Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Veeva Systems (NYSE:VEEV) and the best and worst performers in the vertical software industry.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the healthcare technology for providers stocks, including Astrana Health (NASDAQ:ASTH) and its peers.
What a brutal six months it’s been for Acadia Healthcare. The stock has dropped 56.9% and now trades at $24.75, rattling many shareholders. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
Deere currently trades at $461.71 and has been a dream stock for shareholders. It’s returned 255% since April 2020, nearly tripling the S&P 500’s 91.4% gain. The company has also beaten the index over the past six months as its stock price is up 12.8%.
Shareholders of Old Dominion Freight Line would probably like to forget the past six months even happened. The stock dropped 25.8% and now trades at $151.05. This may have investors wondering how to approach the situation.
Since April 2020, the S&P 500 has delivered a total return of 91.4%. But one standout stock has nearly doubled the market - over the past five years, Carriage Services has surged 170% to $37.31 per share. Its momentum hasn’t stopped as it’s also gained 18.6% in the last six months, beating the S&P by 26.9%.
CBRE currently trades at $118.95 per share and has shown little upside over the past six months, posting a small loss of 4.4%.
Over the last six months, Jacobs Solutions shares have sunk to $117.99, producing a disappointing 16.5% loss - worse than the S&P 500’s 8.3% drop. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
ePlus has gotten torched over the last six months - since October 2024, its stock price has dropped 41.2% to $58.24 per share. This was partly due to its softer quarterly results and might have investors contemplating their next move.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the vertical software industry, including Q2 Holdings (NYSE:QTWO) and its peers.
