logo
logo
VEEV stock ticker logo

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
4280 Hacienda Drive, Pleasanton, CA, 94588, United States
925-452-6500
www.veeva.com
時価総額
$27.50B
PER (TTM)
30.2
26.9
配当利回り
--
52週高値
$310.50
52週安値
$148.05
52週レンジ
12%
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

Q4 2026 データ

売上高

$835.95M+0.00%
直近4四半期の推移

EPS

$1.49+0.00%
直近4四半期の推移

フリーCF

$99.82M+0.00%
直近4四半期の推移

2026 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Total revenues reached $3.20B USD, marking 16% growth; subscription revenue grew 17% to $2.68B USD.
Net Income Surges Net income was $909M USD for FY2026, reflecting substantial growth over $714M USD reported in the prior year.
Strong Liquidity Position Cash, cash equivalents, and short-term investments totaled $6.6B USD as of fiscal year end January 31, 2026.
Customer Base Expanding Total customer count reached 1,552 as of January 31, 2026, up from 1,477 customers in the prior year period.

リスク要因

CRM Migration Risks Transitioning CRM customers to Vault CRM may cause customer disruptions, potential outages, and adversely affect operating results.
Intense Market Competition Faces intense competition, especially in CRM market against Salesforce; failure to compete effectively risks customer loss and adverse results.
Reliance on Third Parties Heavy reliance on AWS and Salesforce infrastructure; disruptions or failure to renew agreements could severely impact operations and subject firm to liability.
Macroeconomic Geopolitical Factors Uncertain macroeconomic and geopolitical factors, including inflation and conflicts, may cause instability impacting business and stock price.

見通し

R&D/Quality Revenue Focus R&D and Quality Solutions revenues expected to increase as percentage of both subscription and total revenues moving forward.
Share Repurchase Program Board authorized up to $2B share repurchase program over two years; $180M spent during fiscal year 2026.
International Expansion Strategy Growth strategy centers on expanding international operations and worldwide customer base, despite inherent regulatory and economic risks abroad.
AI Integration Risks Integrating AI into solutions presents new risks regarding privacy, security, and efficacy, potentially leading to scrutiny or legal liability.

同業比較

売上高 (TTM)

CAH stock ticker logoCAH
$244.49B
+10.1%
TAK stock ticker logoTAK
$30.01B
-2.0%
HLN stock ticker logoHLN
$25.31B
+13.7%

粗利益率 (最新四半期)

ARGX stock ticker logoARGX
89.3%
-53.8pp
EW stock ticker logoEW
78.3%
-2.7pp
VEEV stock ticker logoVEEV
74.5%
+0.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TAK$56.39B79.21.6%31.5%
BDX$56.34B25.26.9%35.6%
ARGX$52.04B45.616.8%1.0%

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
3.3%
緩やかな成長
4四半期純利益CAGR
2.3%
収益性の緩やかな改善
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5月26日
|
EPS:-
|
売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし