Veeva Systems (VEEV)
Market Price (7/23/2026): $185.56 | Market Cap: $30.3 BilInvestor Relations Sector: Health Care | Industry: Health Care Technology
Veeva Systems (VEEV)
Market Price (7/23/2026): $185.56Market Cap: $30.3 BilSector: Health CareIndustry: Health Care Technology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50% Attractive yieldFCF Yield is 5.5% Low stock price volatilityVol 12M is 38% Megatrend and thematic driversMegatrends include Cloud Computing, Precision Medicine, and Digital Health & Telemedicine. Themes include Software as a Service (SaaS), Show more. | Weak multi-year price returns2Y Excs Rtn is -33%, 3Y Excs Rtn is -77% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 32x, P/EPrice/Earnings or Price/(Net Income) is 32x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14% Key risksVEEV key risks include [1] execution challenges and intensified competition stemming from its CRM platform migration away from Salesforce, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50% |
| Attractive yieldFCF Yield is 5.5% |
| Low stock price volatilityVol 12M is 38% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Precision Medicine, and Digital Health & Telemedicine. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -33%, 3Y Excs Rtn is -77% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 32x, P/EPrice/Earnings or Price/(Net Income) is 32x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Key risksVEEV key risks include [1] execution challenges and intensified competition stemming from its CRM platform migration away from Salesforce, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Veeva Systems (VEEV) stock has gained about 5% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Beat and Raised Full-Year Guidance.
Veeva Systems announced robust financial results for its fiscal first quarter ended April 30, 2026, on June 3, 2026. The company reported total revenues of $882.9 million, marking a 16% increase year-over-year. Non-GAAP fully diluted net income per share reached $2.24, exceeding analyst estimates of $2.02 by 10.89%. Following these strong results, Veeva raised its fiscal year 2027 guidance, projecting total revenues between $3,635 million and $3,645 million, and non-GAAP fully diluted net income per share of approximately $9.05. Management highlighted a strong start to the year, with results surpassing their own guidance.
2. Significant Advancements and Expansion in AI Strategy and Product Offerings.
Veeva made considerable progress in its industry AI strategy during fiscal Q1 2027, laying the groundwork for future growth. The acquisition of Ostro in March 2026, a brand engagement platform for life sciences, is already contributing to commercial subscription revenue, with an expected contribution of approximately $10 million in the remaining three quarters of fiscal year 2027. Additionally, Veeva introduced Falcon, an agentic platform designed to deliver agentic labor in drug development, with an early adopter release planned for November. The company also announced plans for Vault AI to expand to all Vault applications by August, and introduced new offerings like Veeva EHS (Environmental, Health, and Safety) and Veeva Falcon MLR to accelerate content review, further diversifying its product portfolio.
Show more
Veeva Systems (VEEV) stock has gained about 5% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Beat and Raised Full-Year Guidance.
Veeva Systems announced robust financial results for its fiscal first quarter ended April 30, 2026, on June 3, 2026. The company reported total revenues of $882.9 million, marking a 16% increase year-over-year. Non-GAAP fully diluted net income per share reached $2.24, exceeding analyst estimates of $2.02 by 10.89%. Following these strong results, Veeva raised its fiscal year 2027 guidance, projecting total revenues between $3,635 million and $3,645 million, and non-GAAP fully diluted net income per share of approximately $9.05. Management highlighted a strong start to the year, with results surpassing their own guidance.
2. Significant Advancements and Expansion in AI Strategy and Product Offerings.
Veeva made considerable progress in its industry AI strategy during fiscal Q1 2027, laying the groundwork for future growth. The acquisition of Ostro in March 2026, a brand engagement platform for life sciences, is already contributing to commercial subscription revenue, with an expected contribution of approximately $10 million in the remaining three quarters of fiscal year 2027. Additionally, Veeva introduced Falcon, an agentic platform designed to deliver agentic labor in drug development, with an early adopter release planned for November. The company also announced plans for Vault AI to expand to all Vault applications by August, and introduced new offerings like Veeva EHS (Environmental, Health, and Safety) and Veeva Falcon MLR to accelerate content review, further diversifying its product portfolio.
3. Continued Strong Execution and Customer Wins Across Core Cloud Segments.
Veeva demonstrated sustained strong execution and customer acquisition across its core Commercial Cloud, Development Cloud, and Quality Cloud segments. In fiscal Q1 2027, the company added 27 new Vault CRM customers, bringing the total to over 150 customers live on the platform. Veeva also reported over 40 migrations to Vault CRM completed to date, with a win rate exceeding 80% in top-20 decisions. The company secured multiple enterprise biopharma wins in clinical, regulatory, and safety within the Veeva Development Cloud, and saw strong growth in its Crossix segment, driven by innovation in measuring emerging digital channels.
Show less
Stock Movement Drivers
Fundamental Drivers
The 5.1% change in VEEV stock from 3/31/2026 to 7/22/2026 was primarily driven by a 3.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312026 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 175.66 | 184.55 | 5.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,195 | 3,319 | 3.9% |
| Net Income Margin (%) | 28.4% | 28.4% | -0.3% |
| P/E Multiple | 31.6 | 32.0 | 1.2% |
| Shares Outstanding (Mil) | 164 | 163 | 0.2% |
| Cumulative Contribution | 5.1% |
Market Drivers
3/31/2026 to 7/22/2026| Return | Correlation | |
|---|---|---|
| VEEV | 5.1% | |
| Market (SPY) | 14.9% | 0.6% |
| Sector (XLV) | 8.7% | 13.3% |
Fundamental Drivers
The -17.3% change in VEEV stock from 12/31/2025 to 7/22/2026 was primarily driven by a -24.8% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 223.23 | 184.55 | -17.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,080 | 3,319 | 7.8% |
| Net Income Margin (%) | 27.9% | 28.4% | 1.6% |
| P/E Multiple | 42.6 | 32.0 | -24.8% |
| Shares Outstanding (Mil) | 164 | 163 | 0.4% |
| Cumulative Contribution | -17.3% |
Market Drivers
12/31/2025 to 7/22/2026| Return | Correlation | |
|---|---|---|
| VEEV | -17.3% | |
| Market (SPY) | 9.9% | 16.4% |
| Sector (XLV) | 3.4% | 15.6% |
Fundamental Drivers
The -35.9% change in VEEV stock from 6/30/2025 to 7/22/2026 was primarily driven by a -46.7% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 287.98 | 184.55 | -35.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,855 | 3,319 | 16.2% |
| Net Income Margin (%) | 27.3% | 28.4% | 3.8% |
| P/E Multiple | 60.0 | 32.0 | -46.7% |
| Shares Outstanding (Mil) | 163 | 163 | -0.4% |
| Cumulative Contribution | -35.9% |
Market Drivers
6/30/2025 to 7/22/2026| Return | Correlation | |
|---|---|---|
| VEEV | -35.9% | |
| Market (SPY) | 22.0% | 18.6% |
| Sector (XLV) | 19.8% | 14.5% |
Fundamental Drivers
The -6.7% change in VEEV stock from 6/30/2023 to 7/22/2026 was primarily driven by a -47.4% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7222026 | Change |
|---|---|---|---|
| Stock Price ($) | 197.73 | 184.55 | -6.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,176 | 3,319 | 52.5% |
| Net Income Margin (%) | 23.9% | 28.4% | 18.9% |
| P/E Multiple | 60.9 | 32.0 | -47.4% |
| Shares Outstanding (Mil) | 160 | 163 | -2.1% |
| Cumulative Contribution | -6.7% |
Market Drivers
6/30/2023 to 7/22/2026| Return | Correlation | |
|---|---|---|
| VEEV | -6.7% | |
| Market (SPY) | 74.6% | 30.6% |
| Sector (XLV) | 25.8% | 25.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| VEEV Return | -6% | -37% | 19% | 9% | 6% | -15% | -30% |
| Peers Return | 32% | -21% | 40% | 19% | 4% | -17% | 49% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| VEEV Win Rate | 58% | 33% | 50% | 58% | 50% | 43% | |
| Peers Win Rate | 65% | 35% | 50% | 52% | 43% | 46% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| VEEV Max Drawdown | -27% | -41% | -27% | -27% | -30% | -37% | |
| Peers Max Drawdown | -14% | -36% | -19% | -20% | -31% | -35% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IQV, CRM, ORCL, HON, MSFT. See VEEV Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/22/2026 (YTD)
How Low Can It Go
| Event | VEEV | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -15.7% | -9.5% |
| % Gain to Breakeven | 18.7% | 10.5% |
| Time to Breakeven | 62 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -41.0% | -24.5% |
| % Gain to Breakeven | 69.6% | 32.4% |
| Time to Breakeven | 958 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -26.2% | -33.7% |
| % Gain to Breakeven | 35.5% | 50.9% |
| Time to Breakeven | 29 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.4% | -19.2% |
| % Gain to Breakeven | 30.5% | 23.8% |
| Time to Breakeven | 25 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -19.1% | -12.2% |
| % Gain to Breakeven | 23.7% | 13.9% |
| Time to Breakeven | 20 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -31.2% | -6.8% |
| % Gain to Breakeven | 45.4% | 7.3% |
| Time to Breakeven | 106 days | 15 days |
In The Past
Veeva Systems's stock fell -8.6% during the 2025 US Tariff Shock. Such a loss loss requires a 9.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | VEEV | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -41.0% | -24.5% |
| % Gain to Breakeven | 69.6% | 32.4% |
| Time to Breakeven | 958 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -26.2% | -33.7% |
| % Gain to Breakeven | 35.5% | 50.9% |
| Time to Breakeven | 29 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.4% | -19.2% |
| % Gain to Breakeven | 30.5% | 23.8% |
| Time to Breakeven | 25 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -31.2% | -6.8% |
| % Gain to Breakeven | 45.4% | 7.3% |
| Time to Breakeven | 106 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -49.7% | -0.2% |
| % Gain to Breakeven | 98.7% | 0.2% |
| Time to Breakeven | 801 days | 1 days |
In The Past
Veeva Systems's stock fell -8.6% during the 2025 US Tariff Shock. Such a loss loss requires a 9.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Veeva Systems (VEEV)
Veeva Systems Inc. is a leading provider of specialized cloud-based software solutions tailored exclusively for the global life sciences industry. The company empowers pharmaceutical, biotechnology, and other life sciences organizations to manage their critical operations more efficiently and compliantly, spanning from commercial engagements to essential research and development activities.
Veeva's core offerings are structured around two main product suites. The Veeva Commercial Cloud delivers a comprehensive set of software, data, and analytics tools designed to optimize sales, marketing, and medical functions, including customer relationship management (CRM), content management, and data intelligence. Alongside this, Veeva Vault serves as an enterprise content and data management platform, helping clients meticulously manage information and workflows across commercial operations, as well as vital research and development domains such as clinical trials, regulatory affairs, quality assurance, and patient safety.
In addition to its robust software platforms, Veeva provides extensive professional and support services. These services encompass everything from implementation, project management, and solution design to technical consulting, data migration, training, and ongoing managed support. Through its integrated suite of products and services, Veeva acts as a crucial technology partner, enabling life sciences companies to streamline processes, ensure compliance, and drive innovation throughout their entire value chain.
AI Analysis | Feedback
- Salesforce for the life sciences industry
- The Oracle or SAP of the life sciences industry
AI Analysis | Feedback
- Veeva Commercial Cloud: A suite of software, data, and analytics solutions specifically designed to manage commercial functions for life sciences companies.
- Veeva Vault: A cloud-based enterprise content and data management platform for both commercial and research and development functions in the life sciences industry.
- Professional and Support Services: A range of services including implementation, deployment planning, solution design, technical consulting, training, and ongoing managed services for Veeva's software solutions.
AI Analysis | Feedback
Major Customers of Veeva Systems (VEEV)
Veeva Systems (VEEV) primarily sells its cloud-based software and services to other companies, specifically within the life sciences industry. This includes pharmaceutical, biotechnology, and medical device companies globally.
The provided background description, however, does not list the names of specific major customer companies. Instead, it broadly defines the industry and functions that Veeva's solutions serve, such as commercial, sales and marketing, medical content and communications, clinical, regulatory, quality, and safety departments within life sciences organizations.
AI Analysis | Feedback
Major Suppliers:
- Amazon Web Services (AWS) - part of Amazon.com, Inc. (AMZN)
AI Analysis | Feedback
Peter Gassner, Founder and CEO
Peter Gassner is the founder and CEO of Veeva Systems, which he started in 2007 with the vision of pioneering the industry cloud category by providing specialized cloud software for the life sciences sector. With over 30 years of experience in technology, he previously held significant roles at major software companies, including Staff Developer at IBM, Vice President and General Manager of PeopleTools at PeopleSoft, and Senior Vice President of Technology at Salesforce.com. Gassner led Veeva through its successful initial public offering in 2013 and guided the company to become the first publicly traded company to convert into a Delaware Public Benefit Corporation in 2021. He has also served on the board of directors for Zoom Video Communications since 2015 and Guidewire Software from 2015 to 2019.
Tim Cabral, Interim Chief Financial Officer
Tim Cabral assumed the role of Interim Chief Financial Officer and Principal Financial Officer on April 1, 2024. He previously served as the Chief Financial Officer of Veeva Systems from 2010 to 2020 and is currently a member of Veeva's board of directors.
Tom Schwenger, President and Chief Customer Officer
Tom Schwenger is responsible for overseeing Veeva's sales, services, and other customer-facing groups.
Nitsa Zuppas, President and Chief of Staff
Nitsa Zuppas is responsible for contributing to the setting, communication, and execution of the company's strategic direction. Prior to her current role, she served as Chief Marketing Officer at Veeva Systems and held various executive positions at Siebel Systems, including Director, Product Marketing, Senior Director, Investor Relations, General Manager, Siebel Retail, and Vice President, Marketing.
Paul Shawah, Executive Vice President, Strategy, Campaign Manager
Paul Shawah focuses on product and go-to-market strategy for Campaign Manager and serves as the industry lead for investor and financial community relations. With over 15 years of experience in developing and delivering technology solutions for the life sciences industry, he previously managed the global product strategy and business development for SAP's life sciences industry business. Shawah began his career in enterprise software as an early product manager for Siebel Pharma.
AI Analysis | Feedback
Key Business Risks for Veeva Systems (VEEV)
-
Platform Transition and Migration Risk: Veeva Systems is undertaking a significant and complex multi-year migration of its Veeva CRM application from the Salesforce platform to its proprietary Veeva Vault platform, with most migrations expected between 2026 and 2029. This transition carries inherent execution risks, as Veeva will not migrate custom code, custom objects, or third-party integrations, requiring customers to handle these aspects themselves. This process could lead to customer disruption, potential churn, and technical complexities for its life sciences clients.
-
Intensifying Competition: Veeva faces increasing competition across its product lines, particularly in the crucial CRM segment, following its formal separation from Salesforce in September 2025. Salesforce has actively entered the life sciences cloud market with its own Life Sciences Cloud/Agentforce, securing over 40 customers, including a major global pharmaceutical company that previously used Veeva. Additionally, IQVIA Holdings Inc. remains a significant competitor, offering CRM applications and data products that rival Veeva's offerings, especially in Commercial and Data Cloud solutions. Other specialized software providers like Medidata and Oracle also present competitive challenges in specific application areas.
-
Customer Concentration Risk: Veeva Systems derives a substantial portion of its revenue from a limited number of key customers. In recent fiscal years, the top 10 customers accounted for 28% of total revenues. This reliance on a small number of large clients exposes Veeva to potential revenue volatility if any of these key customers reduce their usage of Veeva's solutions or choose not to renew their contracts, a risk that is particularly pertinent during the ongoing CRM platform migration.
AI Analysis | Feedback
AI Analysis | Feedback
AI Analysis | Feedback
Veeva Systems (VEEV) is anticipated to drive future revenue growth over the next 2-3 years through several key initiatives and market trends within the life sciences industry:
-
Increased Adoption and Migration to Veeva Vault CRM: Veeva is experiencing strong momentum with its Vault CRM, with management expecting approximately 14 of the top 20 pharmaceutical customers to select this solution. This includes cross-selling opportunities for related products like Network and OpenData, as well as additional add-ons. The company has also extended the end-of-support for Veeva CRM to December 2029, allowing for a phased migration and continued revenue from its established CRM offerings while new Vault CRM adoptions take place.
-
Expansion of R&D and Quality Cloud Offerings: Veeva's innovative product portfolio within the R&D and Quality Cloud segments is a significant driver, leading to new customer acquisitions, particularly among emerging biotech firms. Newer R&D products such as RTSM and EDC are expected to continue their ramp-up, contributing to sustained growth. Additionally, Veeva has noted a "breakout year for clinical data management" and strong traction in areas like Safety and Link.
-
Integration and Deployment of Veeva AI: CEO Peter Gassner has highlighted the "agentic transformation" as a substantial opportunity for Veeva, emphasizing the company's plans to deliver industry-specific artificial intelligence deeply integrated into its applications. While AI is currently seen more as a modernization catalyst than a primary demand driver, fiscal year 2027 is projected to focus on deploying these AI agents, indicating future revenue potential as these solutions become more embedded in customer workflows.
-
Growth in Data Cloud and Related Data Products: Veeva is strategically focused on "cleaning up the industry data and harmonizing the industry data" through its Data Cloud initiatives. Products such as Crossix have demonstrated "outstanding" performance and are considered to have a long runway for growth. The expansion of the Compass portfolio, including new prescriber and national data products, is positioning Veeva as a standard data provider for even the largest pharmaceutical companies, attracting both new customers and increased usage from existing ones.
AI Analysis | Feedback
Share Repurchases
- On January 5, 2026, Veeva's board of directors authorized a share repurchase program of up to $2 billion of its Class A common stock, with a term of two years.
- This program marks Veeva's first share repurchase program since its founding.
- The repurchases can be made through open market purchases, privately negotiated transactions, or Rule 10b5-1 trading plans.
Share Issuance
- Veeva Systems' shares outstanding have shown slight increases over the past few years, with 0.165 billion shares outstanding in 2025, a 1.07% increase from 2024.
- Shares outstanding were 0.163 billion in 2024, a 0.65% increase from 2023, and 0.162 billion in 2023, a 0.1% increase from 2022.
- Share issuances are also reflected in SEC filings related to the vesting of Restricted Stock Units (RSUs) for directors, such as 253 shares issued to a director on March 1, 2026, from an RSU grant.
Outbound Investments
- Veeva Systems has completed a total of 7 acquisitions, with the most recent occurring in March 2026 and another in 2021.
- In March 2026, Veeva acquired Ostro, a SaaS-based patient engagement platform for healthcare providers, for approximately $100 million in cash and long-term equity retention grants.
- Veeva acquired Veracity Logic in December 2021 for an undisclosed amount.
Capital Expenditures
- Veeva Systems' capital expenditures averaged $20.714 million annually from fiscal years ending January 2022 to 2026.
- Capital expenditures peaked at $29.131 million in January 2026 and reached a 5-year low of $13.512 million in January 2023.
- The company's capital expenditures were $21 million for fiscal year 2025.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 191.54 |
| Mkt Cap | 144.7 |
| Rev LTM | 39,796 |
| Op Inc LTM | 7,842 |
| FCF LTM | 3,129 |
| FCF 3Y Avg | 3,542 |
| CFO LTM | 10,191 |
| CFO 3Y Avg | 9,752 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.6% |
| Rev Chg 3Y Avg | 10.3% |
| Rev Chg Q | 14.8% |
| QoQ Delta Rev Chg LTM | 3.5% |
| Op Inc Chg LTM | 20.1% |
| Op Inc Chg 3Y Avg | 19.2% |
| Op Mgn LTM | 25.3% |
| Op Mgn 3Y Avg | 22.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 41.5% |
| CFO/Rev 3Y Avg | 37.1% |
| FCF/Rev LTM | 17.8% |
| FCF/Rev 3Y Avg | 20.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 144.7 |
| P/S | 4.7 |
| P/Op Inc | 17.8 |
| P/EBIT | 16.7 |
| P/E | 23.6 |
| P/CFO | 14.7 |
| Total Yield | 5.0% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 3.8% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.4% |
| 3M Rtn | -4.5% |
| 6M Rtn | -16.9% |
| 12M Rtn | -28.7% |
| 3Y Rtn | 1.6% |
| 1M Excs Rtn | 7.1% |
| 3M Excs Rtn | -10.2% |
| 6M Excs Rtn | -25.2% |
| 12M Excs Rtn | -47.5% |
| 3Y Excs Rtn | -66.1% |
Comparison Analyses
Price Behavior
| Market Price | $184.55 | |
| Market Cap ($ Bil) | 30.1 | |
| First Trading Date | 10/16/2013 | |
| Distance from 52W High | -39.7% | |
| 50 Days | 200 Days | |
| DMA Price | $174.60 | $207.62 |
| DMA Trend | down | up |
| Distance from DMA | 5.7% | -11.1% |
| 3M | 1YR | |
| Volatility | 48.9% | 38.4% |
| Downside Capture | -46.37 | 98.94 |
| Upside Capture | 18.79 | 26.62 |
| Correlation (SPY) | 3.0% | 18.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.52 | 0.31 | 0.15 | 0.63 | 0.63 | 0.72 |
| Up Beta | 0.96 | -0.09 | -0.37 | -0.13 | -0.16 | 0.38 |
| Down Beta | 1.70 | 1.30 | 0.71 | 0.87 | 0.97 | 0.77 |
| Up Capture | 12% | 47% | 17% | 41% | 28% | 54% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 9 | 20 | 29 | 58 | 120 | 366 |
| Down Capture | -8% | -43% | 37% | 116% | 114% | 101% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 12 | 21 | 34 | 67 | 131 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VEEV | |
|---|---|---|---|---|
| VEEV | -34.4% | 38.4% | -1.01 | - |
| Sector ETF (XLV) | 23.3% | 15.8% | 1.13 | 14.4% |
| Equity (SPY) | 20.0% | 12.6% | 1.16 | 18.5% |
| Gold (GLD) | 21.2% | 28.1% | 0.67 | -3.6% |
| Commodities (DBC) | 33.0% | 19.1% | 1.36 | -6.1% |
| Real Estate (VNQ) | 13.9% | 14.0% | 0.70 | 11.2% |
| Bitcoin (BTCUSD) | -43.6% | 42.9% | -1.21 | 14.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VEEV | |
|---|---|---|---|---|
| VEEV | -10.1% | 38.4% | -0.18 | - |
| Sector ETF (XLV) | 6.0% | 15.0% | 0.22 | 32.5% |
| Equity (SPY) | 12.8% | 17.1% | 0.58 | 44.0% |
| Gold (GLD) | 17.3% | 18.4% | 0.76 | 4.9% |
| Commodities (DBC) | 9.3% | 19.5% | 0.37 | 5.1% |
| Real Estate (VNQ) | 2.7% | 18.9% | 0.04 | 34.5% |
| Bitcoin (BTCUSD) | 15.2% | 53.5% | 0.46 | 20.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VEEV | |
|---|---|---|---|---|
| VEEV | 17.5% | 38.4% | 0.54 | - |
| Sector ETF (XLV) | 9.8% | 16.6% | 0.48 | 41.2% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 48.1% |
| Gold (GLD) | 11.5% | 16.1% | 0.58 | 6.8% |
| Commodities (DBC) | 7.1% | 17.9% | 0.31 | 10.3% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 32.6% |
| Bitcoin (BTCUSD) | 58.5% | 66.2% | 0.99 | 13.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 7/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/3/2026 | -0.1% | -8.4% | 7.4% |
| 3/4/2026 | 4.0% | -0.7% | -7.7% |
| 11/20/2025 | -9.8% | -11.1% | -17.1% |
| 8/27/2025 | -7.2% | -8.0% | -1.1% |
| 5/28/2025 | 19.0% | 20.9% | 20.9% |
| 3/5/2025 | 7.4% | 6.1% | 0.7% |
| 12/5/2024 | 8.1% | 0.4% | -8.6% |
| 8/28/2024 | 8.9% | 8.0% | 5.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 12 |
| # Negative | 13 | 12 | 12 |
| Median Positive | 8.4% | 7.1% | 7.1% |
| Median Negative | -7.2% | -8.3% | -8.2% |
| Max Positive | 19.7% | 20.9% | 21.6% |
| Max Negative | -16.2% | -18.2% | -17.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/3/2026 | -0.1% | -8.4% | 7.4% |
| 3/4/2026 | 4.0% | -0.7% | -7.7% |
| 11/20/2025 | -9.8% | -11.1% | -17.1% |
| 8/27/2025 | -7.2% | -8.0% | -1.1% |
| 5/28/2025 | 19.0% | 20.9% | 20.9% |
| 3/5/2025 | 7.4% | 6.1% | 0.7% |
| 12/5/2024 | 8.1% | 0.4% | -8.6% |
| 8/28/2024 | 8.9% | 8.0% | 5.8% |
| 5/30/2024 | -10.3% | -4.7% | -6.4% |
| 2/29/2024 | -1.6% | 2.1% | 2.2% |
| 12/6/2023 | -3.0% | -0.6% | 6.8% |
| 8/30/2023 | 8.4% | 15.3% | 5.6% |
| 5/31/2023 | 19.7% | 14.0% | 19.3% |
| 3/1/2023 | 4.5% | 3.9% | 7.8% |
| 12/1/2022 | -8.6% | -9.6% | -16.6% |
| 8/31/2022 | -14.0% | -12.4% | -17.3% |
| 6/1/2022 | 14.7% | 14.1% | 21.6% |
| 3/2/2022 | -16.2% | -18.2% | -7.9% |
| 12/1/2021 | -3.6% | 0.3% | -6.1% |
| 9/1/2021 | -5.4% | -8.3% | -13.9% |
| 5/27/2021 | 10.1% | 8.9% | 20.4% |
| 3/2/2021 | -8.3% | -12.7% | -9.1% |
| 12/1/2020 | -4.2% | -5.2% | -4.2% |
| 8/27/2020 | 1.4% | 4.1% | 4.3% |
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 12 |
| # Negative | 13 | 12 | 12 |
| Median Positive | 8.4% | 7.1% | 7.1% |
| Median Negative | -7.2% | -8.3% | -8.2% |
| Max Positive | 19.7% | 20.9% | 21.6% |
| Max Negative | -16.2% | -18.2% | -17.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/20/2026 | 10-K |
| 10/31/2025 | 11/21/2025 | 10-Q |
| 07/31/2025 | 08/29/2025 | 10-Q |
| 04/30/2025 | 06/02/2025 | 10-Q |
| 01/31/2025 | 03/24/2025 | 10-K |
| 10/31/2024 | 12/09/2024 | 10-Q |
| 07/31/2024 | 09/04/2024 | 10-Q |
| 04/30/2024 | 06/04/2024 | 10-Q |
| 01/31/2024 | 03/25/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/01/2023 | 10-Q |
| 04/30/2023 | 06/02/2023 | 10-Q |
| 01/31/2023 | 03/30/2023 | 10-K |
| 10/31/2022 | 12/07/2022 | 10-Q |
| 07/31/2022 | 09/02/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/20/2026 | 10-K |
| 10/31/2025 | 11/21/2025 | 10-Q |
| 07/31/2025 | 08/29/2025 | 10-Q |
| 04/30/2025 | 06/02/2025 | 10-Q |
| 01/31/2025 | 03/24/2025 | 10-K |
| 10/31/2024 | 12/09/2024 | 10-Q |
| 07/31/2024 | 09/04/2024 | 10-Q |
| 04/30/2024 | 06/04/2024 | 10-Q |
| 01/31/2024 | 03/25/2024 | 10-K |
| 10/31/2023 | 12/07/2023 | 10-Q |
| 07/31/2023 | 09/01/2023 | 10-Q |
| 04/30/2023 | 06/02/2023 | 10-Q |
| 01/31/2023 | 03/30/2023 | 10-K |
| 10/31/2022 | 12/07/2022 | 10-Q |
| 07/31/2022 | 09/02/2022 | 10-Q |
| 04/30/2022 | 06/03/2022 | 10-Q |
| 01/31/2022 | 03/30/2022 | 10-K |
| 10/31/2021 | 12/03/2021 | 10-Q |
| 07/31/2021 | 09/03/2021 | 10-Q |
| 04/30/2021 | 06/04/2021 | 10-Q |
| 01/31/2021 | 03/30/2021 | 10-K |
| 10/31/2020 | 12/09/2020 | 10-Q |
| 07/31/2020 | 09/08/2020 | 10-Q |
| 04/30/2020 | 06/04/2020 | 10-Q |
| 01/31/2020 | 03/30/2020 | 10-K |
| 10/31/2019 | 12/05/2019 | 10-Q |
| 07/31/2019 | 09/05/2019 | 10-Q |
Recent Forward Guidance
Updated 7/8/2026Latest: Q1 2027 Earnings Reported 6/3/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Revenue | 902.00 Mil | 903.50 Mil | 905.00 Mil | ||||
| Q2 2027 Operating Income | 392.00 Mil | 393.50 Mil | 395.00 Mil | ||||
| Q2 2027 EPS | 2.21 | 2.21 | 2.22 | ||||
| 2027 Revenue | 3.63 Bil | 3.64 Bil | 3.65 Bil | 1.3% | Raised | Guidance: 3.59 Bil for 2027 | |
| 2027 Operating Income | 1.61 Bil | 1.3% | Raised | Guidance: 1.59 Bil for 2027 | |||
| 2027 EPS | 9.05 | 2.3% | Raised | Guidance: 8.85 for 2027 | |||
Prior: Q4 2026 Earnings Reported 3/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 855.00 Mil | 856.50 Mil | 858.00 Mil | 5.9% | Higher New | Actual: 808.50 Mil for Q4 2026 | |
| Q1 2026 Non-GAAP Operating Income | 378.00 Mil | 379.50 Mil | 381.00 Mil | 8.4% | Higher New | Actual: 350.00 Mil for Q4 2026 | |
| Q1 2026 Non-GAAP EPS | 2.13 | 2.13 | 2.14 | 11.2% | Higher New | Actual: 1.92 for Q4 2026 | |
| 2027 Revenue | 3.58 Bil | 3.59 Bil | 3.60 Bil | 13.4% | Higher New | Actual: 3.17 Bil for 2026 | |
| 2027 Non-GAAP Operating Income | 1.59 Bil | 12.2% | Higher New | Actual: 1.42 Bil for 2026 | |||
| 2027 Non-GAAP EPS | 8.85 | 11.6% | Higher New | Actual: 7.93 for 2026 | |||
Q3 2026 Earnings Reported 11/20/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Revenue | 807.00 Mil | 808.50 Mil | 810.00 Mil | ||||
| Q4 2026 Non-GAAP Operating Income | 350.00 Mil | ||||||
| Q4 2026 Non-GAAP EPS | 1.92 | ||||||
| 2026 Revenue | 3.17 Bil | 3.17 Bil | 3.17 Bil | 1.0% | Raised | Guidance: 3.14 Bil for 2026 | |
| 2026 Non-GAAP Operating Income | 1.42 Bil | 2.1% | Raised | Guidance: 1.39 Bil for 2026 | |||
| 2026 Non-GAAP EPS | 7.93 | 1.9% | Raised | Guidance: 7.78 for 2026 | |||
Insider Activity
Updated 7/20/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 7202026 | 200.00 | 5,000 | 1,000,000 | 4,089,800 | Form |
| 2 | Hung, Priscilla | Direct | Sell | 5042026 | 155.64 | 750 | 116,730 | 506,297 | Form | |
| 3 | Hung, Priscilla | Direct | Sell | 4142026 | 153.50 | 750 | 115,125 | 614,460 | Form | |
| 4 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 3092026 | 200.00 | 1,000 | 200,000 | 4,440,800 | Form |
| 5 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 1152026 | 231.43 | 1,000 | 231,430 | 5,370,102 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 7202026 | 200.00 | 5,000 | 1,000,000 | 4,089,800 | Form |
| 2 | Hung, Priscilla | Direct | Sell | 5042026 | 155.64 | 750 | 116,730 | 506,297 | Form | |
| 3 | Hung, Priscilla | Direct | Sell | 4142026 | 153.50 | 750 | 115,125 | 614,460 | Form | |
| 4 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 3092026 | 200.00 | 1,000 | 200,000 | 4,440,800 | Form |
| 5 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 1152026 | 231.43 | 1,000 | 231,430 | 5,370,102 | Form |
| 6 | Zuppas, Eleni Nitsa | President & Chief of Staff | Direct | Sell | 10092025 | 306.62 | 6,000 | 1,839,694 | 7,765,040 | Form |
| 7 | Faddis, Jonathan | SVP, Gen. Counsel, Secretary | Direct | Sell | 10082025 | 298.12 | 720 | 214,646 | 2,345,608 | Form |
| 8 | Schwenger, Thomas D | Pres. & Chief Customer Officer | Direct | Sell | 10032025 | 300.04 | 3,350 | 1,005,140 | 7,132,891 | Form |
| 9 | Faddis, Jonathan | SVP, Gen. Counsel, Secretary | Direct | Sell | 10032025 | 300.00 | 14,595 | 4,378,500 | 2,576,400 | Form |
| 10 | Faddis, Jonathan | SVP, Gen. Counsel, Secretary | Direct | Sell | 7112025 | 285.62 | 720 | 205,646 | 2,256,969 | Form |
| 11 | Hung, Priscilla | Direct | Sell | 7082025 | 284.40 | 171 | 48,632 | 1,127,930 | Form | |
| 12 | Hung, Priscilla | Direct | Sell | 7082025 | 283.00 | 172 | 48,676 | 1,170,771 | Form |
Investor Activity (13F)
Updated Jul 23, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Alfreton Capital LLP | $52.7 Mil | 17.1% | 5 | ADD +200.0% | 13F |
| Linonia Partnership LP | $865.1 Mil | 16.1% | 14 | ADD +75.9% | 13F |
| CDAM (UK) Ltd | $46.6 Mil | 10.3% | 11 | ADD +13.9% | 13F |
| Nellore Capital Management LLC | $78.6 Mil | 10.0% | 11 | ADD +35.4% | 13F |
| Ashe Capital Management, LP | $79.6 Mil | 10.0% | 7 | Hold | 13F |
| Lead Edge Capital Management, LLC | $37.7 Mil | 9.2% | 12 | New | 13F |
| Quantum Capital Management, LLC / NJ | $55.7 Mil | 7.1% | 34 | ADD +13.0% | 13F |
| Seilern Investment Management Ltd | $55.6 Mil | 6.6% | 24 | Hold | 13F |
| Makena Capital Management LLC | $27.3 Mil | 3.1% | 27 | ADD +36.5% | 13F |
| ThornTree Capital Partners LP | $17.1 Mil | 3.0% | 16 | New | 13F |
| KR Capital LP | $13.0 Mil | 2.6% | 49 | New | 13F |
| Prosight Management, LP | $15.2 Mil | 2.5% | 46 | Hold | 13F |
| Greenoaks Capital Partners LLC | $43.9 Mil | 1.9% | 10 | TRIM -64.0% | 13F |
| Montanaro Asset Management Ltd | $6.3 Mil | 1.9% | 42 | New | 13F |
| Crosslink Capital Inc | $14.4 Mil | 1.4% | 21 | TRIM -35.7% | 13F |
| Route One Investment Company, L.P. | $32.0 Mil | 1.4% | 18 | ADD +17.5% | 13F |
| Goodnow Investment Group, LLC | $6.3 Mil | 0.7% | 29 | New | 13F |
| Local Pensions Partnership Investment Ltd | $27.5 Mil | 0.6% | 32 | ADD +15.5% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Lead Edge Capital Management, LLC | $37.7 Mil | 9.2% | 12 | New | 13F |
| ThornTree Capital Partners LP | $17.1 Mil | 3.0% | 16 | New | 13F |
| KR Capital LP | $13.0 Mil | 2.6% | 49 | New | 13F |
| Montanaro Asset Management Ltd | $6.3 Mil | 1.9% | 42 | New | 13F |
| Goodnow Investment Group, LLC | $6.3 Mil | 0.7% | 29 | New | 13F |
| Alfreton Capital LLP | $52.7 Mil | 17.1% | 5 | ADD +200.0% | 13F |
| Linonia Partnership LP | $865.1 Mil | 16.1% | 14 | ADD +75.9% | 13F |
| Makena Capital Management LLC | $27.3 Mil | 3.1% | 27 | ADD +36.5% | 13F |
| Nellore Capital Management LLC | $78.6 Mil | 10.0% | 11 | ADD +35.4% | 13F |
| Route One Investment Company, L.P. | $32.0 Mil | 1.4% | 18 | ADD +17.5% | 13F |
| Local Pensions Partnership Investment Ltd | $27.5 Mil | 0.6% | 32 | ADD +15.5% | 13F |
| CDAM (UK) Ltd | $46.6 Mil | 10.3% | 11 | ADD +13.9% | 13F |
| Quantum Capital Management, LLC / NJ | $55.7 Mil | 7.1% | 34 | ADD +13.0% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Stockbridge Partners LLC | $290.8 Mil | 6.4% | 13 | Exited | Dec 31, 2025 | 13F |
| Durable Capital Partners LP | $212.5 Mil | 2.0% | 40 | Exited | Dec 31, 2025 | 13F |
| RGM Capital, LLC | $124.2 Mil | 6.0% | 17 | Exited | Dec 31, 2025 | 13F |
| Ithaka Group LLC | $12.2 Mil | 2.2% | 39 | Exited | Dec 31, 2025 | 13F |
| Greenoaks Capital Partners LLC | $43.9 Mil | 1.9% | 10 | TRIM -64.0% | Mar 31, 2026 | 13F |
| Crosslink Capital Inc | $14.4 Mil | 1.4% | 21 | TRIM -35.7% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Linonia Partnership LP | $865.1 Mil | 16.1% | 14 | ADD +75.9% | 13F |
| Ashe Capital Management, LP | $79.6 Mil | 10.0% | 7 | Hold | 13F |
| Nellore Capital Management LLC | $78.6 Mil | 10.0% | 11 | ADD +35.4% | 13F |
| Quantum Capital Management, LLC / NJ | $55.7 Mil | 7.1% | 34 | ADD +13.0% | 13F |
| Seilern Investment Management Ltd | $55.6 Mil | 6.6% | 24 | Hold | 13F |
| Alfreton Capital LLP | $52.7 Mil | 17.1% | 5 | ADD +200.0% | 13F |
| CDAM (UK) Ltd | $46.6 Mil | 10.3% | 11 | ADD +13.9% | 13F |
| Greenoaks Capital Partners LLC | $43.9 Mil | 1.9% | 10 | TRIM -64.0% | 13F |
| Lead Edge Capital Management, LLC | $37.7 Mil | 9.2% | 12 | New | 13F |
| Route One Investment Company, L.P. | $32.0 Mil | 1.4% | 18 | ADD +17.5% | 13F |
| Local Pensions Partnership Investment Ltd | $27.5 Mil | 0.6% | 32 | ADD +15.5% | 13F |
| Makena Capital Management LLC | $27.3 Mil | 3.1% | 27 | ADD +36.5% | 13F |
| ThornTree Capital Partners LP | $17.1 Mil | 3.0% | 16 | New | 13F |
| Prosight Management, LP | $15.2 Mil | 2.5% | 46 | Hold | 13F |
| Crosslink Capital Inc | $14.4 Mil | 1.4% | 21 | TRIM -35.7% | 13F |
| KR Capital LP | $13.0 Mil | 2.6% | 49 | New | 13F |
| Montanaro Asset Management Ltd | $6.3 Mil | 1.9% | 42 | New | 13F |
| Goodnow Investment Group, LLC | $6.3 Mil | 0.7% | 29 | New | 13F |
Veeva Systems — Investor Video Playlist
Industry Resources
| Health Care Resources |
| U.S. National Library of Medicine |
| ClinicalTrials.gov |
| Modern Healthcare |
| Healthcare Dive |
| Fierce Healthcare |
| Health Affairs |
| Health Data Management |
| FDA Tracker |
| Health Care Technology Resources |
| Healthcare IT News |
| MobiHealthNews |
| HealthTech Magazine |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.