Highlights
- Market Cap
- $29.32B
- Enterprise Value
- $45.35B
- EPS (TTM)
- $7.89
- PE Ratio
- 21.60
- PEG Ratio
- 1.76
- Total Revenue (TTM)
- $16.31B
- Gross Profit (TTM)
- $4.29B
- EBITDA (TTM)
- $3.46B
- Year Range
- $134.65 - $247.05
- Target Price
- $240.73
- ROA (TTM)
- 4.54%
- ROE (TTM)
- 20.91%
Share Price Chart
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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.
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Returns By Period
IQVIA Holdings Inc. (IQV) has returned -24.34% so far this year and -3.27% over the past 12 months. Over the last ten years, IQV has returned 9.71% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
IQVIA Holdings Inc.
- 1D
- 2.64%
- 1M
- -4.63%
- YTD
- -24.34%
- 6M
- -10.21%
- 1Y
- -3.27%
- 3Y*
- -5.00%
- 5Y*
- -2.95%
- 10Y*
- 9.71%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 9, 2013, IQV's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, your investment would double in approximately 4.7 years.
Historically, 55% of months were positive and 45% were negative. The best month was Apr 2020 with a return of +32.2%, while the worst month was Mar 2020 at -22.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IQV closed higher 51% of trading days. The best single day was Jul 22, 2025 with a return of +17.9%, while the worst single day was Mar 18, 2020 at -16.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.10% | -22.31% | -4.63% | -24.34% | |||||||||
| 2025 | 2.47% | -6.24% | -6.62% | -12.04% | -9.51% | 12.30% | 17.94% | 2.66% | -0.46% | 13.96% | 6.26% | -2.00% | 14.71% |
| 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% |
| 2023 | 11.97% | -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% |
Benchmark Metrics
IQVIA Holdings Inc. has an annualized alpha of 1.67%, beta of 1.10, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since May 10, 2013.
- This stock participated in 128.95% of S&P 500 Index downside but only 128.59% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.41 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 1.67%
- Beta
- 1.10
- R²
- 0.41
- Upside Capture
- 128.59%
- Downside Capture
- 128.95%
Return for Risk
Risk / Return Rank
IQV ranks 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and compare them to a chosen benchmark (S&P 500 Index).
| IQV | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.08 | 0.90 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.39 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.11 | 1.40 | -1.51 |
Martin ratioReturn relative to average drawdown | -0.26 | 6.61 | -6.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IQV risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 39.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.52% | Dec 31, 2021 | 852 | May 23, 2025 | — | — | — |
| -49.43% | Feb 13, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -29.32% | Jul 30, 2015 | 133 | Feb 8, 2016 | 159 | Sep 23, 2016 | 292 |
| -19.17% | Sep 28, 2018 | 60 | Dec 24, 2018 | 33 | Feb 12, 2019 | 93 |
| -14.91% | Feb 20, 2014 | 53 | May 6, 2014 | 41 | Jul 3, 2014 | 94 |
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.
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 21.6. 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 1.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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 1.8. 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 4.5. 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
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