Veeva Systems Inc - Ordinary Shares - Class A

Veeva Systems Inc - Ordinary Shares - Class A

VEEV

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Market Cap$28.45B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Veeva Systems Inc - Ordinary Shares - Class AVeeva Systems Inc - Ordinary Shares - Class A31.5-13%9.40.2

Earnings Call Q4 2026

March 4, 2026 - AI Summary

Strong Financial Performance: Veeva reported Q4 revenue of $836 million, exceeding guidance, and a full-year revenue of $3.195 billion with non-GAAP operating income of $1.434 billion. This reflects substantial growth, as the company surpassed its $3 billion revenue run rate goal.
AI Integration and Demand: While there is growing interest in AI across the life sciences industry, the actual driver of demand for Veeva's products remains the need to modernize aging systems and enhance automation. The company is investing in AI solutions, particularly in commercial content management, which can lead to faster content creation and reduce costs significantly, highlighting a new avenue for operational efficiency.
CRM Revenue Outlook: Veeva's CRM business is expected to stabilize at approximately 10% of total revenue by 2030, projected at around $600 million in run rate. The CRM segment is viewed as relatively stable, providing predictable revenue due to ongoing demand for evolving products, such as Campaign Manager and Patient CRM.

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$258.33

Target Price by Analysts

44.6% upsideVeeva Systems Target Price DetailsTarget Price
$282.28

Current Fair Value

58% upside

Undervalued by 58% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.45 Billion
Enterprise Value$28.62 Billion
Dividend Yield$- (-)
Earnings per Share$5.55
Beta0.92
Outstanding Shares164,343,000

Return

Return on Equity12.60%ROE
Return on Assets10.12%
Return on Invested Capital13.43%

Valuation & Multiples

P/E Ratio31.52P/E Ratio
PEG126.93PEG
Price to Sales9.4Price to Sales
Price to Book Ratio4.15Price to Book Ratio
Enterprise Value to Revenue8.96
Enterprise Value to EBIT29.03
Enterprise Value to Net Income31
Total Debt to Enterprise0.06
Debt to Equity0.22Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 3, 2026
EPS Estimate
$2.14
Average shareholder expectation
Revenue Estimate
$857.73 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 26, 2026
EPS Estimate
$2.19
Average shareholder expectation
Revenue Estimate
$894.01 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4457▼ 22.32%
Total Calls814,900▼ 24.27%
Total Puts363,200▼ 49.53%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %83.58%▼ 1.52%
Total Invested$24.40B▼ 21.54%
Investors Holding1,049▼ 91.00%

ESG Score

No data

About Veeva Systems Inc

CEO: Peter Gassner

Relevant Senate Committees

Finance

Controls taxation, which impacts all corporate profitability, and has significant influence over entitlement spending and Medicare/Medicaid pricing, directly affecting the financial viability and regulatory environment of Veeva's life sciences customers.

Health, Education, Labor, and Pensions

Directly oversees the FDA and NIH, which regulate Veeva's core life sciences clients. Decisions on drug approvals, clinical trials, and regulatory compliance directly impact the demand and features of Veeva's software solutions.

Judiciary

Oversees intellectual property laws, which are critical for software companies, and antitrust enforcement, which could affect M&A within the life sciences tech sector and competitive practices.

Commerce, Science, and Transportation

Has broad jurisdiction over interstate commerce, consumer protection (FTC), and technology regulation, including data privacy and potentially antitrust issues crucial for a software company handling sensitive life sciences data.