VEEV Veeva Systems
good · 74
no moat
circle of competence: edge
trend up · +21.2% vs 200-DMA
Owner-earnings value$218.69
Price$242.75
Margin of safety
-9.9%
Model unavailable; showing baseline owner-earnings value.
Quality gate · 74/100
Median ROIC9.2%
Gross margin75.0%
Net debt / EBITDA-1.3x
FCF conversion159%
Share count / yr+1.1%
Profitable years4/4
Moat & management
| Moat | no moat |
| Trajectory | stable |
| Management | adequate |
Owner-earnings inputs
| Owner earnings (TTM) | 1.67B |
| Owner-earnings yield | 4.2% |
| Free-cash-flow yield | 4.2% |
| Growth used (normalized) | 8.0% |
| Market-implied growth (reverse DCF) | 10.6% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.75B | 8.0% | 1.60B |
| 2 | 1.88B | 7.4% | 1.58B |
| 3 | 2.01B | 6.9% | 1.55B |
| 4 | 2.13B | 6.3% | 1.51B |
| 5 | 2.26B | 5.8% | 1.47B |
| 6 | 2.37B | 5.2% | 1.42B |
| 7 | 2.49B | 4.7% | 1.36B |
| 8 | 2.59B | 4.1% | 1.30B |
| 9 | 2.68B | 3.6% | 1.23B |
| 10 | 2.76B | 3.0% | 1.17B |
Recent news
score · 8 articles
- Veeva Systems (VEEV) Gains As Market Dips: What You Should Know
- Why Veeva Systems (VEEV) Stock Is Up Today
- Thinking About Buying SpaceX? These 2 Stocks Should Be Better Bets
- Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth
- Gossamer Bio (GOSS) Reports Q2 Loss, Tops Revenue Estimates
- Veeva Systems (VEEV) Exceeds Market Returns: Some Facts to Consider
- Hims & Hers Health, Inc. (HIMS) Reports Q2 Loss, Tops Revenue Estimates
- What Is Behind Veeva Systems (VEEV) Latest Move?
⚠ owner earnings approximated by free cash flow · Net cash 1.3B credited to value (interest stripped from owner earnings to avoid double-counting). · Price pays for ~11%/yr owner-earnings growth over 10y (reverse DCF); model credits 8%. · growth/moat reused from the 2026-07-02 deep dive (codex-sub-gpt5.5).