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

Correlation

The correlation between IQV and IDXX is 0.60, 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. 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.

200.00%400.00%600.00%800.00%1,000.00%December2025FebruaryMarchAprilMay
264.02%
1,028.73%
IQV
IDXX

Key characteristics

Sharpe Ratio

IQV:

-1.01

IDXX:

0.02

Sortino Ratio

IQV:

-1.40

IDXX:

0.38

Omega Ratio

IQV:

0.83

IDXX:

1.05

Calmar Ratio

IQV:

-0.65

IDXX:

0.06

Martin Ratio

IQV:

-1.66

IDXX:

0.16

Ulcer Index

IQV:

19.58%

IDXX:

17.71%

Daily Std Dev

IQV:

32.59%

IDXX:

32.57%

Max Drawdown

IQV:

-50.03%

IDXX:

-81.46%

Current Drawdown

IQV:

-45.76%

IDXX:

-30.57%

Fundamentals

Market Cap

IQV:

$27.06B

IDXX:

$37.95B

EPS

IQV:

$7.49

IDXX:

$10.81

PE Ratio

IQV:

20.49

IDXX:

43.65

PEG Ratio

IQV:

0.82

IDXX:

4.01

PS Ratio

IQV:

1.74

IDXX:

9.72

PB Ratio

IQV:

4.46

IDXX:

26.21

Total Revenue (TTM)

IQV:

$15.50B

IDXX:

$3.93B

Gross Profit (TTM)

IQV:

$5.11B

IDXX:

$2.41B

EBITDA (TTM)

IQV:

$3.38B

IDXX:

$1.29B

Returns By Period

In the year-to-date period, IQV achieves a -21.99% return, which is significantly lower than IDXX's 18.51% return. Over the past 10 years, IQV has underperformed IDXX with an annualized return of 9.09%, while IDXX has yielded a comparatively higher 22.39% annualized return.


IQV

YTD

-21.99%

1M

6.09%

6M

-29.58%

1Y

-32.73%

5Y*

2.18%

10Y*

9.09%

IDXX

YTD

18.51%

1M

35.71%

6M

13.16%

1Y

0.60%

5Y*

11.26%

10Y*

22.39%

*Annualized

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Risk-Adjusted Performance

IQV vs. IDXX — Risk-Adjusted Performance Rank

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

IQV
The Risk-Adjusted Performance Rank of IQV is 77
Overall Rank
The Sharpe Ratio Rank of IQV is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IQV is 77
Sortino Ratio Rank
The Omega Ratio Rank of IQV is 99
Omega Ratio Rank
The Calmar Ratio Rank of IQV is 1212
Calmar Ratio Rank
The Martin Ratio Rank of IQV is 44
Martin Ratio Rank

IDXX
The Risk-Adjusted Performance Rank of IDXX is 5151
Overall Rank
The Sharpe Ratio Rank of IDXX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of IDXX is 4848
Sortino Ratio Rank
The Omega Ratio Rank of IDXX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of IDXX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of IDXX is 5353
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.

IQV vs. IDXX - Risk-Adjusted Performance 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.


The current IQV Sharpe Ratio is -1.01, which is lower than the IDXX Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of IQV and IDXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50December2025FebruaryMarchAprilMay
-1.01
0.02
IQV
IDXX

Dividends

IQV vs. IDXX - Dividend Comparison

Neither IQV nor IDXX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IQV vs. IDXX - Drawdown Comparison

The maximum IQV drawdown since its inception was -50.03%, smaller than the maximum IDXX drawdown of -81.46%. Use the drawdown chart below to compare losses from any high point for IQV and IDXX. For additional features, visit the drawdowns tool.


-50.00%-45.00%-40.00%-35.00%-30.00%-25.00%December2025FebruaryMarchAprilMay
-45.76%
-30.57%
IQV
IDXX

Volatility

IQV vs. IDXX - Volatility Comparison

IQVIA Holdings Inc. (IQV) has a higher volatility of 16.26% compared to IDEXX Laboratories, Inc. (IDXX) at 14.33%. 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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%December2025FebruaryMarchAprilMay
16.26%
14.33%
IQV
IDXX

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


500.00M1.00B1.50B2.00B2.50B3.00B3.50B4.00B20212022202320242025
3.83B
998.43M
(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

30.0%40.0%50.0%60.0%20212022202320242025
33.9%
62.4%
(IQV) Gross Margin
(IDXX) Gross Margin
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%.

IDXX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported a gross profit of 623.38M and revenue of 998.43M. Therefore, the gross margin over that period was 62.4%.

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%.

IDXX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported an operating income of 316.53M and revenue of 998.43M, resulting in an operating margin of 31.7%.

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%.

IDXX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IDEXX Laboratories, Inc. reported a net income of 242.68M and revenue of 998.43M, resulting in a net margin of 24.3%.