock remains neutral, pending a thorough analysis of the call's content for any positive or negative signals.

  • 2/23/2026POSITIVE
    1 Reason I'd Buy Veeva Systems Stock and Never Sell

    A market analysis highlights Veeva Systems as a compelling long-term investment opportunity, advocating a "buy and never sell" strategy. The primary reason lies in its dominant, near-monopolistic position in the cloud software sector for the life sciences and pharmaceutical industries. With its product suite, including Veeva Vault and Veeva CRM, the company has built an integrated ecosystem that creates high switching costs for its clients, ensuring a predictable and recurring revenue stream. Despite potential short-term market fluctuations, the company's solid fundamentals and deep competitive moat make the stock particularly attractive for investors with an extended time horizon. Customer loyalty and vertical business specialization are seen as the pillars of sustainable, long-lasting growth.

via Markets Gazette