Professional
Added to YB: 2026-05-18
Pitch date: 2026-05-15
IQV [neutral]
IQVIA Holdings Inc.
+2.36%
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
$28.8B
Pitch Price
$169.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.43
P/E
21.35
EV/Sales
2.59
Sector
Life Sciences Tools and Services
Category
value
The Broyhill Equity Composite Portfolio Holding: IQVIA Holdings Inc.
IQV (holding update): Largest detractor despite strong fundamentals. Sold off on fears AI will compress economics faster than drive demand. Mgmt must prove AI won't erode value, but pharma structurally reliant on clinical trial architecture & proprietary data assets. Attractive valuation vs risks.
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