WallStSmart

IQVIA Holdings Inc (IQV)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 1536% more annual revenue ($266.89B vs $16.31B). IQV leads profitability with a 8.3% profit margin vs 6.7%. IQV appears more attractively valued with a PEG of 0.97. IQV earns a higher WallStSmart Score of 72/100 (B).

IQV

Strong Buy

72

out of 100

Grade: B

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

SHEL

Buy

57

out of 100

Grade: C

Growth: 2.7Profit: 5.5Value: 10.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IQVUndervalued (+49.1%)

Margin of Safety

+49.1%

Fair Value

$348.46

Current Price

$165.64

$182.82 discount

UndervaluedFair: $348.46Overvalued
SHELUndervalued (+71.2%)

Margin of Safety

+71.2%

Fair Value

$280.80

Current Price

$91.12

$189.68 discount

UndervaluedFair: $280.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

SHEL4 strengths · Avg: 8.5/10
Market CapQuality
$254.34B10/10

Mega-cap, among the largest globally

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.45B8/10

Generating 3.4B in free cash flow

Areas to Watch

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

Distress zone — elevated risk

SHEL4 concerns · Avg: 3.3/10
PEG RatioValuation
2.254/10

Expensive relative to growth rate

EPS GrowthGrowth
3.8%4/10

3.8% earnings growth

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, P/E Ratio, Price/Book.

Bear Case : IQV

The primary concerns for IQV are Altman Z-Score.

Bear Case : SHEL

The primary concerns for SHEL are PEG Ratio, EPS Growth, Profit Margin.

Key Dynamics to Monitor

IQV carries more volatility with a beta of 1.41 — expect wider price swings.

IQV is growing revenue faster at 10.3% — sustainability is the question.

SHEL generates stronger free cash flow (3.4B), providing more financial flexibility.

Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IQV scores higher overall (72/100 vs 57/100) and 10.3% revenue growth. SHEL offers better value entry with a 71.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Shell PLC ADR

ENERGY · OIL & GAS INTEGRATED · USA

Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.

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