Added to YB: 2026-06-12
Pitch date: 2026-03-31
IQV [bullish]
IQVIA Holdings Inc.
+5.35%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$30.4B
Pitch Price
$171.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.94
P/E
22.57
EV/Sales
2.68
Sector
Life Sciences Tools and Services
Category
value
Artisan U.S. Mid-Cap Value Strategy New Position: IQVIA Holdings Inc.
IQV (new position): Leading global CRO + proprietary health data asset (Tech & Analytics moat). Strong FCF, high retention, mission-critical offerings. Down materially YTD on AI disruption/CRO softness fears—seen as cyclical & overstated; data assets make it AI beneficiary. 15x fwd P/E, high-single-digit FCF yield.
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