Company Deep Dive
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VEEV.MX
BUYFLAGVeeva Systems Inc. · Healthcare · United States · $27.6B · Avg Vol: $46K/d
Veeva Systems has exceptional quality Q86 but value V42 and momentum M43 are both below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
Veeva Systems Inc. is a leading provider of cloud-based software tailored specifically for the global life sciences industry. The company's competitive moat is exceptionally strong, characterized by high customer switching costs and a near-monopoly position with its Veeva CRM and Veeva Vault platforms. Veeva operates as a highly profitable, specialized SaaS leader, deeply integrated into the clinical trial, regulatory, and commercial workflows of pharmaceutical companies.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2B | 2.4B | 2.7B | 3.2B | 14.0% | 3.3B | 3.6B | 4.1B | 13.0% |
| EPS | 3.14 | 3.27 | 4.41 | 5.55 | 20.9% | 5.64 | — | — | — |
| Shares | 158.2M | 161.3M | 162.6M | 163.8M | +3.5% | 162.4M | — | — | — |
| Debt | 61.0M | 55.8M | 75.8M | 95.9M | 16.3% | 103.1M | — | — | — |
| Equity | 3.7B | 4.6B | 5.8B | 7.2B | 24.7% | — | — | — | — |
| Op CF | 780.5M | 911.3M | 1.1B | 1.4B | 21.9% | 1.7B | — | — | — |
| Inv CF | -1.0B | -1.1B | -700.1M | -1.1B | — | — | — | — | — |
| Fin CF | -19.4M | -16.2M | 26.1M | -9.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of VEEV.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VEEV.MX | Veeva Systems Inc.(you) | $27.6B | 71 | BUY |
| VEE.DE | Veeva System Inc. R | $26.9B | 61 | HOLD |
| BTSG | BrightSpring Health Services, Inc. | $14.3B | 91 | STRONG BUY |
| TXG | 10x Genomics, Inc. | $5.9B | 75 | BUY |
| HQY | HealthEquity, Inc. | $7.9B | 84 | STRONG BUY |
| HNGE | Hinge Health, Inc. | $5.8B | 81 | STRONG BUY |
| WAY | Waystar Holding Corp. | $4.3B | 64 | HOLD |
| DOCS | Doximity, Inc. | $3.7B | 62 | HOLD |
| PRVA | Privia Health Group, Inc. | $3.2B | 59 | HOLD |
| OMCL | Omnicell, Inc. | $1.9B | 65 | BUY |
Peer medians: ROE -25.6% · P/E 27.5x · Gross margin 50.5%