Research Guides: Standard & Poor's Capital IQ: Research Reports (2024)

FAQs

How do I find research reports on cap IQ? ›

From your dashboard, or any other screen on Capital IQ, place your cursor over the tab titled Research, on the horizontal row of tabs near the top of the page. From there, type in the name or symbol of a company or mutual fund in the search box. Add other criteria as needed. Then press the Search button.

The Standard and Poor's Capital IQ Pro database provides data on banks, private equity firms, insurance companies, broker dealers and financial markets worldwide. Coverage includes ownership information, market analysis, filings, financial statements, mergers and acquisitions' data and sectoral news.

S&P Capital IQ Basic Formula: Enter =CIQ(Ticker, Data Item, Period and/or Date) into the desired cell, and you should get the specified data.

Capital IQ website includes financial data for the last ten years. If you need to go back further, consider requesting to use the Capital IQ Excel add-in or a different database.

Capital IQ (available in the Business Library): Search for the S&P 500 index (^SPX) to access its profile. In the Index Values section there is a drop-down menu to select a return type. Select a type and hit Go, and it will redirect to the Chart Builder tool where you can modify the date range to view historical data.

Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.

Capital IQ is available to students, faculty, researchers, and staff for non-commercial academic research.

Capital IQ is widely used by finance professionals for many aspects of their day-to-day jobs. Some of the most common uses of CapIQ include: Research companies and industries (investment banking, equity research, and others) Develop investment targets and ideas (asset management and portfolio management)

What does IQ mean in stocks? ›

The term Investability Quotient (IQ) refers to a proprietary tool developed by Standard and Poor's (S&P) that evaluated a stock's investment characteristics across a universe of companies. The IQ indicated a stock's medium- to long-term return prospects as well as its downside risk potential.

To access Quick Comps, click the quick comps link under the “Peer Analysis” section (highlighted in the image above). Hitting the Quick Comps option will take you to the page below. Capital IQ will automatically generate a list of comparable companies for AT&T based on industry and other factors.

Based on past stock market performance (S&P 500 total return index which includes dividends), it turns out that if you want to get to a million dollars (adjusted for inflation) in 30 years, you have to invest about $15,000 per year.

Total Equity = Common Stock + Preferred Stock + Additional Paid-in Capital + Retained Earnings - Treasury Stock.

On Capital IQ, ratios can be found with the Financials menu. Simply type a company name into the search box, load up the company profile and look to the left hand menu. You will find the Ratios option under the Financials/Valuations heading. Both current and historical rations are available.

S&P Capital IQ Financials provides global standardized financial statement data for over 150,000 companies, including over 95,000 active and inactive public companies.

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.

The S&P Capital IQ platform is your source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management. – Perform deep company and industry research.

In S&P Capital IQ (see access details): Open a company or index entry and view the Tearsheet. In Bloomberg (see access details): In the terminal, enter an equity followed by the DVD command and the <GO> key. The result includes a table with 12 Month Yield and Indicated Yield.

How do I find historical data of all stocks? ›

Online brokerage sites such as eTrade and TD Ameritrade or apps like Robinhood will have both real-time and historical quote data for customers and usually limited access for non-customers as well. Financial websites like Motley Fool or Google Finance will also provide quote information for both stocks and indices.

New York – January 5, 2023 – S&P Global (NYSE: SPGI), provider of credit ratings, benchmarks and analytics, has announced the acquisition of ChartIQ, a premier charting provider for the financial services industry.

Capital.com is considered trusted, with an overall Trust Score of 84 out of 99. Capital.com is not publicly traded and does not operate a bank. Capital.com is authorised by two tier-1 regulators (high trust) and one tier-2 regulator (average trust).

Clients can now easily access the most relevant ESG performance data for companies that you view on your CIQ Pro dashboard.

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.

A fully loaded Reuters Eikon terminal costs $1,800 per month. On average Reuters users stay with a setup costing around $800 and it starts at $300 for the bare bones version. That is dwarfed by the price of the Bloomberg terminal, which clocks in over $2,200 dollars per month, before additional live fees.

The S&P Capital IQ Excel Plug-in is a tool that will allow you to populate and update your spreadsheets with financial, market, transaction, macroeconomic and company data using unique S&P Capital IQ formulas. Building financial models typically entails hours of basic research and tedious data entry.

Is Investing in the S&P 500 Less Risky Than Buying a Single Stock? Generally, yes. The S&P 500 is considered well-diversified by sector, which means it includes stocks in all major areas, including technology and consumer discretionary—meaning declines in some sectors may be offset by gains in other sectors.

Is there a Capital IQ app? ›

The S&P Capital IQ Pro mobile app gives clients quick and easy access to the latest news, market data, filings, and company information in addition to our vast universe of high-quality data.

S&P Capital IQ (see access details) allows you to screen for private companies, including those with financial statements. Go to Screening--->Companies. Then, enter private company to select it as a company type; or enter private companies with financial statements to select it as a company type.

Their platform is well-designed and looks modern, and the spreads are reasonable. If you're not an experienced trader, IQ Option is not the best option because you won't be able to operate without leverage. It's also not possible to buy the real asset (e.g. stocks or ETFs), you can only invest in derivative products.

The Expert's Verdict. The expert's verdict is that IQ Option is legitimate. They are not a scam – on the contrary, they consistently rank on the list of best brokers for online trading. To make a decision, you should try the platform and its main features yourself.

Over the years, IQ Option has developed a reputation for being a great crypto broker with a wide range of coins. You can choose from many different digital assets, including majors and minors. These assets are an attractive option for traders who want a decentralized, if volatile, currency. Customer Support.

A well capitalized organization has the ability to access the cash necessary to cover its short- and long- term obligations, to weather downturns in the external operating environment, and to take advantage of opportunities to innovate.

Open Excel on one of the terminals in the library. Click on the S&P Capital IQ tab. Download the +WACC template by navigating to Templates\Valuation\+WACC. Select the +WACC template to display it on the screen.

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To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research menu, click on Company Research. Use filters to on the left-side menu to refine your search.

To access the application, clients should have a valid Client Link account. Consumers who do not have an account can contact their sales representatives. Institutional clients can filter research reports based on the investment profiles.

How do I get research and Markets reports for free? ›

How accurate are Wall Street analyst ratings? Some Wall Street analyst ratings are highly accurate, meaning their ratings lead to successful returns for investors. However, in the stock market, nothing is truly guaranteed. This means investors want to interpret analyst ratings with a healthy dose of skepticism.

Research Reports a.k.a Analyst Reports or Investment Banker Reports may focus on a stock or industry as well as financial instruments or geographic regions. Generally a research report is produced by the investment industry analysts in order to provide guidance to investors. Not all investment reports are public.

How Do I Find Analysts Reports? To access analysts reports on companies, using Bloomberg, type the symbol of the company, the country code (if needed), press the EQUITY button, type ANR, and then press GO. Alternately, from the security's analysis page, type ANR and press GO.

2 Earnings reports that have already been released can be found through the Securities and Exchange Commission's (SEC) website—SEC.gov—and other publications, such as Morningstar (as well as on a company's website).

Your best chance of getting a full-time offer at Morgan Stanley is to secure a Morgan Stanley internship. Problem is, it is not that easy. The acceptance rate for a Morgan Stanley internship is less than 2%. With tens of thousands of applicants per year, you have to stand out to get in.

How much does Goldman research cost? ›

Goldman Sachs annual research and development expenses for 2022 were $0.812B, a 46.84% increase from 2021. Goldman Sachs annual research and development expenses for 2021 were $0.553B, a 37.91% increase from 2020.

JPMorgan Plans to Charge $10,000 for Entry-Level Equity Research - Bloomberg.