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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”)