IQV vs. COST
Compare and contrast key facts about IQVIA Holdings Inc. (IQV) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQV or COST.
Correlation
The correlation between IQV and COST 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
IQV vs. COST - Performance Comparison
Key characteristics
IQV:
-1.01
COST:
1.50
IQV:
-1.40
COST:
2.09
IQV:
0.83
COST:
1.28
IQV:
-0.65
COST:
1.96
IQV:
-1.66
COST:
5.76
IQV:
19.58%
COST:
5.88%
IQV:
32.59%
COST:
21.94%
IQV:
-50.03%
COST:
-53.39%
IQV:
-45.76%
COST:
-6.30%
Fundamentals
IQV:
$27.06B
COST:
$450.29B
IQV:
$7.49
COST:
$17.15
IQV:
20.49
COST:
59.18
IQV:
0.82
COST:
5.34
IQV:
1.74
COST:
1.71
IQV:
4.46
COST:
17.49
IQV:
$15.50B
COST:
$264.09B
IQV:
$5.11B
COST:
$35.11B
IQV:
$3.38B
COST:
$11.25B
Returns By Period
In the year-to-date period, IQV achieves a -21.99% return, which is significantly lower than COST's 10.24% return. Over the past 10 years, IQV has underperformed COST with an annualized return of 9.09%, while COST has yielded a comparatively higher 23.66% annualized return.
IQV
-21.99%
6.09%
-29.58%
-32.73%
2.18%
9.09%
COST
10.24%
11.03%
10.53%
32.68%
29.14%
23.66%
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Risk-Adjusted Performance
IQV vs. COST — Risk-Adjusted Performance Rank
IQV
COST
IQV vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and Costco Wholesale Corporation (COST). 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.
Dividends
IQV vs. COST - Dividend Comparison
IQV has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
IQV vs. COST - Drawdown Comparison
The maximum IQV drawdown since its inception was -50.03%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for IQV and COST. For additional features, visit the drawdowns tool.
Volatility
IQV vs. COST - Volatility Comparison
IQVIA Holdings Inc. (IQV) has a higher volatility of 16.26% compared to Costco Wholesale Corporation (COST) at 8.28%. This indicates that IQV's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IQV vs. COST - Financials Comparison
This section allows you to compare key financial metrics between IQVIA Holdings Inc. and Costco Wholesale Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
IQV vs. COST - Profitability Comparison
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 1.30B and revenue of 3.83B. Therefore, the gross margin over that period was 33.9%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
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 496.00M and revenue of 3.83B, resulting in an operating margin of 13.0%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
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 249.00M and revenue of 3.83B, resulting in a net margin of 6.5%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.