IQVIA (IQV) is a life sciences tools & services company in the Health Care sector. Listed on the NASDAQ, IQVIA is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $182.17.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $182.17 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -0.26% |
| Risk / Std Dev (Annualized) | 33.50% |
| Sharpe Ratio (rf=4.5%) | -0.14 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Life Sciences Tools & Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -0.26% with an annualized volatility of 33.50%. The Sharpe ratio of -0.14 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 30.4B |
| Enterprise Value | 44.65B |
| Trailing P/E | 22.63 |
| Forward P/E | 12.84 |
| Price to Book | 4.89 |
| Price to Sales | 1.83 |
| EV/Revenue | 2.68 |
| EV/EBITDA | 14.88 |
| Profitability | | | Profit Margin | 8.33% | | Operating Margin | 13.61% | | ROE | 22.49% | | ROA | 5.13% |
| Growth | | | Revenue Growth | 8.4% | | Earnings Growth | 15.0% |
| Financial Health | | | Total Revenue | 16.63B | | Total Debt | 16.22B | | Total Cash | 2.1B | | Free Cash Flow | 2.16B | | Operating Cash Flow | 2.7B |
| Price & Technical | | | 52W High | $247.05$ | | 52W Low | $153.01$ | | 50-Day Avg | $172.37$ | | 200-Day Avg | $195.71$ | | Beta | 1.22 | | Shares Outstanding | 0.17B | | Float Shares | 0.16B | | Insider Holdings | 1.08% | | Institutional Holdings | 103.53% | | Short Ratio | 2.53 | | Short % of Float | 3.4% |
| Analyst Targets | | | Target High | $287.0$ | | Target Low | $195.0$ | | Target Mean | $228.1$ | | Target Median | $223.0$ | | # of Analysts | 20 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.