Capital IQ - Reliable, widely used, and adaptable
September 08, 2016

Capital IQ - Reliable, widely used, and adaptable

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Capital IQ

Capital IQ is primarily used for valuation purposes, including compiling statistics for comparable companies, whether publicly traded or on a precedent transactions basis. The product is used by the investment team, and helps address questions related to market data, valuation parameters for specific industries, and stock price performance over time.
  • 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.
  • Cap IQ has helped tremendously with employee efficiency when it comes to investment analysis and gaining market perspective. The service is relied upon for use in financial modeling as well.
  • Bloomberg
While Bloomberg has a much more comprehensive view of the markets and typically has more up-to-date information in terms of overall news, Cap IQ is easier to integrate into existing financial models, and the formula builder included with the Excel plugin makes it easy to pull relevant financial data as well as update it based on a specific time frame.
Reports typically generated with Cap IQ include stock price performance charts, precedent transaction analysis, public company comparables analysis, and individual company financial performance over time. The reports tend to meet our needs almost all of the time, and the Cap IQ help desk service is there to assist regarding more niche or esoteric requests.
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.

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