Financial Research and Learning Lab

How to Access S&P Capital IQ

Individual Licenses

Individuals with a uottawa email address can self-register by visiting this link.

For the Excel plug-in, log into your Capital IQ account, go to "My Profile" and select "Downloads".

CAPITAL IQ: EXCEL PLUG-IN VALUATION TEMPLATES

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S&P CapitalQ

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What is S&P Capital IQ?

This database combines deep global company information and market research with powerful tools for fundamental analysis, idea generation, and workflow management.

S&P Capital IQ includes company financials, relationships among firms and people, biographical and contact data, transactions, events, securities data, ownership, brokerage estimates, corporate governance, regulatory filings, and news on private and public companies.

Useful applications include:

  • Look up company/sponsor/person profiles
  • Market Analysis
  • Industry Refinement/Analysis
  • Idea Generation
    • Find Buyers/Investors (including PE Firms)
  • Company Screening
  • Auditable Financials
  • Quick Comps & Building Comps
  • Annotated Stock Charts
  • SEC Filings
  • Chart Builder
  • Company Reports