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FINM7401
Tutorial 1 - Capital IQ Introduction
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What is Capital IQ?
Capital IQ is a web and Excel-based financial research application produced by Standard &
Poor’s. It organizes historical information on companies, markets, transactions, and people
worldwide, providing clients with the data necessary to analyze company fundamentals, build
financial models, screen for investment ideas, and execute other financial research tasks.
• This week's tutorial will look at how to navigate the capital IQ to find information for your
assignments.
• You will learn how to screen for companies and how to find data for a company
o The company we will use as an example is the Starbuck Company (NasdaqGS:SBUX)
• The tutor will go through a live session with you to demonstrate how to use the database
• You should explore the database more freely in your own time.
o This database will be very useful for your individual project.
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Register
• Use the link above to sign up for your account.
• You must use your Student Email
• If you have any questions (e.g. fail to register, forgot the password), please contact the
Capital IQ customer service (follow the instruction on the website)
• If you have any questions with accessing the data, please contact the IT help desk
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Industries
Q: How to get a quick overview of the different
industries?
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Company Screening
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Q: Search for companies that are part of the ‘Consumer Durables and Apparel’ industry (Primary) and the
New York Stock Exchange, NYSE (Primary Listing). Download the list in Excel.
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Basic Navigation (NasdaqGS:SBUX)
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Q: Search for the company Starbucks. Find relevant information about the company (e.g., competitors,
corporate governance, CEO and board members, key stats, estimates, charts, fixed income,…)
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Financials/Valuations
Q: Find and download financial and valuation data for Starbucks
Navigate:
- Income statement (Earnings and Dividends)
What is a Fiscal Period (accounting period)?
- Balance Sheet
- Ratios (changes of the financials over time)
- Multiples
What is the difference between LTM and NTM?
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Charting
• Q: Can you find the stock price and volume on a particular day (e.g., 01/07/2022)? Download
historical prices and volumes for Starbucks (1 year)
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That is it for now
Have fun with the database