Reassessing Veeva Systems (VEEV) After Recent Share Price Pullback

Simply Wall St.13:23

If you are asking yourself whether Veeva Systems at around US$190.80 is a fair deal or not, this article is designed to walk you through the key signals that matter most for valuation. The stock price...

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The stock price...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nyse-veev/veeva-systems/news/reassessing-veeva-systems-veev-after-recent-share-price-pull\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reassessing Veeva Systems (VEEV) After Recent Share Price Pullback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReassessing Veeva Systems (VEEV) After Recent Share Price Pullback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 13:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/healthcare/nyse-veev/veeva-systems/news/reassessing-veeva-systems-veev-after-recent-share-price-pull><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are asking yourself whether Veeva Systems at around US$190.80 is a fair deal or not, this article is designed to walk you through the key signals that matter most for valuation. The stock price...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nyse-veev/veeva-systems/news/reassessing-veeva-systems-veev-after-recent-share-price-pull\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/healthcare/nyse-veev/veeva-systems/news/reassessing-veeva-systems-veev-after-recent-share-price-pull","article_id":"2608738353","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551730-choice2-main-header/1585186975683"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/healthcare/nyse-veev/veeva-systems/news/reassessing-veeva-systems-veev-after-recent-share-price-pull","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608738353","pubTimestamp":1770182591,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are asking yourself whether Veeva Systems at around US$190.80 is a fair deal or not, this article is designed to walk you through the key signals that matter most for valuation.\nThe stock price has recently been under pressure, with returns of 12.4% over 7 days, 13.1% over 30 days, 13.1% year to date and 18.2% over the last year.\nRecent coverage has focused on how investors are reassessing growth oriented software names, with Veeva Systems often cited as a reference point for quality...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4534":"瑞士信贷持仓","BK4613":"AI应用软件","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","BK4167":"医疗保健技术","LU0058720904.USD":"联博国际健康护理基金A","BK4504":"桥水持仓","VEEV":"Veeva Systems Inc.","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4588":"碎股","BK4528":"SaaS概念","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc"},"translate_title":"近期股价回调后重新评估Veeva Systems(VEEV)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VEEV":1.5,"DCF":1},"content_text":"If you are asking yourself whether Veeva Systems at around US$190.80 is a fair deal or not, this article is designed to walk you through the key signals that matter most for valuation. The stock price has recently been under pressure, with returns of 12.4% over 7 days, 13.1% over 30 days, 13.1% year to date and 18.2% over the last year. Recent coverage has focused on how investors are reassessing growth oriented software names, with Veeva Systems often cited as a reference point for quality in healthcare related cloud platforms. At the same time, commentators have pointed to the share price pullback as a sign that expectations around future growth and risk are being carefully reconsidered. On our valuation checks, Veeva Systems scores 4 out of 6. You can see the breakdown of that score here. Next we will look at the main valuation approaches behind that result and later in the article introduce a framework that can help you make even more sense of what that score really means.  Veeva Systems delivered -18.2% returns over the last year. See how this stacks up to the rest of the Healthcare Services industry. AdvertisementApproach 1: Veeva Systems Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model projects a company’s future cash flows and then discounts them back to today’s dollars in order to estimate what the entire business might be worth at present. For Veeva Systems, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $1.35b, and analysts and internal estimates project annual free cash flows that reach around $2.46b by 2031. These figures, all in $, are discounted back using a required rate of return, which gives more weight to cash generated sooner and less weight to cash expected further out. Based on these inputs, the DCF model suggests an estimated intrinsic value of about $251.32 per share. Compared with the recent share price around $190.80, this implies an intrinsic discount of roughly 24.1%, indicating that Veeva Systems is trading at a level below this cash flow based estimate. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Veeva Systems is undervalued by 24.1%. Track this in your watchlist or portfolio, or discover 873 more undervalued stocks based on cash flows. VEEV Discounted Cash Flow as at Feb 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Veeva Systems. Approach 2: Veeva Systems Price vs Earnings For profitable companies, the P/E ratio is a useful way to connect what you pay for each share with the earnings the business is currently generating. It lets you compare the market’s pricing of one company’s profits with those of its sector and the wider market. What counts as a “normal” or “fair” P/E depends on how the market views a company’s growth potential and risk. Higher expected growth or lower perceived risk can justify a higher multiple, while slower growth or higher risk usually point to a lower one. Veeva Systems currently trades on a P/E of 36.46x. That is above the Healthcare Services industry average of about 30.52x, and below the peer group average of 51.17x. Simply Wall St’s Fair Ratio for Veeva Systems is 31.27x, which is a proprietary estimate of the P/E that might be expected given factors such as earnings growth, industry, profit margins, market cap and risk profile. The Fair Ratio can be more informative than a simple industry or peer comparison because it adjusts for those company specific features rather than assuming all businesses deserve similar multiples. With the current P/E at 36.46x versus a Fair Ratio of 31.27x, the shares appear to be priced above this custom benchmark. Result: OVERVALUED NYSE:VEEV P/E Ratio as at Feb 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1426 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your Veeva Systems Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives, which are simply your story about a company, tied directly to your own assumptions for fair value, future revenue, earnings and margins. On Simply Wall St, Narratives live in the Community page and let you connect three pieces in one place: how you think Veeva Systems’ business will evolve, the financial forecast that follows from that view, and the fair value that drops out of those numbers. You can then compare that fair value to today’s share price to help you decide whether Veeva Systems looks attractive, fairly priced, or expensive on your assumptions, and your Narrative will automatically refresh as new information like earnings releases or news is added to the platform. For example, some investors may build a Veeva Systems Narrative that expects much higher revenue growth and a richer fair value than others who assume slower growth and a lower fair value, and you can see both side by side and decide which story makes more sense to you. Do you think there's more to the story for Veeva Systems? Head over to our Community to see what others are saying! NYSE:VEEV 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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