S&P Capital IQ vs. Winmo

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

Winmo is best suited when you know which company you are looking for, but are missing some information, including key contacts, agency relationships, and quarterly advertising budgets. Scenarios where it is less appropriate are when you already know which company/contact you are looking for, and you are merely looking for company info to provide context

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

• Allows us to view information from companies in the industry to stay on top of industry news and trends.
• It provides a large database of clients and important companies, with the contacts of managers and executive staff.
• Allows us to export the list of contacts and clients to Excel or Salesforce for the weekly reports that we make in the agency.

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

• The contact info can be somewhat stale...it pays to double-check LinkedIn first to see if a particular contact still has that position.
• Would like to see more info on lesser-known brands, since the big brands often mentioned are already inundated with sales inquiries.

Incentivized

[It's the] best ever.

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

I've used a few different services like Winmo, one of them being seamless. Winmo was a lot easier to use and the information that I gather from Winmo seems to be a lot more accurate and easy to navigate. User experience is a big deal, the easier to find information the better.

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

• There has been a positive ROI in terms of list building.
• The ROI has also been positive in terms of competitive research.
• The ROI has been negative in terms of data quality. When the sales team actually starts using the data as-is without putting in some of their own time to clean the data.

Incentivized