Introduction to Capital IQ
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This document provides an introduction to using Capital IQ, a financial database. It outlines the key features of Capital IQ including company profiles, financials, industry analysis, and competitor comparisons. The session demonstrates how to search for company and industry information, analyze financial ratios and export results. Other useful databases for company and industry research such as OneSource, Factiva, and Marketline are also introduced.
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Introduction to Capital IQ
- 1. Our Passion, Our Commitment, Your Advantage FNCE201 Introduction to Capital IQ Jiaxin Low, Research Librarian, Finance
- 2. Our Passion, Our Commitment, Your Advantage Learning Outcomes • By the end of this session, you should be able to: – Find and extract company information – Find and extract industry information – Compare different companies in the same industry
- 3. Our Passion, Our Commitment, Your Advantage What is Capital IQ? • Financial database used by financial institutions, advisory firms and corporations • Provides: – Private and public company information – Executive profiles – Industry analysis – Economic data – Basic commodities information – Estimates – Market intelligence
- 4. Our Passion, Our Commitment, Your Advantage Slides • http://www.slideshare.net/lowjiaxin/introduct ion-to-capital-iq
- 5. Our Passion, Our Commitment, Your Advantage COMPANY RESEARCH
- 6. Our Passion, Our Commitment, Your Advantage What can I find on companies? • Profile – “tearsheet” • Competitors • Financial information • Peer analysis • Filings and annual reports • …
- 7. Our Passion, Our Commitment, Your Advantage Quick Report • Search for Mastercard • Go to Company Summary > Tearsheet • Generate a Quick Report
- 8. Our Passion, Our Commitment, Your Advantage Quick Report
- 9. Our Passion, Our Commitment, Your Advantage Charting financial information • Go to Financials/Valuation > view Ratios • Question: How do I chart Return on Equity and Return on Assets from 2012 to 2015?
- 10. Our Passion, Our Commitment, Your Advantage Quick Comps • Go to Peer Analysis > Quick Comps
- 11. Our Passion, Our Commitment, Your Advantage Quick Comps • Save this set to add more companies
- 12. Our Passion, Our Commitment, Your Advantage CREATING YOUR OWN COMP SET
- 13. Our Passion, Our Commitment, Your Advantage Add companies
- 14. Our Passion, Our Commitment, Your Advantage COMPANY SCREENING
- 15. Our Passion, Our Commitment, Your Advantage Company Screening
- 16. Our Passion, Our Commitment, Your Advantage Company Screening 3 main steps: 1) Set criteria for search 2) Retrieve results list of companies 3) Select Display Columns to get more information on those companies
- 17. Our Passion, Our Commitment, Your Advantage Set Criteria
- 18. Our Passion, Our Commitment, Your Advantage Set Criteria • Example: SGX-listed • Click “Add Criteria”
- 19. Our Passion, Our Commitment, Your Advantage View Results • View results (screening criteria included)
- 20. Our Passion, Our Commitment, Your Advantage Customise Display • To display more information, click Customize Display Columns > Browse All Display Columns
- 21. Our Passion, Our Commitment, Your Advantage Choose Display Columns • Select display columns to add to results
- 22. Our Passion, Our Commitment, Your Advantage Choose Display Columns • Configure display column and click “Add Columns” button > “View Results”
- 23. Our Passion, Our Commitment, Your Advantage View Results
- 24. Our Passion, Our Commitment, Your Advantage Export results • Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)
- 25. Our Passion, Our Commitment, Your Advantage Export results • “Save to List” to add to saved Comp Set
- 26. Our Passion, Our Commitment, Your Advantage INDUSTRY RESEARCH
- 27. Our Passion, Our Commitment, Your Advantage Industry profile • 1) Search for industry and/or geography
- 28. Our Passion, Our Commitment, Your Advantage Industry profile • 2) Use current company’s industry
- 29. Our Passion, Our Commitment, Your Advantage Key Stats & Ratios • Go to the Industry’s Key Stats & Ratios
- 30. Our Passion, Our Commitment, Your Advantage CHARTING
- 31. Our Passion, Our Commitment, Your Advantage Charting • Select the Entity and Metric and Add to Chart
- 32. Our Passion, Our Commitment, Your Advantage Charting • Use “Quick Metrics” to add items quickly
- 33. Our Passion, Our Commitment, Your Advantage Charting • Right click to annotate chart
- 34. Our Passion, Our Commitment, Your Advantage Charting • Right click to annotate chart
- 35. Our Passion, Our Commitment, Your Advantage Charting • Export data or chart
- 36. Our Passion, Our Commitment, Your Advantage OTHER USEFUL DATABASES
- 37. Our Passion, Our Commitment, Your Advantage Databases A-Z
- 38. Our Passion, Our Commitment, Your Advantage Marketline Advantage • Industry reports with Five Forces Analysis • Company reports with SWOT Analysis
- 39. Our Passion, Our Commitment, Your Advantage Industry research • Singapore - Restaurants
- 40. Our Passion, Our Commitment, Your Advantage Company research
- 41. Our Passion, Our Commitment, Your Advantage EMIS • Emerging Market Information Service
- 42. Our Passion, Our Commitment, Your Advantage Company Analysis
- 43. Our Passion, Our Commitment, Your Advantage Industry Analysis
- 44. Our Passion, Our Commitment, Your Advantage OneSource • Database with company and industry data • Coverage: global, with 5 years of historical financial information • Concurrent users: 10
- 45. Our Passion, Our Commitment, Your Advantage
- 46. Our Passion, Our Commitment, Your Advantage
- 47. Our Passion, Our Commitment, Your Advantage
- 48. Our Passion, Our Commitment, Your Advantage Factiva • Mainly known for news • But has sections for company and industry research • Coverage: worldwide
- 49. Our Passion, Our Commitment, Your Advantage Industry info: • News • Top participants by sales • Industry averages and ratios • Trade associations websites • Peer comparison • Analysis (Top 10 by…, industry reports)
- 50. Our Passion, Our Commitment, Your Advantage Company info: • News • Key Developments • Peer Comparison • Financial Results (5 years) • Ownership (Shares held) • Reports (Financial, Ratio Comparison)
- 51. Our Passion, Our Commitment, Your Advantage JP Morgan Equities Reports • Read existing analysis of companies and equities for reference • Has some industry analysis • Useful for valuation of companies
- 52. Our Passion, Our Commitment, Your Advantage
- 53. Our Passion, Our Commitment, Your Advantage
- 54. Our Passion, Our Commitment, Your Advantage USEFUL WEBSITES
- 55. Our Passion, Our Commitment, Your Advantage Company websites • Listed companies “Investor Relations”
- 56. Our Passion, Our Commitment, Your Advantage Exchange websites
- 57. Our Passion, Our Commitment, Your Advantage Exchange websites
- 58. Our Passion, Our Commitment, Your Advantage News sites • Bloomberg.com “Markets Dashboard” • Financial Times (use SMU premium subscription) “Markets Data” • Follow Twitter accounts
- 59. Our Passion, Our Commitment, Your Advantage Finance Research Guide • http://researchguides.smu.edu.sg/finance
- 60. Our Passion, Our Commitment, Your Advantage Need more help? • All research guides: http://researchguides.smu.edu.sg/ • Email: library@smu.edu.sg • Schedule a consultation (http://jiaxin.youcanbook.me)