Veeva Systems (VEEV): Assessing Valuation After Recent Revenue and Profit Growth

Veeva Systems (VEEV) recently reported annual revenue growth of 12% and net income growth of 16% for the past year. This gives investors a fresh look at the company's trajectory and underlying business momentum.

See our latest analysis for Veeva Systems.

Veeva Systems' share price recently pulled back from its highs, with a 7-day share price return of -8.1% and a 30-day decline of 4.5%. Still, the bigger story is its strong year-to-date momentum, as the total shareholder return over the past year stands at an impressive 29.6%. This suggests investors have largely rewarded the company for its consistent growth, even as near-term volatility has crept in.

If Veeva’s resilience has you thinking about what else is possible in the sector, it could be the perfect moment to explore See the full list for free.

But with Veeva trading below analyst price targets and still showing strong growth, the question remains: is the market fully valuing its future prospects, or could there be an overlooked buying opportunity for forward-looking investors?

Most Popular Narrative: 14.9% Undervalued

With Veeva Systems trading at $273, the most widely followed narrative suggests its fair value sits far higher, supported by strong future profit growth and margin expansion assumptions that could justify a premium over today’s price.

The resolution of the long-standing dispute with IQVIA removes critical data interoperability barriers, enabling Veeva to fully integrate industry-leading datasets into its Commercial Cloud. This development should materially expand its addressable market, improve product adoption across multiple commercial applications, and accelerate top-line revenue growth over the next several years.

Read the complete narrative.

How bullish is the math behind this fair value target? The projection turns on ambitious profit margins and revenue acceleration few investors expect. See what sets this calculation apart and why it is sparking debate. One hard number underpins the optimism. Ready to uncover what it is?

Result: Fair Value of $320.62 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing customer adoption challenges or intensified tech competition could temper growth. This could challenge the bullish outlook and force a reassessment of Veeva’s valuation.

Find out about the key risks to this Veeva Systems narrative.

Build Your Own Veeva Systems Narrative

If you see things differently, or enjoy digging into the numbers on your own, you can put together a personalized view about Veeva in just a few minutes: Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Veeva Systems.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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