Veeva Systems (VEEV)

Veeva's price has jumped roughly a quarter in the last month, its fastest climb in a long while.

What is going on right now?

The stock has risen about 23% in 30 days and sits around $323, climbing unusually fast. Streaks like this have often taken a breather, though the timing is never predictable.

How is the business itself doing?

Veeva makes cloud software for drug companies, helping them manage clinical trials, regulatory filings, and sales teams. Revenue grew about 18% and earnings jumped nearly 40% last period. It carries almost no debt.

What stands out?

The company keeps roughly 29 cents of profit for every dollar it brings in, and it funds its own growth entirely from the cash it generates, about $1.26 billion last year.

What comes next?

Veeva's Vault CRM suite is replacing its older Salesforce-based product, and how quickly big pharma clients switch over will show up directly in the next few earnings reports.