IQVIA HOLDINGS INC (IQV) Fundamental Analysis & Valuation

NYSE:IQV • US46266C1053

Current stock price

166.96 USD
+0.89 (+0.54%)
At close:
166.96 USD
0 (0%)
After Hours:

This IQV fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. IQV Profitability Analysis

1.1 Basic Checks

  • In the past year IQV was profitable.
  • IQV had a positive operating cash flow in the past year.
  • IQV had positive earnings in each of the past 5 years.
  • Each year in the past 5 years IQV had a positive operating cash flow.
IQV Yearly Net Income VS EBIT VS OCF VS FCFIQV Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

1.2 Ratios

  • With a decent Return On Assets value of 4.54%, IQV is doing good in the industry, outperforming 78.57% of the companies in the same industry.
  • The Return On Equity of IQV (20.91%) is better than 92.86% of its industry peers.
  • IQV has a Return On Invested Capital of 8.79%. This is amongst the best in the industry. IQV outperforms 83.93% of its industry peers.
  • IQV had an Average Return On Invested Capital over the past 3 years of 8.91%. This is below the industry average of 12.34%.
Industry RankSector Rank
ROA 4.54%
ROE 20.91%
ROIC 8.79%
ROA(3y)4.91%
ROA(5y)4.59%
ROE(3y)21.92%
ROE(5y)20.14%
ROIC(3y)8.91%
ROIC(5y)8.09%
IQV Yearly ROA, ROE, ROICIQV Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 8.34%, IQV is in the better half of the industry, outperforming 76.79% of the companies in the same industry.
  • In the last couple of years the Profit Margin of IQV has grown nicely.
  • IQV has a Operating Margin of 14.02%. This is in the better half of the industry: IQV outperforms 76.79% of its industry peers.
  • IQV's Operating Margin has improved in the last couple of years.
  • IQV's Gross Margin of 33.29% is on the low side compared to the rest of the industry. IQV is outperformed by 66.07% of its industry peers.
  • IQV's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 14.02%
PM (TTM) 8.34%
GM 33.29%
OM growth 3Y3.41%
OM growth 5Y15.26%
PM growth 3Y3.27%
PM growth 5Y27.69%
GM growth 3Y-1.55%
GM growth 5Y-0.4%
IQV Yearly Profit, Operating, Gross MarginsIQV Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

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2

2. IQV Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), IQV is destroying value.
  • The number of shares outstanding for IQV has been reduced compared to 1 year ago.
  • IQV has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for IQV is higher compared to a year ago.
IQV Yearly Shares OutstandingIQV Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
IQV Yearly Total Debt VS Total AssetsIQV Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • Based on the Altman-Z score of 1.77, we must say that IQV is in the distress zone and has some risk of bankruptcy.
  • IQV has a Altman-Z score (1.77) which is comparable to the rest of the industry.
  • IQV has a debt to FCF ratio of 7.67. This is a slightly negative value and a sign of low solvency as IQV would need 7.67 years to pay back of all of its debts.
  • IQV's Debt to FCF ratio of 7.67 is fine compared to the rest of the industry. IQV outperforms 64.29% of its industry peers.
  • IQV has a Debt/Equity ratio of 2.14. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 2.14, IQV is doing worse than 83.93% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 2.14
Debt/FCF 7.67
Altman-Z 1.77
ROIC/WACC0.86
WACC10.26%
IQV Yearly LT Debt VS Equity VS FCFIQV Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

2.3 Liquidity

  • IQV has a Current Ratio of 0.75. This is a bad value and indicates that IQV is not financially healthy enough and could expect problems in meeting its short term obligations.
  • IQV's Current ratio of 0.75 is on the low side compared to the rest of the industry. IQV is outperformed by 92.86% of its industry peers.
  • IQV has a Quick Ratio of 0.75. This is a bad value and indicates that IQV is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.75, IQV is doing worse than 92.86% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.75
IQV Yearly Current Assets VS Current LiabilitesIQV Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. IQV Growth Analysis

3.1 Past

  • IQV shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 7.09%.
  • The Earnings Per Share has been growing by 13.19% on average over the past years. This is quite good.
  • IQV shows a small growth in Revenue. In the last year, the Revenue has grown by 5.87%.
  • Measured over the past years, IQV shows a small growth in Revenue. The Revenue has been growing by 7.50% on average per year.
EPS 1Y (TTM)7.09%
EPS 3Y5.46%
EPS 5Y13.19%
EPS Q2Q%9.62%
Revenue 1Y (TTM)5.87%
Revenue growth 3Y4.21%
Revenue growth 5Y7.5%
Sales Q2Q%10.26%

3.2 Future

  • The Earnings Per Share is expected to grow by 10.27% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 6.56% on average over the next years.
EPS Next Y7.43%
EPS Next 2Y9.07%
EPS Next 3Y9.77%
EPS Next 5Y10.27%
Revenue Next Year6.51%
Revenue Next 2Y6.19%
Revenue Next 3Y6.17%
Revenue Next 5Y6.56%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
IQV Yearly Revenue VS EstimatesIQV Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 5B 10B 15B 20B 25B
IQV Yearly EPS VS EstimatesIQV Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 5 10 15 20

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6

4. IQV Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 13.99, IQV is valued correctly.
  • Based on the Price/Earnings ratio, IQV is valued cheaper than 94.64% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.54. IQV is valued slightly cheaper when compared to this.
  • IQV is valuated correctly with a Price/Forward Earnings ratio of 13.03.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of IQV indicates a rather cheap valuation: IQV is cheaper than 92.86% of the companies listed in the same industry.
  • IQV is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.70, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 13.99
Fwd PE 13.03
IQV Price Earnings VS Forward Price EarningsIQV Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, IQV is valued cheaper than 87.50% of the companies in the same industry.
  • IQV's Price/Free Cash Flow ratio is rather cheap when compared to the industry. IQV is cheaper than 92.86% of the companies in the same industry.
Industry RankSector Rank
P/FCF 13.67
EV/EBITDA 12.04
IQV Per share dataIQV EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 -50

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates IQV does not grow enough to justify the current Price/Earnings ratio.
  • The decent profitability rating of IQV may justify a higher PE ratio.
PEG (NY)1.88
PEG (5Y)1.06
EPS Next 2Y9.07%
EPS Next 3Y9.77%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. IQV Dividend Analysis

5.1 Amount

  • IQV does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

IQV Fundamentals: All Metrics, Ratios and Statistics

IQVIA HOLDINGS INC

NYSE:IQV (3/23/2026, 8:04:00 PM)

After market: 166.96 0 (0%)

166.96

+0.89 (+0.54%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryLife Sciences Tools & Services
Earnings (Last)02-05
Earnings (Next)05-04
Inst Owners102.12%
Inst Owner Change0.63%
Ins Owners0.94%
Ins Owner Change2.51%
Market Cap28.03B
Revenue(TTM)16.31B
Net Income(TTM)1.36B
Analysts82.67
Price Target244.68 (46.55%)
Short Float %2.3%
Short Ratio1.73
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-0.19%
Min EPS beat(2)-0.33%
Max EPS beat(2)-0.04%
EPS beat(4)2
Avg EPS beat(4)0.41%
Min EPS beat(4)-0.33%
Max EPS beat(4)1.56%
EPS beat(8)5
Avg EPS beat(8)0.54%
EPS beat(12)8
Avg EPS beat(12)0.59%
EPS beat(16)11
Avg EPS beat(16)0.76%
Revenue beat(2)1
Avg Revenue beat(2)0.75%
Min Revenue beat(2)-0.41%
Max Revenue beat(2)1.91%
Revenue beat(4)3
Avg Revenue beat(4)0.6%
Min Revenue beat(4)-0.41%
Max Revenue beat(4)1.91%
Revenue beat(8)3
Avg Revenue beat(8)0.19%
Revenue beat(12)5
Avg Revenue beat(12)0%
Revenue beat(16)6
Avg Revenue beat(16)-0.05%
PT rev (1m)-7.91%
PT rev (3m)-3.87%
EPS NQ rev (1m)-0.39%
EPS NQ rev (3m)-4.16%
EPS NY rev (1m)-2.04%
EPS NY rev (3m)-1.96%
Revenue NQ rev (1m)0.1%
Revenue NQ rev (3m)0.58%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.1%
Valuation
Industry RankSector Rank
PE 13.99
Fwd PE 13.03
P/S 1.72
P/FCF 13.67
P/OCF 10.56
P/B 4.31
P/tB N/A
EV/EBITDA 12.04
EPS(TTM)11.93
EY7.15%
EPS(NY)12.82
Fwd EY7.68%
FCF(TTM)12.22
FCFY7.32%
OCF(TTM)15.81
OCFY9.47%
SpS97.16
BVpS38.74
TBVpS-89.8
PEG (NY)1.88
PEG (5Y)1.06
Graham Number101.97
Profitability
Industry RankSector Rank
ROA 4.54%
ROE 20.91%
ROCE 10.59%
ROIC 8.79%
ROICexc 9.76%
ROICexgc N/A
OM 14.02%
PM (TTM) 8.34%
GM 33.29%
FCFM 12.58%
ROA(3y)4.91%
ROA(5y)4.59%
ROE(3y)21.92%
ROE(5y)20.14%
ROIC(3y)8.91%
ROIC(5y)8.09%
ROICexc(3y)9.78%
ROICexc(5y)8.82%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)10.72%
ROCE(5y)9.74%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y5.87%
ROICexc growth 5Y22.13%
OM growth 3Y3.41%
OM growth 5Y15.26%
PM growth 3Y3.27%
PM growth 5Y27.69%
GM growth 3Y-1.55%
GM growth 5Y-0.4%
F-Score5
Asset Turnover0.54
Health
Industry RankSector Rank
Debt/Equity 2.14
Debt/FCF 7.67
Debt/EBITDA 4.05
Cap/Depr 52.71%
Cap/Sales 3.7%
Interest Coverage 3.53
Cash Conversion 77.35%
Profit Quality 150.81%
Current Ratio 0.75
Quick Ratio 0.75
Altman-Z 1.77
F-Score5
WACC10.26%
ROIC/WACC0.86
Cap/Depr(3y)54.81%
Cap/Depr(5y)54.94%
Cap/Sales(3y)3.98%
Cap/Sales(5y)4.25%
Profit Quality(3y)138.41%
Profit Quality(5y)159.78%
High Growth Momentum
Growth
EPS 1Y (TTM)7.09%
EPS 3Y5.46%
EPS 5Y13.19%
EPS Q2Q%9.62%
EPS Next Y7.43%
EPS Next 2Y9.07%
EPS Next 3Y9.77%
EPS Next 5Y10.27%
Revenue 1Y (TTM)5.87%
Revenue growth 3Y4.21%
Revenue growth 5Y7.5%
Sales Q2Q%10.26%
Revenue Next Year6.51%
Revenue Next 2Y6.19%
Revenue Next 3Y6.17%
Revenue Next 5Y6.56%
EBIT growth 1Y0.79%
EBIT growth 3Y7.77%
EBIT growth 5Y23.91%
EBIT Next Year27.21%
EBIT Next 3Y13.06%
EBIT Next 5Y11.23%
FCF growth 1Y-2.98%
FCF growth 3Y8.95%
FCF growth 5Y8.84%
OCF growth 1Y-2.28%
OCF growth 3Y5.5%
OCF growth 5Y6.26%

IQVIA HOLDINGS INC / IQV Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for IQVIA HOLDINGS INC?

ChartMill assigns a fundamental rating of 4 / 10 to IQV.


Can you provide the valuation status for IQVIA HOLDINGS INC?

ChartMill assigns a valuation rating of 6 / 10 to IQVIA HOLDINGS INC (IQV). This can be considered as Fairly Valued.


Can you provide the profitability details for IQVIA HOLDINGS INC?

IQVIA HOLDINGS INC (IQV) has a profitability rating of 7 / 10.


What are the PE and PB ratios of IQVIA HOLDINGS INC (IQV) stock?

The Price/Earnings (PE) ratio for IQVIA HOLDINGS INC (IQV) is 13.99 and the Price/Book (PB) ratio is 4.31.


Can you provide the financial health for IQV stock?

The financial health rating of IQVIA HOLDINGS INC (IQV) is 2 / 10.