Iqvia Holdings Stock Buy Hold or Sell Recommendation
| IQV Stock | USD 231.34 3.25 1.42% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding IQVIA Holdings is 'Hold'. Macroaxis provides IQVIA Holdings buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IQV positions. The advice algorithm takes into account all of IQVIA Holdings' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting IQVIA Holdings' buy or sell advice are summarized below:
Real Value 238.97 | Target Price 247.22 | Hype Value 227.46 | Market Value 231.34 | Naive Value 221.51 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell IQVIA Holdings given historical horizon and risk tolerance towards IQVIA Holdings. When Macroaxis issues a 'buy' or 'sell' recommendation for IQVIA Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
IQVIA |
Execute IQVIA Holdings Buy or Sell Advice
The IQVIA recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on IQVIA Holdings. Macroaxis does not own or have any residual interests in IQVIA Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute IQVIA Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
IQVIA Holdings Trading Alerts and Improvement Suggestions
| The company 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. Debt can assist IQVIA Holdings until it has trouble settling it off, either with new capital or with free cash flow. So, IQVIA Holdings' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like IQVIA Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for IQVIA to invest in growth at high rates of return. When we think about IQVIA Holdings' use of debt, we should always consider it together with cash and equity. | |
| IQVIA Holdings has a strong financial position based on the latest SEC filings | |
| Over 92.0% of IQVIA Holdings shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: IQVIA Holdings Seems To Use Debt Quite Sensibly |
IQVIA Holdings Returns Distribution Density
The distribution of IQVIA Holdings' historical returns is an attempt to chart the uncertainty of IQVIA Holdings' future price movements. The chart of the probability distribution of IQVIA Holdings daily returns describes the distribution of returns around its average expected value. We use IQVIA Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IQVIA Holdings returns is essential to provide solid investment advice for IQVIA Holdings.
| Mean Return | 0.14 | Value At Risk | -1.83 | Potential Upside | 2.22 | Standard Deviation | 2.08 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of IQVIA Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
IQVIA Stock 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 originates 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 | Fmr Inc | 2023-12-31 | 2.4 M | Mitsubishi Ufj Asset Management Co.,ltd | 2023-12-31 | 2.4 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2023-12-31 | 2.1 M | Capital Research Global Investors | 2023-12-31 | 2 M | Cantillon Capital Management Llc | 2023-12-31 | 1.8 M | Wellington Management Company Llp | 2023-12-31 | 1.7 M | Jpmorgan Chase & Co | 2023-12-31 | 1.7 M | Goldman Sachs Group Inc | 2023-12-31 | 1.7 M | Norges Bank | 2023-12-31 | 1.7 M | Vanguard Group Inc | 2023-12-31 | 21.1 M | Blackrock Inc | 2023-12-31 | 15.2 M |
IQVIA Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (184M) | (116M) | (229M) | (17M) | (15.3M) | (16.1M) | |
| Change In Cash | (54M) | 977M | (448M) | (150M) | 160M | 168M | |
| Free Cash Flow | 835M | 1.3B | 2.3B | 1.6B | 1.5B | 892.3M | |
| Depreciation | 1.2B | 1.3B | 1.3B | 1.1B | 1.1B | 713.4M | |
| Other Non Cash Items | (20M) | (14M) | (5M) | 44M | (2M) | (1.9M) | |
| Dividends Paid | 4.1B | 11M | 44M | 59M | 67.9M | 64.5M | |
| Capital Expenditures | 582M | 616M | 640M | 674M | 649M | 364.1M | |
| Net Income | 227M | 308M | 971M | 1.1B | 1.4B | 1.4B | |
| End Period Cash Flow | 837M | 1.8B | 1.4B | 1.2B | 1.4B | 1.1B | |
| Investments | (22M) | (2M) | (10M) | (2.0B) | (1.9B) | (1.8B) | |
| Change Receivables | (122M) | 255M | (138M) | (421M) | (378.9M) | (360.0M) | |
| Net Borrowings | 700M | 309M | 70M | 936M | 1.1B | 1.1B | |
| Change To Netincome | (44M) | (113M) | 15M | 108M | 124.2M | 130.4M |
IQVIA Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to IQVIA Holdings or Life Sciences Tools & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that IQVIA Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a IQVIA stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.02 | |
β | Beta against NYSE Composite | 1.97 | |
σ | Overall volatility | 2.12 | |
Ir | Information ratio | 0.03 |
IQVIA Holdings Volatility Alert
IQVIA Holdings has relatively low volatility with skewness of 3.79 and kurtosis of 23.19. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IQVIA Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact IQVIA Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.IQVIA Holdings Fundamentals Vs Peers
Comparing IQVIA Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze IQVIA Holdings' direct or indirect competition across all of the common fundamentals between IQVIA Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as IQVIA Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of IQVIA Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing IQVIA Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare IQVIA Holdings to competition |
| Fundamentals | IQVIA Holdings | Peer Average |
| Return On Equity | 0.23 | -0.31 |
| Return On Asset | 0.0498 | -0.14 |
| Profit Margin | 0.09 % | (1.27) % |
| Operating Margin | 0.14 % | (5.51) % |
| Current Valuation | 54.18 B | 16.62 B |
| Shares Outstanding | 182.01 M | 571.82 M |
| Shares Owned By Insiders | 0.92 % | 10.09 % |
| Shares Owned By Institutions | 92.36 % | 39.21 % |
| Number Of Shares Shorted | 2.89 M | 4.71 M |
| Price To Earning | 103.68 X | 28.72 X |
| Price To Book | 6.98 X | 9.51 X |
| Price To Sales | 2.85 X | 11.42 X |
| Revenue | 15.01 B | 9.43 B |
| Gross Profit | 5.03 B | 27.38 B |
| EBITDA | 3.21 B | 3.9 B |
| Net Income | 1.36 B | 570.98 M |
| Cash And Equivalents | 1.22 B | 2.7 B |
| Cash Per Share | 7.32 X | 5.01 X |
| Total Debt | 14.23 B | 5.32 B |
| Debt To Equity | 2.37 % | 48.70 % |
| Current Ratio | 0.90 X | 2.16 X |
| Book Value Per Share | 33.67 X | 1.93 K |
| Cash Flow From Operations | 2.15 B | 971.22 M |
| Short Ratio | 3.22 X | 4.00 X |
| Earnings Per Share | 7.30 X | 3.12 X |
| Price To Earnings To Growth | 1.33 X | 4.89 X |
| Target Price | 275.82 | |
| Number Of Employees | 87 K | 18.84 K |
| Beta | 1.52 | -0.15 |
| Market Capitalization | 41.52 B | 19.03 B |
| Total Asset | 26.68 B | 29.47 B |
| Retained Earnings | 4.69 B | 9.33 B |
| Working Capital | (895 M) | 1.48 B |
Note: IQVIA Holdings exotic insider transaction detected [view details]
IQVIA Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as IQVIA . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 15755.66 | |||
| Daily Balance Of Power | 0.6526 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 230.49 | |||
| Day Typical Price | 230.77 | |||
| Price Action Indicator | 2.48 | |||
| Period Momentum Indicator | 3.25 |
About IQVIA Holdings Buy or Sell Advice
When is the right time to buy or sell IQVIA Holdings? Buying financial instruments such as IQVIA Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 12.4B | 13.0B | 14.2B | 8.8B | Total Assets | 24.7B | 25.3B | 26.7B | 17.4B |
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Check out IQVIA Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy IQVIA Stock please use our How to Invest in IQVIA Holdings guide.You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Complementary 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.
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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 1.125 | Earnings Share 7.3 | Revenue Per Share 81.523 | Quarterly Revenue Growth 0.035 | Return On Assets 0.0498 |
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.