LibGuides: Capital IQ Industry Analysis: Getting Started (2024)

Within Capital IQ (CIQ), there are two ways to get info/data for industry analysis: one starting from “Markets” tab, the other startingS&P Industry level. Let’s dive deep into each of these two:

• The first approach to industry analysis is to simply select andclick the“Markets” tabafteryou get into CIQ, thenyou will see the page“Market Analysis - Industry Analysis.”
• There will be a few tables on this page: the 1^sttable lists “Top / Worst Performing Industries – YTD”and
• the 3^rdtable is the “Sector Performance” with figures on:Market Cap, LTM Total Rev, LTM EBITDA, Transactions (Last 3 Months) ,etc.
• That table includes11 sectors as below:
  1. Energy
  2. Real Estate
  3. Materials
  4. Industrials
  5. Consumer Discretionary
  6. Consumer Staples
  7. Health Care
  8. Financials
  9. Information Technology
  10. Communication Services
  11. Utilities
• Then from there you can further select and click any of the above sectors, in order to get more specific, distinct data for the selectedsector.
• For instance, if you click the sector “Consumer Staples,” you may notice the option onthe left bar would bechanged with the following options for your further exploration, that enables users to get more detailed, deeper info/data:
  • ​​​​​Industry Profile
    • Constituents
    • Key Professionals
    • Key Stats & Ratios
    • Financial Operating Metrics
    • CIQ Estimates
    • Active Investors
  • ​​​​​Transactions
  • News, Events & Filings
  • Relationship Management

• The second approach to industry analysis within CIQ is through searchingS&P 500 (^SPX). Once you get into the page forS&P 500 (^SPX)(click this linkS&P 500if you already in CIQ databases), you will see from the bottom the 2nd last table with heading"Market Surprise" thatlists the precise number of constituent companies under each of sectors withinS&P 500.
• And the last table on the same page is "Constituent Summary" listing distinct figures forP/E(LTM),P/E(NTM) ,Dividend Yield andAnnual EPSof each sectors.
• Users can further click each of the 11 sectors listed on the table Constituent Summaryin order to get more detailed data specific to this sector.

• Comparison of two approaches to Industry Analysis within Capital IQ: S&P 500 (^SPX)comes in varying levels of coverage forindustries: Whileindustries coveredunder “Markets” tab is worldwide, throughS&P 500approach, users only get into aggregated data from 500 constituents of S&P index. So obviously, the number of companies under each of these 11 sectors/industries in S&P 500 (^SPX)are much smaller. Below is the precise number of companies for each of sectors you will get with S&P 500approach to industry analysis within CIQ:
  • S&P 500 Communication Services (Sector)(23)
  • S&P 500 Consumer Discretionary (Sector)(60)
  • S&P 500 Consumer Staples (Sector)(32)
  • S&P 500 Energy (Sector)(21)
  • S&P 500 Financials (Sector)(66)
  • S&P 500 Health Care (Sector)(64)
  • S&P 500 Industrials (Sector)(72)
  • S&P 500 Information Technology (Sector)(76)
  • S&P 500 Materials (Sector)(28)
  • S&P 500 Real Estate (Sector)(29)
  • S&P 500 Utilities (Sector)(28)