# S&amp;P Capital IQ Pro Reviews
**Vendor:** S&amp;P Global  
**Category:** [Financial Research Software](https://www.g2.com/categories/financial-research)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 68
## About S&amp;P Capital IQ Pro
The S&amp;P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight, and more.




## S&amp;P Capital IQ Pro Reviews
  ### 1. Innovative Tool with Comprehensive Coverage

**Rating:** 4.0/5.0 stars

**Reviewed by:** ankit M. | Assistant Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about S&P Capital IQ Pro?**

Innovative tool with comprehensive coverage

**What do you dislike about S&P Capital IQ Pro?**

Nothing to dislike about it. It is just perfect

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Providing large amount of accurate data and insights

  ### 2. A complete platform for financial analysis with great customer support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 28, 2023

**What do you like best about S&P Capital IQ Pro?**

The platform has become more intuitive with easy user iterface which is packed with essential features which are necessare for any finacial analysis and it also has a great customer support team which strives to supports its users at point in time.

**What do you dislike about S&P Capital IQ Pro?**

The differences between the legacy platform and the CapIQ pro are way too many which might introduce  a challenge of steeper learning curve.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

It is a great palatform for any kind of financial analysis and it has come in handy on plenty of occassion where I was required to work on multiple companies in order to benchmark their financial performance.
In addition to its web portal the excel integration also works wonders helping reduce the time requirement for the analysis with great accuracy.

  ### 3. Financial summary of the public and private companies

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shriya B. | associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2023

**What do you like best about S&P Capital IQ Pro?**

The S&P Pro is definately a pro of financials it helps in providing the information about the companies in any currency, any year and for historical as well as today's rate.

**What do you dislike about S&P Capital IQ Pro?**

The S&P platform was easy to understand and nagivate, but the pro is difficult and new termalogies make it hard to understand and quickly work upon the platform.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

The numbers of the companies, every financial metric is relected upon the platform in one click, it has a variety of ways through which one can look for their desired output.

  ### 4. Market expert

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sonal B. | Senior Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 27, 2023

**What do you like best about S&P Capital IQ Pro?**

It is very powerful and provides market data regarding everything , nowadays we need quick and deep update regarding financial bodies, health sector etc . Its all there

**What do you dislike about S&P Capital IQ Pro?**

It is expensive and you have to keep renewing your license to be a part of it

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

It provides me real time update regarding the commodity and companies i am dealing with and for.

  ### 5. Best tool for financial information.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abhinav S. | Associate, Research, Enterprise (> 1000 emp.)

**Reviewed Date:** July 24, 2023

**What do you like best about S&P Capital IQ Pro?**

Capital IQ Pro has a very great coverage of public companies and much better coverage of private companies as compared to Capital IQ platform

**What do you dislike about S&P Capital IQ Pro?**

The coverage for private companies can still be better.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Capital IQ helps us extract large chunks of data with simple screening tools which is time saving and helps in quicker analysis

  ### 6. Very vast data and interactive database

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abhishek S. | Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** July 28, 2023

**What do you like best about S&P Capital IQ Pro?**

Easy to pull large data set; sector  wise template

**What do you dislike about S&P Capital IQ Pro?**

Loading time; sometime organisation firewall obstruct log in

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

It gives the insights regarding ongoing trend about a company or a particular sector or industry

  ### 7. Excellent platform for Financial Data

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 22, 2023

**What do you like best about S&P Capital IQ Pro?**

It covers most of the companies data and has very reliable data

**What do you dislike about S&P Capital IQ Pro?**

It has a variety of options to choose from.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Getting better financial insights

  ### 8. Good financial data set

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** July 28, 2023

**What do you like best about S&P Capital IQ Pro?**

Easy to fetch financial information of any company

**What do you dislike about S&P Capital IQ Pro?**

Sometimes the value is different from thr reported figures

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

It gives the templated information of the companies

  ### 9. Very resourceful product

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jessica T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 15, 2023

**What do you like best about S&P Capital IQ Pro?**

Screening options for trading and transaction information

**What do you dislike about S&P Capital IQ Pro?**

The cost of the product relative to usage

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Immediate data on comparable companies and transactions.

  ### 10. Most exhaustive database

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** June 29, 2021

**What do you like best about S&P Capital IQ Pro?**

Standardized financials for all companies

**What do you dislike about S&P Capital IQ Pro?**

Coverage outside the US is not soo good.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Generating company level insight along with macroeconomic data

  ### 11. S&P Global Market Intelligence Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 13, 2019

**What do you like best about S&P Capital IQ Pro?**

S&P Global Market Intelligence is very easy to use and you can get market data easily.

**What do you dislike about S&P Capital IQ Pro?**

The coverage of S&P Global Market Intelligence is limited. For some of the small private companies, there is no data available.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

We pull most of the market data and industry data through this.

  ### 12. Price Intelligence

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2019

**What do you like best about S&P Capital IQ Pro?**

Their Gulf Coast Marker (for LNG export prices) allows good project cost estimates

**What do you dislike about S&P Capital IQ Pro?**

Paywalls before everything, charging excessively high for multiple users.

**Recommendations to others considering S&P Capital IQ Pro:**

Make sure you're willing to commit to paying a large amount for the data and more for further paywalls.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I've been able to figure out the prices of LNG more accurately

  ### 13. Good public data

**Rating:** 4.0/5.0 stars

**Reviewed by:** eric g. | analyst , Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2018

**What do you like best about S&P Capital IQ Pro?**

The platform has an immense amount of update real-time public company data. The Excel plug-in is the most useful tool that S&P Global has brought to the table here. I also like the live support feature-they will help with any of your projects you are working on. The Discounted Cash Flow feature in the Excel plug-in is also a great tool.

**What do you dislike about S&P Capital IQ Pro?**

The ease of use. The user interface takes a while to get used to. It is very outdated looking and often comes up with errors when performing interactive screen processes. The platform requires a lot of time to training and learn much harder than other providers. 

**Recommendations to others considering S&P Capital IQ Pro:**

Improve the interface and tutorial tools. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

The platform has helped me create long lists of potential investors. 

  ### 14. Powerful research tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 22, 2019

**What do you like best about S&P Capital IQ Pro?**

Powerful tool for researching various industries 

**What do you dislike about S&P Capital IQ Pro?**

Can improve information for niche markets and emerging industries

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Ability to research various industries in both a broad and narrow scope

  ### 15. Knowledge is power... and energy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about S&P Capital IQ Pro?**

I receive a daily newsletter updating me on everything in my industry, and have the ability to research every power plant in the United States.

**What do you dislike about S&P Capital IQ Pro?**

Not much to dislike, other than there is so much information available that I'm not able to keep up with all the articles. 

**Recommendations to others considering S&P Capital IQ Pro:**

You can tailor the site and information to what you want to see.  Also, the daily SNL Alerts are helpful to see important headlines regarding the industry.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

My company uses  the subscription for energy and fuel prices, historical research, and market sales activities in the power and energy sector.

  ### 16. S&P Global Market Intelligence Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** March 29, 2018

**What do you like best about S&P Capital IQ Pro?**

I like the centralization of call report data. 

**What do you dislike about S&P Capital IQ Pro?**

The report builder function does is not as user friendly as the old SNL site. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

It is helpful to quickly pull call report data in preparing peer analysis for investor presentations. 

  ### 17. Great insight and very informative news and daily industry information

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brian N. | Enterprise Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2017

**What do you like best about S&P Capital IQ Pro?**

We use this tool to gain insight into the corporate structure of potential clients.  The corporate structure diagrams and regulatory filings are very helpful and provide a lot of insight in a format that would otherwise require a lot of individual company website searches.

**What do you dislike about S&P Capital IQ Pro?**

The page layout can get cluttered with the sheer volume of information available.  Narrowing in on exactly what you're looking for can take some time, but overall not a big issue once you get used to it.

**Recommendations to others considering S&P Capital IQ Pro:**

If you need a centralized location for insurance and public corporation regulatory information with up to date news and insight this is a great tool.  Information is much more reliable than alternative options.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Insight into prospects, understanding of their corporate structure and detail on the various regulatory filings.

  ### 18. Comprehensive Market Oversight

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** April 05, 2018

**What do you like best about S&P Capital IQ Pro?**

Everything about the financial markets and trends

**What do you dislike about S&P Capital IQ Pro?**

Could be a bit more intutitive and easier to reach customer service

**Recommendations to others considering S&P Capital IQ Pro:**

Get a free trial before signing up 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Staying on top of current market trends and what is impacting my market

  ### 19. Thorough research and easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Law Practice | Enterprise (> 1000 emp.)

**Reviewed Date:** July 28, 2017

**What do you like best about S&P Capital IQ Pro?**

CapIQ provides detailed and thorough research while being easy to use.

**What do you dislike about S&P Capital IQ Pro?**

Sometimes the data seem out dated. It should be updated more frequently.

**Recommendations to others considering S&P Capital IQ Pro:**

It's very user friendly and provides results you might not expect that are helpful

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Research for conflicts.

  ### 20. very efficient product and great customer service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ravi R. | Associate, Airlines/Aviation, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 02, 2017

**What do you like best about S&P Capital IQ Pro?**

it's very easy to use. i love the interface and there is a lot information on the platform. additionally, whenever i need something that's time sensitive, i know i can rely on this product to give me what i need fast. i like that s&p provides this service especially since it's a reputable source.

**What do you dislike about S&P Capital IQ Pro?**

there aren't many things i dislike about this product. sometimes customer service isnt always fast, but other than that, i love it

**Recommendations to others considering S&P Capital IQ Pro:**

i would definitely recommend this service to anyone. has a lot of great information and the platform is really easy to navigate. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

i've realized several benefits. business problems are always evolving so not sure on anything specific.

  ### 21. Useful financial data app with good client support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 21, 2017

**What do you like best about S&P Capital IQ Pro?**

Audit function in when pulling data using the excel plug in. Accessible client support.

**What do you dislike about S&P Capital IQ Pro?**

Occasionally data is not very accurate, had to manually intervene.  Would like to see better data on bonds.

**Recommendations to others considering S&P Capital IQ Pro:**

Learn short cuts

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Gathering financial performance data of companies.  With Capital IQ, I could easily pull data without going into annual reports manually. 

  ### 22. Investment Banker

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** February 02, 2016

**What do you like best about S&P Capital IQ Pro?**

One stop source of financial information for both public and private companies.  

**What do you dislike about S&P Capital IQ Pro?**

While all the financial information ties back to the public financials, the EBITDA calculations never adjust for one time, nonrecurring items.

**Recommendations to others considering S&P Capital IQ Pro:**

Should decide if CapItal IQ is sufficient on a standalone basis or needs augmentation from Bloomberg

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Financial statement analysis.  Comparable analysis.  Basic diligence of acquisition targets.

  ### 23. great customer service and easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Courtney K. | Research Analyst, Market Research, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 10, 2015

**What do you like best about S&P Capital IQ Pro?**

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. 

**What do you dislike about S&P Capital IQ Pro?**

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!

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

We use capital IQ to research companies and industries, and it is very helpful for this purpose. Cap IQ provides a general overview of a company in the "tear sheet" and also allows you to make customized lists for an industry.

  ### 24. Critical piece of software for any investment bank

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 10, 2015

**What do you like best about S&P Capital IQ Pro?**

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.   

**What do you dislike about S&P Capital IQ Pro?**

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.  

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

CapIQ is a critical component in all phases of our business from pre-engagement to existing clients.  It's one of the few programs I log into a leverage daily.     

  ### 25. CAp IQ is a great sofware

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2015

**What do you like best about S&P Capital IQ Pro?**

I like that it breaks down the company's financials and shows a company's equity value and EBITDA.

**What do you dislike about S&P Capital IQ Pro?**

I would like them to gather more information about private companies.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

CapIQ is helping me research companies more effectively than I could using Google. 

  ### 26. Capital IQ is a great source of knowledge.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Brian M. | Associate, Investment Banking, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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.

**Recommendations to others considering S&P Capital IQ Pro:**

I recommend using Capital IQ because it has really helped me improve my business and earn more money. It is a great source for prospecting.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I use this mainly for business prospecting. It is a great way to find new clientele for my business. This also helps me in terms of  looking up information pertaining to financial and business analysis of public and or private companies

  ### 27. Capital IQ has helped me out tremendously when valuating companies.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael P. | Financial Analyst, Investment Banking, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I am currently working on US comps for sports beverage companies within the United States.  Using the screening feature of Cap IQ has helped me tremendously.  I have been able to gather data for the industries overall performance and how my company compares to it.

  ### 28. Analyst's Best Friend

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Prospecting c-level executives, preparing analysis on executive compensation/options (10b5-1 plans, options strategies).

  ### 29. Capital IQ -- great product and knowledgeable support team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott B. | Senior Researcher, Law Practice, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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.

**Recommendations to others considering S&P Capital IQ Pro:**

Rely on Customer Support -- they're wonderful and it's part of your contract.  Save templates, screens, and company lists across your organization; seeing how other, more experienced users have completed projects will speed up your own learning curve.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I use Cap IQ to create league tables, search for M&A activity by a specific company or in a specific sector, search SEC filings for older documents that have been incorporated by reference, etc.  Having this data allows colleagues to prepare presentations to potential clients, something necessary to keep growing the business successfully.

  ### 30. Great product, fast and reliable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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.  

**Recommendations to others considering S&P Capital IQ Pro:**

Most of the services (CapIQ, Factset, Thomson) offer similar information, but CapIQ to me is the easiest to use and fastest product to load, which is a very important differentiation.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

i work in banking, so i use it for a lot of precedents look-up.  The screening functionality is great... if we wanted to look up certain companies or transactions that fit a criteria, CapIQ has all the categories I feel are most important in order to filter such a screen.  

  ### 31. Effective in what I needed from it - never took advantage of many of its additional products

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 02, 2014

**What do you like best about S&P Capital IQ Pro?**

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.

**What do you dislike about S&P Capital IQ Pro?**

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. 

**Recommendations to others considering S&P Capital IQ Pro:**

Their customer service would always do their best to help and would be honest very quickly if they didn't have a solution to your problem (instead of "checking" with others/superiors for a ~24-48 hour period). A few years back there were certain times during the day when you couldn't get through but recently that stopped. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Most often, I was looking for guidance on company capitalization information. Later on I started using it for estimate guidance and equity research sourcing. Certain times, I would use it to better understand a company's ownership (i.e., who is the parent company of an asset we are looking at). Capital IQ was effective in getting these requests done.

  ### 32. Capital IQ - great resource

**Rating:** 4.0/5.0 stars

**Reviewed by:** Coby P. | Associate, Investment Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2014

**What do you like best about S&P Capital IQ Pro?**

User interface and capabilities when it comes to public company and large private company analysis are very useful. Great tool for any financial or strategic professional.

**What do you dislike about S&P Capital IQ Pro?**

The private company information is often lacking, especially on the smaller side of the corporate universe (sub $100mm in revenue). However, this is understandable as this information is very often simply unavailable so difficult to judge them on this.

**Recommendations to others considering S&P Capital IQ Pro:**

If you work on the corporate deal-making side of finance, this is a must have.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

This tool is my personal favorite for financial and business analysis of public companies. The Excel plug in is great and the online portal is simple and easy to use with a wealth of data.

  ### 33. Capital IQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lauren K. | Associate, Financial Services

**Reviewed Date:** April 28, 2014

**What do you like best about S&P Capital IQ Pro?**

The ease of analyzing and collecting data.

**What do you dislike about S&P Capital IQ Pro?**

I am not always able to complete my tasks without calling the help desk given the amount of information that is available with the software. Therefore, I am not always familiar with how to complete certain tasks within Capital IQ.

**Recommendations to others considering S&P Capital IQ Pro:**

The cost with the benefit - the ease of obtaining data is worth the price tag.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I am an associate at a PE firm. Therefore, Capital IQ allows me to run screens, value companies, and create data sets as needed.

  ### 34. Powerful database

**Rating:** 4.5/5.0 stars

**Reviewed by:** Milan Z. | Analyst, Valuation & Business Modeling, Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2014

**What do you like best about S&P Capital IQ Pro?**

I use CIQ almost on a daily basis to look up companies / transactions. I like to use the excel templates (e.g. the core model) with CIQ formulas where I can pull market data conveniently.

**What do you dislike about S&P Capital IQ Pro?**

Sometimes the screening process is not very intuitive and there are some repetitive criteria.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I mainly use CIQ for purposes of business valuation. CIQ provides accurate market data and is a reliable source of information.

  ### 35. Not perfect but better than anything else out there

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2014

**What do you like best about S&P Capital IQ Pro?**

I like the amount of data captured by CapIQ and the level of support that is provided the company.

**What do you dislike about S&P Capital IQ Pro?**

Data inaccuracies, but it is inevitable with how much information they are dealing with

**Recommendations to others considering S&P Capital IQ Pro:**

I have heard that Factset is a great tool, and that it may be better than CapIQ. For my use, CapIQ has been more than enough. Go for a trial basis if you are not sure if it is right for you. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Corporate development and financial analysis. CapIQ has made it much easier to do analysis across a number of companies or through a long historical period. 

  ### 36. Needs better search!

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User

**Reviewed Date:** May 14, 2014

**What do you like best about S&P Capital IQ Pro?**

The wealth of proprietary data not available elsewhere. In general, I'm not a huge fan of Capital IQ's interface, but I realize that it has things I simply cannot obtain through other means.

**What do you dislike about S&P Capital IQ Pro?**

The search function -- it seems to either return no hits (when I know they exist) or far too many hits. Consider outsourcing this (or if already outsourced, switching providers)

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I primarily use Capital IQ in the study of CMBS deals. I have been able to use Capital IQ to access data from presale reports, as a unique proxy for ex-ante expectations.

  ### 37. Capital IQ is the Best on the Market

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2014

**What do you like best about S&P Capital IQ Pro?**

Capital IQ is extremely easy to use and navigate. The data is almost always accurate, though no product is perfect. It also has a large database of private companies, which is very useful in my position as an analyst. The screening and Excel plug-in are the two tools that I use the most, and they are by far the best that I have used. I love this product.

**What do you dislike about S&P Capital IQ Pro?**

They have slowed down with their technology enhancements outside of the ratings space, which should be continuous.

**Recommendations to others considering S&P Capital IQ Pro:**

It is worth the money. Give this product a try.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I am helping consultants find good companies to target professionals. The tool has helped me build target lists in minutes when it would have taken hours. It is a HUGE time saver

  ### 38. Associate in investment banking; primarily used it for company info and financials

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vaibhav R. | Associate, Investment Banking, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

Comprehensive data base on companies (public and private), provides a good tearsheet view with relevant info. Also has strong historical financial data, comps and a very good SEC filings section

**What do you dislike about S&P Capital IQ Pro?**

Estimates data can be spotty, management and BOD data can be weak for private companies

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Financial analysis and valuation of public/private companies.

  ### 39. Great Service!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2014

**What do you like best about S&P Capital IQ Pro?**

The help over the phone was really helpful. If you can't figure out what to do within a couple of minutes, their service line can help you with any request.

**What do you dislike about S&P Capital IQ Pro?**

The trade-off between thomson and capiq is the research coverage and depending on the situation sometimes one service would have it and the other wouldn't.

**Recommendations to others considering S&P Capital IQ Pro:**

I would definitely suggest most investment banks use capiq.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I was an analyst, so being able to see what the analyst estimates were via the plug-in was crucial.

  ### 40. CapitalIQ is good for aggregating data and running certain types og analysis.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ryan H. | Senior Analyst, Investment Banking, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2014

**What do you like best about S&P Capital IQ Pro?**

The screening tools and functionality around click-through features on the tearsheet.

**What do you dislike about S&P Capital IQ Pro?**

Inability to differentiate between deals from the same company in transaction screens, would like to see what broad type of transaction is referenced.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Comparing clients and potential clients to peers and competitors. Much faster data source than manually searching.

  ### 41. CapIQ Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2014

**What do you like best about S&P Capital IQ Pro?**

The amount of data that's available and the CapIQ plug-in. 

**What do you dislike about S&P Capital IQ Pro?**

You're occasionally find some data that's incorrectly captured. There is also a learning curve before you can fully navigate the tool which comes with the territory. That said, the customer service team is great and will happily guide you through any questions and even run screens for you.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I'm generally tying to quickly gather information about companies. CapIQ enables me to do so.

  ### 42. S&P Capital IQ

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2014

**What do you like best about S&P Capital IQ Pro?**

-Quickly updates data as news and earnings releases come out
-Auidtability of data
-ease of use / navigation
-effective screening tools
-fantastic customer support

**What do you dislike about S&P Capital IQ Pro?**

-occasional errors are found
-excel plug in can be slow and cause crashing

**Recommendations to others considering S&P Capital IQ Pro:**

don't be afraid to call CIQ or use the chat feature if you have a question.  They are extremely helpful.  

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Allows for an efficient and repeatable method of populating data for a given set of companies.

  ### 43. Capital IQ is my most reliable co-worker

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthew B. | Manager - Economic and Valuation Services, Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2014

**What do you like best about S&P Capital IQ Pro?**

I like the ease of access to company financial information and the plug-in for excel.

**What do you dislike about S&P Capital IQ Pro?**

Occasional situations where client data is outdated.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

We use Capital IQ for market research, specifically to derive valuation multiples for public companies.

  ### 44. Great database product and MS Excel plugin for dealmakers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kateri Z. | Marketing Manager, Internet, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2014

**What do you like best about S&P Capital IQ Pro?**

Two things: the breadth of the data on the database, and the multifaceted functionality and metrics available with the plugin

**What do you dislike about S&P Capital IQ Pro?**

Errors and lack of consistent accuracy with non-market data

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I'm a banker running advisory deals for clients; CIQ helps me to research on buyside candidates and gather market trend data for charts and graphs

  ### 45. Capital IQ - solid and versatile financial research product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Enterprise (> 1000 emp.)

**Reviewed Date:** April 29, 2014

**What do you like best about S&P Capital IQ Pro?**

CIQ is a very flexible product.  It's easy to combine many data categories in a screen, and a snap to download. 

**What do you dislike about S&P Capital IQ Pro?**

CIQ's league tables are poor compared to Bloomberg's

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I primarily use CIQ as a prospecting tool for corporate attorneys.  It is very useful in identifying financial advisors that concentrate on a given geography, industry or deal structure.  Also great for showing PE sponsor activity or tracking bond and CDS metrics

  ### 46. This is the best tool out there for getting accurate financial data quickly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deven M. | Senior Account Executive, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 01, 2014

**What do you like best about S&P Capital IQ Pro?**

I like the fact that you can build customized searches and save them for use with future projects.

**What do you dislike about S&P Capital IQ Pro?**

I dislike when a private equity profile does not indicate what industry the firm invests in.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I determined company valuations in a quick and painless way.  I realized that Capital IQ was a great way to check my analysis by looking at the EBITDA, for example.

  ### 47. Excellent Product, well thought out

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

Depth of data, accuracy of data. Saves us time. Great user interface

**What do you dislike about S&P Capital IQ Pro?**

Expense, lacks proprietary research, Otherwise great product

**Recommendations to others considering S&P Capital IQ Pro:**

Great product for the investment banking community. Less expensive than Bloomberg, provides a more focused set of data, as well.

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

We use the product to track placements, competitors, ventures, this product aggregates data we would struggle to otherwise capture. 

  ### 48. Valuable Resource

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

Capital lQ is a valuable resources that allows me to access companies' information quickly.

**What do you dislike about S&P Capital IQ Pro?**

A few times in my experience with Capital IQ data has been incorrect. A quick email or call to customer support usually eradicates the issue quickly. 

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

I am an associate at a valuation advisory firm, and I need to access company information quickly and know the data is reliable. 

  ### 49. VP

**Rating:** 4.0/5.0 stars

**Reviewed by:** Charles Z. | Vice President, Financial Services, Enterprise (> 1000 emp.)

**Reviewed Date:** May 06, 2014

**What do you like best about S&P Capital IQ Pro?**

easy access to financials and seeing how certain figures, i.e. EBITDA, are calculated; quick read on capital structure and LTM financials

**What do you dislike about S&P Capital IQ Pro?**

private companies have no info; i wish some of the research estimates could be more granular

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

corporate credit risk; financial analysis is much quicker to dig through

  ### 50. Capital IQ

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2014

**What do you like best about S&P Capital IQ Pro?**

I like the database and data collection functionality as it saves a lot of research time

**What do you dislike about S&P Capital IQ Pro?**

Can be difficult to navigate as information can be hidden deep within the service

**Recommendations to others considering S&P Capital IQ Pro:**

I would highly recommend it as a must have product

**What problems is S&P Capital IQ Pro solving and how is that benefiting you?**

Searching to accurate historical and detailed information on companies has allowed us to better serve them and prospective clients


## S&amp;P Capital IQ Pro Discussions
  - [What is S&amp;P Capital IQ Pro used for?](https://www.g2.com/discussions/what-is-s-p-capital-iq-pro-used-for)

- [View S&amp;P Capital IQ Pro pricing details and edition comparison](https://www.g2.com/products/s-p-capital-iq-pro/reviews?open_modal_url=%2Fproducts%2Fs-p-capital-iq-pro%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fs-p-capital-iq-pro%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-06-14+03%3A22%3A09+-0500&secure%5Bsession_id%5D=bf22ea53-dd1e-479d-9216-d0b416603c53&secure%5Btoken%5D=14cb0a2eb50cf758ee29b1f1e831a8ea8d29f17fc35be5c137f408af905adae6&format=llm_user)

## S&amp;P Capital IQ Pro Features
**Financial Information**
- Data Visualization
- Document Search

**Deal Identification - Deal Sourcing**
- Market Mapping
- Advanced Filters
- AI-Powered Search 
- Multi-Source Tracking

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Market Intelligence - Deal Sourcing**
- Automated Data Enrichment
- Real Time Alerts
- Investment Trend Analysis
- Competitive Benchmarking
- Performance Metrics

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Workflow & Customization - Deal Sourcing**
- Secure Document Sharing
- Third Party Integrations
- Customizable Dashboards
- Pipeline Management

**Platform Basics**
- Mobility
- Interoperability

**Agentic AI - Financial Research**
- Multi-step Planning

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