VEEVVeeva Systems demonstrates strong fundamentals, consistent profitability, and a healthy balance sheet, supported by positive growth trends in the life sciences cloud software market. Technical indicators are mixed but predominantly bullish, while thematic exposure to digital transformation in healthcare is a significant long-term positive. Minor concerns exist regarding the current valuation, but overall, the company presents a compelling investment case.
Veeva Systems is a key player in the digital transformation of the life sciences industry. Its cloud-based solutions address critical needs for compliance, data management, and commercial operations, creating strong secular tailwinds.
Veeva Systems exhibits robust financial health, demonstrating consistent revenue growth, strong profitability, and a healthy balance sheet with ample cash reserves and manageable debt. The company consistently beats earnings expectations and maintains healthy profit margins.
The stock is in a clear uptrend, trading above key moving averages. While some oscillators suggest it may be approaching overbought conditions, overall momentum remains positive. The stock is currently trading near its 52-week high.
| Factor | Score |
|---|---|
| Digital Transformation in Life Sciences | 95 |
| Cloud Adoption in Healthcare | 90 |
| Regulatory Compliance Solutions | 90 |
| Data Analytics and AI in Life Sciences | 80 |
| Competitive Landscape | 70 |
| Factor | Score |
|---|---|
| Valuation | 50 |
| Valuation | 50 |
| Profitability | 90 |
| Growth | 85 |
| Growth | 85 |
| Balance Sheet Health | 98 |
| Cash Flow | 95 |
| Cash Position | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Trend Analysis | 75 |
| Momentum | 70 |
| Momentum | 80 |
| Support & Resistance | 70 |
| Volume | 75 |
Consistent EPS Growth
Veeva Systems Inc. has consistently beaten EPS estimates for the past several quarters, showing strong earnings momentum. For instance, in Q2 2025, reported EPS of $1.97 exceeded the estimate of $1.74 by 13.3%.
Positive Growth Outlook
The P/E ratio for 2024 is 64.5, and the P/E for 2023 is 57.1, while the expected EPS growth for 2025 suggests a favorable PEG ratio, indicating potential undervaluation relative to growth prospects.
High Forward P/E Ratio
The forward P/E ratio is projected to be as high as 194.8 in Q1 2025, which is significantly high and could indicate that the stock is overvalued relative to its future earnings potential.
Slowing Revenue Growth in Recent Quarters
While annual revenue has grown, the quarterly revenue for Q2 2025 is projected at $759 million, with a net margin of 30.1%, compared to Q1 2025's revenue of $720 million and a net margin of 27.1%, showing some recent deceleration in growth.
August 2025
28
Next Earnings Date
H: $1.93
A: $1.90
L: $1.88
H: 777.61M
A: 768.49M
L: 766.00M
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. The company offers Veeva Commercial Cloud comprising Veeva Vault CRM Suite for pharmaceutical and biotechnology companies; Veeva Medical that provides source of medical content across multiple channels and geographies; Veeva PromoMats, an end-to-end content and digital asset management solution; and Veeva Crossix, an analytics platform for pharmaceutical brands. It also provides Veeva Data Cloud consisting of Veeva OpenData, a customer reference data solution; Veeva Link, which provides deep data; Veeva Compass, which includes de-identified and longitudinal patient data; and Veeva CRM Pulse that provides access and multichannel engagement metrics. In addition, the company offers Veeva Development Cloud consisting of Veeva Clinical Platform, which advances clinical trial execution; Veeva Clinical Data Management that helps sponsors and CROs design and run trials; Veeva Safety, which unifies systems and processes; and Veeva RIM that provides regulatory information management capabilities; as well as Veeva Quality Cloud, which is used by the life sciences and consumer products industries; and Veeva Business Consulting services. Further, it provides professional and support services, including implementation and deployment planning, and project management; requirements analysis, solution design, and configuration; systems environment management and deployment; services focused on advancing or transforming business and operating processes; technical consulting services on data migration and systems integrations; training; and ongoing managed services, such as outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was incorporated in 2007 and is headquartered in Pleasanton, California.
295.45 USD
The 39 analysts offering 1 year price forecasts for VEEV have a max estimate of 344.00 and a min estimate of 210.00.