IQV · IQVIA HOLDINGS INC.

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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. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The Technology & Analytics Solutions segment offers a range of cloud-based applications and associated implementation services; real world solutions that enable life sciences and provider customers to generate and disseminate evidence, which informs health care decision making and improves patients' outcomes; and strategic and implementation consulting services, such as advanced analytics and commercial processes outsourcing services.

Close · 3M

+57.61%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals3

Win rate100% (3/3)

Avg buy return+48.60%

AIEQno longer held3 signals

AIEQ · Exit · 1d

weight 0.320% → 0 (exited)·stock up 8.8% in the 30 days before

Jul 1·entry $203.20·now $261.75

+28.81%

since Jul 1

AIEQ · Weight increase · 2d

weight 0.280% → 0.310% (+0.030 pp)·stock up 15.1% in the 30 days before

Jun 25·entry $186.43·now $261.75Chased

+40.40%

since Jun 25

AIEQ · New entry · 1d

weight 0 → 0.300% (new)·stock up 16.3% in the 30 days before

May 30·entry $186.82·now $261.75Chased

+40.11%

since May 30

PQUSno longer held2 signals

PQUS · Exit · 1d

weight 0.090% → 0 (exited)·stock down 1.6% in the 30 days before

May 16·entry $172.81·now $261.75

+51.47%

since May 16

PQUS · New entry · 1d

weight 0 → 0.080% (new)·stock down 7.1% in the 30 days before

Apr 30·entry $158.37·now $261.75Chased

+65.28%

since Apr 30

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 18

AI ETFs PQUS and QRFT have both recently exited IQVIA, signaling a cautious or bearish stance from these algorithms. This action aligns with the framework's 'Fail' verdict, as insufficient data prevents a confident endorsement of the company against all stringent value investing criteria.

Circle of CompetenceThe company provides essential services and data to the stable and growing life sciences industry, allowing for reasonably predictable long-term cash flow projections despite industry complexity.
Economic MoatIQVIA benefits from significant scale, proprietary data assets, technology platforms that create high switching costs for clients, and a strong reputation in the highly regulated life sciences industry.
ManagementInsufficient data is provided to evaluate management's candor, capital allocation discipline, or their skin in the game.
Financial HealthOnly the most recent ROE of 22.46% is available, which is insufficient to assess the 10-year average ROE trend, operating margins, debt manageability, or owner earnings.
Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current market price offers a sufficient margin of safety.

IQVIA demonstrates a strong circle of competence within the stable life sciences sector and possesses an identifiable economic moat through its scale, data, and technology advantages. However, the analysis is incomplete due to a lack of comprehensive data on management's capital allocation, long-term financial health trends, and the existence of a clear margin of safety. Consequently, the company does not pass all criteria required by this rigorous value investing framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.