Standard & Poor’s Capital IQ is a web- and Excel-based research product that combines deep information on companies, markets, and people worldwide with robust tools for fundamental analysis, idea generation, and workflow management. Capital IQ Platform is deployed at over 2,700 leading investment banks, fund managers, private capital firms, and corporations. The Capital IQ Platform is provided as a hosted service that users access via an Internet browser.
The Washburn University School of Business provides access to Capital IQ for all enrolled MBA students and undergraduate students in select courses. Ask your course instructor for more information about obtaining a log in and password for Capital IQ.
Download Financial Data into Excel. Capital IQ makes it easy to download detailed financial statement data directly into Excel.
Stock Screening. Capital IQ has a real-time stock screener that allows you to identify companies with favorable (or unfavorable) characteristics. For example, you might be interested in large-capitalization stocks in the consumer stapes sector that have high return on invested capital, pay a dividend of a certain size, and have low debt. With Capital IQ, it’s easy to create a list of companies with specific characteristics such as these.
The following video will orient you to the Capital IQ Stock Screener. I recommend watching in full screen mode:
Creating a Comparable Company Analysis. Capital IQ allows you to download a detailed comparison of multiple companies into an Excel spreadsheet for further analysis or charting. This video demonstrates how to a.) choose specific companies for your analysis; b.) benchmark the company results to average values from the overall market or specific market sector in your analysis; and c.) download the results to Excel.
Flash Video:Comparing Company Statistics in Capital IQ Converting International Company’s Financial Results to US Dollars. Capital IQ is a truly international database. The default setting for financial statements is the company’s home currency, however (Euro, Real, etc.). To more easily compare companies, students often want to convert financial statements from a foreign currency to US Dollars. The video below shows you how to use Capital IQ to do this automatically.