ICON plc (ICLR)$116.78
Market Cap: 11.36 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for ICON plc (ICLR).
HEALTHCARE
DIAGNOSTICS & RESEARCH
DCF ready
Valuation
9.7x
EV/FCF, 10.3% FCF yield
Quality
8.3%
ROIC, 13.5% FCF margin
Growth
24.2%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.3x current ratio
Superinvestors
7
Top: Glenn Greenberg (8.2%)
Strengths to research
- Revenue compounded at 24.2% over five years.
- Free cash flow compounded at 24.5% over five years.
- Free cash flow margin is healthy at 13.5%.
- Debt/equity looks manageable at 0.0x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ICLR.
Grade B
65
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| ICLR Target | ICON plc | $11.4B | 12.3x | 9.7x | 8.3% | 24.2% | 13.5% | N/A | -0.3x | N/A |
| ERFSF | Eurofins Scientific SE | $11.5B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| ILMN | Illumina Inc. | $12.4B | 26.5x | 11.8x | 31.2% | 6.0% | 21.4% | 66.1% | -1.3x | N/A |
| MEDP | Medpace Holdings Inc. | $8.6B | 28.3x | 11.9x | 98.3% | 22.3% | 26.9% | N/A | -0.9x | N/A |
| DGX | Quest Diagnostics | $19.8B | 22.3x | 18.5x | 7.7% | 3.2% | 12.3% | N/A | 2.5x | N/A |
| LH | Labcorp Holdings Inc. | $20.7B | 24.8x | 16.7x | 10.2% | -0.0% | 8.6% | 28.8% | -0.3x | N/A |
| NTRA | Natera Inc. | $21.4B | -133.7x | 186.2x | -12.2% | 42.6% | 4.7% | N/A | N/A | N/A |
| CRL | Charles River Labs | $5.9B | -55.1x | 10.9x | -4.6% | 6.5% | 12.9% | N/A | -0.5x | N/A |
| MTD | Mettler-Toledo International Inc. | $22.7B | 26.2x | 29.2x | 42.1% | 5.5% | 21.1% | 59.4% | N/A | N/A |
Financial Charts
No financial data available for ICLR (annual).
7 superinvestors own ICLR
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 4,351,317 | $482M | 0.64% | 0.0% |
| Glenn Greenberg Brave Warrior Advisors | 2,996,811 | $332M | 8.21% | 0.0% |
| Greenhaven Associates Greenhaven Associates | 2,002,411 | $222M | 3.65% | ▲ +11412.1% |
| Ruane Cunniff Sequoia Fund | 1,634,611 | $181M | 3.00% | 0.0% |
| Harry Burn Sound Shore | 626,958 | $69M | 2.32% | 0.0% |
| Steven Romick FPA Crescent Fund | 342,931 | $60M | 1.05% | ▼ -40.9% |
| Lee Ainslie Maverick Capital | 13,887 | $2M | 0.02% | 0.0% |