SuperworthVeeva Systems Inc. VEEV
Software - Application, Technology
$282.50
−0.35%
- Market cap
- $45.7B
- PE
- 46.5×
- 10y median 75.6×
- Forward PE
- Price to sales
- 13.2×
- EV/EBIT
- 37.3×
- Revenue, 12 months
- $3.5B
- +17% on a year ago
- Net margin
- 29.3%
- Free cash flow yield
- 3.6%
Veeva Systems trades at 46.5× trailing earnings, cheaper than 92% of the last ten years. Revenue was $3.5B over the last twelve months, up 17% on a year earlier with a 29% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $616.5M | $630.6M | $650.3M | $676.2M | $699.2M+13% | $720.9M+14% | $759M+17% | $789.1M+17% | $811.2M+16% | $836M+16% | $882.9M+16% | $928M+18% | |
| Cost of revenue | $167.7M | $173.9M | $173.9M | $170.4M | $174.4M+4% | $181M+4% | $173.8M+0% | $195.3M+15% | $199.5M+14% | $213.5M+18% | $220.9M+27% | $232M+19% |
| Gross profit | $448.8M | $456.7M | $476.5M | $505.8M | $524.8M+17% | $539.9M+18% | $585.2M+23% | $593.8M+17% | $611.8M+17% | $622.5M+15% | $662M+13% | $696M+17% |
| R&D | $161.3M | $163.6M | $162.7M | $176.4M | $172.4M+7% | $181.5M+11% | $184M+13% | $192.7M+9% | $191.9M+11% | $198.8M+10% | $208.3M+13% | $222.9M+16% |
| SG&A | $159.1M | $157.9M | $158.6M | $162.9M | $171.1M+8% | $169.9M+8% | $167.5M+6% | $205.2M+26% | $179M+5% | $177.8M+5% | $178.3M+7% | $198M−4% |
| $128.5M | $135.3M | $155.2M | $166.5M | $181.4M+41% | $188.4M+39% | $233.7M+51% | $195.9M+18% | $240.9M+33% | $245.9M+31% | $273.1M+17% | $275M+40% | |
| Pre-tax income | $170.7M | $182.7M | $206.9M | $225.1M | $242.3M+42% | $245.1M+34% | $298.8M+44% | $265.4M+18% | $312.8M+29% | $317.5M+30% | $347.5M+16% | $349.5M+32% |
| $35.5M | $35.3M | $45.2M | $54M | $56.5M+59% | $49.5M+40% | $70.6M+56% | $65.1M+20% | $76.6M+36% | $73.3M+48% | $86.6M+23% | $76.1M+17% | |
| Net income | $135.2M | $147.4M | $161.7M | $171M | $185.8M+38% | $195.6M+33% | $228.2M+41% | $200.3M+17% | $236.2M+27% | $244.2M+25% | $260.9M+14% | $273.4M+37% |
| $0.83 | $0.90 | $0.98 | $1.04 | $1.13+36% | $1.17+30% | $1.37+40% | $1.19+14% | $1.40+24% | $1.45+24% | $1.57+15% | $1.66+40% | |
| 163.8M | 164.1M | 164.4M | 164.6M | 165M+1% | 165.7M+1% | 166.2M+1% | 167.7M+2% | 168.9M+2% | 168.3M+2% | 166M−0% | 165.1M−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Veeva Systems's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| SSNCSS&C Technologies Holdings, Inc. | $18.5B | 22.6× | 28.1× | 2.8× | +9% | 13.2% | |
| Peer median | $64.3B | 22.1× | 48.9× | 4.6× | +13% | 22.4% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .