S&P Capital IQ is a leading financial data and analytics platform that provides investment professionals, financial advisors, corporate analysts, and researchers with comprehensive data, powerful analytics, and market intelligence. Part of S&P Global Market Intelligence, the platform offers access to an extensive range of financial information, including company fundamentals, market data, industry analysis, private capital data, and more. S&P Capital IQ is widely used for financial modeling, valuations, mergers and acquisitions (M&A), portfolio management, and risk assessment.

Key Features:

1. Extensive Financial Data Coverage: S&P Capital IQ provides detailed financial data on millions of public and private companies worldwide. This includes company fundamentals, earnings estimates, financial statements, and historical data that are crucial for in-depth financial analysis and decision-making.

2. Advanced Screening and Data Visualization: The platform features advanced screening tools that allow users to filter companies, securities, and industries based on specific criteria such as financial metrics, valuation ratios, growth rates, and ESG factors. Data visualization tools help users analyze trends, compare metrics, and present findings in a clear, engaging format.

3. Financial Modeling and Valuation Tools: S&P Capital IQ offers robust tools for financial modeling, valuation, and scenario analysis. Users can build detailed financial models using historical data and projections, perform discounted cash flow (DCF) analysis, and conduct sensitivity analysis to evaluate the impact of different assumptions on valuations.

4. M&A and Deal Analytics: The platform provides comprehensive data on mergers, acquisitions, private equity, and venture capital deals. It includes transaction details, deal multiples, target and acquirer profiles, and industry trends, making it an essential resource for M&A professionals and corporate strategists.

5. Private Capital Data: S&P Capital IQ offers extensive coverage of private companies, including financials, ownership structures, funding rounds, and valuations. This data is invaluable for private equity firms, venture capitalists, and investors looking to explore private market opportunities.

6. Credit Ratings and Risk Assessment: The platform includes credit ratings, risk assessments, and default probabilities from S&P Global Ratings. These insights help users evaluate the creditworthiness of companies, bonds, and other securities, aiding in risk management and investment decisions.

7. Industry and Market Research: S&P Capital IQ provides access to industry research reports, market analysis, and economic forecasts. Users can gain insights into market trends, competitive landscapes, and industry dynamics, supporting strategic planning and investment decisions.

8. Excel Plug-In for Dynamic Data Integration: The Capital IQ Excel plug-in allows users to seamlessly pull data into Excel for custom analysis, modeling, and reporting. This feature enhances workflow efficiency and supports the creation of dynamic, data-driven financial models.

9. ESG Data and Analytics: With increasing demand for sustainable investing, S&P Capital IQ includes ESG scores, ratings, and analytics for thousands of companies. Users can integrate ESG factors into their investment analysis, aligning portfolios with client values and regulatory standards.

10. News and Market Intelligence: The platform integrates real-time news, market updates, and analyst commentary, keeping users informed of market-moving events and company developments. This helps professionals stay current with the latest trends and make timely investment decisions.

Benefits:

• Comprehensive Data Access: S&P Capital IQ provides unparalleled access to a vast array of financial, market, and company data, supporting thorough research and analysis.

• Enhanced Financial Modeling: The platform’s data integration with Excel and robust modeling tools streamline the financial modeling process, making it easier to build accurate, data-driven models.

• In-Depth M&A and Private Market Insights: Detailed deal data and private company information help professionals explore new opportunities, benchmark deals, and support strategic transactions.

• Risk and Credit Analysis: Integrated credit ratings and risk metrics help users assess the creditworthiness of investments, manage risk exposure, and make informed decisions.

Target Users:

S&P Capital IQ is ideal for investment bankers, asset managers, financial analysts, private equity professionals, corporate strategists, and research analysts who require a comprehensive platform for financial analysis, market research, and investment decision-making. It caters to professionals who need high-quality data, advanced analytics, and powerful tools for modeling, valuation, and M&A analysis.