IQV

IQVIA Holdings Inc

Healthcare


Presented:04/11/2018
Price:$95.98
Cap:$20.56B
Current Price:$232.98
Cap:$42.47B

Presented

Date04/11/2018
Price$95.98
Market Cap$20.56B
Ent Value$30.44B
P/E Ratio15.85x
Book Value$38.97
Div Yield0%
Shares O/S214.20M
Ave Daily Vol1,098,492
Short Int3.62%

Current

Price$232.98
Market Cap$42.47B
IQVIA Holdings, Inc. is a biotechnology company, which engages in healthcare development in the provision of professional services, information technology, and partnering solutions to the pharmaceutical services and healthcare industries. The company was founded by Dennis Gillings and Gary Koch in 1982 and is headquartered in Durham, NC.

Publicly traded companies mentioned herein: IQVIA Holdings Inc (IQV)

Highlights

The presenter is long IQVIA (IQV) and likes the risk/reward setup at ~$96. He viewed the 2016 combination of IMS and Quintiles as synergistic, and believes IQV can take share as it proves the model - a unique combination of robust data and clinical research services - is differentiated and provides value to clients. Both segments are growing and the book-to-bill ratio in 2017 was strong (1.24). Projecting out to 2020, the presenter’s base case EPS forecast is $7.40. This is ~40 cents ahead of the Street, and capitalizing earnings at 20x yields ~55% upside.

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Idea Discussion

Commentor 1 - 2 weeks ago

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