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IQV vs. IDXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IQV vs. IDXX - Performance Comparison

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

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Returns By Period

In the year-to-date period, IQV achieves a -19.86% return, which is significantly lower than IDXX's -18.58% return. Over the past 10 years, IQV has underperformed IDXX with an annualized return of 10.39%, while IDXX has yielded a comparatively higher 20.12% annualized return.


IQV

1D
-3.31%
1M
14.50%
YTD
-19.86%
6M
-19.94%
1Y
29.86%
3Y*
-3.56%
5Y*
-4.99%
10Y*
10.39%

IDXX

1D
-2.82%
1M
-2.93%
YTD
-18.58%
6M
-24.83%
1Y
7.00%
3Y*
5.37%
5Y*
0.02%
10Y*
20.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IQV vs. IDXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IQV
IQVIA Holdings Inc.
-19.86%14.71%-15.07%12.93%-27.38%57.47%15.96%33.00%18.66%28.73%
IDXX
IDEXX Laboratories, Inc.
-18.58%63.63%-25.51%36.06%-38.04%31.73%91.43%40.38%18.95%33.35%

Correlation

The correlation between IQV and IDXX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since May 10, 2013

0.51

The correlation between IQV and IDXX shifts across timeframes, from 0.44 (1 year) to 0.57 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

IQV:

$8.07

IDXX:

$18.08

PE Ratio

IQV:

22.39

IDXX:

30.47

PEG Ratio

IQV:

1.82

IDXX:

2.63

PS Ratio

IQV:

1.86

IDXX:

7.51

Total Revenue (TTM)

IQV:

$16.63B

IDXX:

$4.45B

Gross Profit (TTM)

IQV:

$4.34B

IDXX:

$2.76B

EBITDA (TTM)

IQV:

$3.52B

IDXX:

$1.52B

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Return for Risk

IQV vs. IDXX — Risk / Return Rank

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

IQV
IQV Risk / Return Rank: 6060
Overall Rank
IQV Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IQV Sortino Ratio Rank: 6060
Sortino Ratio Rank
IQV Omega Ratio Rank: 6161
Omega Ratio Rank
IQV Calmar Ratio Rank: 5757
Calmar Ratio Rank
IQV Martin Ratio Rank: 5656
Martin Ratio Rank

IDXX
IDXX Risk / Return Rank: 4646
Overall Rank
IDXX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
IDXX Sortino Ratio Rank: 4646
Sortino Ratio Rank
IDXX Omega Ratio Rank: 4545
Omega Ratio Rank
IDXX Calmar Ratio Rank: 4646
Calmar Ratio Rank
IDXX Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IQV vs. IDXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQVIA Holdings Inc. (IQV) and IDEXX Laboratories, Inc. (IDXX). 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.


IQVIDXXDifference

Sharpe ratio

Return per unit of total volatility

0.72

0.17

+0.55

Sortino ratio

Return per unit of downside risk

1.30

0.70

+0.60

Omega ratio

Gain probability vs. loss probability

1.18

1.09

+0.09

Calmar ratio

Return relative to maximum drawdown

0.80

0.24

+0.57

Martin ratio

Return relative to average drawdown

1.64

0.50

+1.14

IQV vs. IDXX - Sharpe Ratio Comparison

The current IQV Sharpe Ratio is 0.72, which is higher than the IDXX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of IQV and IDXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IQVIDXXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

0.17

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

0.00

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.61

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.51

-0.11

Drawdowns

IQV vs. IDXX - Drawdown Comparison

The maximum IQV drawdown since its inception was -51.52%, smaller than the maximum IDXX drawdown of -81.42%. Use the drawdown chart below to compare losses from any high point for IQV and IDXX.


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Drawdown Indicators


IQVIDXXDifference

Max Drawdown

Largest peak-to-trough decline

-51.52%

-81.42%

+29.90%

Max Drawdown (1Y)

Largest decline over 1 year

-35.87%

-31.04%

-4.83%

Max Drawdown (3Y)

Largest decline over 3 years

-47.12%

-37.41%

-9.71%

Max Drawdown (5Y)

Largest decline over 5 years

-51.52%

-54.00%

+2.48%

Max Drawdown (10Y)

Largest decline over 10 years

-51.52%

-54.00%

+2.48%

Current Drawdown

Current decline from peak

-36.08%

-28.16%

-7.92%

Average Drawdown

Average peak-to-trough decline

-12.76%

-21.00%

+8.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.52%

14.65%

+2.87%

Volatility

IQV vs. IDXX - Volatility Comparison

IQVIA Holdings Inc. (IQV) has a higher volatility of 15.19% compared to IDEXX Laboratories, Inc. (IDXX) at 8.93%. This indicates that IQV's price experiences larger fluctuations and is considered to be riskier than IDXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IQVIDXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.19%

8.93%

+6.26%

Volatility (6M)

Calculated over the trailing 6-month period

31.65%

20.04%

+11.61%

Volatility (1Y)

Calculated over the trailing 1-year period

41.76%

41.39%

+0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.45%

35.27%

-1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.72%

33.01%

-1.29%

Dividends

IQV vs. IDXX - Dividend Comparison

Neither IQV nor IDXX has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

IQV vs. IDXX - Financials Comparison

This section allows you to compare key financial metrics between IQVIA Holdings Inc. and IDEXX Laboratories, 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


1.00B2.00B3.00B4.00B20222023202420252026
4.15B
1.14B
(IQV) Total Revenue
(IDXX) Total Revenue
Values in USD except per share items

IQV vs. IDXX - Profitability Comparison

The chart below illustrates the profitability comparison between IQVIA Holdings Inc. and IDEXX Laboratories, 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%20.0%30.0%40.0%50.0%60.0%20222023202420252026
32.6%
63.4%
Portfolio components
IQV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IQVIA Holdings Inc. reported a gross profit of 1.36B and revenue of 4.15B. Therefore, the gross margin over that period was 32.6%.

IDXX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IDEXX Laboratories, Inc. reported a gross profit of 722.74M and revenue of 1.14B. Therefore, the gross margin over that period was 63.4%.

IQV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IQVIA Holdings Inc. reported an operating income of 514.00M and revenue of 4.15B, resulting in an operating margin of 12.4%.

IDXX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IDEXX Laboratories, Inc. reported an operating income of 362.59M and revenue of 1.14B, resulting in an operating margin of 31.8%.

IQV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IQVIA Holdings Inc. reported a net income of 274.00M and revenue of 4.15B, resulting in a net margin of 6.6%.

IDXX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IDEXX Laboratories, Inc. reported a net income of 278.45M and revenue of 1.14B, resulting in a net margin of 24.4%.


Frequently Asked Questions


IQV and IDXX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IQV has higher volatility (15.19%) compared to IDXX (8.93%). In terms of maximum drawdown, IQV dropped -51.52% vs IDXX's -81.42%.

IQV currently has the higher Sharpe Ratio (0.72 vs 0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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