Capital IQ

What is Capital IQ?

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:

• Real-time data (stock prices)
• Valuation (Financial Modelling)
• Financial details
• Qualitative data (transcripts and other items)
• Global Market data (international markets)
• News and events
• Fixed Income information
• Credit ratings and research ratings
• Security valuation

Use of Capital IQ

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.