Capital IQ talk in ECOM5005 (Business Analytics and Data Visualisation)
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Capital IQ talk in ECOM5005 (Business Analytics and Data Visualisation)
1. Go through steps in obtaining specific financial information for all companies in the S&P500 Index (US data) for their 2021 financial year (2021 FY)
· ROA
· Total Revenue, Total Operating Expenses
· Cash and Equivalents
· Total Liabilities/ Total Assets %,
2. How to save the query to re-run next time
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Steps in searching data in Capital IQ database
· Click on “Screening” tab, and choosing “Screening for Companies”
· In the “View Criteria”
o Equity Details \ Indices: choose S&P 500 Index (^SPX)
o Company Details \ Company Type
§ Choose “Public Company”
o Financial Information\Financial Statements \ CIQ Operating Metrics and Ratios \ Profitability & Margin
§ Choose “Return on Assets %”
o Financial Information\Financial Statements \CIQ Financial Statements\ Income Statement
§ Choose “Total Revenue”, “Total Operating Expenses”
o Financial Information\Financial Statements \CIQ Financial Statements\ Balance Sheet
§ Choose “Cash and Equivalents”
o Financial Information\Financial Statements \ CIQ Operating Metrics and Ratios \ Leverage and Interest Coverage
§ Choose “Total Liabilities/ Total Assets %”
· Use FY (choose Display range “FY from 2021 to 2021”)
2022-10-10