Iqvia Holdings Stock Performance
| IQV Stock | USD 197.60 3.22 1.66% |
The company retains a Market Volatility (i.e., Beta) of 1.4, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, IQVIA Holdings will likely underperform. At this point, IQVIA Holdings has a negative expected return of -0.34%. Please make sure to check out IQVIA Holdings' maximum drawdown, daily balance of power, as well as the relationship between the Daily Balance Of Power and period momentum indicator , to decide if IQVIA Holdings performance from the past will be repeated at some future point.
Risk-Adjusted Performance
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Over the last 90 days IQVIA Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in December 2024. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 0.22 | Five Day Return (3.57) | Year To Date Return (15.44) | Ten Year Return 236.7 | All Time Return 362.63 |
1 | Why IQVIA Holdings is a Top Value Stock for the Long-Term | 09/17/2024 |
2 | Top Research Reports for Apple, Novo Nordisk RTX | 10/29/2024 |
3 | IQVIA Q3 Earnings Taking a Look at Key Metrics Versus Estimates | 11/01/2024 |
4 | Interpreting IQVIA International Revenue Trends | 11/04/2024 |
5 | IQVIA Price Target Lowered to 250.00 at The Goldman Sachs Group | 11/05/2024 |
6 | Insperity Stock Appreciates 5 percent After Reporting Q3 Earnings Beat | 11/07/2024 |
7 | IQVIA Holdings Inc. Receives Consensus Recommendation of Moderate Buy from Brokerages | 11/12/2024 |
8 | HARRIS ASSOCIATES L Ps Strategic Acquisition in First Citizens BancShares Inc | 11/15/2024 |
9 | FY2024 Earnings Estimate for IQVIA Issued By Leerink Partnrs | 11/20/2024 |
| Begin Period Cash Flow | 1.2 B |
IQVIA |
IQVIA Holdings Relative Risk vs. Return Landscape
If you would invest 24,786 in IQVIA Holdings on August 24, 2024 and sell it today you would lose (5,026) from holding IQVIA Holdings or give up 20.28% of portfolio value over 90 days. IQVIA Holdings is generating negative expected returns assuming volatility of 1.8372% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than IQVIA, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IQVIA Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IQVIA Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IQVIA Holdings, and traders can use it to determine the average amount a IQVIA Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1862
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| Negative Returns | IQV |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.34 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average IQVIA Holdings is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IQVIA Holdings by adding IQVIA Holdings to a well-diversified portfolio.
IQVIA Holdings Fundamentals Growth
IQVIA Stock prices reflect investors' perceptions of the future prospects and financial health of IQVIA Holdings, and IQVIA Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IQVIA Stock performance.
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0511 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 46.71 B | ||||
| Shares Outstanding | 181.5 M | ||||
| Price To Earning | 103.68 X | ||||
| Price To Book | 4.98 X | ||||
| Price To Sales | 2.30 X | ||||
| Revenue | 14.98 B | ||||
| Gross Profit | 5.03 B | ||||
| EBITDA | 3.26 B | ||||
| Net Income | 1.36 B | ||||
| Cash And Equivalents | 1.22 B | ||||
| Cash Per Share | 7.32 X | ||||
| Total Debt | 14.23 B | ||||
| Debt To Equity | 2.37 % | ||||
| Current Ratio | 0.90 X | ||||
| Book Value Per Share | 38.37 X | ||||
| Cash Flow From Operations | 2.15 B | ||||
| Earnings Per Share | 7.61 X | ||||
| Market Capitalization | 35.28 B | ||||
| Total Asset | 26.68 B | ||||
| Retained Earnings | 4.69 B | ||||
| Working Capital | (895 M) | ||||
| Current Asset | 2.28 B | ||||
| Current Liabilities | 1.91 B | ||||
About IQVIA Holdings Performance
Evaluating IQVIA Holdings' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IQVIA Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IQVIA Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 6.76 | 10.53 | |
| Return On Tangible Assets | 0.19 | 0.10 | |
| Return On Capital Employed | 0.10 | 0.17 | |
| Return On Assets | 0.05 | 0.06 | |
| Return On Equity | 0.22 | 0.23 |
Things to note about IQVIA Holdings performance evaluation
Checking the ongoing alerts about IQVIA Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IQVIA Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| IQVIA Holdings generated a negative expected return over the last 90 days | |
| IQVIA Holdings has 14.23 B in debt with debt to equity (D/E) ratio of 2.37, meaning that the company heavily relies on borrowing funds for operations. IQVIA Holdings has a current ratio of 0.88, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for IQVIA to invest in growth at high rates of return. | |
| IQVIA Holdings has a strong financial position based on the latest SEC filings | |
| Over 94.0% of IQVIA Holdings shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: FY2024 Earnings Estimate for IQVIA Issued By Leerink Partnrs |
- Analyzing IQVIA Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether IQVIA Holdings' stock is overvalued or undervalued compared to its peers.
- Examining IQVIA Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating IQVIA Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of IQVIA Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IQVIA Holdings' stock. These opinions can provide insight into IQVIA Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for IQVIA Stock Analysis
When running IQVIA Holdings' price analysis, check to measure IQVIA Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IQVIA Holdings is operating at the current time. Most of IQVIA Holdings' value examination focuses on studying past and present price action to predict the probability of IQVIA Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IQVIA Holdings' price. Additionally, you may evaluate how the addition of IQVIA Holdings to your portfolios can decrease your overall portfolio volatility.