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Financial Data

Sources of financial data for financial analysts.

CapIQ

What is CapIQ? CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more. The Capital IQ platform provides research, data, and analysis on private and public companies to help...

How To Download Data In PitchBook

Downloading Data From PitchBook To Excel Pitchbook Download – On the PitchBook platform, users can export data on companies, deals, and contact information into an Excel spreadsheet. This download data function is especially useful when users would like to consolidate and organize a large data set for financial analyses or reporting. In this tutorial, we’ll...

Searching For Companies By Industry And Deal Activity In PitchBook

Searching For Companies By Industry And Deal Activity In PitchBook Pitchbook Searches for Companies – One of the most important features in PitchBook is the Advanced Search function. It allows users to look up Companies and Deals, Investors and Buyers, Funds and IRR, Debt and Lenders, Limited Partners, Service Providers, People, and Public Financials within...

IBES Estimates

What are IBES estimates? IBES (also known as I/B/E/S) stands for Institutional Broker’s Estimate System, a database that was created by the Lynch, Jones, and Ryan brokerage. This system basically compiles the analysis and forecasted future earnings of publicly traded companies. With the help of this database, users can see the different predictions (high, low, and...

Public Company Filings

Where to find public company filings and reports Public company filings are an important source of data and information for financial analysts.  Knowing where to find this information is a critical first step in performing financial analysis and financial modeling. This guide will outline the most common sources of public company filings.     Company investor...

All Financial Data A-Z