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

Correlation

The correlation between IPG and IQV is 0.56, 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.


Performance

IPG vs. IQV - Performance Comparison

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

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Key characteristics

Sharpe Ratio

IPG:

-0.68

IQV:

-1.09

Sortino Ratio

IPG:

-0.87

IQV:

-1.63

Omega Ratio

IPG:

0.89

IQV:

0.80

Calmar Ratio

IPG:

-0.50

IQV:

-0.74

Martin Ratio

IPG:

-1.62

IQV:

-1.72

Ulcer Index

IPG:

12.18%

IQV:

22.09%

Daily Std Dev

IPG:

27.69%

IQV:

34.09%

Max Drawdown

IPG:

-95.33%

IQV:

-51.52%

Current Drawdown

IPG:

-36.88%

IQV:

-50.34%

Fundamentals

Market Cap

IPG:

$8.99B

IQV:

$24.28B

EPS

IPG:

$1.29

IQV:

$7.33

PE Ratio

IPG:

18.57

IQV:

19.14

PEG Ratio

IPG:

0.85

IQV:

0.86

PS Ratio

IPG:

1.00

IQV:

1.57

PB Ratio

IPG:

2.47

IQV:

4.06

Total Revenue (TTM)

IPG:

$10.52B

IQV:

$15.50B

Gross Profit (TTM)

IPG:

$1.73B

IQV:

$5.38B

EBITDA (TTM)

IPG:

$1.23B

IQV:

$3.40B

Returns By Period

In the year-to-date period, IPG achieves a -13.45% return, which is significantly higher than IQV's -28.59% return. Over the past 10 years, IPG has underperformed IQV with an annualized return of 5.30%, while IQV has yielded a comparatively higher 7.25% annualized return.


IPG

YTD

-13.45%

1M

-3.97%

6M

-20.43%

1Y

-20.19%

3Y*

-5.76%

5Y*

11.01%

10Y*

5.30%

IQV

YTD

-28.59%

1M

-7.13%

6M

-30.13%

1Y

-35.95%

3Y*

-13.29%

5Y*

-1.26%

10Y*

7.25%

*Annualized

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IQVIA Holdings Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

IPG vs. IQV — Risk-Adjusted Performance Rank

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

IPG
The Risk-Adjusted Performance Rank of IPG is 1313
Overall Rank
The Sharpe Ratio Rank of IPG is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of IPG is 1414
Sortino Ratio Rank
The Omega Ratio Rank of IPG is 1515
Omega Ratio Rank
The Calmar Ratio Rank of IPG is 1919
Calmar Ratio Rank
The Martin Ratio Rank of IPG is 33
Martin Ratio Rank

IQV
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 66
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.

IPG vs. IQV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Interpublic Group of Companies, Inc. (IPG) 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 current IPG Sharpe Ratio is -0.68, which is higher than the IQV Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of IPG 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.


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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

IPG vs. IQV - Dividend Comparison

IPG's dividend yield for the trailing twelve months is around 5.51%, while IQV has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
IPG
The Interpublic Group of Companies, Inc.
5.51%4.71%3.80%3.48%2.88%4.34%4.07%4.07%3.57%2.56%2.06%1.83%
IQV
IQVIA Holdings Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IPG vs. IQV - Drawdown Comparison

The maximum IPG drawdown since its inception was -95.33%, which is greater than IQV's maximum drawdown of -51.52%. Use the drawdown chart below to compare losses from any high point for IPG and IQV.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

IPG vs. IQV - Volatility Comparison

The current volatility for The Interpublic Group of Companies, Inc. (IPG) is 6.31%, while IQVIA Holdings Inc. (IQV) has a volatility of 13.35%. This indicates that IPG 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.


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Financials

IPG vs. IQV - Financials Comparison

This section allows you to compare key financial metrics between The Interpublic Group of Companies, 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


2.00B2.50B3.00B3.50B4.00B20212022202320242025
2.32B
3.83B
(IPG) Total Revenue
(IQV) Total Revenue
Values in USD except per share items

IPG vs. IQV - Profitability Comparison

The chart below illustrates the profitability comparison between The Interpublic Group of Companies, 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

10.0%15.0%20.0%25.0%30.0%35.0%20212022202320242025
11.3%
33.9%
(IPG) Gross Margin
(IQV) Gross Margin
IPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Interpublic Group of Companies, Inc. reported a gross profit of 262.70M and revenue of 2.32B. Therefore, the gross margin over that period was 11.3%.

IQV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, IQVIA Holdings Inc. reported a gross profit of 1.30B and revenue of 3.83B. Therefore, the gross margin over that period was 33.9%.

IPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Interpublic Group of Companies, Inc. reported an operating income of -42.00M and revenue of 2.32B, resulting in an operating margin of -1.8%.

IQV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, IQVIA Holdings Inc. reported an operating income of 496.00M and revenue of 3.83B, resulting in an operating margin of 13.0%.

IPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Interpublic Group of Companies, Inc. reported a net income of -85.40M and revenue of 2.32B, resulting in a net margin of -3.7%.

IQV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, IQVIA Holdings Inc. reported a net income of 249.00M and revenue of 3.83B, resulting in a net margin of 6.5%.