TrustRadius

S&P Capital IQ vs. YCharts

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
S&P Capital IQ
Score 8.2 out of 10
N/A
Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.N/A
YCharts
Score 9.0 out of 10
N/A
YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.N/A
Pricing
S&P Capital IQYCharts
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
S&P Capital IQYCharts
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
Community Pulse
S&P Capital IQYCharts
Considered Both Products
S&P Capital IQ
Verified User
Anonymous
Chose S&P Capital IQ
S&P Capital IQ is great for bringing market data into Excel. It is also fantastic for finding older public market data / screening assets
Verified User
Anonymous
Chose S&P Capital IQ
S&P Capital IQ is one of the best value products from a cost / benefit perspective. The Excel add in function is also unrivaled. For accessing public company data on demand (both operational and financial) it is a must have. The other tools are great but tend to be more …
Verified User
Anonymous
Chose S&P Capital IQ
I think Eikon is a close substitute. It doesn't have as many features as S&P Capital IQ, but unless you're working for a bank, hedge fund, or in corporate treasury, you probably won't notice it.

In my opinion, FactSet is another good alternative. It comes with more features …
Verified User
Anonymous
Chose S&P Capital IQ
Analysis of a wide variety of public firms is a breeze with S&P Capital IQ. Specifically, the program is great for valuing businesses by analysis of comparable businesses and transactions or by uploading corporate financials into Excel for use in a discounted cash flow. …
Verified User
Anonymous
Chose S&P Capital IQ
bureau van dijk, Bloomberg Terminal and Mergermarket
Verified User
Anonymous
Chose S&P Capital IQ
It's ease of use and customer support is superior to anything that is in the market. It also seems a lot more accurate than the other tools I have used.
CM
Caitlin A. Mabe
Assurance Associate
Chose S&P Capital IQ
We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you …
Becky Reid | TrustRadius Reviewer
Becky Reid
President
Chose S&P Capital IQ
They provide very detailed information, that is industry specific. You cannot find a better provider for bank website data than SNL. The ease of customization on the website program is unparalleled.
Verified User
Anonymous
Chose S&P Capital IQ
While Bloomberg has a much more comprehensive view of the markets and typically has more up-to-date information in terms of overall news, Cap IQ is easier to integrate into existing financial models, and the formula builder included with the Excel plugin makes it easy to pull …
YCharts

No answer on this topic

Features
S&P Capital IQYCharts
Financial Research
Comparison of Financial Research features of Product A and Product B
S&P Capital IQ
6.4
Ratings
10% below category average
YCharts
10.0
Ratings
34% above category average
Private Company Data6.00 Ratings00 Ratings
Industry-Specific Information7.70 Ratings10.00 Ratings
Independent Research Access8.50 Ratings10.00 Ratings
M&A Analysis5.30 Ratings00 Ratings
Supply Chain Data5.00 Ratings00 Ratings
ESG Data5.50 Ratings10.00 Ratings
Credit Ratings Reports7.30 Ratings10.00 Ratings
Macroeconomic News6.30 Ratings10.00 Ratings
Search Tools6.30 Ratings10.00 Ratings
Best Alternatives
S&P Capital IQYCharts
Small Businesses

No answers on this topic

No answers on this topic

Medium-sized Companies

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 8.2 out of 10
Enterprises
Factiva
Factiva
Score 5.1 out of 10
S&P Capital IQ
S&P Capital IQ
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
S&P Capital IQYCharts
Likelihood to Recommend
7.1
(0 ratings)
10.0
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
-
(0 ratings)
Usability
7.0
(0 ratings)
-
(0 ratings)
User Testimonials
S&P Capital IQYCharts
Likelihood to Recommend
Best in class tool to source financial data from public companies. Great integration with Excel. Must-have tool for anyone performing financial analysis on a regular basis. Easy to use interface with excellent product support to answer questions about functionality and capabilities. Tool has continued to grow in features over the years and expect to continue in the future.
Verified User
Anonymous
Read full review
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
BR
Brian Russell
Founding Partner
Read full review
Pros
  • S&P Capital IQ's blackline tool allows for the effortless comparison of changes in company filings over time.
  • The screening tool when searching for comparable companies and/or transactions is very comprehensive and customizable.
  • It allows users to customize their dashboards and tearsheets in any number of ways.
Verified User
Anonymous
Read full review
  • Reporting
  • Investment research
  • Review capabilities with clients
BR
Brian Russell
Founding Partner
Read full review
Cons
  • Sources. In Bloomberg, when you click on a figure anywhere it leads you to the source. That is a great feature, as in finance everything has to be backed with the original source.
  • Cannot always find the needed information, the menu is too complex.
Verified User
Anonymous
Read full review
  • Sandbox approach to models
  • Branding
  • Alacart reports
BR
Brian Russell
Founding Partner
Read full review
Likelihood to Renew
[It's the] best ever.
Becky Reid | TrustRadius Reviewer
Becky Reid
President
Read full review
No answers on this topic
Usability
S&P CIQ Pro has great data, however, the new pro version is currently difficult to use given how slow the data is to process
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
While Bloomberg has a much more comprehensive view of the markets and typically has more up-to-date information in terms of overall news, Cap IQ is easier to integrate into existing financial models, and the formula builder included with the Excel plugin makes it easy to pull relevant financial data as well as update it based on a specific time frame.
Verified User
Anonymous
Read full review
No answers on this topic
Return on Investment
  • The breadth and depth of the company's financial data set are what sets it apart as the finest in the industry.
  • Having the ability to pay the monthly fee online is a major benefit. Neither is it very high, but I wouldn't characterize it as low, either. It's quite economical.
  • Data quality and accuracy are what set it apart from competitors.
Verified User
Anonymous
Read full review
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
BR
Brian Russell
Founding Partner
Read full review
ScreenShots