Iqvia Holdings Stock Five Year Return

IQV Stock

USD 223.37 1.23 0.55%

IQVIA Holdings fundamentals help investors to digest information that contributes to IQVIA Holdings' financial success or failures. It also enables traders to predict the movement of IQVIA Stock. The fundamental analysis module provides a way to measure IQVIA Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to IQVIA Holdings stock.

Short Long Term Debt Total Total Assets

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IQVIA Holdings Company Five Year Return Analysis

IQVIA Holdings' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

IQVIA Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for IQVIA Holdings is extremely important. It helps to project a fair market value of IQVIA Stock properly, considering its historical fundamentals such as Five Year Return. Since IQVIA Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of IQVIA Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of IQVIA Holdings' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Deferred Long Term Liab	Long Term Investments	Treasury Stock	Short Long Term Debt	Cash And Equivalents	Capital Surpluse	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.95	0.83	0.97	0.72	0.67	0.98	0.95	1.0	0.9	0.98	0.94	0.41	0.95	0.77	0.75	-0.97	0.98	0.59	0.67	-0.88	0.44	0.09	0.4	0.14	-0.56	-0.02
Total Stockholder Equity	0.95		0.65	0.87	0.57	0.5	0.88	0.82	0.95	0.79	0.88	0.82	0.31	0.99	0.82	0.62	-0.9	0.87	0.78	0.51	-0.71	0.34	-0.03	0.27	0.05	-0.38	-0.02
Current Deferred Revenue	0.83	0.65		0.87	0.83	0.78	0.87	0.91	0.84	0.88	0.9	0.93	0.49	0.63	0.48	0.88	-0.83	0.88	0.21	0.88	-0.89	0.51	0.33	0.5	0.3	-0.81	-0.05
Net Debt	0.97	0.87	0.87		0.77	0.73	1.0	0.98	0.98	0.91	0.99	0.96	0.45	0.88	0.71	0.78	-0.97	1.0	0.41	0.73	-0.94	0.47	0.11	0.46	0.15	-0.63	-0.01
Retained Earnings	0.72	0.57	0.83	0.77		0.55	0.76	0.83	0.73	0.92	0.78	0.82	0.85	0.56	0.19	0.97	-0.81	0.8	0.2	0.83	-0.84	0.86	0.26	0.8	0.69	-0.94	-0.5
Accounts Payable	0.67	0.5	0.78	0.73	0.55		0.74	0.69	0.68	0.7	0.74	0.74	0.11	0.52	0.63	0.61	-0.72	0.71	0.06	0.41	-0.83	0.13	0.31	0.09	-0.03	-0.51	-0.01
Long Term Debt	0.98	0.88	0.87	1.0	0.76	0.74		0.97	0.98	0.91	1.0	0.96	0.43	0.9	0.73	0.78	-0.97	1.0	0.43	0.71	-0.94	0.45	0.13	0.43	0.14	-0.61	-0.02
Net Receivables	0.95	0.82	0.91	0.98	0.83	0.69	0.97		0.95	0.91	0.98	0.98	0.53	0.83	0.6	0.82	-0.94	0.98	0.39	0.82	-0.92	0.56	0.12	0.55	0.24	-0.71	-0.03
Good Will	1.0	0.95	0.84	0.98	0.73	0.68	0.98	0.95		0.9	0.99	0.94	0.41	0.95	0.77	0.76	-0.97	0.98	0.58	0.69	-0.88	0.44	0.09	0.4	0.14	-0.58	-0.02
Short Term Investments	0.9	0.79	0.88	0.91	0.92	0.7	0.91	0.91	0.9		0.93	0.91	0.68	0.79	0.51	0.94	-0.95	0.93	0.42	0.76	-0.93	0.7	0.28	0.63	0.47	-0.8	-0.36
Total Liab	0.98	0.88	0.9	0.99	0.78	0.74	1.0	0.98	0.99	0.93		0.97	0.45	0.89	0.71	0.8	-0.97	1.0	0.46	0.74	-0.93	0.48	0.16	0.46	0.18	-0.64	-0.02
Total Current Assets	0.94	0.82	0.93	0.96	0.82	0.74	0.96	0.98	0.94	0.91	0.97		0.51	0.81	0.61	0.82	-0.93	0.97	0.38	0.78	-0.92	0.54	0.3	0.53	0.27	-0.68	-0.04
Short Term Debt	0.41	0.31	0.49	0.45	0.85	0.11	0.43	0.53	0.41	0.68	0.45	0.51		0.29	-0.23	0.77	-0.5	0.49	0.16	0.66	-0.5	1.0	0.27	0.96	0.91	-0.8	-0.64
Intangible Assets	0.95	0.99	0.63	0.88	0.56	0.52	0.9	0.83	0.95	0.79	0.89	0.81	0.29		0.84	0.6	-0.91	0.88	0.75	0.49	-0.73	0.32	-0.07	0.26	0.02	-0.37	-0.02
Common Stock	0.77	0.82	0.48	0.71	0.19	0.63	0.73	0.6	0.77	0.51	0.71	0.61	-0.23	0.84		0.27	-0.72	0.68	0.58	0.18	-0.58	-0.2	-0.12	-0.26	-0.45	-0.03	0.26
Property Plant Equipment	0.75	0.62	0.88	0.78	0.97	0.61	0.78	0.82	0.76	0.94	0.8	0.82	0.77	0.6	0.27		-0.83	0.8	0.28	0.84	-0.85	0.79	0.27	0.7	0.62	-0.95	-0.48
Net Tangible Assets	-0.97	-0.9	-0.83	-0.97	-0.81	-0.72	-0.97	-0.94	-0.97	-0.95	-0.97	-0.93	-0.5	-0.91	-0.72	-0.83		-0.97	-0.52	-0.67	0.93	-0.53	-0.1	-0.45	-0.23	0.65	0.22
Long Term Debt Total	0.98	0.87	0.88	1.0	0.8	0.71	1.0	0.98	0.98	0.93	1.0	0.97	0.49	0.88	0.68	0.8	-0.97		0.42	0.75	-0.94	0.52	0.15	0.5	0.21	-0.65	-0.04
Deferred Long Term Liab	0.59	0.78	0.21	0.41	0.2	0.06	0.43	0.39	0.58	0.42	0.46	0.38	0.16	0.75	0.58	0.28	-0.52	0.42		0.16	-0.19	0.18	-0.18	0.09	0.02	-0.09	-0.08
Long Term Investments	0.67	0.51	0.88	0.73	0.83	0.41	0.71	0.82	0.69	0.76	0.74	0.78	0.66	0.49	0.18	0.84	-0.67	0.75	0.16		-0.72	0.67	0.17	0.69	0.45	-0.86	-0.1
Treasury Stock	-0.88	-0.71	-0.89	-0.94	-0.84	-0.83	-0.94	-0.92	-0.88	-0.93	-0.93	-0.92	-0.5	-0.73	-0.58	-0.85	0.93	-0.94	-0.19	-0.72		-0.53	-0.21	-0.49	-0.25	0.73	0.2
Short Long Term Debt	0.44	0.34	0.51	0.47	0.86	0.13	0.45	0.56	0.44	0.7	0.48	0.54	1.0	0.32	-0.2	0.79	-0.53	0.52	0.18	0.67	-0.53		0.27	0.96	0.9	-0.8	-0.64
Cash And Equivalents	0.09	-0.03	0.33	0.11	0.26	0.31	0.13	0.12	0.09	0.28	0.16	0.3	0.27	-0.07	-0.12	0.27	-0.1	0.15	-0.18	0.17	-0.21	0.27		0.29	0.46	-0.2	-0.07
Capital Surpluse	0.4	0.27	0.5	0.46	0.8	0.09	0.43	0.55	0.4	0.63	0.46	0.53	0.96	0.26	-0.26	0.7	-0.45	0.5	0.09	0.69	-0.49	0.96	0.29		0.84	-0.75	-0.45
Net Invested Capital	0.14	0.05	0.3	0.15	0.69	-0.03	0.14	0.24	0.14	0.47	0.18	0.27	0.91	0.02	-0.45	0.62	-0.23	0.21	0.02	0.45	-0.25	0.9	0.46	0.84		-0.67	-0.69
Net Working Capital	-0.56	-0.38	-0.81	-0.63	-0.94	-0.51	-0.61	-0.71	-0.58	-0.8	-0.64	-0.68	-0.8	-0.37	-0.03	-0.95	0.65	-0.65	-0.09	-0.86	0.73	-0.8	-0.2	-0.75	-0.67		0.49
Capital Stock	-0.02	-0.02	-0.05	-0.01	-0.5	-0.01	-0.02	-0.03	-0.02	-0.36	-0.02	-0.04	-0.64	-0.02	0.26	-0.48	0.22	-0.04	-0.08	-0.1	0.2	-0.64	-0.07	-0.45	-0.69	0.49

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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IQVIA Return On Tangible Assets

Return On Tangible Assets

0.19

At this time, IQVIA Holdings' Return On Tangible Assets are fairly stable compared to the past year.

According to the company disclosure, IQVIA Holdings has a Five Year Return of 0.0%. This indicator is about the same for the Life Sciences Tools & Services average (which is currently at 0.0) sector and about the same as Health Care (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

IQVIA Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IQVIA Holdings' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of IQVIA Holdings could also be used in its relative valuation, which is a method of valuing IQVIA Holdings by comparing valuation metrics of similar companies.

IQVIA Holdings is currently under evaluation in five year return category among related companies.

IQVIA Holdings ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, IQVIA Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to IQVIA Holdings' managers, analysts, and investors.

Environment Score

Governance Score

Social Score

IQVIA Fundamentals

	Return On Equity	0.22
	Return On Asset	0.0503
	Profit Margin	0.09 %
	Operating Margin	0.14 %
	Current Valuation	52.86 B
	Shares Outstanding	182.2 M
	Shares Owned By Insiders	0.92 %
	Shares Owned By Institutions	92.03 %
	Number Of Shares Shorted	2.85 M
	Price To Earning	103.68 X
	Price To Book	6.98 X
	Price To Sales	2.85 X
	Revenue	15.01 B
	Gross Profit	5.03 B
	EBITDA	3.21 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	34.82 X
	Cash Flow From Operations	2.15 B
	Short Ratio	3.62 X
	Earnings Per Share	7.33 X
	Price To Earnings To Growth	1.33 X
	Target Price	273.88
	Number Of Employees	87 K
	Beta	1.52
	Market Capitalization	40.7 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
	Net Asset	26.68 B

About IQVIA Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze IQVIA Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IQVIA Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of IQVIA Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether IQVIA Holdings is a strong investment it is important to analyze IQVIA Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IQVIA Holdings' future performance. For an informed investment choice regarding IQVIA Stock, refer to the following important reports:

How To Invest In IQVIA

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Is IQVIA Stock a good investment?

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What is IQVIA Holdings' Net Worth?

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Largest Life Sciences Tools & Services Companies

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Largest Pharmaceuticals, Biotechnology & Life Sciences Companies

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Check out IQVIA Holdings Piotroski F Score and IQVIA Holdings Altman Z Score analysis.

For more information on how to buy IQVIA Stock please use our How to Invest in IQVIA Holdings guide.

You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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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.

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Is IQVIA Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of IQVIA Holdings. If investors know IQVIA will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about IQVIA Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.02

Earnings Share

7.33

Revenue Per Share

82.423

Quarterly Revenue Growth

0.023

Return On Assets

0.0503

The market value of IQVIA Holdings is measured differently than its book value, which is the value of IQVIA that is recorded on the company's balance sheet. Investors also form their own opinion of IQVIA Holdings' value that differs from its market value or its book value, called intrinsic value, which is IQVIA Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IQVIA Holdings' market value can be influenced by many factors that don't directly affect IQVIA Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between IQVIA Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if IQVIA Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IQVIA Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Iqvia Holdings Stock Five Year Return

IQVIA Holdings Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

IQVIA Five Year Return Driver Correlations

IQVIA Return On Tangible Assets

Return On Tangible Assets

0.19

IQVIA Five Year Return Peer Comparison

IQVIA Holdings ESG Sustainability

IQVIA Fundamentals

About IQVIA Holdings Fundamental Analysis

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