Veeva Systems Inc.
VEEV · New York Stock Exchange · USD
306,40USD
+2,67 (+0,88 %)Stand 9. Nov., 21:00
Vorbörslich308,01+1,61 (+0,53 %)7:58 ET
Kennzahlen
- Eröffnung
- 303,93
- Vortag
- 303,73
- Tagesspanne
- 300,59 – 308,21
- 52 Wochen
- 148,05 – 325,99
- Volumen
- 1,21 Mio.
- Ø Volumen
- 1,67 Mio.
- Börsenwert
- 49,61 Mrd. $
- KGV
- 49,3
- Gewinn je Aktie (TTM)
- 6,08
- Dividendenrendite
- 0,0 %
- Beta
- 0,9
- Nächste Zahlen
- 25. Nov. 2026
Finanzen
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 3,2 Mrd. | 2,75 Mrd. | 2,36 Mrd. | 2,16 Mrd. | 1,85 Mrd. |
| Herstellungskosten | 782,02 Mio. | 699,64 Mio. | 677,29 Mio. | 609,41 Mio. | 503,68 Mio. |
| Bruttogewinn | 2,41 Mrd. | 2,05 Mrd. | 1,69 Mrd. | 1,55 Mrd. | 1,35 Mrd. |
| Forschung und Entwicklung | 767,39 Mio. | 693,08 Mio. | 629,03 Mio. | 520,28 Mio. | 382,04 Mio. |
| Vertrieb und Verwaltung | 729,54 Mio. | 662,47 Mio. | 628,02 Mio. | 566,29 Mio. | 459,57 Mio. |
| Operatives Ergebnis | 916,37 Mio. | 691,44 Mio. | 429,33 Mio. | 459,09 Mio. | 505,5 Mio. |
| EBITDA | 1,24 Mrd. | 958,76 Mio. | 625,17 Mio. | 546,76 Mio. | 549,28 Mio. |
| Nettogewinn | 908,91 Mio. | 714,14 Mio. | 525,71 Mio. | 487,71 Mio. | 427,39 Mio. |
| Gewinn je Aktie (verwässert) | 5,44 | 4,32 | 3,22 | 3,00 | 2,63 |
Umsatz nach Segment
Produkte · FY 2026
- Subscription2,68 Mrd. $84,00 %
- Professional services and other511,12 Mio. $16,00 %
Anteil · ggü. Vorjahr (FY 2025)
Regionen · FY 2026
- North America1,9 Mrd. $60,94 %+17,37 %
- Europe939,63 Mio. $30,09 %+18,82 %
- Asia Pacific280,16 Mio. $8,97 %+5,43 %
Anteil · ggü. Vorjahr (FY 2025)
Bewertung
Letzte 12 Monate
- KGV
- 49,3
- Kurs-Umsatz-Verhältnis
- 14,3
- Kurs-Buchwert-Verhältnis
- 6,7
- PEG
- 2,0
- Bruttomarge
- 75,0 %
- Operative Marge
- 29,9 %
- Nettomarge
- 29,3 %
- Verschuldungsgrad
- 0,0
- EV/EBITDA
- 37,0
- Eigenkapitalrendite
- 14,0 %
- Kapitalrendite (ROIC)
- 10,4 %
- Free-Cashflow-Rendite
- 3,3 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 75,5 % | 74,5 % | 71,3 % | 71,7 % | 72,8 % |
| Operative Marge | 28,7 % | 25,2 % | 18,2 % | 21,3 % | 27,3 % |
| Nettomarge | 28,4 % | 26,0 % | 22,2 % | 22,6 % | 23,1 % |
| KGV | 36,7 | 52,9 | 63,4 | 54,3 | 84,8 |
| Kurs-Umsatz-Verhältnis | 10,4 | 13,7 | 14,1 | 12,3 | 19,6 |
| Kurs-Buchwert-Verhältnis | 4,6 | 6,5 | 7,2 | 7,1 | 12,5 |
| Verschuldungsgrad | 0,0 | 0,0 | 0,0 | 0,0 | 0,0 |
| Liquidität 3. Grades | 4,9 | 4,5 | 4,2 | 3,9 | 3,7 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 32,05 Mrd. | 36,72 Mrd. | 32,65 Mrd. | 25,68 Mrd. | 35,17 Mrd. |
| EV/EBITDA | 25,7 | 38,3 | 52,2 | 47,0 | 64,0 |
| Eigenkapitalrendite | 12,6 % | 12,2 % | 11,3 % | 13,1 % | 14,7 % |
| Kapitalrendite (ROIC) | 9,5 % | 9,0 % | 8,1 % | 11,5 % | 14,1 % |
| Free-Cashflow-Rendite | 4,2 % | 2,8 % | 2,7 % | 2,9 % | 2,1 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +16,3 % | +16,2 % | +9,7 % | +16,4 % | +26,3 % |
| Bruttogewinn | +17,9 % | +21,4 % | +9,1 % | +14,7 % | +27,5 % |
| Operatives Ergebnis | +32,5 % | +61,0 % | −6,5 % | −9,2 % | +33,8 % |
| Nettogewinn | +27,3 % | +35,8 % | +7,8 % | +14,1 % | +12,5 % |
| Gewinn je Aktie | +25,9 % | +34,2 % | +7,3 % | +14,1 % | +11,4 % |
| Freier Cashflow | +29,6 % | +20,8 % | +15,4 % | +2,2 % | +38,3 % |
| Dividende je Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 29Kaufen
- 13Halten
- 1Verkaufen
- 0Stark verkaufen
Kursziel
303,33
Durchschnitt · −1,00 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 3,69 Mrd. | 4,14 Mrd. | 4,66 Mrd. |
| Umsatz (Tief – Hoch) | 3,68 Mrd. – 3,75 Mrd. | 4,09 Mrd. – 4,2 Mrd. | 4,5 Mrd. – 4,78 Mrd. |
| Gewinn je Aktie (Ø) | 9,24 | 10,28 | 11,55 |
| Gewinn je Aktie (Tief – Hoch) | 9,19 – 9,27 | 9,80 – 10,72 | 10,42 – 12,41 |
| Analysten | 17 | 16 | 8 |
Letzte Änderungen
- BTIG9. Nov. 2026Buy
- Truist Securities9. Nov. 2026Buy
- Evercore ISI Group6. Nov. 2026In Line
- Needham6. Nov. 2026Buy
- Jefferies6. Nov. 2026Buy
- UBS6. Nov. 2026Neutral
- RBC Capital6. Nov. 2026Outperform
- Barclays28. Okt. 2026Overweight
Quartalszahlen
Nächste Zahlen: 25. Nov. 2026| Aug. 2026 | Juni 2026 | März 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | März 2025 | Dez. 2024 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 2,23 | 2,14 | 1,94 | 1,95 | 1,90 | 1,74 | 1,60 | 1,58 |
| Gewinn je Aktie · Tatsächlich | 2,35 | 2,24 | 2,06 | 2,04 | 1,99 | 1,97 | 1,74 | 1,75 |
| Abweichung | +5,38 % | +4,67 % | +6,19 % | +4,62 % | +4,74 % | +13,22 % | +8,75 % | +10,76 % |
| Umsatz · Tatsächlich | 927,96 Mio. | 882,95 Mio. | 835,95 Mio. | 811,24 Mio. | 789,08 Mio. | 759,04 Mio. | 720,89 Mio. | 699,21 Mio. |
Dividenden und Splits
Keine Dividenden gezahlt.
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 90,06 %
- Investoren mit 13F-Meldung
- 1.110
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Insider-Geschäfte
- Ritter Gordon15. Okt. 2026 · directorKauf14.301 Aktien
- Ritter Gordon15. Okt. 2026 · directorVerkauf250.000 Aktien
- Faddis Jonathan14. Okt. 2026 · officer: SVP, Gen. Counsel, SecretaryVerkauf3515 Aktien · 300,14
- Faddis Jonathan14. Okt. 2026 · officer: SVP, Gen. Counsel, SecretaryVerkauf975 Aktien · 299,29
- Faddis Jonathan14. Okt. 2026 · officer: SVP, Gen. Counsel, SecretaryVerkauf708 Aktien · 298,19
- Zuppas Eleni Nitsa1. Okt. 2026 · officer: President & Chief of StaffKauf2181 Aktien
- Zuppas Eleni Nitsa1. Okt. 2026 · officer: President & Chief of StaffVerkauf1110 Aktien · 281,93
- Zuppas Eleni Nitsa1. Okt. 2026 · officer: President & Chief of StaffVerkauf2181 Aktien
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Über das Unternehmen
Veeva Systems Inc. is a leading provider of cloud-based software solutions, exclusively dedicated to the global life sciences industry. Its extensive operational presence spans across North America, Europe, the Asia Pacific region, the Middle East, Africa, and Latin America. The company's product portfolio is primarily structured around two major offerings. First, the Veeva Commercial Cloud delivers an integrated suite of software, data, and analytics tools designed to optimize commercial operations. This includes vital applications such as Veeva Customer Relationship Management (CRM) and its specialized Medical CRM, Veeva Closed Loop Marketing (CLM), sophisticated analytics via Veeva CRM MyInsights, approved email communication with Veeva CRM Approved Email, digital engagement tools like Veeva CRM Engage, commercial alignment through Veeva Align, event management capabilities with Veeva CRM Events Management, data warehousing solutions (Veeva Nitro), data services (Veeva OpenData, Veeva Link), master data management (Veeva Network), advanced analytical insights (Veeva Crossix, Veeva Data Cloud), and patient engagement platforms (MyVeeva for Patients). Secondly, Veeva Vault provides a robust collection of cloud-native enterprise content and data management applications. These applications are engineered to support both critical commercial functions—encompassing sales, marketing, and medical content and communications—and comprehensive research and development processes, including clinical trials, regulatory compliance, quality management, and patient safety. Beyond its software, Veeva offers a wide array of professional and support services. These range from strategic implementation and deployment planning, project management, and detailed requirements analysis to solution design and configuration. They also include system environment management and deployment, expert consulting for business process transformation related to Veeva solutions, technical guidance on data migration and systems integrations, comprehensive training programs, and ongoing managed services such as outsourced systems administration. Tracing its origins, the company was incorporated in 2007 as Verticals onDemand, Inc., and subsequently rebranded to Veeva Systems Inc. in April 2009. Its corporate headquarters are situated in Pleasanton, California.
Führung
- Brian Van WagenerChief Financial Officer
- Jonathan W. FaddisSenior Vice President, General Counsel & Corporate Secretary
- Peter GassnerFounder, Chief Executive Officer & Director
- Thomas D. SchwengerPresident & Chief Customer Officer
- Eleni Nitsa ZuppasPresident & Chief of Staff
- Arno SosnaPresident of CRM Suite
- CEO
- Peter Gassner
- Mitarbeitende
- 7.928
- Hauptsitz
- Pleasanton, CA, US
- Sektor
- Technology
- Branche
- Software - Application
- Börsengang
- 16. Okt. 2013
- Website
- veeva.com
Nachrichten
- Seeking Alpha · 7. Nov., 14:34Veeva Systems Inc. (VEEV) Analyst/Investor Day Transcript
- MarketBeat · 5. Nov., 21:14Veeva Systems Sticks to $6 Billion Revenue Goal as AI Expands Its Market Opportunity
- Zacks Investment Research · 5. Nov., 12:41OMCL vs. VEEV: Which Stock Should Value Investors Buy Now?
- PRNewsWire · 4. Nov., 7:03UCB Selects Veeva Vault CRM
- Seeking Alpha · 3. Nov., 17:07Veeva: A Premium Business With More Room To Compound
- Seeking Alpha · 3. Nov., 7:28Veeva Systems: AI Is The Icing, Not The Cake
- Zacks Investment Research · 2. Nov., 18:46Why Veeva Systems (VEEV) Dipped More Than Broader Market Today
- Zacks Investment Research · 2. Nov., 10:31Is It Worth Investing in Veeva (VEEV) Based on Wall Street's Bullish Views?
- Seeking Alpha · 2. Nov., 4:21Veeva Systems: Bouncing Back With A Vengeance, Still A 'Buy' Over $300
- PRNewsWire · 29. Okt., 11:05Le Veeva Summit présente les innovations en IA et en données qui font progresser le commerce des agents
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