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

Company Info

ISIN

US46266C1053

CUSIP

46266C1053

IPO Date

May 9, 2013

Highlights

Market Cap

$24.40B

EPS (TTM)

$7.45

PE Ratio

18.93

PEG Ratio

0.85

Total Revenue (TTM)

$15.50B

Gross Profit (TTM)

$5.38B

EBITDA (TTM)

$3.40B

Year Range

$134.65 - $252.88

Target Price

$190.62

Short %

3.73%

Short Ratio

2.52

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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S&P 500

Returns By Period

IQVIA Holdings Inc. (IQV) returned -28.24% year-to-date (YTD) and -37.32% over the past 12 months. Over the past 10 years, IQV returned 7.25% annually, underperforming the S&P 500 benchmark at 10.84%.


IQV

YTD

-28.24%

1M

-8.10%

6M

-29.99%

1Y

-37.32%

3Y*

-13.84%

5Y*

-1.16%

10Y*

7.25%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of IQV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.47%-6.24%-6.62%-12.04%-9.06%-28.24%
2024-10.01%18.70%2.32%-8.35%-5.47%-3.49%16.45%2.16%-5.80%-13.15%-2.42%-2.16%-15.07%
202311.97%-9.13%-4.60%-5.36%4.61%14.15%-0.45%-0.51%-11.62%-8.09%18.40%8.07%12.93%
2022-13.20%-6.04%0.47%-5.72%-1.26%0.81%10.73%-11.49%-14.82%15.75%3.98%-6.02%-27.38%
2021-0.76%8.43%0.18%21.51%2.33%0.90%2.22%4.86%-7.77%9.13%-0.88%8.88%57.47%
20200.48%-10.15%-22.68%32.20%4.86%-5.11%11.64%3.38%-3.74%-2.31%9.74%6.02%15.96%
201911.05%8.60%2.68%-3.44%-2.20%18.44%-1.08%-2.53%-3.72%-3.32%1.08%5.84%33.00%
20184.38%-3.78%-0.22%-2.40%3.31%0.90%22.16%4.22%2.09%-5.25%1.74%-7.12%18.66%
20173.21%-1.40%4.06%4.66%2.56%3.54%1.17%6.05%-1.00%13.71%-5.63%-4.03%28.73%
2016-11.40%3.09%3.81%6.10%-1.71%-3.79%18.86%-0.44%4.86%-11.50%7.10%-1.02%10.76%
20152.77%7.40%3.06%-1.63%5.81%4.16%5.66%-2.88%-6.63%-8.51%6.82%0.99%16.63%
20142.78%13.69%-6.24%-7.17%8.17%4.53%3.08%2.17%-0.61%4.95%-1.23%1.82%27.04%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IQV is 4, meaning it’s performing worse than 96% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IQV is 44
Overall Rank
The Sharpe Ratio Rank of IQV is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of IQV is 44
Sortino Ratio Rank
The Omega Ratio Rank of IQV is 55
Omega Ratio Rank
The Calmar Ratio Rank of IQV is 77
Calmar Ratio Rank
The Martin Ratio Rank of IQV is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

IQVIA Holdings Inc. Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: -1.10
  • 5-Year: -0.04
  • 10-Year: 0.24
  • All Time: 0.37

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of IQVIA Holdings Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 51.52%, occurring on May 23, 2025. The portfolio has not yet recovered.

The current IQVIA Holdings Inc. drawdown is 50.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.52%Dec 31, 2021852May 23, 2025
-49.43%Feb 13, 202027Mar 23, 2020114Sep 2, 2020141
-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
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of IQVIA Holdings Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 2.6% positive surprise.


1.001.502.002.503.0020212022202320242025
2.70
2.63
Actual
Estimate

Valuation

The Valuation section provides an overview of how IQVIA Holdings Inc. is priced in the market compared to other companies in the Diagnostics & Research industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for IQV, comparing it with other companies in the Diagnostics & Research industry. Currently, IQV has a P/E ratio of 18.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for IQV compared to other companies in the Diagnostics & Research industry. IQV currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for IQV relative to other companies in the Diagnostics & Research industry. Currently, IQV has a P/S ratio of 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for IQV in comparison with other companies in the Diagnostics & Research industry. Currently, IQV has a P/B value of 4.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items