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 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IQV vs. COST - Performance Comparison
Key characteristics
IQV:
-0.09
COST:
2.17
IQV:
0.08
COST:
2.77
IQV:
1.01
COST:
1.39
IQV:
-0.09
COST:
4.03
IQV:
-0.20
COST:
9.46
IQV:
13.93%
COST:
4.38%
IQV:
30.05%
COST:
19.10%
IQV:
-49.43%
COST:
-53.39%
IQV:
-26.75%
COST:
-2.96%
Fundamentals
IQV:
$37.57B
COST:
$428.47B
IQV:
$7.60
COST:
$17.01
IQV:
27.24
COST:
56.75
IQV:
1.08
COST:
5.65
IQV:
$11.45B
COST:
$258.81B
IQV:
$3.47B
COST:
$32.80B
IQV:
$2.38B
COST:
$12.25B
Returns By Period
The year-to-date returns for both investments are quite close, with IQV having a 5.34% return and COST slightly higher at 5.35%. Over the past 10 years, IQV has underperformed COST with an annualized return of 13.13%, while COST has yielded a comparatively higher 23.70% annualized return.
IQV
5.34%
3.82%
-12.75%
-4.21%
5.51%
13.13%
COST
5.35%
2.72%
18.51%
41.35%
27.80%
23.70%
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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 -49.43%, 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 6.47% compared to Costco Wholesale Corporation (COST) at 5.40%. 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