Is IQVIA Holdings Stock a Good Investment?
IQVIA Holdings Investment Advice | IQV |
- Examine IQVIA Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research IQVIA Holdings' leadership team and their track record. Good management can help IQVIA Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Life Sciences Tools & Services space and any emerging trends that could impact IQVIA Holdings' business and its evolving consumer preferences.
- Compare IQVIA Holdings' performance and market position to its competitors. Analyze how IQVIA Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if IQVIA Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about IQVIA Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in IQVIA Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if IQVIA Holdings is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine IQVIA Holdings Stock
Researching IQVIA Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.06. IQVIA Holdings recorded earning per share (EPS) of 7.61. The entity had not issued any dividends in recent years.
To determine if IQVIA Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding IQVIA Holdings' research are outlined below:
| 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. | |
| Over 95.0% of IQVIA Holdings shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Digital Health Tools are Expanding in Scope and Function to Aid Patient Diagnosis, Treatment and Monitoring, Says New Report from The IQVIA Institute |
IQVIA Holdings Quarterly Cash And Short Term Investments |
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IQVIA Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in IQVIA Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to IQVIA Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 9th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact IQVIA Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises IQVIA Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2015-07-29 | 2015-06-30 | 0.7 | 0.78 | 0.08 | 11 | ||
2014-05-02 | 2014-03-31 | 0.6 | 0.68 | 0.08 | 13 | ||
2020-07-22 | 2020-06-30 | 1.06 | 1.18 | 0.12 | 11 | ||
2015-10-28 | 2015-09-30 | 0.81 | 0.94 | 0.13 | 16 | ||
2021-04-22 | 2021-03-31 | 1.85 | 2.18 | 0.33 | 17 |
Know IQVIA Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as IQVIA Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading IQVIA Holdings backward and forwards among themselves. IQVIA Holdings' institutional investor refers to the entity that pools money to purchase IQVIA Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Mitsubishi Ufj Asset Management Co.,ltd | 2024-09-30 | 2.4 M | Longview Partners | 2024-09-30 | 2.2 M | Cantillon Capital Management Llc | 2024-09-30 | 1.8 M | Jpmorgan Chase & Co | 2024-09-30 | 1.8 M | Impax Asset Management Group Plc | 2024-09-30 | 1.8 M | Amvescap Plc. | 2024-09-30 | 1.7 M | Goldman Sachs Group Inc | 2024-09-30 | 1.6 M | Norges Bank | 2024-06-30 | 1.6 M | Northern Trust Corp | 2024-09-30 | 1.5 M | Vanguard Group Inc | 2024-09-30 | 20 M | Blackrock Inc | 2024-06-30 | 15.2 M |
IQVIA Holdings' market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 36.19 B.IQVIA Holdings' profitablity analysis
The company has Net Profit Margin of 0.09 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.15 %, which entails that for every 100 dollars of revenue, it generated $0.15 of operating income.Determining IQVIA Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if IQVIA Holdings is a good buy. For example, gross profit margin measures IQVIA Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of IQVIA Holdings' profitability and make more informed investment decisions.
IQVIA Holdings' Earnings Breakdown by Geography
Please note, the imprecision that can be found in IQVIA Holdings' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of IQVIA Holdings. Check IQVIA Holdings' Beneish M Score to see the likelihood of IQVIA Holdings' management manipulating its earnings.
Evaluate IQVIA Holdings' management efficiency
IQVIA Holdings has Return on Asset of 0.0511 % which means that on every $100 spent on assets, it made $0.0511 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.22 %, implying that it generated $0.22 on every 100 dollars invested. IQVIA Holdings' management efficiency ratios could be used to measure how well IQVIA Holdings manages its routine affairs as well as how well it operates its assets and liabilities.At IQVIA Holdings, management's focus on innovation and efficiency has led to impressive financial results. We assess these factors to determine the stock's attractiveness to investors.
Beta 1.513 |
Basic technical analysis of IQVIA Stock
As of the 27th of December, IQVIA Holdings retains the market risk adjusted performance of (0.56), and Risk Adjusted Performance of (0.08). IQVIA Holdings technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out IQVIA Holdings risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and kurtosis to decide if IQVIA Holdings is priced adequately, providing market reflects its last-minute price of 199.39 per share. Given that IQVIA Holdings has information ratio of (0.13), we strongly advise you to confirm IQVIA Holdings's regular market performance to make sure the company can sustain itself next year.IQVIA Holdings' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific IQVIA Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on IQVIA Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases IQVIA Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
IQVIA Holdings' Outstanding Corporate Bonds
IQVIA Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. IQVIA Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IQVIA bonds can be classified according to their maturity, which is the date when IQVIA Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US462613AP51 Corp BondUS462613AP51 | View | |
| IQVIA Holdings 5 Corp BondUS46266TAA60 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand IQVIA Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing IQVIA Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.08) | |||
| Market Risk Adjusted Performance | (0.56) | |||
| Mean Deviation | 1.35 | |||
| Coefficient Of Variation | (888.47) | |||
| Standard Deviation | 1.87 | |||
| Variance | 3.48 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.23) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.57) | |||
| Maximum Drawdown | 9.22 | |||
| Value At Risk | (4.05) | |||
| Potential Upside | 1.95 | |||
| Skewness | (1.18) | |||
| Kurtosis | 2.95 |
| Risk Adjusted Performance | (0.08) | |||
| Market Risk Adjusted Performance | (0.56) | |||
| Mean Deviation | 1.35 | |||
| Coefficient Of Variation | (888.47) | |||
| Standard Deviation | 1.87 | |||
| Variance | 3.48 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.23) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.57) | |||
| Maximum Drawdown | 9.22 | |||
| Value At Risk | (4.05) | |||
| Potential Upside | 1.95 | |||
| Skewness | (1.18) | |||
| Kurtosis | 2.95 |
Consider IQVIA Holdings' intraday indicators
IQVIA Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of IQVIA Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 7943.39 | |||
| Daily Balance Of Power | (0.27) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 199.84 | |||
| Day Typical Price | 199.69 | |||
| Price Action Indicator | (0.88) | |||
| Period Momentum Indicator | (0.86) |
IQVIA Holdings Corporate Filings
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 15th of August 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F3 | 17th of May 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
IQVIA Stock media impact
Far too much social signal, news, headlines, and media speculation about IQVIA Holdings that are available to investors today. That information is available publicly through IQVIA media outlets and privately through word of mouth or via IQVIA internal channels. However, regardless of the origin, that massive amount of IQVIA data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of IQVIA Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of IQVIA Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to IQVIA Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive IQVIA Holdings alpha.
IQVIA Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards IQVIA Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
IQVIA Holdings Corporate Directors
| John Danhakl | Independent Director | Profile | |
| Carol Burt | Independent Director | Profile | |
| John Leonard | Lead Independent Director | Profile | |
| James Fasano | Independent Director | Profile |
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.