Anyone else looking at this one? This company is a software company that operates in the biopharma industry offering cloud based systems for companies all around the world. Instead of general business software they provide highly targeted regulatory tools that track data, ensure regulatory compliance through on the spot ai agents, track side effects during development, as well as help sell and market the drug after creation. VEEVA is used by drug developers, biotech firms and large scale pharmaceutical companies manage entire life cycles of a drug. The big question many have of software companies is will they get disrupted by AI? With VEEVA it is highly highly unlikely. The pharmaceutical industry has very strict guidelines and parameters and these company’s switching costs would be immense which provides very sticky revenue. Not to mention they are leaning heavily into AI armed with a fortress balance sheet integrating agentic ai as well as tons of ai features right into their systems. Their only actual competition is $CRM and $ORCL and these companies aren’t prioritizing their life sciences department as much as VEEVA which is a pure play. $VEEV Pulling up a revenue growth and customer retention and growth chart for this company is a beautiful thing.
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4 Comments
Ridge Capital@ridge_capital · 15d
I have $VEEV in my portfolio and I think the current price is pretty fair. It has low Capex and a good moat in a highly regulated environment with double digit growth. Feel free to take a look at the rest of my portfolio and see if you find any other interesting companies.
Cornelius Osondu@collinomd2021 · 16d
You are spot on @birdmanbrett . Veeva actually looks reasonably valued versus other mission-critical vertical-software peers. It trades at about 21× forward adjusted earnings and 6.7× forward revenue versus roughly 24.5×/5.0× for Tyler Technologies, 29×/7.9× for Manhattan Associates, a nd 7.6× revenue for faster-growing Guidewire With 15–16% growth, ~44% adjusted operating margins, $7.3B in cash, and no traditional debt, Veeva is not cheap— it looks fair to modestly attractive for its quality.
Cornelius Osondu@collinomd2021 · 16d
Veeva Systems ($VEEV) is a high-quality vertical software company serving life-sciences firms. Its tools manage clinical trials, regulatory work, quality, safety and pharmaceutical sales. Its moat comes from deep industry specialization, regulatory trust and high switching costs. Once embedded, replacing Veeva is risky and expensive. The finances are excellent: recurring subscription revenue, strong margins, solid growth, over $7B in cash and no traditional debt. Main risk: valuation.
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