Added to YB: 2026-07-23
Pitch date: 2026-05-20
IQV [bullish]
IQVIA Holdings Inc.
+16.39%
current return
Author Info
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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
$34.0B
Pitch Price
$170.56
Price Target
323.00 (+63%)
Dividend
N/A
EV/EBITDA
15.04
P/E
25.26
EV/Sales
2.90
Sector
Life Sciences Tools and Services
Category
value
IQVIA Holdings Inc. - $IQV
IQV: Largest global CRO (17% share) + proprietary data/analytics on 1.2B patients. Capital-light, high-ROTC, resilient (5.9% avg organic growth, paid regardless of trial outcome). AI a net positive via proprietary data moat, not threat. 6% organic + 10%+ EPS growth. Trades 12.5x NTM EPS, lowest ever ex-COVID; 20x = +60% upside. $2B buyback expanded.
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