S&P Capital IQ Reviews

21 Ratings
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Score 7.9 out of 100

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Reviews (1-7 of 7)

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September 01, 2020
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
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Pros and Cons

  • S&P Capital IQ's blackline tool allows for the effortless comparison of changes in company filings over time.
  • The screening tool when searching for comparable companies and/or transactions is very comprehensive and customizable.
  • It allows users to customize their dashboards and tearsheets in any number of ways.
  • 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.
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April 14, 2017
Caitlin A. Mabe | TrustRadius Reviewer
Score 7 out of 10
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Verified User
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Pros and Cons

  • It was very helpful to be able to create your own table based on the information important to you. You could then export this table into an excel document.
  • It was very easy to use and had links to a list of competitors and supplier which proved to be beneficial.
  • I used Capital IQ mostly to value equity and fixed income securities. Sometimes it was easier to find what I was looking for on Bloomberg with the keyboard shortcuts. Then again there was some information that was much easier to obtain through Cap IQ.
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March 06, 2017
Becky Reid | TrustRadius Reviewer
Score 10 out of 10
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Pros and Cons

  • Exceptional customer service 24/7! They are always there and always give me exactly what I need usually within an hour or for larger research projects within 8 hours.
  • Extremely well-informed people on every level. They deal with complex and ever changing data with stellar expertise.
  • Always up, always accurate and they pay you if you find an error in their data. I have collected exactly twice in 15 years over thousands of companies and documents. It is a coupe to get a reward from SNL!
  • I have never been disappointed in their breadth or depth of information or their customer service. They are the best vendor I have ever used!
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February 23, 2018
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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Pros and Cons

  • You can use it on any device, and do not have to go to a terminal and leave your desk.
  • Interactive PDF reports can be exported, Bloomberg is not that good at this.
  • Balance sheets, Profit & Loss Statements and so on.
  • Sources. In Bloomberg, when you click on a figure anywhere it leads you to the source. That is a great feature, as in finance everything has to be backed with the original source.
  • Cannot always find the needed information, the menu is too complex.
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November 29, 2017
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • I really enjoy the screening tool and getting a sense of certain types of transactions that have occurred in the market.
  • I really like the company descriptions to get a sense of what the company does.
  • I found the private equity profiles, their investment criteria, and fund size extremely helpful when creating a buyer's list.
  • Sometimes the tool does not bifurcate the data as you need it when running the screening tool. For example, I cannot pull a certain advisor and its physical address. It would allow me to pull all advisor addresses on a deal.
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September 08, 2016
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • Data aggregation and charting. We consistently use Capital IQ's data collection abilities for comparing multiple indices and/or individual publicly traded securities.
  • Excel integration. Cap IQ's Excel plug-in is extremely useful for performing valuation analyses, and allows one to easily update key market metrics for ongoing use.
  • Transaction monitoring. Cap IQ maintains a reliable and continuously updated store of M&A transactions that one can reference for the purpose of analyzing deal activity in a particular industry subsector.
  • User Interface. While Cap IQ is generally user friendly, the software can be unwieldy on certain internet browsers, and methods for compiling specific market data can be challenging at times (as it relates to charting).
  • Debt Market Data. Cap IQ's capabilities on reporting bankruptcies and statistics related to bankruptcies could use some refining, particularly for investors who frequently look at distressed debt or special situations investments.
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What is S&P Capital IQ?

Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial. Capital IQ includes data and analytics on global financial markets and the companies and industries that comprise those markets. This intelligence can be used for a variety of purposes, from portfolio analysis to investment strategy, credit analysis, and analysis of regulatory requirements.

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