Professional
Added to YB: 2025-07-21
Pitch date: 2025-07-12
IQV [bullish]
IQVIA Holdings Inc.
-0.51%
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
$27.8B
Pitch Price
$161.45
Price Target
N/A
Dividend
N/A
Sector
Life Sciences Tools and Services
Category
value
Vulcan Value Partners Large Cap Review New Position: IQVIA Holdings Inc.
IQV (new position): Largest CRO with $30B backlog (+25% over 3yrs), working with 100% of top 25 pharma & 75% of top 80 small/mid pharma. Despite industry headwinds from inflation, rates & funding challenges, generating mid-high single-digit earnings growth with ~$2B FCF (high single-digit yield). Trading at discount to fair value while deploying cash to buybacks & M&A.
Read full article (2 min)