If you could only choose one - CapIQ vs FactSet vs PitchBook - and why?
As the title says. Mainly for identifying targets (public and private), comps and share price price analysis, and pulling Excel data for models.
As the title says. Mainly for identifying targets (public and private), comps and share price price analysis, and pulling Excel data for models.
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I’ve used FactSet for ~a year and I have always found it useful and intuitive, plus it has an MS Office add-in that helps a ton. You should also check out Refinitiv, the UI is nice and it’s a bit cheaper. All around each of those packages are going to be able to get your data to you how you need it
CapIQ
I wouldn't include Pitchbook in this particular mix, their platform's more specialized towards PE/VC, whereas all the others you listed can be searched for public/private, M&A, equities/debt, indexes.
Of Capital IQ and Factset - I tend to prefer CapIQ, the interface is friendlier and there are less steps/clicks to get where I need to be. Bloomberg's got a ton of data, but can also be clunky in a variety of ways, whether at a proper BB terminal or via "Bloomberg anywhere". Eikon has a lot of promise, but it also feels like data is hidden behind too many clicks.
So CapIQ for me.
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