Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

IQVIA Holdings, Inc.

NYSE:IQV

Biotechnology · benchmarked against Biotechnology inside the XLV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close206.57

1M return-0.80%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 11, 1:17 AM GMT+8.

Sample and caveat27 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 11, 1:17 AM GMT+8

Distinct report rows12

Sections4

Metrics shown27of 28 tracked

Coverage96%

CompanyIQVIA Holdings, Inc.

Overview scoring

Fundamental overview

50/100 blended · 96/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 51/100; Cash flow 56/100; Balance sheet 40/100; Valuation 59/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 50/100; Biotechnology 59/100; Health Technology 50/100; XLV constituent company universe 49/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #10 of 13; Biotechnology #3 of 5; Health Technology #22 of 41; XLV constituent company universe #37 of 59.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 52/100; Cash flow 54/100; Balance sheet 42/100; Valuation 55/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration10/22

FCF yield has the largest second-order move at +67.09%. 10 metrics are accelerating favorably and 12 are decelerating.

Fundamental PM review

Growth and cash quality2/5

EPS TTM is 8.07 with +2.67% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review3 watch items

Debt / Equity is 2.58 with +3.28% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 16.3B; Revenue quarter 4.2B; Operating income TTM 2.3B; Operating margin +14.27%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +1.21%; Revenue quarter -11.11%; Operating income TTM +0.95%; Operating margin +3.44%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 43/100; Cash 58/100; Quality 46/100; Balance 37/100; Valuation 88/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	16.3B	+2.52%+401M	+1.21%+195M	accelerating	11
Revenue quarterRevenue	4.2B	-4.77%-208M	-11.11%-468M	decelerating	12
Revenue next quarterRevenue	4.3B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	2.3B	+2.02%+46M	+0.95%+22M	improving	12
Operating marginProfitability	+14.27%	+2.02%+0.28 pts	+3.44%+0.48 pts	accelerating	12
EPS TTMEarnings	8.07	+2.67%+0.21	-5.19%-0.36	decelerating	8
EPS next quarterEarnings	3.04	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+25.97%	-1.06%-0.28 pts	+0.51%+0.14 pts	deteriorating	12
Net marginQuality	+8.33%	-0.17%-0.01 pts	-3.56%-0.29 pts	decelerating	12
Gross-to-net conversionQuality	+32.06%	+0.90%+0.28 pts	-4.14%-1.24 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	14.7B	3.7B	—	1.9B	+12.79%	—	—	+27.09%	+7.48%	+27.61%
Oct 2, 2023	14.8B	3.7B	—	1.9B	+12.96%	—	—	+26.97%	+7.52%	+27.88%
Jan 2, 2024	15B	3.9B	—	2B	+13.63%	—	—	+27.35%	+9.08%	+33.18%
Apr 1, 2024	15.1B	3.7B	—	2.1B	+13.89%	—	—	+27.48%	+9.01%	+32.77%
Jul 1, 2024	15.2B	3.8B	—	2.1B	+13.88%	7.71	—	+27.57%	+9.39%	+34.04%
Oct 7, 2024	15.3B	3.9B	—	2.2B	+14.13%	7.62	—	+27.81%	+9.17%	+32.99%
Jan 6, 2025	15.4B	4B	—	2.3B	+14.73%	7.50	—	+27.66%	+8.91%	+32.22%
Apr 7, 2025	15.5B	3.8B	—	2.3B	+14.66%	7.34	—	+27.52%	+8.61%	+31.29%
Jul 7, 2025	15.7B	4B	—	2.3B	+14.40%	6.90	—	+27.09%	+7.88%	+29.09%
Oct 6, 2025	15.9B	4.1B	—	2.3B	+14.19%	7.28	—	+26.67%	+8.07%	+30.25%
Jan 5, 2026	16.3B	4.4B	—	2.3B	+13.99%	7.86	—	+26.25%	+8.34%	+31.78%
May 11, 2026	16.3B	4.2B	4.3B	2.3B	+14.27%	8.07	3.04	+25.97%	+8.33%	+32.06%