Veeva Systems Inc. VEEV
Strong Health Tech sector · The cloud software backbone for the life-sciences industry — sticky and profitable.
🗓 Reports earnings in 50 days (2026-11-25) — calendar context, not a prediction.
Veeva Systems Inc. (VEEV) is an established Health Tech company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 16.5% year-over-year at a 74.9% gross margin. Gross-profits-to-assets is 0.29; Rule of 40 is 46.4. Net share issuance -1.3% YoY (flat share count). No risk flags are currently noted. Analyst mix: 26 buy / 9 hold / 1 sell. Track record: 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). Median excess vs the S&P was +2.2%.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 16.5% |
|---|---|
| Gross margin | 74.9% |
| Gross profits / assets | 0.29 |
| Rule of 40 | 46.4 |
| Net margin | 29.9% |
| Cash runway (months) | — |
| PEG | 1.8 |
| Price / sales | 12.8 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ~ Revenue growth — 16.5% (pass ≥ 20%)
- ~ Gross profits / assets — 0.29 (pass ≥ 0.33)
- · Rule of 40 — 46.4 (context — graded for software only)
- ✓ Gross margin — 74.9% (pass ≥ 60% · Health Tech)
- ✓ Cash generation
- ✓ Share dilution — -1.3%
- ✓ Competitive moat — Wide
- ✓ Market size (TAM) — Large
Grade history
Graded Strong since 2026-06-10 — no grade changes recorded yet.
How have Strong-graded names performed?
The forward returns of all Strong-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 50% of Strong-graded names beat the S&P over 21 sessions (95% CI 33–67%, N=30). | Median excess vs the S&P was +0.9%. |
| ~3 months | 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). | Median excess vs the S&P was +2.2%. |
| ~6 months | building — 46 more sessions needed | |
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $44.40B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -1.3% · flat share count |
| Moat | Wide |
| TAM | LARGE |
| P/E (trailing) | 45 |
| EPS (trailing) | $6.08 |
| Burn multiple | — |
| Gross-margin trend (pts) | -0.7 |
| Cash / assets | 0.8 |
| Accruals (%) | -7.6% |
| Net debt / EBITDA | -1.2 |
| Statements as of | Q2 FY2027 · filed 2026-08-27 |
Momentum context — describes the past, not a signal
Low reached Apr 10, 2026 · high reached Oct 7, 2025 — by daily close.
| Price | $273.33 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -12% |
| RSI (14) | 56 |
| Relative volume | 0.7× |
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 2 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 9 |
|---|---|
| Buy | 17 |
| Hold | 9 |
| Sell | 1 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Stock underperformed market; AI-driven software recovery narrative highlighted.
- Veeva Systems (VEEV) Stock Sinks As Market Gains: What You Should Know
- Jim Cramer Says Investors Who Bet AI Would Destroy Software Stocks ‘Blew Up’ — Salesforce, Veeva and Palantir Led Q3 Comeback: Stocks to Watch Ahead
- Veeva Systems (VEEV) Stock Declines While Market Improves: Some Information for Investors
AI take — daily, AI-generated
AI leans mixed
Solid profitability and reasonable valuation (PEG 1.8) with 16.5% growth, but recent underperformance suggests the AI narrative may be priced in; worth monitoring for a better entry or clearer execution proof.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →