IQV vs NRG

Comparison between IQVIA Holdings Inc (IQV, Company) and NRG Energy Inc (NRG, Company).

IQV is from the Healthcare sector, while NRG is from the Utilities sector.

5-Year PerformanceNRG has outperformed IQV, delivering a return of +35.1% compared to -6.2%

IQV vs NRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQV(COMPANY)	NRG(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	51.52%	80.85%
Sharpe Ratio	0.55	-0.25
5Y Beta	1.06	1.58
Industry	Diagnostics & Research	Utilities - Independent Power Producers
P/E Ratio	20.96	112.54
Forward P/E	13.62	15.11
PEG Ratio	2.21	N/A
Dividend Yield	N/A	1.46%
5Y Dividends CAGR	N/A	12.67%
5Y EPS CAGR	30.82%	-1.11%
Debt to Equity	254.51%	475.05%
Free Cash Flow Yield	9.45%	-1.26%

Market Cap

Winner

IQV

$29B

NRG

$29B

Max Drawdown

Winner

IQV

51.52%

NRG

80.85%

Sharpe Ratio

Winner

IQV

0.55

NRG

-0.25

5Y Beta

Winner

IQV

1.06

NRG

1.58

Industry

IQV

Diagnostics & Research

NRG

Utilities - Independent Power Producers

P/E Ratio

Winner

IQV

20.96

NRG

112.54

Forward P/E

Winner

IQV

13.62

NRG

15.11

PEG Ratio

IQV

2.21

NRG

N/A

Dividend Yield

IQV

N/A

NRG

1.46%

5Y Dividends CAGR

IQV

N/A

NRG

12.67%

5Y EPS CAGR

Winner

IQV

30.82%

NRG

-1.11%

Debt to Equity

Winner

IQV

254.51%

NRG

475.05%

Free Cash Flow Yield

Winner

IQV

9.45%

NRG

-1.26%

IQV vs NRG - Historical Returns

Returns include dividend reinvestment.

Period	IQV	NRG
1 month	-2.98%	-14.50%
3 months	+3.55%	-24.99%
6 months	-21.01%	-15.98%
1 year	+18.32%	-15.13%
5 years(CAGR)	-6.24%	+35.14%
10 years(CAGR)	+9.93%	+26.46%
Max(CAGR)	+11.38%	+13.92%

Winner

IQV

-2.98%

NRG

-14.50%

Winner

IQV

+3.55%

NRG

-24.99%

IQV

-21.01%

Winner

NRG

-15.98%

Winner

IQV

+18.32%

NRG

-15.13%

5Y(CAGR)

IQV

-6.24%

Winner

NRG

+35.14%

10Y(CAGR)

IQV

+9.93%

Winner

NRG

+26.46%

Max(CAGR)

IQV

+11.38%

Winner

NRG

+13.92%

IQV vs NRG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	IQV	NRG
2026	-23.90%	-18.86%
2025	+15.52%	+73.98%
2024	-14.71%	+80.22%
2023	+13.50%	+68.65%
2022	-25.11%	-23.25%
2021	+59.76%	+22.64%
2020	+14.55%	+0.25%
2019	+35.17%	+4.63%
2018	+16.45%	+37.56%
2017	+27.26%	+132.94%
2016	+13.44%	+8.62%
2015	+16.16%	-55.93%
2014	+28.54%	-4.01%
2013	+10.05%	+27.52%
2012	N/A	+29.05%
2011	N/A	-8.62%
2010	N/A	-18.14%
2009	N/A	-0.13%
2008	N/A	-45.52%
2007	N/A	+55.26%
2006	N/A	+16.81%
2005	N/A	+33.07%
2004	N/A	+60.58%
2003	N/A	+13.77%

IQV vs NRG Drawdown Comparison

The maximum drawdown for IQV was -51.52%, occurring on May 23, 2025. This drawdown has not yet recovered.

The maximum drawdown for NRG was -79.42%, occurring on Jan 25, 2016. Recovery took 2808 trading sessions.

The current IQV drawdown is -39.32%. The current NRG drawdown is -26.97%.

Rank	IQV	NRG
#1	-51.52% Dec 30, 2021 - May 23, 2025	-79.42% Oct 18, 2007 - Dec 13, 2018
#2	-49.43% Feb 12, 2020 - Sep 2, 2020	-48.76% Mar 21, 2019 - Jan 25, 2021
#3	-29.32% Jul 29, 2015 - Sep 23, 2016	-32.63% May 25, 2022 - Nov 2, 2023
#4	-19.17% Sep 27, 2018 - Feb 12, 2019	-32.57% Feb 24, 2026 - May 19, 2026
#5	-14.91% Feb 19, 2014 - Jul 3, 2014	-26.22% Feb 26, 2025 - May 1, 2025
#6	-14.78% Jul 3, 2019 - Jan 17, 2020	-26.15% Mar 15, 2021 - Aug 6, 2021
#7	-12.77% Sep 2, 2020 - Oct 12, 2020	-22.98% Aug 31, 2021 - May 17, 2022
#8	-12.63% Nov 6, 2017 - Jul 17, 2018	-21.32% Oct 3, 2005 - Jan 13, 2006
#9	-11.60% Sep 30, 2016 - Feb 14, 2017	-20.65% Mar 1, 2005 - Aug 1, 2005
#10	-11.24% Oct 20, 2020 - Nov 9, 2020	-19.80% Jun 15, 2007 - Oct 17, 2007
#11	-10.45% Sep 11, 2014 - Nov 3, 2014	-19.65% Dec 12, 2003 - Jun 9, 2004
#12	-10.17% Aug 1, 2013 - Dec 24, 2013	-19.45% May 24, 2024 - Sep 20, 2024
#13	-10.13% Sep 2, 2021 - Nov 16, 2021	-19.39% Oct 29, 2025 - Feb 20, 2026
#14	-9.63% Jan 11, 2021 - Feb 11, 2021	-16.76% Aug 4, 2025 - Oct 29, 2025
#15	-8.65% Apr 10, 2019 - Jun 18, 2019	-15.25% Feb 10, 2021 - Mar 15, 2021