Added to YB: 2026-07-24
Pitch date: 2026-07-22
VEEV [bullish]
Veeva Systems Inc.
-4.07%
current return
Author Info
Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.
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
$30.7B
Pitch Price
$187.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.54
P/E
33.56
EV/Sales
7.09
Sector
Health Care Technology
Category
value
Veeva: System of Record for Life Science that is Almost Impossible to Rip Out
VEEV: Life science SaaS w/ near-unbreachable moat via FDA regulatory barriers (switching = costly revalidation/retraining) & deeply embedded workflows. AI-resistant niche. Sold down to <22x fwd earnings, lowest decade valuation. Strong buying support $150-160. 12-24mo horizon.
Read full article (2 min)