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Veeva is the leading provider of industry cloud solutions for the global life sciences industry. Our offerings span cloud software, data, and business consulting and are designed to meet the unique needs of our customers and their most strategic business functions from research and development ( R&D ) through commercialization.
$182.94
$5.72 (-3.03%)
Last close via Marketstack
28.68% operating margin is above average. ROIC at 9.54%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
Revenue up 16.3% YoY with margins expanding 3.5pp.
At 34x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
33.6x earnings, 21.6x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$3.20B
▲ +16.3% YoY
Net Income (TTM)
$909M
▲ +27.3% YoY
Op. Margin
28.68%
▲ +3.5pp YoY
ROIC
9.54%
▲ +0.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.42B
▲ +29.8% YoY
Op. Cash Flow (TTM)
$1.42B
▲ +29.8% YoY
Net Debt
-$6.46B
Net Cash Position
Cash & Equiv.
$6.56B
5Y CAGR: +16.9%
5Y CAGR: +20.8%
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