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Upturn AI SWOT - About
IQV 
IQVIA Holdings Inc (IQV)
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Upturn Advisory Summary
03/27/2025: IQV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.17% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.28B USD | Price to earnings Ratio 23.68 | 1Y Target Price 245.68 |
Price to earnings Ratio 23.68 | 1Y Target Price 245.68 | ||
Volume (30-day avg) 1522903 | Beta 1.51 | 52 Weeks Range 176.03 - 253.84 | Updated Date 03/30/2025 |
52 Weeks Range 176.03 - 253.84 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.49 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.91% | Operating Margin (TTM) 15.97% |
Management Effectiveness
Return on Assets (TTM) 5.32% | Return on Equity (TTM) 22.55% |
Valuation
Trailing PE 23.68 | Forward PE 14.86 | Enterprise Value 43589524236 | Price to Sales(TTM) 2.03 |
Enterprise Value 43589524236 | Price to Sales(TTM) 2.03 | ||
Enterprise Value to Revenue 2.83 | Enterprise Value to EBITDA 12.62 | Shares Outstanding 176315008 | Shares Floating 171192093 |
Shares Outstanding 176315008 | Shares Floating 171192093 | ||
Percent Insiders 0.88 | Percent Institutions 95.89 |
Analyst Ratings
Rating 4.42 | Target Price 249.54 | Buy 7 | Strong Buy 15 |
Buy 7 | Strong Buy 15 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
IQVIA Holdings Inc
Company Overview
History and Background
IQVIA Holdings Inc., formerly Quintiles IMS Holdings, Inc., was formed in 2016 through the merger of Quintiles and IMS Health. Quintiles was founded in 1982. The merger created a leading global provider of biopharmaceutical development and commercial outsourcing services.
Core Business Areas
- Technology & Analytics Solutions: Provides technology solutions and advanced analytics to help clients improve their clinical and commercial performance.
- Research & Development Solutions: Offers clinical research and development services to biopharmaceutical companies, including clinical trial management, data management, and regulatory affairs.
- Contract Sales & Medical Solutions: Provides commercial solutions, including contract sales teams, medical science liaisons, and market access services.
Leadership and Structure
Ari Bousbib serves as Chairman and CEO. The organizational structure is based on business segments, with executive leadership overseeing each area.
Top Products and Market Share
Key Offerings
- CORE: A suite of technologies supporting clinical and commercial operations for clients. IQVIA holds a significant portion of the clinical data market. Competitors include Veeva Systems and Oracle Health.
- Orchestrated Customer Engagement (OCE): A platform that enhances patient engagement and drives sales. Competitors include Veeva Systems.
- Clinical Trial Technologies: These technologies help with clinical data analysis and reduce errors. Competitors include Veeva Systems and Medidata Solutions (Dassault Systemes).
Market Dynamics
Industry Overview
The life sciences industry is experiencing increased demand for outsourcing, data analytics, and technology solutions to improve efficiency and reduce costs.
Positioning
IQVIA is a leading player in the CRO (Contract Research Organization) and healthcare information technology market, with a strong brand reputation and a broad range of services. Its competitive advantage stems from its data assets, technology platform, and global reach.
Total Addressable Market (TAM)
The TAM for healthcare data and analytics is estimated to be in the hundreds of billions of dollars. IQVIA is well-positioned to capture a significant portion of this TAM through its comprehensive solutions.
Upturn SWOT Analysis
Strengths
- Leading market position
- Extensive data assets
- Broad range of services
- Global presence
- Strong brand reputation
Weaknesses
- High debt levels
- Integration risks from acquisitions
- Dependence on pharmaceutical industry
- Complex organizational structure
Opportunities
- Growing demand for outsourcing in healthcare
- Expansion into emerging markets
- Increased adoption of data analytics
- Development of new technologies
- Partnerships with technology companies
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Data security breaches
- Pricing pressures
Competitors and Market Share
Key Competitors
- LH
- CRL
- PPD
Competitive Landscape
IQVIA benefits from its comprehensive data assets and global reach. Its disadvantages include high debt and integration risks.
Major Acquisitions
Readco Holding GmbH
- Year: 2023
- Acquisition Price (USD millions): 316
- Strategic Rationale: Extends IQVIAu2019s expertise in physician reported outcomes and patient reported outcomes.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions, organic growth in its core business, and expansion into new markets.
Future Projections: Future growth is expected to be driven by increased outsourcing in the pharmaceutical industry, adoption of advanced analytics, and expansion into emerging markets. Analyst estimates vary, but generally indicate continued revenue and earnings growth.
Recent Initiatives: Recent initiatives include investments in AI and machine learning, expansion of its clinical trial solutions, and strategic partnerships with technology companies.
Summary
IQVIA is a strong player in the healthcare data and CRO market, leveraging its extensive data assets and global reach. Its diversified services and investments in technology position it well for future growth. The company should be mindful of its debt levels and integration risks from acquisitions in order to continue improving its performance, as well as competitive pressures from other market participants.
Similar Companies
- LH
- CRL
- DGX
- MEDP
- SYNH
Sources and Disclaimers
Data Sources:
- IQVIA Investor Relations
- SEC Filings
- Market Reports
- Company Press Releases
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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.
About IQVIA Holdings Inc
Exchange NYSE | Headquaters Durham, NC, United States | ||
IPO Launch date 2013-05-09 | CEO & Chairman Mr. Ari Bousbib | ||
Sector Healthcare | Industry Diagnostics & Research | Full time employees 88000 | Website https://www.iqvia.com |
Full time employees 88000 | 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 related 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, and vaccine and biomarker laboratory services. The Contract Sales & Medical Solutions segment provides health care provider and patient engagement services, and scientific strategy and medical affairs services. It serves pharmaceutical, biotechnology, device and diagnostic, and consumer health companies. The company was formerly known as Quintiles IMS Holdings, Inc. and changed its name to IQVIA Holdings Inc. in November 2017. The company is based in Durham, North Carolina.
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