A Capital IQ is a platform designed by Standard & Poor and it is widely used in investment banking, equity research, asset management and so on. The capital IQ renders research, data and analysis on private and public companies to assist professionals finance experts in the analysis. It helps transactions such as mergers and acquisitions and investment recommendations such as those made by equity research.
Information by Capital IQ
Capital IQ gives a lot of information and data to its clients. The main categories of information about Capital IQ are as follows:
Capital IQ is widely used by finance professionals daily. Some of the common uses are:
Conduct research of companies and industries (investment banking, equity research and others)
Build excel models (financial modelling)
Develop investment ideas (asset management and Portfolio management)
Monitor companies and markets
Analyze credit risk (commercial banking)
Quantitative research
Manage risk & exposure (risk management)
Benefits of Capital IQ
Capital IQ saves a lot of time for the financial experts and gets an analysis done as efficiently as possible. Some of the benefits of Capital IQ are as follows:
1. Excel Plugin
In excel plugin, you can get data queries from the database directly in your spreadsheet. You can get all the information about revenue, EBITDA, individual analyst estimates, share prices, Balance Sheet, cash flow and so on.
2. Dynamic Presentation
Capital IQ has a PowerPoint plugin, which allows you to make charts, graphs and tables which automatically gets updated without copy and paste. This is a time saver for the financial analysts who often spend time in excel and PowerPoint.
3. Use of Financial Modeling
Capital IQ is an excellent tool for the financial modelling professionals, which incorporates the excel plugin with a traditional excel workbook, analysts and create much more dynamic models and build them faster. With the help of historical company information with equity analysts forecasts, it can automate a large part of the financial model building process. Capital IQ gives custom templates for the clients where they can make Industry-specific models for them.
Capital IQ is primarily used for valuation purposes, including compiling statistics for comparable companies, whether publicly traded or on a precedent transactions basis.
The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more. The Capital IQ platform provides research, data, and analysis on private and public companies to help finance professionals perform an analysis.
Open Excel program > click “S&P Capital IQ” Ribbon > click "Screening" button > then “Download Screens” window popups > select the saved screen/file in the list > after the saved CIQ screen opens, click button “Formula Builder” which is located by "Screening" button.
CIQ has global listed company accounts with a back file of 20+ years. For longer time series of US equities use the Compustat option from the side menu. Use the Excel add-in to download detailed accounts or to upload a list and select the metrics you need.
Capital IQ stands out for its comprehensive coverage of both public and private companies, its user-friendly interface, and the quality and depth of its data. However, it can be expensive, potentially limiting access for smaller firms or individual users.
Capital IQ pricing starts at $13,000 per user per year with a minimum of 3 users and drops to as low as $7,500 per user per year for larger numbers of users. However, pricing can go up significantly with additional features.
What is FactSet Best For? Investment bankers. FactSet is comparable to Capital IQ in terms of scope of data and functionality. Much of Capital IQ's early strength has been bridged by FactSet, which now boasts its own set of comprehensively scrubbed financial data, estimates and click-through functionality.
Founded in 1999, Capital IQ started as a provider of software and analytics related to the markets. It was sold to publisher McGraw-Hill Financial in 2004 for more than $200 million. McGraw-Hill Financial was rebranded as S&P Global in 2016, and Capital IQ was rebranded as S&P Capital IQ.
The S&P Capital IQ Estimates dataset is the most comprehensive global estimates based on projections, models, analysis and research. This dataset can be used to evaluate earnings estimates to select stocks and manage investment performance and to track the direction and magnitude of upgrades and downgrades and more.
Keep up with the latest research from leading analysts worldwide with the extensive collection of broker and independent research reports provided by S&P Capital IQ™.
Additionally, CIQ includes features such as company and transaction screeners, stock price and yield curve charting, and compatibility with Microsoft Excel. This software is excellent for those looking to perform detailed industry and company research such as DCF and Comparable analysis.
S&P Capital IQ Estimates are collected from broker research reports or from estimates feeds provided by the brokers directly. Our estimates data set does not include automated/computer-generated estimates. Vendors may use different criteria to determine which contributors to add to their network.
Hobby: LARPing, Kitesurfing, Sewing, Digital arts, Sand art, Gardening, Dance
Introduction: My name is Amb. Frankie Simonis, I am a hilarious, enchanting, energetic, cooperative, innocent, cute, joyous person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
