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Upturn AI Summary - About
IQVIA Holdings Inc(IQV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IQV
09/28/2026: IQV (4-star) is a STRONG-BUY. BUY for 63 days. Simulated Profits (40.24%). Updated daily EoD!
IQVIA Holdings Inc is a prominent provider of advanced analytics, technology solutions, and clinical research services tailored for the life sciences industry. The company holds a leading position by integrating massive proprietary data assets with comprehensive clinical trial services, creating a unique value proposition for pharmaceutical clients. Its primary growth opportunity lies in leveraging AI to optimize clinical development and digitize patient-centered research. Key risks include heavy reliance on fluctuating pharmaceutical R&D budgets, high debt levels, and evolving global data privacy regulations. The stock may best suit growth-oriented investors who are monitoring the long-term impact of digital transformation and operational deleveraging on the company’s valuation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | IQVIA offers exposure to the secular growth trend of digital transformation and outsourced R&D in the life sciences sector. |
| Momentum investor | Mixed fit | Momentum suitability is conditional on positive trends in pharma R&D spending and relative outperformance of the healthcare services index. |
| Value investor | Mixed fit | The stock often trades at a premium multiple due to its market position, which may limit appeal for strict value investors. |
| Dividend investor | Weak fit | IQVIA does not pay a cash dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business is essential to healthcare, leverage and cyclical sensitivity to pharma budgets can introduce volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock can be sensitive to quarterly earnings misses and changes in R&D spending outlooks. |
| Valuation risk | Medium | Trading at a high P/E relative to historical averages can make the stock susceptible to multiple compression. |
| Competition risk (AI/Tech focus) | Medium / high | Emerging tech-driven entrants could challenge IQVIA's dominant data and analytics position. |
| Business quality | Strong | The company provides essential services for a resilient healthcare market with high barriers to entry. |
| Dividend income | Low / none | Investors should not rely on IQVIA for regular income generation. |
| Execution risk | Medium | Successfully integrating new technologies and managing large, complex global trials requires high operational efficiency. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 38.62% | Avg. Invested days 49 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 44.50B USD | Price to earnings Ratio 33.67 | 1Y Target Price 277.94 |
Price to earnings Ratio 33.67 | 1Y Target Price 277.94 | ||
Volume (30-day avg) 1.5M shares | Beta 1.19 | 52 Weeks Range 154.50 - 277.40 | Updated Date 09/27/2026 |
52 Weeks Range 154.50 - 277.40 | Updated Date 09/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.03 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Research & Development Solutions | Clinical trial services, laboratory services, and consulting. | This is the 'physical' side of the business that manages drug trials for pharma companies. |
| Technology & Analytics | Data subscriptions, SaaS platforms, and real-world evidence. | This is the 'intellectual' side of the business that sells insights and software to help pharma companies sell their products. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 33.67 | Forward PE 18.42 | Enterprise Value 58.25B | Price to Sales(TTM) 2.62 |
Enterprise Value 58.25B | Price to Sales(TTM) 2.62 | ||
Enterprise Value to Revenue 3.43 | Enterprise Value to EBITDA 16.51 | Shares Outstanding 164.60M | Shares Floating 156.25M |
Shares Outstanding 164.60M | Shares Floating 156.25M | ||
Percent Insiders 1.09 | Percent Institutions 103.43 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About IQVIA Holdings Inc
Exchange NYSE | Headquarters Durham, NC, United States | ||
IPO Launch date 2013-05-09 | CEO & Chairman Mr. Ari Bousbib | ||
Sector Healthcare | Industry Diagnostics & Research | Full time employees 94000 | Website https://www.iqvia.com |
Full time employees 94000 | Website https://www.iqvia.com | ||
IQVIA Holdings Inc. provides clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The Technology & Analytics Solutions segment offers a range of cloud-based applications and associated implementation services; real world solutions that enable life sciences and provider customers to generate and disseminate evidence, which informs health care decision making and improves patients' outcomes; and strategic and implementation consulting services, such as advanced analytics and commercial processes outsourcing services. This segment also provides country level performance metrics related to sales of pharmaceutical products, prescribing trends, medical treatment, and promotional activity across various channels, including retail, hospital, and mail order; and measurement of sales or prescribing activity at the regional, zip code, and individual prescriber level. The Research & Development Solutions segment offers project management and clinical monitoring; clinical trial support; strategic planning and design services; and patient and site centric solutions, as well as central laboratory, genomic, bioanalytical, ADME, discovery, vaccine and biomarker laboratory services. The Contract Sales & Medical Solutions segment provides health care provider and patient engagement services, and scientific strategy and medical services. It serves pharmaceutical, biotechnology, device and diagnostic, and consumer health companies. The company has a strategic collaboration with Kexing Biopharm Co., Ltd. for biosimilar development. The company was formerly known as Quintiles IMS Holdings, Inc. and changed its name to IQVIA Holdings Inc. in November 2017. IQVIA Holdings Inc. is based in Durham, North Carolina.
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