Cap IQ Formula Sheet

Anyone know where I can find a list of most popular Cap IQ formulas or willing to post a link to it? Thanks

What is Capital IQ

S&P Capital IQ is a research and analysis organization that combines "millions of data points from millions of sources." Similar to other market data sources such as Bloomberg, ThomsonOne and Factset, CapIQ can help with investment decisions, equity research, portfolio analytics, understanding M&A transactions, market trends and more.

CapIQ Excel Plugin

Capital IQ is a powerful tool made even more powerful by its Excel plugin. Check out their helpful cheat sheet of popular formulas to improve your analysis.

S&P Global Markets Intelligence also has a few demo videos available such as the following:

CapIQ Client Services

In addition to the cheat sheet above, the best resource may be the CapIQ Client Services team. They are known for top-notch customer service and actually answering questions, sometimes walking you through how to build formulas if needed. Here are various forms of contact, if you don't have a direct contact already:

  • Email [email protected]
  • Instant Message them from the link in the "Contact Us" drop-down menu at the top of the Capital IQ web page
  • EMEA: +44 (0) 20 7176 1234
  • AMERICAS: +1 888 806 5541
  • ASIA PACIFIC: + 852 2533 3565
  • Want to improve your financial modeling skills?

    Check out WSO's side-by-side comparison of financial modeling courses and get a WSO discount.

    Financial Modeling Course

Comments (45)

Mar 11, 2013 - 11:23am

I would appreciate this as well.

"They are all former investment bankers that were laid off in the economic collapse that Nancy Pelosi caused. They have no marketable skills, but by God they work hard."
Mar 11, 2013 - 12:20pm

I'm pretty sure CIQ has a manual (might be a little outdated now) for this sort of thing. You should call or chat someone in client support.

Also, there's a formula builder with a search function.

Mar 11, 2013 - 12:44pm

Seconded on the formula builder. I have a few lovely CapIQ templates for TEV and multiple calcs. Though if you shoot an email to your rep you should get a response in about an hour with the manual but you are better off learning for yourself

Mar 11, 2013 - 3:53pm

Capital IQ Help (Originally Posted: 02/23/2007)

Hey guys--having a little trouble running a screen in capital iq. I want to find all public companies that have been taken private by private equity firms in the last 20 years. I also need some key financial data for the year in which the company was taken private (i.e. cash flow, sales, inventory turns, etc.). Is there any way I can get this data in CapIq. All I have gotten so far are going private transactions...but not all of them are from private equity firms and not all of them are pure plays (public to private). Thanks for your help.

Mar 11, 2013 - 3:54pm

if you call their help desk they are usually VERY helpful. will practically walk you through it.

Mar 11, 2013 - 3:57pm

Capital IQ Question (Originally Posted: 06/12/2007)

Question for everyone:

When screening companies in Excel it is easy to get officers of the companies\firms you are looking for. It is also easy to get people's email addresses when searching for people. However, when screening for companies\firms, is it possible to get Capital IQ to give their email addresses as part of the search results?

Mar 11, 2013 - 4:04pm

Capital IQ shortcuts and tips for people/shops (Originally Posted: 09/13/2011)

I'm getting access to Capital IQ tomorrow for a few hours and was hoping someone could tell me the best ways to make sense of all the searching criteria.

I'd like to isolate HFs in NYC, London, Singapore, SF and Philly with $400M AUM or greater... And then find the people associated with the firms.

Any tips or advice. Wouldn't mind sharing the info here once I'm done either... so this could be beneficial for all.


Mar 11, 2013 - 4:05pm

My school, despite being a crappy non target, has a crazy collection of licenses (Capital IQ being one of them) but I haven't really had a chance to play around with it (getting my login info tomorrow) what is it typically used for? is it just a reference database of banks and funds since that is all I've really seen it used for on here.

Mar 11, 2013 - 4:06pm

First of all, Screening -> Companies

It's very possible that I'm just dumb, but I'm only returning 10 results.

Geographic Locations: Singapore or Greater London or San Francisco Area or New York City Area or Philadelphia Area

Investment Type: Hedge Funds or Principal Investing or Principal Investing Fund of Funds or Investor in Funds

Industry Specific Financials: Assets Under Management : Greater than $400MM USD

Mar 11, 2013 - 4:07pm

for those who have used Capital IQ-searching for transactions (Originally Posted: 12/27/2011)

Hi friends,

While searching for transactions in Capital IQ, when I select TEV / LTM EBITDA as a criteria, it gives the results for the latest multiples. Is there not a way by which I can get the results for the multiples paid at the time of transaction, and not the latest multiples?


Best Response
Mar 11, 2013 - 4:10pm

How to use Capital IQ to search for firms (Originally Posted: 09/13/2012)


I'm completely new to Capital IQ, and was wondering how I can use it to search for boutique investment firms, or other jobs related to finance in my target areas.

I've tried to figure it out myself, but am unsure if I'm doing it right. So far, I've been on the "Screening" tab, using key words that sound right. I am getting some results, but I'm not sure if I'm making the right searches to get the optimal results. Each keyword I input brings multiple screening choices, and even those I'm not sure if I am choosing correctly. I don't even know if "Screening" is the right place to be.

If anyone can offer help as to how I should go about the searches, it would help very much! I'm late in the game, trying to find an internship that can start now or within a few months. This whole networking thing is a large obstacle, but if I can just find the firms, I know I can do what needs to be done next.

Thanks for your help!

Mar 11, 2013 - 4:12pm

Great, looks like I'm on the right track then. Thanks!

Do you have any recommended screening criteria? I'm a third year student studying Finance, and would like to find relevant work experience in the field.

Mar 11, 2013 - 4:13pm
Great, looks like I'm on the right track then. Thanks!

Do you have any recommended screening criteria? I'm a third year student studying Finance, and would like to find relevant work experience in the field.

use the business description screener (shortcut is "bd") and search for key words. you can filter by number of employees as well. if you can give me a more specific description of what you are looking for i might be able to help you put a screen together.

"For I am a sinner in the hands of an angry God. Bloody Mary full of vodka, blessed are you among cocktails. Pray for me now and at the hour of my death, which I hope is soon. Amen."
  • 1
Mar 11, 2013 - 4:16pm

Cap IQ: How to search for league tables and past transactions (Originally Posted: 12/20/2012)

Monkeys, I am new to S&P CapIQ and am looking for some advice. Like the thread title reads, I am trying to find past transactions of industry groups at particular banks (ex: Energy, BNP Paribas). Also, trying to find league tables in industries (ex: Energy M&A League Table). How do I process these searches in CapIQ (am having a surprisingly difficult time figuring out how to do this)?

Mar 11, 2013 - 4:17pm

I am not sure if either of these can be run out of CapIQ. Would be much better off with Thomson or MergerMarket. You can click the screening tab at the top and screen for all transactions using the criteria builder (ie data, industry, public/private). Then when you get your output you can add an output column and search for advisor and add that which should give you what you want. I would honestly just call CIQ or use the IM in the upper right of CapIQ and just ask...that's what they are there for. Going forward anytime it takes you more than a minute or two to find what you are looking for in any of the financial providers I would call and ask. The bank pays alot of money for them.

Mar 11, 2013 - 4:19pm

[Danielle] Hi, my name is Danielle. How can I help you?
To screen for a league table on S&P Capital IQ:

Select Transactions from the Screening tab menu.
Click Advisors and Fees under General Transaction Details.
Select Advisor Fee ($) from the Advisor Fees and Count pick list.
Select Greater Than in the Value drop-down menu.
Type 0 in the Value field.
Click Add Criteria.
Click View Results.
Select By Transaction Advisors (Advisor to Any Role) Advisor Fee ($) (Include subs/parents) from the Group Resultsdrop-down menu.
Click Number of Transactions to sort by descending value.

Note: The above screen can be narrowed to include specific types of transactions such as M&A's or IPO's. It can also be narrowed by geography.
Note: To expand results, omit steps 4 and 5.

Mar 11, 2013 - 4:20pm

Best way to "learn" capital iq (Originally Posted: 12/09/2013)

I have access to cap iq for a few weeks and want to learn as much as possible in that time. Problem is, I cant seem to be able to find any guides online. What would you recommend to be a good strategy/game-plan in learning cap iq?

Mar 11, 2013 - 4:23pm

Using S&P Capital IQ (Originally Posted: 02/06/2015)

Hi fellow monkeys,

Can anyone point me to some resources for learning how to use Cap IQ? I have some of the basics down, however I still do no know how to fully utilize the program. Any help would be appreciated and thank you in advance!

Mar 11, 2013 - 4:28pm

capital IQ help please (Originally Posted: 10/21/2015)


Complete beginner to capIQ -

Basically I have a set of about 200 companies that I want to put into a lit and run some metrics on (Company Description, Rev & EBIDTA, EV, and Ownership)

What's the best way to go about this?


Mar 11, 2013 - 4:29pm

Deserunt et sit molestiae eum aperiam autem. Et maxime sed molestias voluptas et. Sed itaque optio id voluptatem hic cumque. Eveniet quaerat ut aut.

Mar 11, 2013 - 4:31pm

Atque sed soluta excepturi possimus autem itaque cupiditate. Sint qui quia est dolor saepe. Et aut dolores ut necessitatibus qui illo cumque ducimus. Omnis dolorem blanditiis dignissimos. Est consequatur optio tempora sit tenetur dolorem nam. At necessitatibus et minus consequatur blanditiis harum doloremque. Eos iure sed eum eveniet ad voluptates atque hic.

Autem quo nobis iste nihil harum ex ipsam. Commodi quisquam et veritatis provident fugit. Occaecati provident exercitationem ipsam ut ipsum. Officia aut ut a odit fuga voluptas. Beatae error facilis numquam quos consectetur.

Magni ut ipsum voluptatem. Iure ullam voluptates sed ipsam vel et. Provident omnis quasi aut.

Start Discussion

Total Avg Compensation

January 2022 Investment Banking

  • Director/MD (5) $604
  • Vice President (22) $385
  • Associates (148) $241
  • 2nd Year Analyst (85) $153
  • 3rd+ Year Analyst (15) $150
  • 1st Year Analyst (296) $142
  • Intern/Summer Associate (64) $142
  • Intern/Summer Analyst (225) $90