Cap IQ Formula Sheet

Vector1990's picture
Rank: Baboon | 111

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

I would appreciate this as well.

Mar 11, 2013

I'm pretty sure CIQ has a manual (might be a little outdated now) for this sort of thing.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

2nd the formula builder w/ search function

Mar 11, 2013

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

Client support... they'll walk you through it

Mar 11, 2013

Yeah...client support and also if CapIQ is being used you should be able to search the excel functions within excel? not sure if this was for older versions.

Mar 11, 2013

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

Mar 11, 2013

Call up the CIQ helpline.. I used them a lot last summer and they were very helpful.

Mar 11, 2013

correction.....when screening companies in CAPITAL IQ to be loaded into Excel

Mar 11, 2013

Don't beleive so.

Mar 11, 2013

Thanks no tears-

If there is a way to do it, I haven't found it. So, if I'm looking for financial buyers - how do you guys usually go about contacting them?

Mar 11, 2013

Call them for help, they are usually very helpful I have found.

Mar 11, 2013

You can send the template back to CapIQ. Have all the fields filled in except for a row or column marked with "e-mail". Their tech center will take one day to send it back with everything filled in.

Mar 11, 2013

Call Tech Support, they do an outstanding job. Tell them what you want to do and they'll walk you through the steps necissary to get it done.

Mar 11, 2013

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

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

It does give the option to select the time frame for the multiple but how do I select the date when I do not know the date of transaction?

Mar 11, 2013

figured it out. It does have an option for search for transaction multiples.

Mar 11, 2013

...... Screens -> build up multiple screening criteria...

Mar 11, 2013

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
seed:

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.

Mar 11, 2013

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

IM CapIQ client support..they'll sort you out. Then report back for the benefit of the group.

Mar 11, 2013

[Danielle] Hi, my name is Danielle. How can I help you?
[Danielle]
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

It's like learning excel, just play around with it. Practice screening for comps, M&A transactions, etc. Familiarize yourself with the layout and the different stuff you can do.

Mar 11, 2013

Decide to invest $100 in a stock and use Cap IQ to help you do research. You can play with the screening, financials, estimates, comps, research, and other features.

Mar 11, 2013

Are you talking about the Excel Plugin or the Website?

I would check out the templates in excel format for a start, this will just give you a general idea of how things are structured/how formulas work.

Mar 11, 2013

Assume he means the desktop program. The only way you learn these things is by messing around. Click on stuff and see what happens. Learn the codes for the excel plugin. They will be your best friend.

Mar 11, 2013

Never had a chance to use the Capital IQ; what are the differences / advantages against Bloomberg or Reuters Eikon?

Mar 11, 2013

Never had a chance to use the Capital IQ; what are the differences / advantages against Bloomberg or Reuters Eikon?

Mar 11, 2013
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