What is Your Capital IQ?

SP_Capital_IQ_FINALS&P Capital IQ is a premier financial database used in the industry by leading financial institutions, advisory firms, and corporations. The database covers global public and private companies, investment firms, capital transactions, and people. You can customize reports and export them directly to Excel or use the API to extract data from the database.

We have 8 Capital IQ terminals here at the Lippincott Library. They are located in the Yablon Financial Resources Lab. You need a Wharton username and password to access the database and a librarian to log you in. Full-time Wharton MBAs have remote access to the database though MBA Career Management. Note that access is available only during the school year.

This post focuses on the information available for a single, publicly traded company. While this database does cover privately held companies, the data available for private companies is often minimal because private companies are not required to file with the SEC.

Search

Search by company name in the top toolbar. When you select the company, you will start on the company tearsheet which provides basic qualitative and quantitative information on the firm, including financials, key people, and equity pricing. The left-hand menu allows you to navigate to the different information segments that you can access for the company. Here are some highlights.

Financials/Valuation => Key Stats

The Key Stats page displays high-level financial information for the company you are viewing.  You can view historical financials as well as estimates for data like Total Revenues, Gross Profit, EBITDA, EBIT, Net Income and more. To view historical data (back to the late ’80’s early ’90s), adjust the timeline. Notice that you can easily jump to other financial statements from this screen. The financials can be easily exported to Excel. Select either the single page you are viewing or the entire set of financials. You can also link to the company’s 10-K and 10-Q directly from any financial statement. Continue reading