NAS10029,644+0.67%S&P7,651+0.17%GOLD$4,418+0.42%BTC$81,092+6.14%VIX14.81−4.08%live tape · as of 21:00 UTC
The Screen · Healthcare · Diagnostics & Research
IQVIA
IQV · a US exchange · USD · Market cap $42.3B · 93,000 employees
IQVIA Holdings Inc.
FAIL · Does not pass the screen
256.98 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 21:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
IQVIA holds its Accumulation at $256.98. The statistical read favours the buyers, held for 2 days.
As held on the ledger · 2026-09-09
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 2 days
Price at the screen
$256.98
Valuation
31.96 trailing · 17.77 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.19
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
53.26%
Below 33%
Interest-bearing debt is 53.3% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
1.44%
Below 33%
Cash held in interest-bearing accounts and securities is 1.4% of assets, under the one-third limit.
Pass
Receivables
12.18%
Below 49%
Money owed to the company is 12.2% of assets, under the 49% limit.
Pass
Revenue purity
0.28%
Below 5%
Only 0.3% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 16% discount to our $298.05 fair value, narrow competitive moat, 8.70% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. A 16.0% margin of safety to the base estimate.
Third-party analyst targets: 18 covering, consensus Strong Buy. The average target sits +8% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Data middleman stumbles on its own borrowings
Every new drug trial needs someone to crunch the patient numbers and run the logistics. IQVIA sits in that middle ground between pharma and the clinic. We pass because the ethical screen flags the debt ratio and a narrow moat plus 8 percent profit margins leave little room to absorb shocks.
Revenue is growing 8 percent and return on equity reaches 22 percent, yet the 14.6 times forward earnings multiple sits against a business that analysts rate strong buy at a 230 dollar median target. The 31 percent gap to our fair value does not move the needle once the debt screen has already ruled it out.
High leverage remains the core concern and leaves the firm exposed if trial volumes slow or interest costs rise. The narrow moat offers little protection in a crowded field of research providers. Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
IQV trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 21.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are up 13%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (20 analysts) rates it strong buy, with a mean price target of $229.
2026-08-02Markup$213.22+16.2%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 16.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are up 13%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (20 analysts) rates it strong buy, with a mean price target of $229.
2026-07-18Markup$183.45+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are up 13%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (20 analysts) rates it strong buy, with a mean price target of $229.
2026-07-03Markup$183.45+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Markup$183.45Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.