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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
10/26/2026: IQV (3-star) is a STRONG-BUY. BUY for 4 days. Simulated Profits (-1.10%). Updated daily EoD!
IQVIA Holdings Inc is a prominent global player providing clinical research, data analytics, and technology solutions to the life sciences sector. Its primary strength lies in the integration of massive proprietary healthcare datasets with end-to-end clinical development services, creating a defensible and recurring revenue model. The main investment story centers on the company’s ability to leverage AI and data to accelerate pharmaceutical innovation. However, investors must monitor risks related to its significant debt load, intensifying competition in technology, and regulatory scrutiny over healthcare data usage. This stock is generally best suited for growth-oriented investors who are comfortable with the cyclical nature of biopharma R&D spending.
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 | The company benefits from long-term secular growth trends in biopharma R&D outsourcing. |
| Momentum investor | Mixed fit | Momentum depends on market sentiment regarding healthcare spending and tech-driven efficiency gains. |
| Value investor | Mixed fit | Valuation often reflects a premium for its unique data moats, which may limit value-based entry points. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, the company carries significant debt and industry cyclicality risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock can experience sharp swings based on biopharma spending announcements. |
| Valuation risk | Medium | Investors pay for growth, making the stock sensitive to earnings misses. |
| Competition risk (AI/Tech) | Medium / high | Emerging AI tech platforms could threaten IQVIA's data service premiums. |
| Business quality | Strong | The company holds a defensible, data-rich position in the drug development supply chain. |
| Dividend income | Low / none | No dividend payments provide no income floor for investors. |
| Execution risk | Medium | Managing global clinical trials and complex technology integrations is operationally demanding. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 32.57% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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 45.98B USD | Price to earnings Ratio 34.7 | 1Y Target Price 302.67 |
Price to earnings Ratio 34.7 | 1Y Target Price 302.67 | ||
Volume (30-day avg) 1.5M shares | Beta 1.17 | 52 Weeks Range 154.50 - 282.98 | Updated Date 10/25/2026 |
52 Weeks Range 154.50 - 282.98 | Updated Date 10/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.05 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| R&D Solutions | Clinical trial management, regulatory services, and lab testing. | This is the core services arm that helps pharmaceutical companies get drugs approved. |
| Technology & Analytics | Proprietary databases, SaaS platforms like OCE, and data insights. | This is the high-margin 'software' side that provides intelligence for sales and marketing. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When Before Market | Estimate 2.94 | Actual - |
Profitability
Profit Margin 8.1% | Operating Margin (TTM) 13.03% |
Management Effectiveness
Return on Assets (TTM) 5.06% | Return on Equity (TTM) 22.82% |
Valuation
Trailing PE 34.7 | Forward PE 18.48 | Enterprise Value 58.41B | Price to Sales(TTM) 2.71 |
Enterprise Value 58.41B | Price to Sales(TTM) 2.71 | ||
Enterprise Value to Revenue 3.44 | Enterprise Value to EBITDA 16.56 | Shares Outstanding 164.60M | Shares Floating 156.25M |
Shares Outstanding 164.60M | Shares Floating 156.25M | ||
Percent Insiders 1.09 | Percent Institutions 103.5 |
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.
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