WallStSmart

EXACT Sciences Corporation (EXAS)vsIQVIA Holdings Inc (IQV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

IQVIA Holdings Inc generates 402% more annual revenue ($16.31B vs $3.25B). IQV leads profitability with a 8.3% profit margin vs -6.4%. IQV earns a higher WallStSmart Score of 72/100 (B).

EXAS

Avoid

32

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 5.0Quality: 5.3
Piotroski: 4/9Altman Z: 0.01

IQV

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 7.0Value: 10.0Quality: 4.3
Piotroski: 4/9Altman Z: 1.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for EXAS.

IQVUndervalued (+49.1%)

Margin of Safety

+49.1%

Fair Value

$348.46

Current Price

$165.64

$182.82 discount

UndervaluedFair: $348.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXAS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

IQV3 strengths · Avg: 8.3/10
Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

PEG RatioValuation
0.978/10

Growing faster than its price suggests

EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

Areas to Watch

EXAS4 concerns · Avg: 3.0/10
Price/BookValuation
8.3x4/10

Trading at 8.3x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-8.7%2/10

ROE of -8.7% — below average capital efficiency

Altman Z-ScoreHealth
0.012/10

Distress zone — elevated risk

IQV1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.332/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : EXAS

The strongest argument for EXAS centers on Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.

Bull Case : IQV

The strongest argument for IQV centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : EXAS

The primary concerns for EXAS are Price/Book, EPS Growth, Return on Equity.

Bear Case : IQV

The primary concerns for IQV are Altman Z-Score.

Key Dynamics to Monitor

EXAS profiles as a growth stock while IQV is a value play — different risk/reward profiles.

EXAS carries more volatility with a beta of 1.44 — expect wider price swings.

EXAS is growing revenue faster at 23.1% — sustainability is the question.

IQV generates stronger free cash flow (561M), providing more financial flexibility.

Bottom Line

IQV scores higher overall (72/100 vs 32/100) and 10.3% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

EXACT Sciences Corporation

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Exact Sciences Corporation offers cancer screening and diagnostic test products in the United States and internationally. The company is headquartered in Madison, Wisconsin.

IQVIA Holdings Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

IQVIA, formerly Quintiles and IMS Health, Inc., is an American multinational company serving the combined industries of health information technology and clinical research. It is a provider of biopharmaceutical development and commercial outsourcing services, focused primarily on Phase I-IV clinical trials and associated laboratory and analytical services, including consulting services.

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