GlaxoSmithKline PLC ADR (GSK)vsIQVIA Holdings Inc (IQV)
GSK
GlaxoSmithKline PLC ADR
$54.71
+3.32%
HEALTHCARE · Cap: $104.12B
IQV
IQVIA Holdings Inc
$165.64
-0.27%
HEALTHCARE · Cap: $28.11B
Smart Verdict
WallStSmart Research — data-driven comparison
GlaxoSmithKline PLC ADR generates 100% more annual revenue ($32.67B vs $16.31B). GSK leads profitability with a 17.5% profit margin vs 8.3%. GSK appears more attractively valued with a PEG of 0.50. IQV earns a higher WallStSmart Score of 72/100 (B).
GSK
Strong Buy70
out of 100
Grade: B
IQV
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.0%
Fair Value
$172.22
Current Price
$54.71
$117.51 discount
Margin of Safety
+49.1%
Fair Value
$348.46
Current Price
$165.64
$182.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 43 in profit
Earnings expanding 54.7% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 1.5B in free cash flow
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Earnings expanding 23.6% YoY
Areas to Watch
Trading at 10.1x book value
Elevated debt levels
Distress zone — elevated risk
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GSK
The strongest argument for GSK centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.5% and operating margin at 18.9%. PEG of 0.50 suggests the stock is reasonably priced for its growth.
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 : GSK
The primary concerns for GSK are Price/Book, Debt/Equity, Altman Z-Score.
Bear Case : IQV
The primary concerns for IQV are Altman Z-Score.
Key Dynamics to Monitor
GSK profiles as a mature stock while IQV is a value play — different risk/reward profiles.
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.
GSK generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
IQV scores higher overall (72/100 vs 70/100) and 10.3% revenue growth. GSK offers better value entry with a 66.0% margin of safety. Both earn "Strong Buy" and "Strong 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.
GlaxoSmithKline PLC ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
GlaxoSmithKline plc is dedicated to the creation, discovery, development, manufacture and marketing of pharmaceuticals, vaccines, over-the-counter drugs and health-related consumer products in the UK, US and internationally. The company is headquartered in Brentford, the United Kingdom.
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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