{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-31T18:13:02+00:00", "snapshot_date": "2026-10-31", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "IQV", "name": "Iqvia Holdings Inc.", "legal_name": "IQVIA HOLDINGS INC.", "cik": "0001478242", "exchange": "NYSE", "industry": "Services-Commercial Physical & Biological Research", "sic": "8731", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 267.33, "as_of": "2026-10-30", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 44055984000.0, "as_of": "2026-10-30", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 267.33, "as_of": "2026-10-30", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 164800000.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0001628280-26-067646 (164,800,000 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/iqv-20260930.htm", "period_end": "2026-10-20", "accession": "0001628280-26-067646", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-10-20", "share_count_age_days_at_price_date": 10, "warning": null, "computed": "267.33 (price 2026-10-30) / 1 x 164,800,000 (shares at 2026-10-20) = 44,055,984,000" } }, "scores": { "graham": { "score": 30.0, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Defensive: 30 of 100 (ok). Adequate size: 16.31 revenue $B \u2192 5.0/5; Current ratio: 0.83 \u2192 0.0/15; Long-term debt vs working capital: None LTD / WC \u2192 0.0/15; Positive earnings each of 10 years: 10 of 10 \u2192 15.0/15; Dividends every year for 20 years: 0 of 20 \u2192 0.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: 2.09 -> 7.54 (+261%) \u2192 10.0/10; P/E on 3-year average EPS: 35.5 \u2192 0.0/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 6.62, product 234.5 \u2192 0.0/10", "data_as_of": "2025-12-31", "history": [ "2014", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 22, "not_cross_checked": 2 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: Revenue; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 16.31, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2a", "name": "Current ratio", "value": 0.83, "threshold": ">= 2.0", "points": 0.0, "max": 15 }, { "test": "2b", "name": "Long-term debt vs working capital", "value": null, "unit": "LTD / WC", "threshold": "<= 1.0", "points": 0.0, "max": 15, "note": "working capital not positive" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "0 of 20", "threshold": "20 of 20", "points": 0.0, "max": 15, "missing_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "cross_check": { "verified_years": [], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "2.09 -> 7.54 (+261%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 35.5, "threshold": "<= 15", "points": 0.0, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 6.62, product 234.5", "threshold": "<= 1.5 or <= 22.5", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (invested capital not positive (negative working capital exceeds fixed assets))", "summary": "Not scored: insufficient data (invested capital not positive (negative working capital exceeds fixed assets)).", "warnings": [], "components": [] }, "momentum": { "score": 78.1, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 78 of 100 (ok). 12-1 month return: 24.2 % \u2192 35.9/50; 6 month return: 68.8 % \u2192 19.4/20; Price / 52-week high: 0.957 \u2192 14.4/15; Volatility penalty (60d annualised): 26.4 % \u2192 8.5/15", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": 24.2, "unit": "%", "percentile": 71.8, "points": 35.9, "max": 50 }, { "name": "6 month return", "value": 68.8, "unit": "%", "percentile": 97.0, "points": 19.4, "max": 20 }, { "name": "Price / 52-week high", "value": 0.957, "points": 14.4, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 26.4, "unit": "%", "points": 8.5, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "ok", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (ok). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 0.45 bp \u2192 -5.4/0", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-08-02", "through": "2026-10-30", "missing_days": 1, "note": "Form 4 data loaded through 2026-10-30" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 0.45, "unit": "bp", "points": -5.4, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 65.3, "status": "ok", "complete": true, "passes_all": false, "summary": "Buffett Quality: 65 of 100 (ok). Average return on equity (net income / year-end equity): 14.0% over 8 yrs \u2192 21.6/25; Profitable every year: 10 of 10 \u2192 15.0/15; Net income growth, 3-yr average now vs start of window: +14.3% a year \u2192 10.0/10; Borrowings / 3-yr average earnings (years to repay): 11.8 years \u2192 0.0/15; Operating margin, 5-yr average: 12.7% \u2192 3.9/10; Free cash flow / net income, 5-yr (operating cash flow minus capex): 1.55 \u2192 10.0/10; Owner-earnings yield (3-yr avg free cash flow / market cap): 4.3% \u2192 4.8/15", "data_as_of": "2026-09-30", "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 48, "not_cross_checked": 2 }, "warnings": [], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "14.0% over 8 yrs", "threshold": ">= 15%", "points": 21.6, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+14.3% a year", "threshold": ">= +10%", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": 11.8, "threshold": "<= 4", "points": 0.0, "max": 15, "unit": "years", "note": "LongTermDebtNoncurrent + LongTermDebtCurrent" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "12.7%", "threshold": ">= 20%", "points": 3.9, "max": 10 }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "1.55", "threshold": ">= 1.0", "points": 10.0, "max": 10 }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": "4.3%", "threshold": ">= 7%", "points": 4.8, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 64.5, "status": "ok", "complete": true, "passes_all": false, "summary": "Lynch GARP: 64 of 100 (ok). PEG: P/E divided by 5-yr EPS growth (in % points): 0.84 \u2192 30.0/30; EPS growth, 5-yr compound rate: +40.5% a year \u2192 15.6/20; P/E on latest annual EPS: 34.1 \u2192 3.9/10; Borrowings / equity: 2.41 \u2192 0.0/15; Years of the last 5 in which EPS rose: 5 of 5 \u2192 15.0/15; Net cash (cash minus borrowings) / market cap: -31.4% \u2192 0.0/10", "data_as_of": "2026-09-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 6, "not_cross_checked": 1 }, "warnings": [], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": 0.84, "threshold": "<= 1.0", "points": 30.0, "max": 30 }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": "+40.5% a year", "threshold": "12% to 35% a year", "points": 15.6, "max": 20 }, { "test": "3", "name": "P/E on latest annual EPS", "value": 34.1, "threshold": "<= 25", "points": 3.9, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 2.41, "threshold": "<= 0.5", "points": 0.0, "max": 15, "note": "LongTermDebtNoncurrent + LongTermDebtCurrent" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "5 of 5", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "-31.4%", "threshold": ">= +10%", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 25.0, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Enterprising: 25 of 100 (ok). Current ratio: 0.83 \u2192 0.0/15; Borrowings vs working capital: None \u2192 0.0/15; No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: no \u2192 0.0/10; EPS higher than five years earlier: 1.43 -> 7.84 \u2192 10.0/10; Price / book value per share: 6.62 \u2192 0.0/20; Price / net current asset value per share (current assets minus all liabilities): None \u2192 0.0/15", "data_as_of": "2026-09-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 10, "not_cross_checked": 3 }, "warnings": [], "components": [ { "test": "1", "name": "Current ratio", "value": 0.83, "threshold": ">= 1.5", "points": 0.0, "max": 15 }, { "test": "2", "name": "Borrowings vs working capital", "value": null, "threshold": "<= 1.1x", "points": 0.0, "max": 15, "note": "working capital not positive" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "no", "threshold": "yes", "points": 0.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "1.43 -> 7.84", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 6.62, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": 0.0, "max": 15, "note": "net current asset value not positive" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 55.6, "status": "ok", "complete": true, "passes_all": false, "summary": "Piotroski F-Score: 56 of 100 (ok). Return on assets is positive: 4.5% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 2,654M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 5.1% -> 4.5% \u2192 0.0/11.11111111111111; Operating cash flow exceeds net income (accruals): 2,654M vs 1,360M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: 47.7% -> 46.4% \u2192 11.11111111111111/11.11111111111111; Current ratio improved: 0.84 -> 0.75 \u2192 0.0/11.11111111111111; No new shares issued (share count did not rise): 170M -> 165M \u2192 11.11111111111111/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): 14.3% -> 13.4% \u2192 0.0/11.11111111111111; Asset turnover (revenue / assets) improved: 0.57 -> 0.54 \u2192 0.0/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 27, "not_cross_checked": 0 }, "warnings": [], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "4.5%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "2,654M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "5.1% -> 4.5%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "2,654M vs 1,360M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": "47.7% -> 46.4%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "6", "name": "Current ratio improved", "value": "0.84 -> 0.75", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "170M -> 165M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": "14.3% -> 13.4%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.57 -> 0.54", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 267.33, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Revenue", "value": 16310000000.0, "kind": "current", "source": "SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "period": "2025-12-31", "accession": "0001628280-26-008322", "fact_id": 25858831, "verified": "unverified", "age_days": 304, "stale": true }, { "name": "current_assets", "value": 6451000000.0, "kind": "current", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/", "period": "2026-09-30", "accession": "0001628280-26-067646", "fact_id": 25907622, "verified": "unverified", "age_days": 31, "stale": false }, { "name": "current_liabilities", "value": 7777000000.0, "kind": "current", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/", "period": "2026-09-30", "accession": "0001628280-26-067646", "fact_id": 25934840, "verified": "unverified", "age_days": 31, "stale": false }, { "name": "lt_debt", "value": 14823000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtNoncurrent", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/", "period": "2026-09-30", "accession": "0001628280-26-067646", "fact_id": 25986308, "verified": "unverified", "age_days": 31, "stale": false }, { "name": "equity", "value": 6660000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026067646/", "period": "2026-09-30", "accession": "0001628280-26-067646", "fact_id": 26069224, "verified": "unverified", "age_days": 31, "stale": false }, { "name": "Net income FY2016", "value": 72000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459019003180/", "period": "2016-12-31", "accession": "0001564590-19-003180", "fact_id": 20690376, "verified": "unverified", "age_days": 3591 }, { "name": "Net income FY2017", "value": 1277000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459020004901/", "period": "2017-12-31", "accession": "0001564590-20-004901", "fact_id": 20696860, "verified": "unverified", "age_days": 3226 }, { "name": "Net income FY2018", "value": 259000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824221000020/", "period": "2018-12-31", "accession": "0001478242-21-000020", "fact_id": 20703177, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 191000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824222000041/", "period": "2019-12-31", "accession": "0001478242-22-000041", "fact_id": 20709402, "verified": "unverified", "age_days": 2496 }, { "name": "Net income FY2020", "value": 279000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": 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"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/", "accession": "0001478242-25-000045" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 1358000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 1373000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 1360000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322" } ], "eps_diluted_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 1.77, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459016012629/", "accession": "0001564590-16-012629", "value_reported": 1.77, "split_factor": 1.0, "split_basis": null }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 2.72, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000119312517046709/", "accession": "0001193125-17-046709", "value_reported": 2.72, "split_factor": 1.0, "split_basis": null }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 3.08, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459018002340/", "accession": "0001564590-18-002340", "value_reported": 3.08, "split_factor": 1.0, "split_basis": null }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 0.47, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459019003180/", "accession": "0001564590-19-003180", "value_reported": 0.47, "split_factor": 1.0, "split_basis": null }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 5.74, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459020004901/", "accession": "0001564590-20-004901", "value_reported": 5.74, "split_factor": 1.0, "split_basis": null }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 1.24, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824221000020/", "accession": "0001478242-21-000020", "value_reported": 1.24, "split_factor": 1.0, "split_basis": null }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 0.96, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824222000041/", "accession": "0001478242-22-000041", "value_reported": 0.96, "split_factor": 1.0, "split_basis": null }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 1.43, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824223000044/", "accession": "0001478242-23-000044", "value_reported": 1.43, "split_factor": 1.0, "split_basis": null }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 4.95, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824224000038/", "accession": "0001478242-24-000038", "value_reported": 4.95, "split_factor": 1.0, "split_basis": null }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 5.72, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/", "accession": "0001478242-25-000045", "value_reported": 5.72, "split_factor": 1.0, "split_basis": null }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 7.29, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322", "value_reported": 7.29, "split_factor": 1.0, "split_basis": null }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 7.49, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322", "value_reported": 7.49, "split_factor": 1.0, "split_basis": null }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 7.84, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/", "accession": "0001628280-26-008322", "value_reported": 7.84, "split_factor": 1.0, "split_basis": null } ], "revenue_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 5099545000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459016012629/", "accession": "0001564590-16-012629" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 5460000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000119312517046709/", "accession": "0001193125-17-046709" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 5737000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1478242/000156459018002340/", "accession": "0001564590-18-002340" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 6878000000.0, "url": 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"insider_activity": { "coverage_through": "2026-10-30", "window_start": "2026-08-02", "missing_days": 1, "recent_transactions": [ { "txn_date": "2026-09-02", "insider_name": "Berkshire James G.", "role": "officer", "code": "S", "shares": 2668.0, "price": 261.33, "value": 697228.44, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026060755/" }, { "txn_date": "2026-08-03", "insider_name": "STAUB W RICHARD", "role": "officer", "code": "S", "shares": 5500.0, "price": 232.68, "value": 1279740.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026052703/" }, { "txn_date": "2026-07-31", "insider_name": "Patel Bhavik", "role": "officer", "code": "S", "shares": 1855.0, "price": 235.27, "value": 436425.85000000003, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026052701/" }, { "txn_date": "2026-07-29", "insider_name": "BOUSBIB ARI", "role": "officer", "code": "S", "shares": 4584.0, "price": 246.85, "value": 1131560.4, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051449/" }, { "txn_date": "2026-07-29", "insider_name": "BOUSBIB ARI", "role": "officer", "code": "S", "shares": 4465.0, "price": 247.1, "value": 1103301.5, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051449/" }, { "txn_date": "2026-07-29", "insider_name": "BOUSBIB ARI", "role": "officer", "code": "S", "shares": 53191.0, "price": 244.78, "value": 13020092.98, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051449/" }, { "txn_date": "2026-07-29", "insider_name": "BOUSBIB ARI", "role": "officer", "code": "S", "shares": 44039.0, "price": 246.08, "value": 10837117.120000001, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051449/" }, { "txn_date": "2026-07-29", "insider_name": "Cherofsky Keriann", "role": "officer", "code": "S", "shares": 558.0, "price": 245.21, "value": 136827.18, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051450/" }, { "txn_date": "2026-07-29", "insider_name": "Sherbet Eric", "role": "officer", "code": "S", "shares": 5000.0, "price": 249.16, "value": 1245800.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1478242/000162828026051451/" } ] }, "filings_and_news": { "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0001478242", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001478242&type=8-K", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001478242&type=4", "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001478242.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 3, "rank": null, "median": null }, "magic_formula": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 1, "rank": null, "median": null }, "momentum": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 3, "rank": null, "median": null }, "insider": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 3, "rank": null, "median": null }, "buffett": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 2, "rank": null, "median": null }, "lynch": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 2, "rank": null, "median": null }, "graham_enterprising": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 2, "rank": null, "median": null }, "piotroski": { "industry": "Services-Commercial Physical & Biological Research", "scored_peers": 2, "rank": null, "median": null } }, "dossier": { "url": "https://theclaudetrader.com/d/IQV.md", "written": "2026-10-28", "note": "librarian agent dossier: cited facts only, no opinions" }, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=IQV", "finviz": "https://finviz.com/quote.ashx?t=IQV", "stockanalysis": "https://stockanalysis.com/stocks/iqv/", "seeking_alpha": "https://seekingalpha.com/symbol/IQV", "openinsider": "http://openinsider.com/search?q=IQV", "google_news": "https://news.google.com/rss/search?q=IQV+stock" }, "limits": [ "Magic Formula: insufficient data (invested capital not positive (negative working capital exceeds fixed assets))", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/IQV.json", "stock_md": "https://theclaudetrader.com/s/IQV.md", "packet": "https://theclaudetrader.com/r/IQV.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/IQV; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }