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ICLR

NEUTRAL
$106.81 Live
ICON Public Limited Company · NASDAQ
Target $131.92 (+23.5%)
$66.57 52W Range $211.0

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 12, 2026
Market cap
$8.31B
P/E
14.39
ROE
6.3%
Profit margin
7.4%
Debt/Equity
0.38
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ICLR presents a stark divergence between fundamental stability and growth performance. While the Piotroski F-Score of 7/9 indicates strong financial health and the stock trades below its book value (P/B 0.87) and Graham Number ($142.86), the growth profile has collapsed with YoY earnings plummeting -98.7%. The company is fundamentally sound from a balance sheet perspective, but the extreme PEG ratio (17.68) and bearish technical trend suggest a value trap unless the recent earnings crash is a one-time anomaly.

Key Strengths

Strong Piotroski F-Score (7/9) indicating robust financial health
Trading at a discount to book value (P/B 0.87)
Conservative leverage with a low Debt/Equity ratio of 0.38
Attractive Forward P/E of 8.68 compared to sector averages
Strong defensive valuation based on the Graham Number ($142.86)

Key Risks

Catastrophic collapse in YoY earnings growth (-98.70%)
Stagnant revenue growth (0.60% YoY) indicating a lack of expansion
Extreme PEG ratio (17.68) suggesting the price is not supported by growth
Severe bearish momentum with a 41.8% decline over the last 6 months
Significant earnings miss in the most recent quarter ($0.03 actual vs $2.38 estimate)
AI Fair Value Estimate
Based on comprehensive analysis
$102.5
-4.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
46
Moderate
Value
85
Future
15
Past
40
Health
90
Dividend
0
AI Verdict
Value Play with Growth Crisis
Key drivers: Strong balance sheet, Earnings collapse, Deep value metrics, Bearish price action
Confidence
90%
Value
85/100

Strong defensive value; Graham Number suggests significant upside if fundamentals stabilize.

Positives
  • P/B < 1.0
  • Price below Graham Number
  • Low Forward P/E
Watchpoints
  • Intrinsic value based on growth is significantly lower ($51.94)
Future
15/100

Growth metrics are currently non-existent or destructive.

Positives
  • Analyst target price ($131.92) remains above current price
Watchpoints
  • Negative earnings growth
  • Flat revenue growth
  • High PEG ratio
Past
40/100

Historical consistency has been erased by recent quarterly performance.

Positives
  • Long history of meeting/beating estimates prior to 2025
Watchpoints
  • Severe 5-year price decline (-45%)
  • Recent massive earnings surprise miss (-98.7%)
Health
90/100

Financial structure is very healthy and low-risk regarding insolvency.

Positives
  • Piotroski F-Score 7/9
  • Low Debt/Equity (0.38)
  • Current ratio > 1.0
Watchpoints
  • Altman Z-Score not provided
Dividend
0/100

Not a dividend-paying stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$106.81
Analyst Target
$131.92
Upside/Downside
+23.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ICLR and closest competitors.

Updated 2026-04-10
ICL
ICON Public Limited Company
Primary
5Y
-45.0%
3Y
-49.2%
1Y
-25.1%
6M
-41.8%
1M
+1.4%
1W
-6.5%
ATR
AptarGroup, Inc.
Peer
5Y
-3.9%
3Y
+15.9%
1Y
-20.1%
6M
-21.4%
1M
+2.6%
1W
+1.0%
BTS
BrightSpring Health Services, Inc.
Peer
5Y
+298.8%
3Y
+298.8%
1Y
+153.9%
6M
+54.4%
1M
+3.9%
1W
+3.0%
CYT
Cytokinetics, Incorporated
Peer
5Y
+170.7%
3Y
+87.1%
1Y
+81.9%
6M
+8.8%
1M
+4.9%
1W
-0.7%
AVT
Avantor, Inc.
Peer
5Y
-61.5%
3Y
-48.8%
1Y
-46.0%
6M
-17.0%
1M
+4.6%
1W
-3.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
14.39
Forward P/E
8.68
PEG Ratio
17.68
P/B Ratio
0.87
P/S Ratio
1.03
EV/Revenue
1.39
EV/EBITDA
7.4
Market Cap
$8.31B

Profitability

Profit margins and return metrics

Profit Margin 7.4%
Operating Margin 12.67%
Gross Margin 28.16%
ROE 6.27%
ROA 4.2%

Growth

Revenue and earnings growth rates

Revenue Growth +0.6%
Earnings Growth -98.7%
Q/Q Revenue Growth +0.63%
Q/Q Earnings Growth -98.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.38
Low debt
Current Ratio
1.06
Good
Quick Ratio
1.01
Good
Cash/Share
$6.14

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Revenue
$2.0B
Gross Margin
27.1%
Op. Margin
12.7%
Net Margin
0.1%
Total Assets
$16.5B
Liabilities
$7.2B
Equity
$9.3B
Debt/Equity
0.77x
Operating CF
$0.4B
CapEx
$-0.1B
Free Cash Flow
$0.3B
FCF Yield
86%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-16
$N/A
2025-10-22
$0.03
-98.7% surprise
2025-07-23
$3.26
+2.4% surprise
2025-04-30
$3.19
+3.1% surprise

Healthcare Sector Comparison

Comparing ICLR against 264 companies in the Healthcare sector (20 bullish, 87 neutral, 157 bearish)
P/E Ratio
14.39
This Stock
vs
88.64
Sector Avg
-83.8% (Discount)
Return on Equity (ROE)
6.27%
This Stock
vs
-46.09%
Sector Avg
-113.6% (Below Avg)
Profit Margin
7.4%
This Stock
vs
-19.58%
Sector Avg
-137.8% (Weaker)
Debt to Equity
0.38
This Stock
vs
4.1
Sector Avg
-90.7% (Less Debt)
Revenue Growth
0.6%
This Stock
vs
88.16%
Sector Avg
-99.3% (Slower)
Current Ratio
1.06
This Stock
vs
3.58
Sector Avg
-70.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
13 analysts
BMO Capital
2026-03-26
up
Market Perform Outperform
Citigroup
2026-03-11
Maintains
Neutral Neutral
Barclays
2026-03-09
Maintains
Equal-Weight Equal-Weight
Jefferies
2026-02-23
up
Hold Buy
TD Cowen
2026-02-18
up
Hold Buy
TD Cowen
2026-01-22
Maintains
Hold Hold
Truist Securities
2026-01-08
down
Buy Hold
Barclays
2025-12-15
Maintains
Equal-Weight Equal-Weight
BMO Capital
2025-11-13
init
Market Perform
TD Cowen
2025-10-24
Maintains
Hold Hold

Past News Coverage

Recent headlines mentioning ICLR from our newsroom.

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