Veeva Systems Inc - Ordinary Shares - Class A

Veeva Systems Inc - Ordinary Shares - Class A

VEEV

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Market Cap$28.17B
Close$

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 A29.9-13%8.20.2

Earnings Call Q1 2027

June 3, 2026 - AI Summary

Q1 results beat expectations; guidance unchanged—strong execution, steady macro - Quarter ended Apr 30, 2026: Total revenue $883M; non-GAAP operating income $395M. - Company says performance was ahead of guidance and they see macro environment unchanged versus when guidance was set. - No further guidance updates during the call; Q1 strength is viewed as validation of the trajectory already embedded in guidance.
R&D/DevCloud + Quality/Quality-related scaling momentum, but full-year maintained with “early lifecycle” conservatism - CFO commentary: R&D grew strongly in Q1, but much of the portfolio is early in scaling (examples: eCOA, RTSM, EDC, Safety, LIMS), which is why the full-year increase was small (raised only ~$5M). - Investors should expect continued scaling, but management is not yet signaling step-function acceleration; rather, it’s a healthy progression.
Crossix remains a key growth engine—innovation (e.g., measuring OpenEvidence/Meta) driving durable share gains - CEO/Paul Shawah: digital is a healthy end market; Crossix benefits from increasing pharma spend in digital channels. - They emphasized product innovation and new measurement capabilities (e.g., OpenEvidence now measured; Meta measurement). - They expect durable growth over the long term, acknowledging that quarterly fluctuations can occur.

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$233.21

Target Price by Analysts

42.4% upsideVeeva Systems Target Price DetailsTarget Price
$265.77

Current Fair Value

62.3% upside

Undervalued by 62.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.17 Billion
Enterprise Value$27.85 Billion
Dividend Yield$- (-)
Earnings per Share$5.55
Beta0.95
Outstanding Shares163,345,000

Return

Return on Equity12.89%ROE
Return on Assets10.31%
Return on Invested Capital13.80%

Valuation & Multiples

P/E Ratio29.94P/E Ratio
PEG208.65PEG
Price to Sales8.19Price to Sales
Price to Book Ratio3.72Price to Book Ratio
Enterprise Value to Revenue8.39
Enterprise Value to EBIT27.17
Enterprise Value to Net Income29
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%▼ 1.56%
Total Invested$24.40B▼ 21.58%
Investors Holding1,051▼ 92.00%

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.