Both are fine businesses, but Veeva's future looks incredibly bright.
News & Analysis: Veeva Systems
One metric tells the story of a company with a widening moat.
VEEV earnings call for the period ending December 31, 2018.
Shares of the cloud solutions provider have now gained a whopping 112% over the last year.
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I own shares of this company that sells cloud software for pharmaceutical salespeople, but I'm starting to doubt Veeva's sense of direction for the future.
Adobe, Twilio, and Veeva could continue to outperform the market.