CAPITAL IQ

Back to Glossary

Definition

A financial data and analytics platform from S&P Global used for research, screening, and modeling.


Summary

Capital IQ is a comprehensive financial database and analytics platform owned by S&P Global that provides detailed information on companies, markets, and transactions. Think of it as a professional-grade financial research tool that investment professionals use to analyze companies, screen for investment opportunities, build financial models, and access real-time market data. It's similar to Bloomberg Terminal but focuses more on equity research and corporate finance applications.

Usage Context

Understanding Capital IQ is important when learning about equity research, financial modeling, valuation methods, and professional finance workflows. It's particularly relevant in corporate finance, investment analysis, and when discussing the tools that finance professionals use in their daily work.

Common Confusions

  • Thinking it's the same as free financial websites like Yahoo Finance
  • Confusing it with Capital One or other 'Capital' named companies
  • Believing it's only for investment banking (it's used across many finance roles)
  • Assuming all financial databases contain the same information
  • Thinking it's primarily for trading (it's more focused on research and analysis)