Added to YB: 2026-05-06
Pitch date: 2026-05-01
VEEV [bullish]
Veeva Systems Inc.
+0.13%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$28.0B
Pitch Price
$170.00
Price Target
205.00 (+20%)
Dividend
N/A
EV/EBITDA
21.52
P/E
31.54
EV/Sales
6.75
Sector
Health Care Technology
Category
value
The Vertical SaaS Fortress: Why Veeva Systems is Hiding in Plain Sight
VEEV: Vertical SaaS monopoly in life sciences w/ 92% ROIC vs 9% WACC (83pt spread). FY26: $3.2B rev (+16% YoY), $1.43B op income, $1.42B OCF, zero debt, $6.56B cash. Vault CRM migration from Salesforce de-risking; R&D+Quality rev $1.43B (+21% YoY) now larger than Commercial. DCF intrinsic value $205 vs $158 stock (0.77x P/V). Base: 13% growth, 47% margin = $205 PT. Risks: CRM migration execution, Salesforce competition.
Read full article (9 min)