Capital-IQ-Quick-Start-Guide

CapitalIQQuickStartGuide1TableofContentsIntroduction..................................................................................................................................................2WhatisCapitalIQ?....................................................................................................................................2MyCapitalIQ.................................................................................................................................................2Instructions:..............................................................................................................................................2KeyFunctions................................................................................................................................................3ReportBuilder...........................................................................................................................................3Companies................................................................................................................................................4Financials/Valuation..................................................................................................................................5Estimates...................................................................................................................................................6Markets.....................................................................................................................................................7Screening...................................................................................................................................................82IntroductionWhatisCapitalIQ?CapitalIQisawebandExcel-basedfinancialresearchapplicationproducedbyStandard&Poor’s.Itorganizeshistoricalinformationoncompanies,markets,transactions,andpeopleworldwide,providingclientswiththedatanecessarytoanalyzecompanyfundamentals,buildfinancialmodels,screenforinvestmentideas,andexecuteotherfinancialresearchtasks.Someuser-friendlyfeaturesareitschartbuilder,screeningtoolandExcelPlug-inmodelingtools.ThisdocumentfocusesonthebasicsofCapitalIQandaimstoprovideaguideforthebeginneruserandactasareferencefortheexperienceduser.CapitalIQisorganizedbysixTopMenuoptions-MyCapitalIQ,Companies,Markets,Screening,Charting,andCoverage.MyCapitalIQInstructions:WhenyouopenCapitalIQfromthedesktopicon,theweb-basedsoftwareisautomaticallyloggedinandreadytouse,openingtothe“MyCapitalIQ”page.EveryCapitalIQpagefollowsthesamelayout:TopMenuBar:providesaccesstootherfeatureofCapitalIQsuchas“Companies”,“Markets”,“Screening”,Charting”,and“Coverage”.LeftMenu:listoffunctionsthatarespecifictoeachoptionoftheTopMenubarBody:displaysselectedinformation3KeyFunctionsReportBuilderCapitalIQ’shasmanyuser-friendlyfeaturesincludingtheReportBuilder.ThisfunctionallowsclientstodevelopacustomformattedreportoftheirCapitalIQfindings.4CompaniesCompanyIntelligenceprovidescomprehensiveinformationonover60,000publiccompanies,685,000privatecompanies,10,600privatecapitalfirms,312,000transactionsand985,000professionalsworldwide.Tosearchforacompany,either:1.ClickontheCompaniestabintheTopMenuandselecttheSearchProfilesoption2.UsetheSearchBoxatthetopofthepage,abovetheTopMenuClientsarepresentedwithalistofmatchesfromwhichtheycanchoosetheirdesiredcompany,andwillthenbedirectedtoitsTearsheet.TheTearsheetpageprovidesacompany’sbasicbusinessdescription,industryclassification,currentandpriorinvestors,primaryofficelocation,stockinformation,financialstatistics,keyexecutivesandcurrentandpendingsubsidiaries.BelowisascreenshotofAppleInc.’sTearsheet:5Financials/ValuationThisfunctionontheleftmenuprovidesadetailedlistoffinancialinformationusedtoanalyzeandvaluatecompanies.Intheimagebelow,outlinedinred,youcanfindkeystatistics,IncomeStatement,BalanceSheet,andmuchmore.UsersalsohavetheoptiontodownloadthisinformationinanExcelsheetforfurtheranalysis.ThebuttonfordownloadisbelowtheTopmenu,outlinedinblueonthebelowdiagram.6EstimatesThispagesummarizesanalysts’predictionsforthecompany.TheEstimatespageprovidescurrentpricinginformation,buyorsellrecommendations,long-termgrowthrate%,andotherestimateinformation.ThescreenshotbelowshowstheEstimatespageforAppleInc.:7MarketsTheMarketAnalysispageprovidesaquickanalysisontheentireindustry,dividedintotenmajorsectors,aswellasin-depthresearchonselectedsectors.Twoofthemostusefulsectionsare:IndustryPerformance–highlightssomeofthebestandworstperformingindustries.Inaddition,userscanviewagraphcomparingtheperformanceoftenmajorsectorstotheS&P500Index.SectorPerformance-listskeyfinancialsandratiostogiveusersaclearpictureofthepositionofeachindustryinthemarket.BelowisscreenshotoftheMarketPage:8ScreeningThisfeatureallowsuserstofindcomparablecompanies,people,keydevelopments,andtransactionsaccordingtoawideselectionofscreeningdatapoints.Toaccessthisfeature,gototheTopMenuandclickonScreening.CompanyScreening–fullin-depthscreeningtoolthatallowsyoutoscreencompaniesbasedonhundredsofcharacteristics.KeyDevelopments–screenforcompaniesbycorporateactionse.g.SECfilings,bankruptcies,transactions.IdeaGenerationScreens-findpotentialM&Aopportunities,undervaluedcompanies,distressedorpotentiallydistressedsituations,arbitragesituations,andmore.TransactionScreening–ScreencompaniesbyM&Atransactions,GrowthCapitaltransactions,EquityBuybacks,PIPEtransactions,newissues,andtransactiondetails.BasicScreener–quicklyscreencompaniesbasedonafewattributes.9TheCompanyScreeningpageallowsclientstoselectandapplyfilteroptionsforcompanydata.Clickingonacriterionlinkopensthecategoryfieldatthebottomofthepagewithfilteringoptions-typicallyalistofavailablecompanycharacteristicsorinequalitiesfornumericaldata.Choosethedesireditemsyouwishtoscreenonandsetupthevaluesasrequired.ThenclickAddCriteria.Belowisascreenshothighlightingthenumerousoptionstonarrowdownyoursearchresult.