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IQVIA Holdings Inc. (IQV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS46266C1053
CUSIP46266C1053
SectorHealthcare
IndustryDiagnostics & Research

Highlights

Market Cap$45.94B
EPS$7.29
PE Ratio34.62
PEG Ratio1.67
Revenue (TTM)$14.98B
Gross Profit (TTM)$5.03B
EBITDA (TTM)$2.72B
Year Range$167.42 - $261.73
Target Price$274.47
Short %1.84%
Short Ratio2.53

Share Price Chart


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IQVIA Holdings Inc.

Popular comparisons: IQV vs. UNH, IQV vs. AMZN, IQV vs. SPY, IQV vs. NVDA, IQV vs. VOO, IQV vs. VUG, IQV vs. COST, IQV vs. IDXX, IQV vs. LLY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in IQVIA Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%OctoberNovemberDecember2024FebruaryMarch
499.79%
222.65%
IQV (IQVIA Holdings Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

IQVIA Holdings Inc. had a return of 9.16% year-to-date (YTD) and 33.02% in the last 12 months. Over the past 10 years, IQVIA Holdings Inc. had an annualized return of 17.62%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date9.16%10.04%
1 month2.06%3.53%
6 months24.90%22.79%
1 year33.02%32.16%
5 years (annualized)11.95%13.15%
10 years (annualized)17.62%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-10.01%18.70%
2023-0.51%-11.62%-8.09%18.40%8.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IQV
IQVIA Holdings Inc.
1.19
^GSPC
S&P 500
2.76

Sharpe Ratio

The current IQVIA Holdings Inc. Sharpe ratio is 1.19. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
1.19
2.76
IQV (IQVIA Holdings Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


IQVIA Holdings Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-10.63%
0
IQV (IQVIA Holdings Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IQVIA Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the IQVIA Holdings Inc. was 49.43%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current IQVIA Holdings Inc. drawdown is 10.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.43%Feb 13, 202027Mar 23, 2020114Sep 2, 2020141
-39.19%Dec 31, 2021197Oct 12, 2022
-29.32%Jul 30, 2015133Feb 8, 2016159Sep 23, 2016292
-19.17%Sep 28, 201860Dec 24, 201833Feb 12, 201993
-14.91%Feb 20, 201453May 6, 201441Jul 3, 201494

Volatility

Volatility Chart

The current IQVIA Holdings Inc. volatility is 4.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
4.98%
2.82%
IQV (IQVIA Holdings Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of IQVIA Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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