S&P Capital IQ Platform
User Guide
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Not for distribution to the public.
For client support:
Chat : contact us button up right on platform
Phone: +44 0207 176 1234
Email: support.ciq@spglobal.com
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Key Differentiators & Benefits
Analyze companies with top accurate data
Generate investment ideas via the Screening
tool
Feed your models directly via the Excel plug-in
and save time by automatizing your workflow
Chart any data with the help of our different
charts
Contact our 24 hours Client Support by mail,
phone or chat
Find additional exit opportunities via our Find
Buyers tool
Monitor your market and stay up to date with
trends and opportunities via Watch Lists
Access reports from our brokerage,
independent, and market research providers
Generate comps with our Quick comps
algorithm (works for transactions, companies,
fixed income, news)
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Getting started
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1. Logging in
2. Navigating Homepage/Dashboard
3. Navigating a Company Tearsheet
4. Auditing Financials
5. Estimates
6. Transaction Details
7. Fixed Income Summary
8. Ownership Details
9. Professionals
10. News, Events & Transcripts
11. Key Developments
12. Annotated Stock Chart
13. Quick Comps
14. Screening
15. Find Buyers
16. Market Analysis
17. Office Plug-in Download
18. Excel Templates
19. Training and support
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2. Navigating Homepage/Dashboard
5
24 hours
Client
Support
(chat, mail,
phone)
To search
for public,
private
companies,
indices,
people, type
the name in
the search
box
Setup and
choose your
dashboard
welcome
page
Add custom
widgets to
your
dashboard
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3. Navigating a Company Tearsheet
6
All the relevant information on a company will be
shown in the Left bar (Financials, Estimates,
Transactions, etc.)
Customize page, download
latest financials and export
data
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4. Auditing Financials
7
Clicking on a underlying figure will open the
latest report from which the data has been
taken
Click on any financial item to see details on
data standardization
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5. Estimates
8
Audit the detailed breakdown of the consensus.
Download analyst report directly here
Create your own customized consensus
View the estimate based on the consensus of our
contributors
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6. Transaction Details
9
Customize and view a summary of M&A
transactions, Buybacks, IPOs and Spin-offs
Click into the date to get additional information
on the deal: synopsis, size, multiples,
advisors, filings
Once on a transaction, use our Quick
Transaction Comps or Find similar transactions
tools to find transaction comps
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7. Fixed Income Summary
10
Get a 360° view of the debt profile of a company
Expand each security for a detailed overview of terms
& conditions
Click on the maturity date of each security to get
pricing, ytw, covenants, etc.
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8. Ownership Details
11
Get a detailed view of positions with %, position date
and history of holdings
Access public and private ownership data via the
investors tab
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9. Professionals
12
Deep profiles
of
executives,
board
directors,
and
investments
professionals
Scope of information includes education, biography,
contact data, board membership, etc.
Instantly map out a person’s relationship
network via Relationship Tree or path
functions
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10. News, Events & Transcripts
13
View filtered News, Event Calendars,
Transcripts and Key Developments
Click on the Events Calendar and add company
events of your choice directly into Outlook
PDF, Word, Audio and presentations transcripts
available
See competitors transcripts in one click
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11. Key Developments
14
View filtered News, Event Calendars,
Transcripts and Key Developments
Click on each date to obtain more details
or click on the « + » button to just see
synopsis
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12. Annotated Stock Chart
15
Charting tools including annotated
charts with potential market
moving headlines
Compare your company with
another one or with indices
Choose the metrics you want
to chart
Select the annotation of your
choice
Export it to Excel
(graphs and data)
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13. Quick Comps
16
Get a quick list of company comps
and directly compare them with
each other
Quickly visualize a company
information via the « i » button
and look for additional comps via
the « QC » button
Set up your own visualization
templates and add companies
you want to compare
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14. Screening (1/2)
17
Filter with 1000+ criteria data points:
industry, geography, business
description, financials, estimates,
ratios, key devs, firm type, etc.
Easily navigate between different
screener types while keeping filter
criteria
The Screening tool
allows you to filter
out the whole
database of
Companies,
Transactions,
People, Fixed
Income, Equities
and Key Devs
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14. Screening (2/2)
18
Easily edit your criteria
Double check your criteria via the « Where
is my company? » button and adjust them
to have the most precise result, or simply
check if the company of your choice
matches your criteria
Visualize your results quickly,
create tailor-made templates ans
save screens to receive alerts,
share them with colleagues or
integrate within Excel
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15. Find Buyers
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The more of these criteria a buyer meets,
the higher the score will be.
Easily access the underlying investments
by clicking on « + »
Green check makes the criteria
compulsory whereas grey checks
makes it optional
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16. Market Analysis
20
Works with tabs and widgets
like the dashboard
homepage
Market Analysis provides industry
details, financial aggregates,
performance, news, upcoming
events and transactions
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17. Office Plug-in Download
21
Download the Office (Word, Excel,
Powerpoint) plug-in. This may need
in some vases your IT/MIS
department admin rights depending
on your computer networks
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18. Excel Templates
22
Right-click to audit financials and
reach same calculation details as
on the platform.
Click then on hyperlinks to reach to
the source document
Once Plug-in installed, use it
instantaneously on Excel with our
formula builder and templates
(more than +180)
Capital IQ’s modeling team is
available to create and convert
models for you. To create a model,
please contact our client support
team (mail, chat or phone)
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Help Section on the platform - https://www.capitaliq.com/help/sp-capital-iq-help.aspx
Training Webinars and recordings - https://www.capitaliq.com/help/sp-capital-iq-help/training-
webinars.aspx
Training Videos: https://www.capitaliq.com/help/sp-capital-iq-help/training-videos.aspx
Client Chat : IM Client Support (contact us button up right on platform)
Calling our Client Support Team – +1 888 806 5541
Emailing our Client Support team – support.ciq@spglobal.com
19. Training and Support
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24
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Permission to reprint or distribute any content from this presentation requires the prior approval of S&P Global Market Intelligence.
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