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S&P Capital IQ at the Library: Capital IQ Overview

How To...

Use this section of the guide and the screenshots to explore different data points that Capital IQ offers for each company that it covers. This includes: Company History & Summary, Business Segments, Executives, Financials/Valuations, Company News, Industry Classifications, Competitors, and M&A information.

S&P Capital IQ

Use These Screenshots as a Guide to Capital IQ

  • Use the Search Box to enter your company name and hit enter; the Company Profile will display.
  • Look at the Business Description for a brief summary of the company.
  • The Long Business Description may give you more information, including a section about the company history.
  • Stock Price, Office Location, and Primary Industry Classification is also located on this page.

 

Use These Screenshots as a Guide to Capital IQ

  • Click on Segments to see a breakdown of the financials of the company's Business Segments.
  • Click on View All Descriptions for specifics about each segment.

 

Use These Screenshots as a Guide to Capital IQ

  • Use Professionals to display a list of the company's executives.
  • Read through these to find out who is in charge of each business segment.
  • Explore the other links under People (Board Members, Committees, & Compensation) for additional information.

 

Use These Screenshots as a Guide to Capital IQ

  • Look under Financials/Valuation for Key Stats, Incomes Statement, Cash Flow, Multiples, etc.
  • Use these tools to help assess the company's financial health.

 

Use These Screenshots as a Guide to Capital IQ

  • Scroll down to Key Developments to get recent news on the company. This may not be covered in standard news resources.
  • There are different Types of developments, including: M&A Rumors and Discussions, Product-Related Announcements, Executive/Board Changes, and more.
  • Clicking the plus sign will give you a brief overview of the development.
  • Click directly on the date to get more information.

 

Use These Screenshots as a Guide to Capital IQ

  • Click on Industry Classifications to display the industries that Capital IQ has associated with the company.
  • Scroll to the bottom of the page to find the SIC Codes.
  • The NAICS code is not given, so consult a resource like the SIC to NAICS Crosswalk to find a NAICS equivalent.

 

Use These Screenshots as a Guide to Capital IQ

  • Under Peer Analysis, Quick Comps shows you a list of competitors and allows for benchmarking.
  • Explore the various tabs (Financial Data, Trading Multiples, Operating Statistics, etc.) for more.

 

Use These Screenshots as a Guide to Capital IQ

  • Clicking on M&A/Private Placements will take you to a list of Mergers & Acquisitions, Private Placements, Buybacks, and Spin Off/Split Offs associated with the company.
  • Click on the date associated with the deal to get more information about it.