Análisis Argos
VEEV
VEEVEn su precio
Veeva Systems Inc. · Healthcare
US$ 192.74
precio al 2026-07-04
Valor justo Argos*
US$ 162–178
vs. su valor justo
8% por encima
Score Argos
57/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (17.3%) en línea con lo que la empresa demuestra (13.6%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 27% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 23% por encima de su valor justo.
!Venta significativa de insiders en el último trimestre.
VALOR3/6FUTURO5/6PASADO4/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR3/6FUTURO5/6PASADO4/6SALUD6/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos57de 100En su precio
Ingresos16%
US$ 3.2 B
Margen operativo14%
28.7%
Flujo de caja libre30%
US$ 1.4 B
Deuda neta
US$ -1.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 31.3B
P/E34.4x
EV/EBITDA31x
FCF yield4.4%
ROIC11.8%
Margen operativo28.7%
Crecim. ingresos+16.3%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
Veeva (VEEV) Up 7.9% Since Last Earnings Report: Can It Continue?
Veeva (VEEV) reported earnings 30 days ago. What's next for the stock?
zacks.com · 30 jun
Here's Why Veeva Systems (VEEV) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
zacks.com · 29 jun
Veeva Acquires Copli & Launches Falcon MLR for Faster Content Reviews
VEEV expands its AI push with Copli acquisition and Falcon MLR launch, aiming to speed life sciences content reviews and boost Commercial Cloud.
zacks.com · 26 jun
Veeva Expands Quality Cloud With New EHS Risk Management Solution
VEEV's Veeva EHS expands Quality Cloud with automated risk, compliance and safety workflows, aiming to replace legacy systems with a unified platform.
seekingalpha.com · 26 jun
Veeva: Strong Quality But Not A Risk-Free Stock
Veeva Systems trades at 17x FY2027 earnings, offering high margins and recurring revenue, yet faces slowing Commercial CRM growth and strong competition. R&D and Quality segments now outpace Commercial, growing 19% in Q1 FY2027 and becoming the largest revenue driver, deeply embedded in regulated customer processes. VEEV's moat is strong due to switching costs and integrated solutions, but not unassailable—Salesforce, Oracle, and others remain credible threats.
zacks.com · 25 jun
Veeva Systems Inc. (VEEV) Is a Trending Stock: Facts to Know Before Betting on It
Veeva (VEEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
prnewswire.com · 25 jun
Veeva Introduces New EHS Application for Proactive Risk Management and Intelligent Automation
Environmental, health, and safety solution is part of Veeva Quality Cloud and will deliver real-time insights and streamlined workflows PLEASANTON, Calif., June 25, 2026 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced  Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety.
seekingalpha.com · 24 jun
Veeva Systems: The AI Thesis Is More Tangible Now
Veeva Systems remains a Buy, with core revenue and subscription growth in the mid-teens and a compelling ~16x NTM PE valuation. Falcon, VEEV's agentic labor AI platform, makes the AI opportunity tangible, offering automation for compliance-sensitive, high-volume workflows in life sciences. R&D and Quality subscription revenue outpaces consolidated growth at 19% y/y, while Commercial gains traction with over 150 live Vault CRM customers.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.