BamSEC vs. S&P Capital IQ

other than being essentially unusable on mobile/tablet, BamSec is second to none when it comes to efficiently searching through filings and transcripts. really like how it pre-sorts all a company's documents into PRs, 8-Ks, proxies, trancripts, 10-K/-Q, et cetera we also like that you can use screening function that enables searches across multiple companies or company lists

Incentivized

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.

Incentivized

• comparing similar tables across different SEC filings
• custom and general email alerts
• ability to pay for expert interviews
• ability to download raw pdf
• speed of updates
• highlighting capabilities
• can create a public link to share snippets

Incentivized

• Plugins that change and analyze analysis improve it.
• Capital IQ is user-driven, unlike other market participants, which helps streamline the dashboard and acquire accurate data.
• Any report or analysis delivers the most in fewest words. In this data-driven world.

Incentivized

• mobile website is unusable
• there is no mobile app
• note-taking can be finicky

Incentivized

• S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it.
• S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired.
• The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful.

Incentivized

[It's the] best ever.

Incentivized

not even comparable. Koyfin would take much much longer to feed new filings than BamSec the only place this beats BamSec is the mobile website, i really hope BamSec can get their act together on that front

Incentivized

We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.

Incentivized

• efficiency of research
• ROI
• no need to proactively look after setting alerts

Incentivized

• We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal.
• Brought more interactive reports in PDF format to the table.
• Saved some money, if I have to go basic.

Incentivized