Veeva Systems (VEEV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
$275.09-3.27%
Close 2026-09-04 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · VEEV
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $275 VEEV trades at 34× p/e — 1.7× the 20× p/e peer median, and above its own 23× history. The market is re-rating it beyond its own range; our $238 fair value is medium-confidence here. Analysts target $165–$330. Even valued only for durable growth at sustainable margins, it's worth about $305 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $276.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $569.40 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $580.89 | — | — | Hist. CAGR | high |
| graham number | 12M | $90.14 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$165.00 – $330.00 (median $276.00) · 37 analysts · as of 2026-08-27
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 119% over what the business is worth with no growth; closing that gap needs roughly 9.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $5.57/sh owner earnings.
Looks more expensive than peers.
Richer than its own typical valuation.
Trailing four: 2026-Q2, 2026-Q3, 2027-Q1, 2027-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $30.45 |
| 10.1 |
| 1.87 |
| TTM |
| high |
| Peer P/FCF | 12M | $155.20 | 15.6 | 9.96 | TTM | high |
| Peer P/E | 12M | $163.36 | 20.4 | 8.02 | TTM | high |
| Peer P/S | 12M | $40.06 | 1.9 | 20.95 | TTM | high |
| PEG | 12M | $326.96 | 40.8 | 8.02 | TTM | high |
| residual income | 12M | $64.83 | — | — | TTM | high |
| Own P/E history | 12M | $185.57 | 23.1 | 8.02 | TTM | high |
| triangulated | 12M | $168.22 | 20.4 | 8.26 | Triangulated | high |
| Peer P/FCF | 3Y | $236.04 | 15.6 | 15.15 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $226.80 | 20.4 | 11.13 | Analyst | medium |
| Peer P/S | 3Y | $52.18 | 1.9 | 27.29 | guidance | medium |
| PEG | 3Y | $453.93 | 40.8 | 11.13 | Analyst | medium |
| Own P/E history | 3Y | $257.63 | 23.1 | 11.13 | Analyst | medium |
| Peer P/FCF | 5Y | $312.17 | 15.6 | 20.03 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $251.29 | 20.4 | 12.34 | Analyst | high |
| Peer P/S | 5Y | $57.82 | 1.9 | 30.24 | guidance | high |
| PEG | 5Y | $502.94 | 40.8 | 12.34 | Analyst | high |
| Own P/E history | 5Y | $285.45 | 23.1 | 12.34 | Analyst | high |