
Veeva Systems Inc.
NYSE•VEEV
CEO: Mr. Peter P. Gassner
セクター: Healthcare
業種: Medical - Healthcare Information Services
上場日: 2013-10-16
Veeva Systems Inc. provides cloud-based software for the life sciences industry. It offers Veeva Commercial Cloud, a suite of software and analytics solutions, such as Veeva customer relationship management (CRM) that enable customer-facing employees at pharmaceutical and biotechnology companies; Veeva Vault PromoMats, an end-to-end content and digital asset management solution; Veeva Vault Medical that provides source of medical content across multiple channels and geographies; Veeva Crossix, an analytics platform for pharmaceutical brands; Veeva OpenData, a customer reference data solution; Veeva Link, a data application that allows link to generate real-time intelligence; and Veeva Compass includes de-identified and longitudinal patient data for the United States. The company also provides Veeva Development Cloud, a suite of applications for the clinical, regulatory, quality, and safety functions, including Veeva Vault Clinical, Veeva Vault RIM, Veeva Vault Safety, and Veeva Vault Quality; Veeva QualityOne, a quality and document management, and training solution; Veeva RegulatoryOne, a solution that helps companies to manage regulatory submission content; and Veeva Claims addresses the end-to-end product and marketing claims management process. In addition, it offers professional and support services, including implementation and deployment planning and project management; requirements analysis, solution design, and configuration; systems environment management and deployment services; services focused on advancing or transforming business and operating processes related to Veeva solutions; data migration and systems integrations technical consulting services; training on its solutions; and ongoing managed services, such as outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was incorporated in 2007 and is headquartered in Pleasanton, California.
連絡先情報
時価総額
$28.62B
PER (TTM)
33.1
27.3
配当利回り
--
52週高値
$310.50
52週安値
$168.14
52週レンジ
順位23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2026 データ
売上高
$811.24M+16.02%
直近4四半期の推移
EPS
$1.44+25.22%
直近4四半期の推移
フリーCF
$186.48M+16.66%
直近4四半期の推移
2026 Q3 決算ハイライト
主なハイライト
Total Revenue Growth Strong Total revenues reached $2.359B for nine months, marking a 16% increase over prior period results driven by subscription growth.
Subscription Revenue Accelerates Subscription services revenue grew 18% to $1.976B for nine months, driven by R&D and Commercial Solutions expansion.
Net Income Substantially Higher Nine-month net income totaled $664.702M, significantly increasing from $518.513M reported in the prior year period.
Operating Cash Flow Robust Net cash provided by operating activities reached $1.308B for nine months, supporting investment needs over the next 12 months.
リスク要因
CRM Migration Dependency Risk Migration from legacy CRM to Vault CRM is complex; failure or delays could adversely affect business and brand reputation.
New Solution Adoption Uncertainty Continued growth relies on successful adoption of newer solutions; failure to gain traction impacts revenue growth rates.
Cybersecurity Breach Liability Security breaches involving customer proprietary data could lead to significant liabilities, reputational damage, and customer loss.
Macroeconomic Instability Concerns Geopolitical factors, inflation, and economic policies may cause instability, potentially reducing customer IT spending and demand.
見通し
Operating Expenses Expected Rise Expect operating expenses, primarily employee compensation costs, to increase as investment continues in product offerings and headcount.
Future Profitability Pressure Future profitability levels may be constrained as costs increase; inability to sustain past margins is a key concern.
International Expansion Strategy Growth strategy focuses on expanding international operations, requiring significant resources and attention to local regulatory compliance.
Unrecognized Stock Compensation Cost $481M in unrecognized compensation cost related to unvested stock options is expected to be recognized over 2.2 years.
同業比較
売上高 (TTM)
CAH$244.49B
TAK$30.01B
BDX$21.92B
粗利益率 (最新四半期)
88.3%
78.1%
VEEV75.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BDX | $63.72B | 28.5 | 6.4% | 32.8% |
| TAK | $58.32B | 78.5 | 1.6% | 31.5% |
| CAH | $51.96B | 31.3 | -58.9% | 15.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.0%
緩やかな成長
4四半期純利益CAGR
6.5%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年3月4日
EPS:$1.92
|売上高:$810.95M
財務レポート
財務データ
全年度
Form 10-Q - Q3 2026
会計期末: 2025年10月31日|提出日: 2025年11月21日|売上高: $811.24M+16.0%|EPS: $1.44+25.2%予想を下回るForm 10-Q - Q2 2026
会計期末: 2025年7月31日|提出日: 2025年8月29日|売上高: $789.08M+16.7%|EPS: $1.23+16.0%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年4月30日|提出日: 2025年6月2日|売上高: $759.04M+16.7%|EPS: $1.40+40.0%予想を下回るForm 10-K - FY 2025
会計期末: 2025年1月31日|提出日: 2025年3月24日|売上高: $2.75B+16.2%|EPS: $4.41+34.9%予想を上回るForm 10-Q - Q3 2025
会計期末: 2024年10月31日|提出日: 2024年12月9日|売上高: $699.21M+13.4%|EPS: $1.15+36.9%予想を下回るForm 10-Q - Q2 2025
会計期末: 2024年7月31日|提出日: 2024年9月4日|売上高: $676.18M+14.6%|EPS: $1.06+51.4%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年4月30日|提出日: 2024年6月4日|売上高: $650.35M+23.6%|EPS: $1.00+22.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年1月31日|提出日: 2024年3月25日|売上高: $2.36B+9.7%|EPS: $3.27+4.1%予想を下回る