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INTELLIGENCE
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Screening
The Capital IQ Screening tool allows you to find
companies, people, Key Developments or
transactions according to a wide array of
screening data points. The screening tools are
integrated so that you can combine company,
people, Key Development or transaction details
all in a single search.
Best Practices:
Find results that meet specific financial
and/or qualitative criteria
Create a Comps List
To access Screening, scroll over the Analytics &
Targeting tab and click on Screening.
Screen Builder
Define the universe of companies you want to
see by selecting criteria such as Company
Details, Financial Information, Corporate
Actions, Investment Criteria, and Coverage
Management.
Company Details
To screen on Company Details, click into the link
(i.e. Company Status) and select from the
available items on the left hand menu.
Screening Tips
Coverage Management
Multiple industries/geographies can be selected in
one screen and will be treated with or logic unless
specified otherwise. You can limit to Primary
Industry (or Geography) Only by clicking the box
above the tree.
Financial Information
Select a category (i.e. Financial Statements), then
pick a Data Point and corresponding Time Period by
highlighting your selections. You can keyword
search specific data points and select Time Periods
from a list of relative and absolute dates such as
LTM and LTM-1 as well as Annual 2002 and
Quarterly 2001 Q4, etc. Designate an operator
(greater than, less than, between, equals) input a
number, and click Add Criteria.
Person Screening
Screen for people (or companies) by specific person
details such as industry, function, school, and more.
Transaction Details
Screening Tips
Adding Criteria: You can insert any criteria
to your screen as a New Criterion, Expanded
Criterion (OR), or Limiting Criterion (AND).
Add New Criterion
New criterion is added using AND logic and
must meet all criteria. The more criterion you
enter the narrower your results will become.
Expand Existing Criterion (OR)
New criterion is added to an existing criterion
and will expand the results. The results will
meet either of the OR criteria.
Limit Existing Criterion (AND)
This criterion is added to an existing criterion
using AND logic and should be used when
screening within the current parameters. This
will limit your results.
Adjust Screening Order: When you are
finished adding criteria, adjust the order of
results by changing the numbered drop-down
boxes and clicking the Re-Order button.
Reporting Options
Viewing/Saving Results
The number of companies associated with the
last criterion reflects your most targeted search;
click Total Matching Companies to display
your results.
In addition to saving results to a Target List or
comps set, click into Select List for Saving to
build a Watch or Coverage List from your screen.
Advanced Charting
Best Practices:
Build charts on one or multiple companies
at a single point or over time
Best Practices:
Create an interactive Comp list
View a snapshot of a specific industry
A Comp set can be created within Capital IQ by
entering ticker symbols or by screening. Please note
a Comp set can also be created directly from Excel.