S&P Capital IQ Pro Reviews & Product Details - Page 3

One stop source of financial information for both public and private companies. Review collected by and hosted on G2.com.

While all the financial information ties back to the public financials, the EBITDA calculations never adjust for one time, nonrecurring items. Review collected by and hosted on G2.com.

I use Cap IQ regularly for work, and we have had representatives come in to our company to offer training sessions. These have always been extremely informative, the representatives not only answered all the questions we had, but also anticipated additional uses for Cap IQ in our business. I also like how responsive the representatives on the live chat are. Review collected by and hosted on G2.com.

Some features of cap IQ are not the most user friendly, such as creating watch lists, which takes many different steps and is often hard to remember. However, with the live chat I am usually able to get any issues I have with this resolved quickly! Review collected by and hosted on G2.com.

Excel plug-in for public company comp tracking. Critical for modeling international clients to analyze FX rates and the impacts on the business. Love the detailed information made available at your fingertips through the web portal. Review collected by and hosted on G2.com.

Mobile experience is not fantastic. Also, more detailed information on private capital transactions such as those available on VentureSource would be helpful to build out. Great public company information but the details on private company transactions is limited. Review collected by and hosted on G2.com.

I like that it breaks down the company's financials and shows a company's equity value and EBITDA. Review collected by and hosted on G2.com.

I would like them to gather more information about private companies. Review collected by and hosted on G2.com.

I like the ability to quickly login to capital IQ and find exactly what im looking for. They have stock quotes, charts, and all the information i need when researching a stock. I also like, that when they can't help me with something i need, they give me an explanation as to why they cannot help. Review collected by and hosted on G2.com.

Sometimes when calling for support, the support guy on the phone will be very short with me and try to answer my problem as quick as possible. The mobile site also needs some work. Review collected by and hosted on G2.com.

I like the ability to reference real time data in excel spread sheets. The ability to simply refresh my comp sets and receive data for multiple data points makes for a speedy and efficient day in the office. I also use the charting features a lot for pitch books. Review collected by and hosted on G2.com.

I think the most frustrating thing about Capital IQ is how long it takes to learn the interface. It took me a solid month to be able to navigate myself through the website. Nine months later and I still feel like I only know a third of what the site can do. I’m not sure if Cap IQ offers seminars, but I think it’s something that would be very valuable to new users. I would even like to partake in one now to grasp a better knowledge of the full potential of the service. Review collected by and hosted on G2.com.

Capital IQ is a must-have for any analyst in finance, whether he/she works in valuation, underwriting, or even wealth management. Being able to pull statements and data in a streamlined fashion saves endless hours of time vs. going through all the inconsistencies from company to company. Folks in valuation and underwriting may be the most obvious users, but even in wealth management, it's a critical tool for both prospectnig and analytical purposes. The executive data (demographic and compensation) pulled from Capital IQ is absolutely necessary to help target and service c-level clients. Review collected by and hosted on G2.com.

I may not be up to speed on every "plug in" or nuance available on Capital IQ, but I'd say the two things that stick as areas for improvement are integration to other tools and more proactive/direct customer service support. Regarding the ladder, compatibility with Bloomberg terminals and other vendors, like Wealth Engine, would be key for folks in my business line. There are so many great tools out there, but I often find that the number one deterrent for advisors and analysts that I work with is having to train on and utilize separate tools. There just isn't enough time in the day to compartmentalize energy into super specifc tools. Especially within the financial services community, most folks are familiar and accustomed to the high level of service that vendors like Bloomberg and FactSet offer...while Capital IQ reps are helpful ad high quality...the depth, frequencey, and proactiveness falls well short of the aforementioned vendors. Review collected by and hosted on G2.com.

The Cap IQ team is able to answer any question I throw at them. Most of t he time the answer is to tell me how to use their system to get the data, but once in a rare while it is to tell me that their system can't help me with my query. As much as I appreciate the way they help me (and they do!), when they can't help they explain why they cannot quite get you to the finish line, by walking you through the problem of an elusive data point. Review collected by and hosted on G2.com.

Once in a rare while a support person will go a little fast or assume I'm keeping up with them and I have to slow them down or keep asking them to repeat the steps. This is extremely rare though. Review collected by and hosted on G2.com.

It's fast and reliable. I can quickly login and get information i need in a matter of seconds. As compared to other products like factset, capIQ can be pulled up / logged in very quickly since it only uses a web browser, vs. the need to download a console. CapIQ has almost everything I need - current stock prices, precedent transactions, board / mgmt members, etc. Review collected by and hosted on G2.com.

If i had to complain, the mobile site isn't that great yet. Sometimes I'm out at a meeting and I need to look up info on capIQ. It would be great if they can either create an app that is easier to use, or make sure their mobile site has most of the the important information easily accessible. I remember trying to look up a particular previous M&A deal and not all the info on the full site were there. Review collected by and hosted on G2.com.

The ability to access companies very quickly. For public companies, the ability to click one or two times and see its capitalization, research projections, and ownership also made it a great tool. Review collected by and hosted on G2.com.

It was slow and clunky at least one time a day when I used it. They offered many features that I considered non-core, but they were always trying to get you to use it. Their public equity values weren't based on the treasury stock method so I would have to manually calculate them on my own. Review collected by and hosted on G2.com.