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Capital IQ: Reviews, Features, Pricing and Alternatives

By July 26, 2021May 2nd, 2022No Comments

It’s no secret that Capital IQ (commonly referred to as CapIQ in the industry) is a pioneer in the financial data industry. Since its founding in 1998, Capital IQ has grown into a leading provider of global financial data used by thousands of finance professionals across the globe. Today, Capital IQ is owned by S&P Global and is now being called Market Intelligence.

Here is the corporate timeline for Capital IQ:

  • 1998: Founded by Steve Turner, Randal Winn, and Neal Goldman.
  • 2003: Acquires Simply Stocks to add public company financials.
  • 2004: Acquired by McGraw-Hill for more than $200 million.
  • 2015: Acquires SNL Financial for $2.2 billion.
  • 2016: Rebrands as S&P Global Market Intelligence.

What Does Capital IQ Offer

Since launching in 1998, Capital IQ has received significant scale as a provider of global financial data with over 13,000 employees listed on LinkedIn. They started out with a focus on investment banking and quickly expanded to support other professionals such as portfolio managers and investment analysts. Today, Capital IQ offers the following data on their platform:

  • Public Company Financials
  • M&A Transactions
  • Private Company Data (via Dun & Bradstreet)
  • Bond Issuances
  • Macroeconomic Data
  • Company News
  • Transcripts
  • Equity Research Reports (additional charges apply)
  • Commodities
  • Ownership

Coverage Universe

Capital IQ is an international database covering 99.9% of the global market capitalization.

Customer Reviews and Feedback

In our conversations with clients using Capital IQ, these are some of the common reasons people like the platform:

  • Global coverage
  • Access to equity research reports
  • Name recognition
  • Excel add-in with audit-to-source capabilities

These are some of the reasons why people choose to move away from Capital IQ to other data platforms:

  • Expensive subscriptions
  • Aggressive annual cost increases
  • Old-school user interface
  • Slow to update smaller company financials
  • Treatment of operating leases as debt
  • Numbers often change after the analysis date
  • Lack of closed-end fund data

What Does Capital IQ Cost?

Capital IQ does not publish their pricing but here are some data points we’ve run across in conversations with some of their clients:

  • A CPA firm with 25 users was paying $125,000 per year
  • A valuation firm with 400 users was paying $600,000 per year
  • A private equity firm with 4 users was paying $75,000 per year
  • A CPA firm with 8 users was paying $63,000 per year
  • An investment banking firm with 5 users was paying $55,000 per year

How Does TagniFi Compare to Capital IQ?

 

TagniFi Value TagniFi Pro Capital IQ
Annual Price $3,590 $4,990 $30,000+
Data
Public Companies
M&A Transactions
Private Equity
Team Bios
Key Executives
M&A Advisors
Private Companies
Closed-End Mutual Funds
Analyst Estimates
FDIC Banks
Economic Data and Interest Rates
Search
Public Company Searches
Private Company Searches
M&A Transaction Searches
Investor Searches
People Searches
CSV Exports
Portfolio Company Searches
Economic Data Searches
Excel
Excel Add-In
Function Builder
Model Library
Save As Values
Convert From Values
Coverage
U.S. Market
International Markets
Support
Phone and Email Support
Excel Model Conversion1
Free Quarterly Economic Updates