Critical Analysis: IQVIA (NYSE:IQV) & Bullfrog AI (NASDAQ:BFRG)

IQVIA (NYSE:IQV) and Bullfrog AI (NASDAQ:BFRG) are both healthcare companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, dividends and profitability.

Institutional and Insider Ownership

89.6% of IQVIA shares are owned by institutional investors. Comparatively, 1.0% of Bullfrog AI shares are owned by institutional investors. 1.7% of IQVIA shares are owned by company insiders. Comparatively, 14.7% of Bullfrog AI shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent ratings and target prices for IQVIA and Bullfrog AI, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
IQVIA	0	3	13	1	2.88
Bullfrog AI	1	1	0	0	1.50

IQVIA presently has a consensus price target of $248.00, suggesting a potential downside of 6.97%. Given IQVIA’s stronger consensus rating and higher probable upside, analysts plainly believe IQVIA is more favorable than Bullfrog AI.

Volatility and Risk

IQVIA has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500. Comparatively, Bullfrog AI has a beta of -2.71, suggesting that its share price is 371% less volatile than the S&P 500.

Profitability

This table compares IQVIA and Bullfrog AI’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
IQVIA	8.10%	30.25%	6.54%
Bullfrog AI	N/A	-150.36%	-127.98%

Valuation & Earnings

This table compares IQVIA and Bullfrog AI”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
IQVIA	$16.98 billion	2.58	$1.36 billion	$8.06	33.08
Bullfrog AI	$120,000.00	71.07	-$6.50 million	($0.46)	-1.00

IQVIA has higher revenue and earnings than Bullfrog AI. Bullfrog AI is trading at a lower price-to-earnings ratio than IQVIA, indicating that it is currently the more affordable of the two stocks.

Summary

IQVIA beats Bullfrog AI on 13 of the 15 factors compared between the two stocks.

About IQVIA

IQVIA Holdings Inc. engages in the provision of advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The Technology & Analytics Solutions segment offers a range of cloud-based applications and related implementation services; real world solutions that enable life sciences and provider customers to generate and disseminate evidence, which informs health care decision making and improves patients’ outcomes; and strategic and implementation consulting services, such as advanced analytics and commercial processes outsourcing services. This segment also provides country level performance metrics related to sales of pharmaceutical products, prescribing trends, medical treatment, and promotional activity across various channels, including retail, hospital, and mail order; and measurement of sales or prescribing activity at the regional, zip code, and individual prescriber level. The Research & Development Solutions segment offers project management and clinical monitoring; clinical trial support; strategic planning and design services; and patient and site centric solutions, as well as central laboratory, genomic, bioanalytical, ADME, discovery, and vaccine and biomarker laboratory services. The Contract Sales & Medical Solutions segment provides health care provider and patient engagement services, and scientific strategy and medical affairs services. It serves pharmaceutical, biotechnology, device and diagnostic, and consumer health companies. The company has a collaboration with argenx SE. The company was formerly known as Quintiles IMS Holdings, Inc. and changed its name to IQVIA Holdings Inc. in November 2017. The company is headquartered in Durham, North Carolina.

About Bullfrog AI

Bullfrog AI Holdings, Inc., through its subsidiaries, operates as a digital biopharmaceutical company that focuses on artificial intelligence and machine learning (AI/ML) driven analysis of data sets in medicine and healthcare in the United States. The company offers bfLEAP, an analytical AI/ML platform for the analysis of preclinical and/or clinical data. It also has licensing agreements with George Washington University for rights to use siRNA targeting Beta2-spectrin in the treatment of human diseases, including hepatocellular carcinoma, obesity, non-alcoholic fatty liver disease, and non-alcoholic steatohepatitis; and Johns Hopkins University for the use of a formulation of Mebendazole for the treatment of glioblastoma, and human cancer or neoplastic disease. The company was founded in 2017 and is based in Gaithersburg, Maryland.