S&P Capital IQ vs. Global Database Sales & Marketing Platform

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

I haven't tried all of their solutions. We use their sales and marketing platform and data enrichment and it is a great fit for our lead generation needs. We use their data to help our clients achieve their goals too and have been satisfied so far. The platform is easy to use, and filters are pretty straightforward. An example of how we use it is take a certain region, industry, number of employees, some other criteria based on the task and what we get is a list of companies. We either narrow down the results by adding more requirements or export that data to our automation tools to start our campaigns.

• 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

• Extensive company profiles.
• Efficient data enrichment.
• Information about companies that is hard to find manually.
• Great customer support and friendly team.
• We have not hit invalid emails so far.

• 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

• For some regions it takes a bit longer to find the required data, but I guess it's more of an availability issue rather then the company's fault. They tell us though how long it may take so we can make plans accordingly.

[It's the] best ever.

Incentivized

The platform and data proved to be useful for the goals we pursue, so data quality and lead generation is what I rate their usability for.

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

• 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

• We save a lot in costs and time.