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IDXX vs. IQV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between IDXX and IQV is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

IDXX vs. IQV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IDEXX Laboratories, Inc. (IDXX) and IQVIA Holdings Inc. (IQV). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
896.66%
268.25%
IDXX
IQV

Key characteristics

Sharpe Ratio

IDXX:

-0.42

IQV:

-1.06

Sortino Ratio

IDXX:

-0.43

IQV:

-1.49

Omega Ratio

IDXX:

0.95

IQV:

0.82

Calmar Ratio

IDXX:

-0.27

IQV:

-0.68

Martin Ratio

IDXX:

-0.76

IQV:

-1.82

Ulcer Index

IDXX:

17.62%

IQV:

18.62%

Daily Std Dev

IDXX:

31.77%

IQV:

32.25%

Max Drawdown

IDXX:

-81.46%

IQV:

-50.03%

Current Drawdown

IDXX:

-38.70%

IQV:

-45.13%

Fundamentals

Market Cap

IDXX:

$35.45B

IQV:

$27.34B

EPS

IDXX:

$10.67

IQV:

$7.49

PE Ratio

IDXX:

40.67

IQV:

20.70

PEG Ratio

IDXX:

3.72

IQV:

0.82

PS Ratio

IDXX:

9.10

IQV:

1.77

PB Ratio

IDXX:

22.22

IQV:

4.46

Total Revenue (TTM)

IDXX:

$2.93B

IQV:

$11.67B

Gross Profit (TTM)

IDXX:

$1.79B

IQV:

$3.81B

EBITDA (TTM)

IDXX:

$940.32M

IQV:

$2.63B

Returns By Period

In the year-to-date period, IDXX achieves a 4.65% return, which is significantly higher than IQV's -21.09% return. Over the past 10 years, IDXX has outperformed IQV with an annualized return of 20.65%, while IQV has yielded a comparatively lower 8.73% annualized return.


IDXX

YTD

4.65%

1M

3.02%

6M

-4.09%

1Y

-12.20%

5Y*

9.87%

10Y*

20.65%

IQV

YTD

-21.09%

1M

-12.04%

6M

-28.22%

1Y

-33.09%

5Y*

2.59%

10Y*

8.73%

*Annualized

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Risk-Adjusted Performance

IDXX vs. IQV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDXX
The Risk-Adjusted Performance Rank of IDXX is 3030
Overall Rank
The Sharpe Ratio Rank of IDXX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of IDXX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of IDXX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of IDXX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of IDXX is 3535
Martin Ratio Rank

IQV
The Risk-Adjusted Performance Rank of IQV is 66
Overall Rank
The Sharpe Ratio Rank of IQV is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of IQV is 66
Sortino Ratio Rank
The Omega Ratio Rank of IQV is 88
Omega Ratio Rank
The Calmar Ratio Rank of IQV is 1010
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.

IDXX vs. IQV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for IDEXX Laboratories, Inc. (IDXX) and IQVIA Holdings Inc. (IQV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for IDXX, currently valued at -0.42, compared to the broader market-2.00-1.000.001.002.003.00
IDXX: -0.42
IQV: -1.06
The chart of Sortino ratio for IDXX, currently valued at -0.43, compared to the broader market-6.00-4.00-2.000.002.004.00
IDXX: -0.43
IQV: -1.49
The chart of Omega ratio for IDXX, currently valued at 0.95, compared to the broader market0.501.001.502.00
IDXX: 0.95
IQV: 0.82
The chart of Calmar ratio for IDXX, currently valued at -0.27, compared to the broader market0.001.002.003.004.005.00
IDXX: -0.27
IQV: -0.68
The chart of Martin ratio for IDXX, currently valued at -0.76, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
IDXX: -0.76
IQV: -1.82

The current IDXX Sharpe Ratio is -0.42, which is higher than the IQV Sharpe Ratio of -1.06. The chart below compares the historical Sharpe Ratios of IDXX and IQV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50NovemberDecember2025FebruaryMarchApril
-0.42
-1.06
IDXX
IQV

Dividends

IDXX vs. IQV - Dividend Comparison

Neither IDXX nor IQV has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IDXX vs. IQV - Drawdown Comparison

The maximum IDXX drawdown since its inception was -81.46%, which is greater than IQV's maximum drawdown of -50.03%. Use the drawdown chart below to compare losses from any high point for IDXX and IQV. For additional features, visit the drawdowns tool.


-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%NovemberDecember2025FebruaryMarchApril
-38.70%
-45.13%
IDXX
IQV

Volatility

IDXX vs. IQV - Volatility Comparison

The current volatility for IDEXX Laboratories, Inc. (IDXX) is 15.57%, while IQVIA Holdings Inc. (IQV) has a volatility of 18.40%. This indicates that IDXX experiences smaller price fluctuations and is considered to be less risky than IQV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%NovemberDecember2025FebruaryMarchApril
15.57%
18.40%
IDXX
IQV

Financials

IDXX vs. IQV - Financials Comparison

This section allows you to compare key financial metrics between IDEXX Laboratories, Inc. and IQVIA Holdings Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B2.50B3.00B3.50B4.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
954.29M
3.96B
(IDXX) Total Revenue
(IQV) Total Revenue
Values in USD except per share items

IDXX vs. IQV - Profitability Comparison

The chart below illustrates the profitability comparison between IDEXX Laboratories, Inc. and IQVIA Holdings Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
59.8%
34.8%
(IDXX) Gross Margin
(IQV) Gross Margin
IDXX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported a gross profit of 570.66M and revenue of 954.29M. Therefore, the gross margin over that period was 59.8%.
IQV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IQVIA Holdings Inc. reported a gross profit of 1.38B and revenue of 3.96B. Therefore, the gross margin over that period was 34.8%.
IDXX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported an operating income of 261.69M and revenue of 954.29M, resulting in an operating margin of 27.4%.
IQV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IQVIA Holdings Inc. reported an operating income of 626.00M and revenue of 3.96B, resulting in an operating margin of 15.8%.
IDXX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported a net income of 216.15M and revenue of 954.29M, resulting in a net margin of 22.7%.
IQV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IQVIA Holdings Inc. reported a net income of 437.00M and revenue of 3.96B, resulting in a net margin of 11.0%.