Veeva Systems
NYSE: VEEV
Stock price
284.84 USD
(-0.58%) 5 years
Financial Performance
5Y price score: 0
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 633.4%
%
ㅤ
By default your notes are visible only to you.
148.0
52-week range
303.3
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
3.5 %
Dividend Yield TTM
-
Market cap $
$ 46,270
Price / Earnings TTM
46.8
Price / Book TTM
6.2
PEG TTM
1.8
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(5.6) %
(0.6) %
633.4 %
Free cash flow per share growth
0.7 %
145.9 %
1,939.5 %
Earnings per share growth
39.5 %
130.5 %
1,331.6 %
Founded: 2,007
Employees: 7,291
Business Summary:
Q&A
Contribute
By providing well-researched and detailed answer you increase your chance of becoming Top Contributor. TopFunds is free for all top contributors. Learn more
Latest Earnings Call Takeaways
2027 Q2 (Aug 26, 2026)
1) Strong Financial Performance - Total revenue for Q2 2027 reached $928 million, exceeding guidance. - Non-GAAP operating income was $416 million. - Commercial subscriptions grew 13% year-over-year, with broad-based strength across CRM, content, data, and Crossix.
2) AI and Product Innovations - Veeva is accelerating in AI, particularly with the introduction of Veeva Falcon, which is generating high customer interest. - Falcon is seen as a transformative product, enabling faster implementation and efficiency in operations. - The company is also developing Aspen, a new CRM solution aimed at smaller, nimble companies, focusing on simplicity and predictability in pricing.
3) Market Dynamics and Customer Sentiment - There is a positive sentiment in biopharma R&D spending, leading to increased customer interest in Veeva's offerings. - Customers are looking for reliable AI solutions from established vendors rather than experimenting with new entrants. - Veeva is confident in winning back customers who previously chose Salesforce, citing execution and product reliability as key differentiators.
4) Challenges and Strategic Focus - Veeva faces competition from Salesforce, particularly with some large customers experiencing difficulties in their transitions. - The company is focused on maintaining strong relationships with existing customers and ensuring successful implementations to foster trust. - There are ongoing discussions about the potential for increased investments in R&D and sales to support new product launches.
5) Guidance and Future Outlook - Veeva has raised its guidance for FY 2027, reflecting confidence in continued growth across its product lines. - The company is optimistic about the long-term trajectory of its R&D business and the successful rollout of new AI-driven products. - There is a commitment to maintaining a balance between growth and profitability as new markets are explored.
Bottom line: Veeva's strong Q2 performance, driven by robust revenue growth and innovative AI product offerings, positions the company favorably for future expansion, particularly as it seeks to capitalize on the growing demand for reliable AI solutions in the biopharma sector.
Annual Reports, Presentations And IR Contacts
Go to the websiteVeeva Systems — Financial Overview, Stock Price, Market Cap
Veeva Systems is a company. Founded in 2007. As of October 9, 2026, the company's market capitalization is $46270347008 with a current stock price of $284.84.