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.
Performance
IQV vs. COST - Performance Comparison
Returns By Period
In the year-to-date period, IQV achieves a -17.31% return, which is significantly lower than COST's 41.74% return. Over the past 10 years, IQV has underperformed COST with an annualized return of 12.74%, while COST has yielded a comparatively higher 23.51% annualized return.
IQV
-17.31%
-19.16%
-16.59%
-6.80%
5.94%
12.74%
COST
41.74%
4.70%
16.45%
64.75%
27.61%
23.51%
Fundamentals
| IQV | COST | |
|---|---|---|
| Market Cap | $38.76B | $407.41B |
| EPS | $7.62 | $16.60 |
| PE Ratio | 28.03 | 55.39 |
| PEG Ratio | 1.13 | 5.50 |
| Total Revenue (TTM) | $15.36B | $254.45B |
| Gross Profit (TTM) | $4.58B | $32.10B |
| EBITDA (TTM) | $3.28B | $12.15B |
Key characteristics
| IQV | COST | |
|---|---|---|
| Sharpe Ratio | -0.22 | 3.39 |
| Sortino Ratio | -0.12 | 4.03 |
| Omega Ratio | 0.98 | 1.60 |
| Calmar Ratio | -0.20 | 6.40 |
| Martin Ratio | -0.63 | 16.57 |
| Ulcer Index | 10.49% | 3.97% |
| Daily Std Dev | 29.82% | 19.42% |
| Max Drawdown | -49.43% | -53.39% |
| Current Drawdown | -32.30% | -1.45% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Risk-Adjusted Performance
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 2.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.10% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
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 12.16% compared to Costco Wholesale Corporation (COST) at 5.24%. 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