ANALYTICS & TARGETING

INTELLIGENCE

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Screening
The Capital IQ Screening tool allows you to find
companies, people, Key Developments or
transactions according to a wide array of
screening data points. The screening tools are
integrated so that you can combine company,
people, Key Development or transaction details
all in a single search.

When screening on Industry and/or Geography

classifications, click into the link to access our trees:
Click on the sign to the left of any
industry/geography node to expand the tree.
Keyword search through the tree: Enter text at
the top of the tree and click Search until you find
your results.
Check the desired nodes and click the Add
Criteria button at the bottom right.

From the Screen Builder page, you can use the

radio buttons along the top of the page to switch
your results from one type to another (e.g.
Companies to Key Developments, People, or
Transactions).

Best Practices:
Find results that meet specific financial
and/or qualitative criteria
Create a Comps List
To access Screening, scroll over the Analytics &
Targeting tab and click on Screening.

Screen Builder
Define the universe of companies you want to
see by selecting criteria such as Company
Details, Financial Information, Corporate
Actions, Investment Criteria, and Coverage
Management.

Company Details
To screen on Company Details, click into the link
(i.e. Company Status) and select from the
available items on the left hand menu.

Screening Tips

Custom Data Points & Formulas

A Custom Data Point can be used in a formula (Data
Points do not have operators) or as a standalone
screen criteria after adding an operator. To build
one, click into Create Custom Data Point, choose
Data Points and Time Periods. Follow the same
steps to build a Formula; you can add data points
(regular or custom) as a Value, Percent Change,
Average, or CAGR. Utilize the calculator on the left
to build out your Formula. Click the check box to
name and save it and select the access level.

Corporate Actions and Key

Developments

Expand the node

Screen for qualitative information such as Corporate

Actions (Shareholder Activity, Insider Trading, Deal
History, Bankruptcy) and Key Developments
(Executive Changes, Share Repurchases, Pos/Neg
Earnings Announcements).

Coverage Management
Multiple industries/geographies can be selected in
one screen and will be treated with or logic unless
specified otherwise. You can limit to Primary
Industry (or Geography) Only by clicking the box
above the tree.

Financial Information
Select a category (i.e. Financial Statements), then
pick a Data Point and corresponding Time Period by
highlighting your selections. You can keyword
search specific data points and select Time Periods
from a list of relative and absolute dates such as
LTM and LTM-1 as well as Annual 2002 and
Quarterly 2001 Q4, etc. Designate an operator
(greater than, less than, between, equals) input a
number, and click Add Criteria.

Limit your search to firms on your Coverage,

Contact, Target, Comp or Watch Lists, or those
where you have Relationships or Activity Logs.

Person Screening
Screen for people (or companies) by specific person
details such as industry, function, school, and more.

Transaction Details

Screen based on transaction details, valuation,

features, types, and purposes as well as attributes
of selling, buying, and issuing entities, or screen for
deal-specific features such as M&A/Buybacks,
Private Placements, and Public Offerings.

ANY QUESTIONS? CONTACT CLIENT SUPPORT AT 212-791-9506.

Capital IQ, Inc. All rights reserved.

Screening Tips
Adding Criteria: You can insert any criteria
to your screen as a New Criterion, Expanded
Criterion (OR), or Limiting Criterion (AND).
Add New Criterion
New criterion is added using AND logic and
must meet all criteria. The more criterion you
enter the narrower your results will become.
Expand Existing Criterion (OR)
New criterion is added to an existing criterion
and will expand the results. The results will
meet either of the OR criteria.
Limit Existing Criterion (AND)
This criterion is added to an existing criterion
using AND logic and should be used when
screening within the current parameters. This
will limit your results.
Adjust Screening Order: When you are
finished adding criteria, adjust the order of
results by changing the numbered drop-down
boxes and clicking the Re-Order button.

Reporting Options

Create Comp Set by Screening

Custom Reports: Once you build a list, click

Customize Display to add other relevant
information before generating a report. You can
save display criteria as a template and utilize it for
other screens by clicking into Save Template.

Within Analytics & Targeting, go to Comparable

Company Analysis and select Build Comps Screening.
-ORGo to a project and click on the Comps Link in the
left navigation area.

Summary Reports: For a summary report that

includes your companies and screening criteria
select Word or Excel and click Generate Report.
Additionally, you can access pre-built summary-type
templates by clicking into Add Fields from Saved
Templates.

Idea Generation Screens

Viewing/Saving Results
The number of companies associated with the
last criterion reflects your most targeted search;
click Total Matching Companies to display
your results.
In addition to saving results to a Target List or
comps set, click into Select List for Saving to
build a Watch or Coverage List from your screen.

Advanced Charting
Best Practices:
Build charts on one or multiple companies
at a single point or over time

Access pre-filled screens for Idea Generation in

Undervalued Companies, Distressed/Potentially
Distressed Situations, Arbitrage/Special Situations
and more. Click into any one of our Idea Generation
screens to modify pre-filled criteria &/or view results.

Comparable Company Analysis

Name and Save This Screen: Click into the
Save Screen Options to name and save your
search, and set appropriate access levels.

(See Company Screening section for more info.)

Best Practices:
Create an interactive Comp list
View a snapshot of a specific industry
A Comp set can be created within Capital IQ by
entering ticker symbols or by screening. Please note
a Comp set can also be created directly from Excel.

Create Comp Set by Ticker Symbol

Within Analytics & Targeting, go to Comparable
Company Analysis and select Build Comps Tickers. You will be required to create a Project or
select from an existing one. You must then enter a
Comp Set Name and the subject/comparable
company tickers separated by commas.

Capital IQs Chart Builder allows you to build your

own Daily Times Series, Financial Periods, or Shares
Traded Analysis charts for your target company. For
reference purposes, we have chosen to use the
Daily Time Series chart:
Select chart type Daily Time Series (Area)
Choose Time Frame (up to 10 Fiscal years) and
Period Type (Annual, Quarterly, LTM).
Create a series list by entering company tickers
and clicking Go. Among the results, select the
appropriate company and click Add.
Select the series list by clicking and highlighting
the desired list.
Generate chart by clicking the Generate Chart
button located at the top of the page.
You can download the chart and underlying data
by selecting Export to Excel icon at the top
right corner of the page.

ANY QUESTIONS? CONTACT CLIENT SUPPORT AT 212-791-9506.

Capital IQ, Inc. All rights reserved.

ANY QUESTIONS? CONTACT CLIENT SUPPORT AT 212-791-9506.

Capital IQ, Inc. All rights reserved.