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Capital IQ: Reviews, Features, Pricing and Alternatives

By July 26, 2021No 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?

Starting Price (Annual)
Public Company Data Public Company Data Financials, footnotes, profiles, competitors, metrics, ratios, stock price and volume,
M&A Transaction Data M&A Transaction Data Comprehensive public and private M&A transactions data including deal terms, valuation multiples, purchase price allocations, and more.
Private Equity Data Private Equity Data Comprehensive private equity investor data including investment criteria, industry focus, geographic focus, portfolio companies, and more.
Point-In-Time Financials Point-In-Time Financials All TagniFi financial data is time-stamped so that you can evaluate a company as of a historical date using only the data that was available on that date. This approach excludes any subsequent restatements or revisions to the financial statements that were not known on the vintage date.
M&A Advisor Data M&A Advisor Data Search financial and legal advisors by industry focus, deal activity, client lists, and more.
Team Bios Team Bios Search investor and advisor team bios by role, keyword, school, industry focus, or investment criteria.
Excel Plugin Excel Plugin Access any of the TagniFi datasets in Excel to automate your guideline public company method, transaction comps, historical beta, historical volatility, interest rates, economic data, and more.
Audit-To-Source Audit-To-Source Audit-to-source gives you the ability to audit the selected value to see its as-reported financial statement line items as well as a link back to the source filing (ex. 10-K, 10-Q).
Split- and Dividend-Adjusted Market Data Split- and Dividend-Adjusted Market Data Use split- and dividend-adjusted market data is used to calculate beta and volatility as of an historical valuation date.
Economic Data Economic Data Choose from over 200,000 economic times series to include in your valuation reports.
Company Profiles Company Profiles Access company profiles including descriptions, industry classification, employees, competitors and more.
Analyst Estimates Analyst Estimates Use analyst estimates of revenue, EBITDA and EPS to calculate forward multiples and growth rates for over 4,000 public companies.
Analyst Recommendations Analyst Recommendations Use analyst recommendations on over 4,000 companies to identify which companies have buy, sell, hold, overweight, and underweight ratings.
Closed-End Funds Closed-End Funds Search and analyze historical closed-end fund data including discount or premium to NAV, yield, % top 10 holdings, % leverage, and more.
Public and Private Bank Financials Public and Private Bank Financials Search and analyze historical bank data from over 5,000 public and private banks.
Quarterly Economic Updates Quarterly Economic Updates Every quarter we send clients our latest Quarterly Economic Update in PDF and Word formats.
Excel Model Conversion Excel Model Conversion We'll help you convert your Excel models to TagniFi at no additional cost (up to 8 hours of work).
#1 In Data Quality #1 In Data Quality Every item we process goes through hundreds of quality checks to ensure the data you are using is accurate and consistent.
US Coverage US Coverage Access financial statements for over 7,000 US companies which represents 100% of the US market capitalization.
Global Coverage Global Coverage We are waiting for other countries to require tagged financial statements. Until then, we can collect non-US companies manually if needed for your valuation.
TagniFi Platform
$2,990
Public Company Data Public Company Data Financials, footnotes, profiles, competitors, metrics, ratios, stock price and volume,
M&A Transaction Data M&A Transaction Data Comprehensive public and private M&A transactions data including deal terms, valuation multiples, purchase price allocations, and more.
Private Equity Data Private Equity Data Comprehensive private equity investor data including investment criteria, industry focus, geographic focus, portfolio companies, and more.
Point-In-Time Financials Point-In-Time Financials All TagniFi financial data is time-stamped so that you can evaluate a company as of a historical date using only the data that was available on that date. This approach excludes any subsequent restatements or revisions to the financial statements that were not known on the vintage date.
M&A Advisor Data M&A Advisor Data Search financial and legal advisors by industry focus, deal activity, client lists, and more.
Team Bios Team Bios Search investor and advisor team bios by role, keyword, school, industry focus, or investment criteria.
Excel Plugin Excel Plugin Access any of the TagniFi datasets in Excel to automate your guideline public company method, transaction comps, historical beta, historical volatility, interest rates, economic data, and more.
Audit-To-Source Audit-To-Source Audit-to-source gives you the ability to audit the selected value to see its as-reported financial statement line items as well as a link back to the source filing (ex. 10-K, 10-Q).
Split- and Dividend-Adjusted Market Data Split- and Dividend-Adjusted Market Data Use split- and dividend-adjusted market data is used to calculate beta and volatility as of an historical valuation date.
Economic Data Economic Data Choose from over 200,000 economic times series to include in your valuation reports.
Company Profiles Company Profiles Access company profiles including descriptions, industry classification, employees, competitors and more.
Analyst Estimates Analyst Estimates Use analyst estimates of revenue, EBITDA and EPS to calculate forward multiples and growth rates for over 4,000 public companies.
Analyst Recommendations Analyst Recommendations Use analyst recommendations on over 4,000 companies to identify which companies have buy, sell, hold, overweight, and underweight ratings.
Closed-End Funds Closed-End Funds Search and analyze historical closed-end fund data including discount or premium to NAV, yield, % top 10 holdings, % leverage, and more.
Public and Private Bank Financials Public and Private Bank Financials Search and analyze historical bank data from over 5,000 public and private banks.
Quarterly Economic Updates Quarterly Economic Updates Every quarter we send clients our latest Quarterly Economic Update in PDF and Word formats.
Excel Model Conversion Excel Model Conversion We'll help you convert your Excel models to TagniFi at no additional cost (up to 8 hours of work).
#1 In Data Quality #1 In Data Quality Every item we process goes through hundreds of quality checks to ensure the data you are using is accurate and consistent.
US Coverage US Coverage Access financial statements for over 7,000 US companies which represents 100% of the US market capitalization.
Global Coverage Global Coverage We are waiting for other countries to require tagged financial statements. Until then, we can collect non-US companies manually if needed for your valuation.
Capital IQ
$25,000+
Public Company Data Public Company Data Financials, footnotes, profiles, competitors, metrics, ratios, stock price and volume,
M&A Transaction Data M&A Transaction Data Comprehensive public and private M&A transactions data including deal terms, valuation multiples, purchase price allocations, and more.
Private Equity Data Private Equity Data Comprehensive private equity investor data including investment criteria, industry focus, geographic focus, portfolio companies, and more.
Point-In-Time Financials Point-In-Time Financials All TagniFi financial data is time-stamped so that you can evaluate a company as of a historical date using only the data that was available on that date. This approach excludes any subsequent restatements or revisions to the financial statements that were not known on the vintage date.
M&A Advisor Data M&A Advisor Data Search financial and legal advisors by industry focus, deal activity, client lists, and more.
Team Bios Team Bios Search investor and advisor team bios by role, keyword, school, industry focus, or investment criteria.
Excel Plugin Excel Plugin Access any of the TagniFi datasets in Excel to automate your guideline public company method, transaction comps, historical beta, historical volatility, interest rates, economic data, and more.
Audit-To-Source Audit-To-Source Audit-to-source gives you the ability to audit the selected value to see its as-reported financial statement line items as well as a link back to the source filing (ex. 10-K, 10-Q).
Split- and Dividend-Adjusted Market Data Split- and Dividend-Adjusted Market Data Use split- and dividend-adjusted market data is used to calculate beta and volatility as of an historical valuation date.
Economic Data Economic Data Choose from over 200,000 economic times series to include in your valuation reports.
Company Profiles Company Profiles Access company profiles including descriptions, industry classification, employees, competitors and more.
Analyst Estimates Analyst Estimates Use analyst estimates of revenue, EBITDA and EPS to calculate forward multiples and growth rates for over 4,000 public companies.
Analyst Recommendations Analyst Recommendations Use analyst recommendations on over 4,000 companies to identify which companies have buy, sell, hold, overweight, and underweight ratings.
Closed-End Funds Closed-End Funds Search and analyze historical closed-end fund data including discount or premium to NAV, yield, % top 10 holdings, % leverage, and more.
Public and Private Bank Financials Public and Private Bank Financials Search and analyze historical bank data from over 5,000 public and private banks.
Quarterly Economic Updates Quarterly Economic Updates Every quarter we send clients our latest Quarterly Economic Update in PDF and Word formats.
Excel Model Conversion Excel Model Conversion We'll help you convert your Excel models to TagniFi at no additional cost (up to 8 hours of work).
#1 In Data Quality #1 In Data Quality Every item we process goes through hundreds of quality checks to ensure the data you are using is accurate and consistent.
US Coverage US Coverage Access financial statements for over 7,000 US companies which represents 100% of the US market capitalization.
Global Coverage Global Coverage We are waiting for other countries to require tagged financial statements. Until then, we can collect non-US companies manually if needed for your valuation.