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DATE:
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S&P Global
TABLE OF CONTENTS:
    Document Intelligence Private Markets & Private Company Fixed Income Charting Banks and Credit Unions Insurance Media & Telecommunications Metals & Mining Sustainability Portfolio Analytics RatingsDirect® Transactions Financials Ownership News Alerts Mobile App S&P Capital IQ Pro Plug-in Market Data

    March 2025 S&P Capital IQ Pro Release Notes

    DATE:
    AUTHOR: S&P Global
    TABLE OF CONTENTS:

      S&P Capital IQ Pro Release Highlights

      In this Capital IQ Pro release, we focused on the following themes to bring our clients enhanced content for differentiated insights and capabilities that drive workflow efficiencies, all designed to enhance our clients’ daily workflows:

      • Private Markets: We introduced new Headcount Analytics data for over 4.3 million private companies. Headcount data and analytics can help users assess the size and growth trends of private companies and industries through the lens of the human capital or size of workforce for potential investment opportunities.

      • Content Expansion: We expanded transaction valuations coverage to include estimated values for private company M&A deals and funding rounds, enhanced sector coverage for Insurance (incorporating the 2025 quarterly NAIC statutory filing updates), Banks & Credit Unions, Metals & Mining, and Media & Telecommunications.

      • Market Data Enhancements: Term SOFR and Term SONIA Risk-Free rates are now part of Capital IQ Pro. Additionally, we integrated the Tadawul All Shares Index (TASI).

      • Workflow Efficiencies: In Document Intelligence, we enabled ChatIQ, a Generative AI assistant, for Investment Research, facilitating deeper interaction and insights across a broader corpus of textual datasets.

      • Enhancing Core Capabilities: We added a new interactive Stock Chart by integrating ChartIQ to offer improved performance, greater interactivity and relevancy, and improved customization options. We also enabled click-through functionality for specific market data items, including Market Cap and Total Enterprise Value, within Screener, S&P Capital IQ Pro Plug-in, and Peer Comps.

        Visit S&P Capital IQ Pro and Contact Us for additional details.

      Document Intelligence

      In this release, we integrated ChatIQ, a Generative AI assistant, for Investment Research documents in Document Intelligence, facilitating deeper interaction and insights. We also introduced features that enable users to seamlessly navigate to reference texts, copy answers, and provide feedback on the chat responses for Investment Research, Filings and Transcripts. Additionally, we made frequently accessed filing types as default filing search results. We also simplified the URLs of shareable links for Filings and Transcripts.

      ChatIQ Support for Investment Research in Document Intelligence

      Users can now interact with Investment Research documents using the integrated ChatIQ function in Document Intelligence.

       Find it in the platform:

      • Navigate to the Documents tab in the top navigation

      • Click on the Documents tab to access the Document Intelligence page

      • Apply any search filter, such as entity, keyword, industry, geography or time range

      • Scroll down to Investment Research tile

      • Select any document and navigate to the ChatIQ tab in Document Intelligence

      • Three pre-suggested questions will be offered in ChatIQ session in Document Intelligence

      • Additionally, users can ask specific questions regarding the document

      ChatIQ Enhancements in Document Intelligence

      Users can now leverage new functionality with the ChatIQ function in Document Intelligence, including the ability to navigate to the source text within the document for all answers provided from ChatIQ, easily copy answers, and provide feedback for all ChatIQ answers. These new features are supported across filings, transcripts, investor presentations, and Investment Research documents.

       Find it in the platform:

      • Navigate to the Documents tab in the top navigation

      • Click on the Documents tab to access the Document Intelligence page

      • Apply any search filter, such as entity, keyword, industry, geography or time range

      • Select any document and navigate to the ChatIQ tab in Document Intelligence

      • Ask a question or click on any of the pre-suggested questions offered

      • Click on the footnote of any answer to navigate to the source text within the document

      • Click on the copy icon to copy answers and the thumbs up or down icons to provide feedback

      NEAR Boolean Operator in Keyword Search

      Users can now utilize the NEAR operator when performing keyword searches in Document Intelligence. This operator locates all documents where one word appears within a specified distance of another. Three variations are supported:

      • Enterprise NEAR Industry: When NEAR is applied without any parameters, the search processor assumes that the search terms are within 30 words of each other.

      • Industry NEAR(N) Enterprise: N denotes a number that indicates the maximum word distance between the keywords.

      • Enterprise NEAR(X,Y) Industry: X and Y represent the minimum and maximum word distance allowed between the keywords, respectively.

       Find it in the platform:

      • Navigate to the Documents tab in the top navigation

      • Click on the Documents tab to access the Document Intelligence page

      • In Keywords filter add your NEAR search

      Document Viewer Enhancements

      Users can now view research contributors linked to their professional summary pages, allowing seamless navigation between pages. Additionally, we have simplified the URLs of shareable links to minimize sharing errors.

      Find it in the platform:

      • Navigate to the Documents tab in the top navigation

      • Click on the Documents tab to access the Document Intelligence page

      • Apply any search filter, such as entity, keyword, industry, geography or time range

      • Scroll down to any of the content tiles

      • Highlight a span of text from the document body

      • Click the Copy Link icon

      Default Filings Filter

      Users can readily access commonly used Filing types without the need to apply filters each time they use Document Intelligence. This allows them to efficiently find the common file types as soon as they land on the Document Intelligence page.

      Find it in the platform:

      • Navigate to the Documents tab in the top navigation

      • Click on the Documents tab to access the Document Intelligence page

      • Apply any search filter, such as entity, keyword, industry, geography or time range

      • Scroll down to the Filings tile and click on the Filter icon

      • Access the pre-selected filing types

      Natural Language Screening

      In this release, we are excited to introduce Natural Language Screening, a new AI-powered capability that generates screening criteria based on a user's natural language request. Natural Language Screening is available in S&P Capital IQ Pro Labs which is the home of innovation within S&P Capital IQ Pro that showcases beta applications and solutions allowing clients to explore, experiment, and provide feedback.  

      Natural Language Screening

      Users can now use Natural Language Screening in S&P Capital IQ Pro Labs to build screens in the Companies Screener. This innovative feature uses large language models (LLMs) to translate natural language requests into screening criteria. Users can generate one or more criteria from a single search, dramatically simplifying the screen-building experience. This feature is currently “In-Training” and is continuously being improved by S&P Global teams to enhance field selection accuracy, refine complex request processing, and extend support to new datasets and prompt types.

      Natural Language Screening is trained on the following field categories within the Companies Screener:

      • Company Details

      • Financials

      • Market Data

      • Estimates

      • Trading Multiples

      • Investment Firms/Funds

      • Indices

      Find it in the platform:

      • Navigate to Labs from the top navigation and select the Natural Language Screening tile

      • If you do not see Labs in the top navigation, click Edit on the top menu, select Labs, drop it into Current Menu Items, and Save

      • In the criteria search bar, type a phrase representing your screening criteria and click Generate, E.g., “public renewable energy companies in Europe”

      • Review and select the resulting criteria

      • Continue editing screening criteria as needed. You may execute another Natural Language Screening search to add additional criteria or manually add/edit criteria using the Field Selector

      • When you are ready to view the results, click Run Screen

      • Click Thumbs-up or Thumbs-down icons to provide feedback

      Charting

      In this release, we enhanced the Stock Chart page by integrating ChartIQ to offer improved performance, greater interactivity and relevancy, and improved customization options. All users will now see the upgraded Stock Chart for a more interactive charting experience.

      Enhanced Stock Chart

      With this release, all users will be upgraded to the new Stock Chart page. This new Stock Chart, powered by ChartIQ, focuses on quick insights into pricing data. Enhancements include access to a more interactive chart, enabling quicker analysis of historical pricing data, and a streamlined user interface that enhances speed to insight.
      Users can pan and zoom into the Stock Chart to seamlessly explore data, including the ability to layer in comparison companies, indices and add the most popular technical indicators. Users can customize the date range, chart type, series color and currency.

      Find it in the platform:

      • Search for a public company or fund from the top search

      • In the left-hand navigation, click on the Stock Chart page under Corporate Profile

      • Any additional customizations such as Annotations and access to additional data sets, e.g. Key Developments, can be done in Chart Builder, accessible via Open in Chart Builder link

      Coverage stats:

      • Public Companies, Funds

      Note: Users with saved reports of the prior Stock Chart will continue to receive their reports (generated from Report Builder).

      Private Markets & Private Company

      In this release, we introduced Headcount Analytics data for over 4.3 million private companies across all regions. Headcount data and analytics can help users assess the size and growth trends of private companies and industries through the lens of the human capital or size of workforce for potential investment opportunities. The new metrics will be available in Corporate Profile, People Summary, and Screener. Additionally, we added a timeline view of private lender relationships and key portfolio company milestones within private debt fund profiles.

      Headcount Analytics Data for Private Companies

      Users can now gain valuable insights into a private company’s size and growth through the new Headcount Analytics data on the Corporate Profile and People Summary pages. They can view a company's monthly headcount, growth, and attrition rates, to help them assess performance and growth trends over time. Users can also screen headcount data for over 4.3 million private companies within Screener including criteria for headcount data by country, state, and month as well as growth rate, attrition rate, gross additions, gross departures, and average employee tenure.

      Find it in the platform:

      • S&P Capital IQ Pro platform

        • Search for and select a private company from the top search bar

        • Navigate to the Corporate Profile to view the Headcount Analytics widget

        • From the left-hand menu, go to the People Summary page and select the Analytics tab to view Headcount over time, Geographical spread and Peer Comparison

      • Screener:

        • Navigate to Screener from the top navigation or from the Apps menu

        • Expand Company Details > General Business Details > Headcount Analytics folder

        • Use the required parameters to select the desired view

      Coverage stats:

      • Comprehensive headcount data for 4.3M+ private companies

      • Regional Coverage: Europe - 62%, US/Canada - 28%, Asia-Pacific - 7%, Latin America and Caribbean - 1.5%, Africa/Middle East - 1.5%

      Private Debt Data Expansion

      Users with the Preqin add-on subscription for Private Debt can now access a timeline view of the private lender relationships, based on deal entry and exit data, alongside key portfolio company milestones within the Private Investment Timeline page of a private debt fund profile.

      Find it in the platform:

      • Search for and select a fund in the top search to navigate to its Fund Profile

      • Click on Private Investments Timeline on the left-hand menu to view the timeline view of the investments segregated by asset class Private Equity/Venture Capital and Private Debt

      Note: Access only to users with Preqin Private Debt entitlements, please contact your account team for details on accessing Preqin Premium and Preqin Private Debt.

      Transactions

      In this release, we expanded our transaction valuations coverage to include estimated values for private company M&A deals and funding rounds. Additionally, we introduced new fields to include various levels of the industry classification tree in Transactions Screener and S&P Capital IQ Pro Plug-in for better grouping by more granular sectors for transactions analysis, and added click-through to source calculation for M&A valuation metrics.

      Enhanced Valuations Coverage for M&A and Funding Rounds

      Users can now access enhanced private company transaction valuations with the addition of estimated values disclosed by third-party news sources. The new estimated deal values will be denoted by an ‘E,’ and users will have the option to include or exclude these values in Screener, S&P Capital IQ Pro Plug-In, and Transactions Statistics.

      Estimated values are flagged when deal terms are not officially disclosed but are reported by credible third-party sources, such as media reports or information confirmed by sources close to the deal. Examples include M&A transactions where the purchase price is reported by news outlets but not confirmed by the companies involved, or funding rounds where the amount raised or valuation is cited without official disclosure. View more information on Estimated Valuations for Transactions.


      Beyond these flagged estimated values, we are enhancing our methodology to calculate post-money valuations in cases where the data allows for reasonable calculations. For example, If an announcement indicates that an investor acquired a 7% stake in a company for $8.4M, we will calculate the post-money valuation as $120M for the round. 


      Coverage Stats:

      • ~170 M&A deals with values flagged as estimated, collected over the last few years, while for funding rounds, we will collect only newly reported estimated values on an ongoing basis.

      • Expanded post-money valuation coverage by approximately 12,000 funding rounds historically.

      Find it in the platform:

      • Transaction Statistics and Profiles:

        • Navigate to Transactions & Private Markets from the top navigation, and select Transactions Statistics

        • Select M&A or Rounds of Funding tab

        • Click on Filters > Transactions Criteria > Estimated Values to access the option to Include or Exclude estimated values. The default setting will include estimated values

        • Apply Filters

        • Estimated Value selection applies to both Aggregates and Transaction Listing tabs

        • Further explore transactions by clicking on a specific bar on the chart

        • Click on a specific Transaction ID to navigate to a Transaction Profile page

        • Identify estimated values denoted by an E alongside the values under the  Valuation section of the profile pages, Corporate Profile, Transaction Summary, Detailed M&A History and Detailed Offerings pages

      • Screener

        • Navigate to Screener from the top navigation or the Apps menu, and select Transactions under Key Workflows

        • Under Browse Criteria, expand General Transaction Details > General Information > Total Transaction Value to find the option to Include or Exclude estimated values

        • Additional parameters to Include or Exclude estimated values are also available for the following fields:

        • M&A (Deal Terms/Values > Market Intelligence Deal Terms/Values)

          • Transaction Value [KeyField: 300198]

            • Deal Value [KeyField: 300194]

            • Total Consideration to Shareholders [KeyField: 300200]

            • Implied Enterprise Value [KeyField: 300202]

            • Implied Equity Value [KeyField: 300201]

        • Rounds of Funding (Offerings Folder)

          • Gross Amount Offered, Excluding Overallotment [KeyField: 301808]

            • Gross Amount Offered, Including Overallotment [KeyField: 301851]

            • Pre-Money Valuation [KeyField: 327494]

            • Post-Money Valuation [KeyField: 327495]

        • Additional fields under Display Columns to indicate Yes/No if a value is estimated or not:

          • Total Transaction Value – Estimated? [KeyField: 388654]

            • M&A Valuation – Estimated? [KeyField: 388681]

            • Amount Offered – Estimated? [KeyField: 388658]

            • Pre-Money Valuation – Estimated? [KeyField: 388659]

            • Post-Money Valuation – Estimated? [KeyField: 388660]

      • These fields are also available in Companies Screener and S&P Capital IQ Pro Plug-in

      • Note: Estimated Values are included by default for Transactions data across platform pages, Screener, and S&P Capital IQ Pro Plug-in, as well as for all aggregated and derived values.

      Additional Industry Classification Levels in Transactions Screener

      Users can better group similar transactions using more granular sector classifications within Transactions Screener and S&P Capital IQ Pro Plug-in.

      Find it in the platform:

      • Navigate to Screener from the top navigation or the Apps menu, and select Transactions under Key Workflows

      • In Browse Criteria, expand General Transaction Details  > Transaction Industry Classifications

      • Select relevant Industry classification and level as Criteria or Display Columns

      • Click on Run Screen

      • In the results, select Options > Group By to view aggregated group transaction results by the new industry fields:

        • Transaction 1st Level Primary Industry

        • Transaction 2nd Level Primary Industry

        • Transaction Sector

        • Transaction Industry Group

      • These fields are also available in the S&P Capital IQ Pro Plug-in

      Enhanced context for M&A Valuation Click-Through in Screener

      Users can now audit M&A valuation fields in Screener and use additional context in the click-through window to audit the value of a specific deal, from the Screener results.

      Find it in the platform:

      • Navigate to Screener from the top navigation or the Apps menu, and select Transactions under Key Workflows

      • Add required M&A criteria and Run Screen

      • In the results, click any value under Total Transaction Value column to view click-through window and audit the calculations back to the source document

      • View additional details including Target/Buyer Name, Transaction ID in the click-through window to easily identify the specific deal being audited

      • The click-through experience is also available in S&P Capital IQ Pro Plug-in

      Banks and Credit Unions

      In this release, we added market risk data related to Value at Risk (VaR) and Stress Value at Risk (S-VaR) for U.S. and global banks, and introduced a new page for country-level minimum capital and leverage requirements fields all countries. We also added new Credit Union 5300 call report fields, H.8 Assets and Liabilities of Commercial Banks aggregated information, and updated our Uniform Bank Performance Report offerings. Additionally, we enhanced our Branch Analytics Market Share application by introducing a new branch service dropdown.

      Market Risk Data

      Users can now access comprehensive market risk data related to Value at Risk (VaR) and Stress Value at Risk (S-VaR) for U.S. and global banks.

      Find it in the platform:

      • Companies Screener:

        • Navigate to Screener from the top navigation bar or from the Apps menu

        • Select Companies dataset

        • Go to SNL Financial Fundamentals > Banks- US, Banks- Non-US, or Banks- Global Summary

        • Expand Industry Supplemental > Portfolio Risk menu

      • Companies (Classic) dataset:

        • Navigate to Screener from the top navigation bar or from the Apps menu

        • Select Companies (Classic) dataset

        • Expand the Financial > Portfolio Risk menu

      Country Level Minimum Capital Requirements

      Users can now access a separate page dedicated to country-level minimum capital and leverage requirements for all countries, excluding the U.S.

      Find it in the platform:

      New 5300 Call Report Fields for Credit Unions

      Users can now access the newly introduced Credit Union 5300 call report fields in Screener. These fields are categorized under Borrowing Arrangements: LoC Limit (Schedule C, Section 4) and Shares and Supplemental Information (Schedule D) within Screener. Additionally, the same fields have been added to the Credit Union (5300) Regulatory Financials pages.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Regulated Depositories (U.S.)

      • Within Criteria, select Company Type as Credit Union and the Entity Type dropdown to Companies

      • Click Display Columns, go to Credit Union Reg Financials (5300) or expand U.S. Bank Regulatory Financials within the Companies dataset to find the same fields

      New H.8 Assets and Liabilities of Commercial Banks

      Users can access the newly added H.8 Assets & Liabilities of Commercial Banks in Screener, which provides a comprehensive overview of the financial condition of commercial banks in the United States. The data is categorized into loans, securities, and deposits, and presented in two key formats: levels and rates. This includes absolute values and their growth rates over time, as well as seasonally adjusted and non-seasonally adjusted figures, facilitating analysis that accounts for seasonal variations as well as raw data. Users can export this data in weekly, monthly, quarterly, and annual formats within Screener.

      H.8 data is compatible to run for the 5 aggregate groups below:

      • H.8 U.S. Commercial Banks

      • H.8 U.S. Domestically Chartered Commercial Banks

      • H.8 U.S. Large Domestically Chartered Commercial Banks

      • H.8 U.S. Small Domestically Chartered Commercial Banks

      • H.8 U.S. Foreign Related Institutions

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Regulated Depositories (U.S.)

      • Within Criteria, select Company Type as Commercial Banks and the Entity Type dropdown to Aggregates

      • Click Display Columns, go to H.8 Assets and Liabilities of Commercial Bank folder

      • Click on Seasonally Adjusted to view Level ($M) and Rate (%) fields or Not Seasonally Adjusted to view Level ($M) fields

      Updated Uniform Bank Performance Report Fields in Screener

      Users can now access our updated Uniform Bank Performance Report offering in Screener, which includes 10 new pages similar to the FFIEC reports. We will continue to organize UBPR fields into existing and new subcategories in Screener in upcoming releases.

      The newly added pages are as below:

      • Off-Balance Sheet Items (P5)

      • Derivative Instruments (P5A)

      • Derivatives Analysis (P5B)

      • Liquidity & Investment Portfolio (P10A)

      • Capital Analysis (P11B)

      • Securitization & Asset Sale Activities (P13)

      • Securitization & Asset Sale Activities (P13A)

      • Securitization & Asset Sale Activities (P13B)

      • Fiduciary & Related Activities (P1)

      • Fiduciary & Related Services (P1A)

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Regulated Depositories (U.S.)

      • Within Criteria, select Company Type as relevant banks and the Entity Type dropdown to Companies

      • Click Display Columns, expand the Bank Reg Financials (UBPR) to view newly added folders and fields

      • Or expand U.S. Bank Regulatory Financials within the Companies dataset to find similar updates

      New Branch Service Type Dropdown in Branch Analytics Market Share

      Users can personalize their experience in the Branch Analytics Market Share application by selecting or deselecting specific branch service types, enabling a more tailored analysis of market share data. This feature enhances decision-making by enabling users to focus on the services relevant to their analysis and increasing the efficiency of the selection process.

      Find it in the platform:

      • Navigate to Banks & Credit Unions tab from the top navigation

      • Select Branch Market Share

      • Expand More within Basic Criteria

      • Click the Branch Service drop-down and select or select the required Branch Service type

      Insurance

      In this release, we enhanced the Canadian Insurance Market Share application to generate a list of leading federally regulated insurance companies that file with the Office of the Superintendent of Financial Institutions (OSFI) in Canada. We also enhanced the U.S. Insurance Statutory offering by introducing a new line of business, Pet Insurance Plans. Additionally, we added Financials Note 5 updates, Cyber Security Supplements and 2025 quarterly updates related to investments. These enhancements align with NAIC statutory filing updates that introduce new exhibits and new disclosures for U.S. Insurance companies.

      Canadian Insurance Market Share

      With the Canadian Insurance Market Share tool, users can analyze leading insurance companies in the Canadian market by line of business and province across P&C and the Life/ Fraternal Insurance sectors. Users can identify top companies by insurance service revenue for P&C and net premiums written for Life/ Fraternal to evaluate insurance market share in Canada by province and line of business.

      Key features include:

      • Focus Company Comparison: The tool allows users to select one or two focus companies to compare against the list of top companies, including the option for custom multi-province and line of business selections.

      • Canadian P&C Market Share: This feature pulls the top companies based on insurance revenue (IFRS 17), providing a list of those with the highest revenue for the selected province and line of business. It also includes a parent-subsidiary view, offering insights into which subsidiaries are included in the parent company's consolidated filings.

      • Canadian Life Market Share: This feature provides a list of the top companies based on net premiums written on a non-consolidated basis, categorized by line of business and province.

      Find it in the platform:

      Pet Insurance Plans

      Users can access Pet Insurance Plans, a newly introduced line of business within Property and Casualty filers, available on filer pages and Screener.

      The pages include:

      Capital IQ Pro platform > Financials > U.S. P&C Statutory, NAIC Format:

      • P&C Undw. Invsmt Exhibit Pt. 1 - NPE (Pg. 6)

      • P&C Undw. Invsmt Exhibit Pt. 1A - UEPR (Pg. 7)

      • P&C Undw. Invsmt Exhibit Pt. 1B - NPW (Pg. 8) 

      • P&C Undw. Invsmt Ex. Pt. 2 - Losses Paid (Pg. 9) 

      • P&C Undw. Invsmt Pt.2A - Net Losses Unpaid (Pg.10)

      Screener > Industry & Asset Data > Insurance Statutory Financials (U.S.)

      • Core Financials Pages > Underwriting Exhibit By LOB pg 6-10 

      • Core Financials Pages > Ins Exp Ex PT 2

      • Core Financials Pages > P&C - Ins Exp Ex PT 3

      • State Level Data > State Page (Annual)

      • State Level Data > State Page Totals (Annual)

      • Schedule P > Various folders

      Find it in the platform:

      • S&P Capital IQ Pro platform

        • Search for and open an Insurance Stat company E.g., National Indemnity Company,  NAIC # 20087

        • In the left hand menu, navigate to Financials > U.S. Statutory & U.S. Life Statutory, NAIC Format

      • Screener 

      Updates for Notes to Financials, Cyber Security Supplements and General Interrogatories for Life/Fraternal

      Users can access significant updates to the Cyber Security supplements, along with investment notes for Aggregate Collateral Loans by Qualifying Investment Collateral and General Interrogatories for Life/Fraternal companies.

      • Cyber Security Supplements: Parts 1 to 3 are updated to present the latest disclosures and Parts 4 and 5 are newly added to the supplement.

      • Aggregate Collateral Loans by Qualifying Investment Collateral: A new folder for Aggregate Collateral Loans by Qualifying Investment Collateral is introduced to cover updates in the Notes to Financials.

      • General Interrogatories-Life, Fraternal Interrogatories: 35 new disclosures are added to the General Interrogatories which represent life/fraternal Risk-Based Capital (RBC) related to the mortality risk.

      Find it in the platform:

      Metals & Mining

      In this release, we launched a new Mine Emissions Tool, which offers insights into direct and indirect emissions from mine sites. Users can also access emissions data within Screener and the S&P Capital IQ Pro Plug-in. Additionally, we enhanced the Commodity Market Outlook page with a dropdown menu to display forecast prices from multiple price indices, enabling users to easily compare forecast prices for more informed decision-making.

      Introducing Mine Emissions Tool

      Users can now access a Mine Emissions Tool as an add-on subscription within the Capital IQ Pro platform, offering detailed insights into Scope 1 and Scope 2 emissions directly from the mine site. This tool is designed to provide users with a comprehensive view of emissions data, enabling better tracking and management of environmental impact.

      Find it in the platform:

      • Navigate to the Metals & Mining tab from the top navigation

      • Click on Mine Emissions to access the page

      Coverage stats:

      • Global coverage for Copper, Gold, Lead, Lithium, Nickel, Platinum Group Metals, Silver, and Zinc

      Note: Access to Mine Emissions data needs an additional subscription, please contact your account team for details.

      Mine Emissions Data in Screener and S&P Capital IQ Pro Plug-in

      Users with the Mine Emissions add-on subscription can now access emissions data directly within Screener and the S&P Capital IQ Pro Plug-in, enhancing their ability to analyze the environmental impact. This data is available for Copper, Gold, Lithium, Nickel, and Silver, providing a comprehensive view of emissions across key mining commodities.

      Find it in the platform:

      • Screener

        • Navigate to Screener from the top navigation or from the Apps menu

        • Select Metals & Mining Properties dataset, go to Display Columns and expand Mine Emissions Data

        • Expand individual sub-categories to find the newly added fields

      • S&P Capital IQ Pro Plug-in

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Select Metals & Mining Properties dataset, and expand Mine Emissions Data

        • Expand individual sub-categories to find the newly added fields

      Coverage stats:

      • Emissions data for Copper, Gold, Lithium, Nickel, and Silver

      Note: Access to Mine Emissions data needs an additional subscription, please contact your account team for details.

      Enhanced Commodity Market Outlook Page

      Users can access the enhanced Commodity Market Outlook page that now includes a dropdown menu displaying multiple forecast prices for select commodities, enabling them to easily compare forecast prices across various indices.

      Find it in the platform:

      • Navigate to the Metals & Mining tab from the top navigation

      • Select Commodity Market Outlook page

      • Choose Aluminum or Steel from the commodity dropdown

      • Expand Filters and select Price Series either All or Selected

      Coverage stats:

      • Alumina, Aluminum, Cobalt, Copper, Gold, Graphite, Iron Ore, Lithium, Nickel, Steel, Zinc

      Media & Telecommunications

      In this release, we added new data fields to our Operator & OTT Knowledge Base, select Country Forecast Tables, and updated regional profiles with new industries, and added more granularity to existing metrics in coverage. In addition, we restructured the Tech, Media, and Telecom navigation menu by separating Technology and Media & Telecom into distinct sections to better delineate and display content within each sector.

      New Metrics on Tech, Media & Telecom Pages

      Users now have access to 100+ new metrics across multiple pages, including Gaming, Music & Podcasting, FAST and Technology industries.

      Find it in the platform:

      • Operator & OTT Knowledge Base

        • Navigate to the Operator & OTT Knowledge Base tab under Media & Telecom menu from the top navigation

        • Expand the Filters to go to Available Metrics dropdown

        • Find the new Gaming Universe category and FAST metrics under the existing Online Video folder

      • Country Forecast Tables

        • Search for and select a country from the top search and navigate to its Geography profile

        • Select Forecast Table from the Media & Telecom menu in the left-hand navigation

        • Find the new Gaming, Music & Podcasting categories and FAST metrics under the existing Online Video folder

      • Regional Profiles

        • Navigate to Media & Telecom menu from the top navigation and select a region under Geographies

        • Select the regional home page e.g. United States and Canada Home

        • Select Forecast Table from Media & Telecom section in the left-hand navigation

      Coverage stats:

      • Covering countries USA, UK, France, Germany, Italy, Spain

      Media & Telecom Separate from Technology

      Users can now view a restructured Tech, Media, and Telecom navigation menu that separates Technology and Media & Telecom into individual sections, better delineating and displaying content within each sector. Additionally, we made key terminology updates to improve alignment with industry trends. 'U.S. and Global Multichannel' is now 'U.S. and Global Broadband & Pay TV,' and 'Internet & OTT' is renamed 'Streaming Media’. Lastly, our Technology-labeled research, which primarily focuses on Consumer Technology content, will be organized into sub-sectors that better align with the content, including Mobile, Broadband & Pay TV, and Streaming Media.

       Find it in the platform:

      • Navigate to Media & Telecom from the top navigation

      • Within the Media & Telecom drop-down, view the Sector Highlights section for taxonomy updates including Multichannel to Broadband & Pay TV, Internet & OTT to Streaming Media

      Market Data

      In this release, we introduced Index multiples on the Dashboard and expanded our global coverage by adding Tadawul All Shares Index (TASI) which comprises all listed companies on the Tadawul Stock Exchange in Saudi Arabia. Additionally, we redesigned Index Profile, and added a new percentage change widget to enhance visualization of data trends. We also enabled click-through functionality for specific market data items, including Market Capitalization and Total Enterprise Value, within Screening, S&P Capital IQ Pro Plug-in, and Peer Comps functionalities.

      Index Coverage Expansion: Tadawul All Shares Index (TASI)

      Users can now access Index prices and constituent data* for the TASI Saudi Arabia indices listed below, thereby enhancing S&P Capital IQ Pro’s coverage in the Middle East region.

      • Tadawul All Shares Index

      • Tadawul Energy Index

      • Tadawul Materials Index

      • Tadawul Capital Goods Index

      • Tadawul Commercial & Professional Svc Index

      • Tadawul Transportation Index

      • Tadawul Consumer Durables & Apparel Index

      • Tadawul Consumer Services Index

      • Tadawul Media and Entertainment Index

      • Tadawul Consumer Discretionary Distribution & Retail Index

      • Tadawul Consumer Staples Distribution & Retail Index

      • Tadawul Food & Beverages Index

      • Tadawul Health Care Equipment & Svc Index

      • Tadawul Pharma, Biotech & Life Science Index

      • Tadawul Banks Index

      • Tadawul Financial Services Index

      • Tadawul Insurance Index

      • Tadawul Software & Services Index

      • Tadawul Telecommunication Services Index

      • Tadawul Utilities Index

      • Tadawul REITs Index

      • Tadawul Real Estate Mgmt & Dev't Index

      Find it in the platform:

      • Search for and select an Index from the top search

      • Navigate to the Index Profile page and scroll down to Index Chart to view Index Prices

      • On the Index Profile page’s left-hand navigation menu, click Index Constituents

      • This data is also available through SPG formulas in the S&P Capital IQ Pro Plug-in, ensuring seamless integration and usability

      End of Day, Historical Index Values, and the list of constituents are offered to all clients.
      Other constituent-level data (weights, etc.) requires a direct agreement with the Index provider. Please reach out to your account team for more details.

      Index Multiples on the Dashboard List Widget

      Users can now access Index Multiples within the List widget on the Dashboard, which will provide a more comprehensive view of market metrics and performance indicators.

      The available metrics include:

      • Price/ EPS before Extra (x)

      • Price/ Forward EPS (x)

      • Price/ Book (x)

      • Price/ Tangible Book (x)

      • Earnings from Cont Ops Margin (%)

      • Net Income Margin (%)

      • Return on Assets (%)

      • Return on Equity (%)

      • TEV/ Total Revenue (x)

      • TEV/ EBITDA (x)

      Find it in the platform:

      • Navigate to the Dashboard from the top navigation bar

      • Select List widget from the Add Widget menu at the top right to add it to the Dashboard

      • Open Field Selector using the settings gear icon at the top-right corner of the widget

      • Navigate to Market Data > Index Data > Aggregates

      Index Profile Redesign

      Users can now access the enhanced Index Profile page, which includes the addition of the 5-Year Monthly Change widget, which provides insightful historical pricing data trends. Users can also view Day High/Low and 52 Week % in a single display and the Index Key Ratios widget, which features the Price/Forward EPS metric.

      Find it in the platform:

      • Search for and select an Index from the top search

      • Navigate to the Index Profile page

      Market Data Click-through in Screening, S&P Capital IQ Pro Plug-in and Peer Comps

      Users can now access click-through functionality in Screening, S&P Capital IQ Pro Plug-in and Peer Comps for market data fields including Market Capitalization, Total Enterprise Value and its various flavors.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • In the Companies Screener, add the desired criteria and click on Run Screen

      • From Display Columns > Equity Market Data, add Market Capitalization, Total Enterprise Value metrics

      • Click on the hyperlinked values to render the click-through

      Fixed Income

      In this release, we expanded our Rates & Yields coverage to include select Risk-Free rates. Additionally, we added Moody’s Country-level Outlook fields to Geographic Intelligence Screener and S&P Capital IQ Pro Plug-in.

      Expanded Risk-Free Rates Coverage

      Users can now access additional Term SOFR and Term SONIA Risk-Free rates on Capital IQ Pro platform pages, including Screener, Dashboard, Charting and List Manager. The Term SOFR and Term SONIA Rates are available on the Rates & Yields page, under the Interbank Rates tab.

      Find it in the platform:

      • S&P Capital IQ Pro Platform

        • Navigate to the Markets tab in the top navigation

        • Select Rates & Yields page

        • Navigate to All Rates section to view Term SOFR and Term SONIA rates

      • Screener:

        • Navigate to Screener from the top navigation or from the Apps menu

        • Under Market Data, select Pricing Data

        • In the Display field, choose Rates/Yields and search for the rate of interest

        • Set the date range and Run Screen

      Moody’s Country Level Outlook Fields

      Users can also access Moody’s Country Level Ratings Outlook data in the Geographies Intelligence screen to view the Outlook assigned to a Sovereign.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Geographic Intelligence screen, within the Criteria section, select Market Type as Country

      • In Display Columns, open the Sovereign Ratings folder to add Country Level Outlook fields displayed under Moody’s sub-folder

      Sustainability

      In this release, we integrated Sustainable Finance Disclosure Regulation (SFDR) metrics in Screener for users to effectively screen for companies based on the Principal Adverse Indicators (PAIs) outlined by the regulation. This enhancement enables users to perform comprehensive analyses of sustainability performance and facilitate reporting needs.

      Sustainable Finance Disclosure Regulation (SFDR) Metrics in Screener

      Users can now access Sustainable Finance Disclosure Regulation (SFDR) metrics in Screener to evaluate corporate-level indicators, corporate disclosure flags, supporting reporting and disclosures aligned with the SFDR Principles Adverse Indicators (PAIs). Users can conduct in-depth evaluations of sustainability performance across different indicators.

      This includes access to 17 mandatory and 33 opt-in PAIs, along with disclosure sources covering: 

      • Climate and environmental indicators

      • Social and employee matters, respect for human rights, anti-corruption, and anti-bribery practices

      Find it in the platform:

      • Screener

        • Navigate to Screener from the top navigation or from the Apps menu

        • Select Companies view, go to Sustainability category under Browse Criteria on the left 

        • Expand SFDR folder to find the related Company Details, Principal Adverse Indicators and Data Source metrics

      • S&P Capital IQ Pro plug-in:  

        • In Excel, launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Under Data Items, expand Sustainability > SFDR to find the related Company Details, Principal Adverse Indicators and Data Source metrics

      Portfolio Analytics

      In this release, we enhanced the user experience to better understand the firm’s overall exposure to specific holdings. We added a new top navigation link to provide quick access to security exposure information across all portfolios and the ability to export data for use in external workflows. Additionally, we improved reporting workflows efficiency in Portfolio Analytics, providing users greater control over report changes with the option to update the entire report or only recalculate the changes.

      Portfolio Exposure Link

      Users can now access exposure to an individual company across all firm portfolios directly from the top navigation, without the need to launch the full Portfolio Analytics application. This enhancement simplifies access to a comprehensive view of security allocation and the firm’s exposure to a specific security.

      Find it in the platform:

      • Navigate to the Portfolios tab from the top navigation

      • Expand the menu and click on the Exposure link

      • Select the required security to analyze

      Exporting Exposure

      Users can now export their firm’s exposure to a company into a CSV file, for better integration into further analysis.

      Find it in the platform:

      • Portfolios tab

        • Navigate to the Portfolios tab from the top navigation

        • Expand the menu and click on the Exposure link

        • Once the Exposure window is launched, search for the company to analyze

        • View the exposure information and click on Export on the right-hand side

      • Portfolio Analytics

        • Navigate to a report’s top-level navigation menu and click on View Exposure link

        • Or access it from an individual company within the report, via the left-hand side ellipsis menu, under the View Exposure link

      Run Modified Widgets Only

      Users now have the option to re-run the full report or only the modified components after making changes to a report. This flexibility saves time in reporting workflows.

      Find it in the platform:

      • Navigate to the Portfolios tab from the top navigation

      • Go to Reports and open an existing report or create a new report

      • After updating one or more widgets in a report, click on Update at the top right of the report and choose to run full report or only the modified widgets

      • Note: Full reports may need to be re-run, when there are updates to portfolio or benchmark constituents in between report runs

      RatingsDirect

      In this release, we enhanced Credit Monitor as the centralized hub for RatingsDirect users to track and analyze S&P-rated entities. We expanded the functionality to toggle between custom lists and S&P Sectors, included additional filtering options for these selections, and highlighted primary S&P Ratings debt types and CreditStats Direct (CSD) financial time periods. This minimizes the time required to compare entities across a target universe.

      Furthermore, we are now displaying government and additional external support adjustments for Financial Institutions, as well as indicative rating levels for Sovereigns. These enhancements collectively improve the user experience, transparency into S&P Ratings frameworks, and the decision-making process in credit analysis.

      Set Credit Monitor as Default Landing Page

      In coming weeks, RatingsDirect users will be able to set Credit Monitor as the default landing page for Capital IQ Pro. This provides a valuable starting point for surveilling sectors, entities, and securities.

       Find it in the platform:

      • Navigate to the Credit Monitor page

      • Select the pencil icon within the Shortcuts dropdown in the top navigation menu

      • Choose Set Current Page as Homepage

      Entity View Sectors Toggle in Credit Monitor

      On the Entity View page of the Credit Monitor, users can now alternate between custom lists and predefined S&P Ratings Sectors. The new Sectors toggle enables users to filter a target universe without the need to manually build a custom list.

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Select Entity View from the left-hand links

      • Toggle Sectors in the top-left

      More Filters in Credit Monitor

      RatingsDirect users can access the new ‘More Filters’ option within the ‘My Lists’ workflow on the Overview page, which allows filtering of custom lists by S&P Ratings sectors or CIQ/GICS sectors and geography. In the ‘Sectors’ workflow, users can filter by geography. This enables quick refinements of the universe without the need to manually edit an entity list in List Manager. 

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section to access the Overview page

      • Select More Filters at the top of the page

      S&P Ratings Logic Prioritization in Credit Monitor

      On the Entity View page, S&P Ratings will now default to the primary combination of debt type and rating type specific to each entity, ensuring the maximum number of ratings are displayed. Rating priority may alternate between Local Currency Long Term (LT) and Foreign Currency Long Term (LT), Global Scale and National Scale, Issuer Credit Rating and Financial Strength Rating, and more depending on an entity’s sector, geography, and data availability. Users can add specific debt and rating types using the column library at the far right of the entity grid. Previously, the default rating was Foreign Currency LT for all entities.

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Select Entity View from the left-hand links

      • View the Rating column and associated Debt Type (Rating Type) column in the entity grid

      • To edit, select Column Library at the far-right of the entity grid

      Fiscal Year Default in Credit Monitor

      RatingsDirect users can access the default financial period for CreditStats Direct data, which is now set to Fiscal Year (FY) in the Entity view. This maximizes the amount of data available for comparison across the lists. FY and LTM can be adjusted by selecting the grid settings of the entity grid.

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Select Entity View from the left-hand links

      • Select the Fundamentals (Corporates) or Fundamentals (Financial Institutions) tab above the Entity grid

      • View FY period for CSD datapoints

      • To edit, select Grid Settings at the far-right of the entity grid and select Periods drop-down

      Peer Group Auditing in Credit Monitor

      RatingsDirect users can click the color-coded Financial Benchmark indicator circles for any entity to display the peer group used in the benchmark. This feature enhances transparency by displaying an entity’s financial data in relation to its peers, including the group minimum, maximum, mean, and median.

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Select Entity View from the left-hand links

      • Select the Fundamentals (Corporates), Fundamentals (Financial Institutions) or Fundamentals (Insurance) tab above the Entity grid

      • Select any colored circle displayed in a CSD financial data point column

      Investment Research in Credit Monitor

      Users with access to Investment Research can find entitled research through the Investment & Market Research tab within the Recent Documents & Research widget on the Overview page, applicable to both the Lists and Sectors workflows. By integrating valuable research documents alongside core credit and non-credit content, this feature enhances users' ability to effectively monitor credit and surveil entities.

      Find it in the platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Scroll down to locate the Recent Documents & Research widget

      • Select the Investment & Market Research tab

      Typeahead Search by Analyst

      RatingsDirect users can now search for S&P Ratings Research by analyst name directly within the top typeahead search bar, making it easier to locate relevant reports.

      Find it in the platform:

      • Search for an analyst within the top typeahead search bar

      • Select S&P Ratings Research tab in the search results bar to view the results 

      Post-SACP Support and Additional Factors for Financial Institutions

      RatingsDirect users can now access newly digitized extraordinary external support and additional factor adjustments that S&P Ratings considers when evaluating Financial Institutions (FI). These adjustments quantify the impact of external support factors when moving from the Stand-alone Credit Profile (SACP) to the potential Issuer Credit Rating. See Section 3 of the Financial Institutions Rating Methodology for more details. This data is available for relevant Financial Institutions that have a Last Review date after December 6, 2024 and will be filled in on a go-forward basis as ratings are reviewed through 2025.  

      Support can take the form of: 

      • Extraordinary government support for a government-related financial institution that fulfills a public policy role or where the government ownership is strategic and long term

      • Extraordinary group support

      • Extraordinary support from a guarantor

      • Extraordinary government support for a bank or NBFI that is systemically important

      • Extraordinary support arising from the loss-absorbing characteristics of ALAC securities

      • Extraordinary additional support from a government

      Find it in the platform:

      • Search for and select a financial institution from the top search E.g., TSX:CM

      • Navigate to the Corporate Profile page and select Factors tab under Ratings Snapshot

      • Open the Support and Additional Factors section

      • This is also accessible in Screener, S&P Capital IQ Pro Plug-in and Dashboard

      Sovereign Rating Display Enhancements

      RatingsDirect users can now access the Indicative Rating Level used by S&P Ratings when assessing Sovereign issuers. The Indicative Rating Level is determined based on the combination of the Institution and Economic Profile with the Flexibility and Performance Profile. For more details, see the Sovereign Rating Methodology.

      Find it in the platform:

      • Navigate to the Country/Region profile for a Sovereign E.g.,Canada

      • Select Factors under the Ratings Snapshot section

      • View the Indicative Rating above the factor list

      Credit Memo

      RatingsDirect users can generate Credit Memo PDFs from Sovereign profiles. These provide an easy-to-read credit snapshot for a sovereign.

      Find it in the platform:

      • Navigate to the Country/Region profile for a Sovereign E.g., Canada

      • Select Export drop-down at the top-right

      • Select Export RatingsDirect Credit Memo

      Alerts

      In this release, we introduced Moody’s Rating Action alert for users with the respective entitlements, enabling them to receive notifications about Moody’s rating changes directly in their inboxes.

      Moody’s Entity Rating Alerts

      Users now have the ability to receive and monitor Moody’s Ratings changes via alerts, ensuring they are informed of critical updates.

      Find it in the platform:

      • Click the Bell icon on the right side of the top navigation and select Create New Alert

      • Select the necessary Alert Settings and under Alert Filters, add the required entities to enable the trigger

      • In Alert Triggers, click to expand the trigger Agency Credit Ratings

      • Select Moody’s on the right-hand side of the Rating Actions dropdown

      • Click Save on the top right corner

      Note: Access to Moody’s Rating Action alerts needs an additional subscription, please contact your account team for details.

      Ownership

      In this release, we enabled click-through functionality to the Intent to Sell section in Form 144 within Insider Activity. Additionally, we re-ordered the historical market value columns on Investor Screening when multiple periods are selected, aligning the order of columns with the market value trendline.

      Click-through for Form 144: Intent to Sell

      Users can click-through to access the Intent to Sell (Form 144) source documents from the Insider Activity grid within the Capital IQ Pro platform, providing transparency into insider ownership sources.

      Find it in the platform:

      • Search for and select a public company in the top search, e.g. Meta Platforms, Inc. 

      • Expand the Ownership tab in the left-hand navigation, and select Insider Activity

      • Navigate to the Insider Activity grid to click on a hyperlinked Form 144 source document

      Reordering Market Value Columns in Investor Screening

      Users can now access multi-period market value columns presented in ascending order in the Investor Screening tool, providing consistency with the market value trendline.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Expand Investor Data > Investor Screening

      • Follow the prompts and enter entities in the search and click Next

      • Select multiple historical dates in the As of Date drop-down

      • Enter any additional filters and click Skip Review and Run Screen

      Financials

      In this release, we added additional filters for Year to Date (YTD) and Last Twelve Month (LTM) period types on the Templated Segment Analysis page for the S&P Capital IQ data source.

      LTM and YTD period types on the Segment Analysis page

      Users can now filter Year to Date (YTD) and Last Twelve Month (LTM) period types on the Templated Segment Analysis page for the S&P Capital IQ data source, in addition to the existing quarter and year period type options.

      Find it in the platform:

      • Search for and select an entity with S&P Capital IQ sourced data from the top search and navigate to its Corporate Profile

      • In the left-hand navigation, expand Financials > Templated > Segment Analysis

      • Ensure that the S&P Capital IQ source is selected on the page

      • Expand the Period Filter and select YTD or LTM under Period Category and click Apply

      News

      In this release, we updated a collection of industry news pages to help users discover the most relevant news and insights on their sectors of interest.

      Updated Industry News Pages

      Users can access Industry News & Analysis pages for ‘Information Technology’ and ‘Media & Telecommunications’ replacing ‘Technology, Media & Telecom’ page. In addition, users can access Industry News & Analysis pages for ‘Energy & Utilities’ and ‘Consumer’ which replace individual pages for Energy, Utilities, Consumer Discretionary, and Consumer Staples.

      Find it in the platform:

      • Navigate to News menu from the top navigation bar

      • Select the required Industry to navigate to the specific news

      Mobile App

      In this release, we enhanced the homepage for all Capital IQ Pro mobile app users, making it easier to discover News and Market insights while on the go. Additionally, we revamped access and discoverability of Investment Research, enabling users to easily find relevant analyst research within the app.

      New Default Homepage

      The new default homepage on the mobile app features a customizable news widget that enables users to personalize news content to their preferences. Additionally, a new widget provides key market insights, including information on indices, exchanges, commodities, and key rates. This update also features performance metrics for the S&P 500 sector, along with daily highlights of the top gainers and losers.

      Find it in the Mobile App:

      • Log into the Capital IQ Pro Mobile App

      • Explore the enhanced default Homepage

      • To customize news sections, tap the three dots on the top right of the homepage and select Edit News section

      • Use the – or + icons to add or remove sections, and tap the back button on the top left of the page when the selections are done

      New Native Investment Research Page

      Users can now access new Investment Research page, featuring customizable filters to view investment research documents and the ability to preview and download research directly to their mobile device.

      Find it in the Mobile App:

      • Log into the Capital IQ Pro Mobile App

      • Select More in the bottom right panel

      • Click on Investment Research from the menu and explore the enhanced page

      • To download multiple documents, click the three dots in the top right corner of the page

      • Click Select Reports and choose the preferred reports

      • Select Preview, tap the Download icon in the top right corner and click Download Selected

      S&P Capital IQ Pro Plug-in

      In this release, we enhanced the S&P Capital IQ Pro plug-in by incorporating trailing multiple statistics for S&P Indices. We also added the ability to incorporate inactive securities when pulling market data and multiples for custom indices, and streamlined the identification of tickers and identifiers for Rates, Yields, and FX Rates.

      Trailing Multiples Statistics for the S&P Indices

      Users can retrieve High, Low, or Average trading multiples for S&P Indices utilizing statistical functions within S&P Capital IQ Pro Plug-in.

      Find it in the platform:

      • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Navigate to Companies Data > Trading Multiples > Trailing Multiples > CIQ Trailing Multiples

      • Add an existing S&P Index identifier and any trailing multiple

      • Example Formulas:

      =SPG("^SPX", "IQ_TEV_EBITDA", "LTM", "01/17/2024", "07/05/2024", "Options: Statistic=HIGH")

      =SPG("^SPSISC", "IQ_TEV_EBIT", "LTM", "-30D", "07/05/2024", "Options: Statistic=LOW")

      =SPG("^SPX", "IQ_MARKETCAP_TOTAL_REV", "LTM", "-30D", "07/05/2024", "Options: Statistic=AVG")

      Custom Index Aggregates for Index Values & Multiples

      Users now can pull Index values or multiples for active and inactive securities using a custom index within S&P Capital IQ Pro Plug-in.

      Find it in the platform:

      • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Search for and input tickers in a formula or use a cell reference

      • For custom indices values, pull Index Close Price (SP_PRICE_CLOSE) and Index Adjusted Close Price (SP_PRICE_CLOSE_ADJ) metrics using SPGRANGEV function

      • For custom indices multiples, pull Trailing and Forward Multiples metrics using SPGRANGEV function

      • Specify aggregate functionality Options: Aggregate = wAVG (for Multiples) or mktCapWeighted, PriceWeighted, EqualWeighted (for Price)

      • Example Formulas:

      =SPGRANGEV("SPGI,IBM,NASDAQGS:TWOU","IQ_TEV_TOTAL_REV", "LTM","1/1/2024","6/1/2024","Options:Aggregate=wAVG") – where NASDAQGS:TWOU last traded on 9/16/2024

      =SPGRANGEV("SPGI,IBM,NASDAQGS:TWOU","SP_PRICE_CLOSE", "1/1/2024","6/1/2024","Options:Aggregate=mktCapWeighted") – where NASDAQGS:TWOU last traded on 9/16/2024

      The following metrics and multiples are supported:

      • Market Data:

        • Price Close - SP_PRICE_CLOSE

        • Adjusted Price Close  - SP_PRICE_CLOSE_ADJ

      • Trailing Multiples:

        • TEV/ Total Revenue - IQ_TEV_TOTAL_REV

        • TEV/ EBITDA - IQ_TEV_EBITDA

        • TEV/ EBIT - IQ_TEV_EBIT

        • Price/ EPS before Extra - IQ_PE_BEFORE

        • Price/ Book - IQ_PBV_X

        • Price/ Tangible Book - IQ_PTBV_X

        • TEV/ Free Cash Flow Unlevered - IQ_TEV_UFCF

        • Market Cap/ Total Revenue - IQ_MARKETCAP_TOTAL_REV

        • Market Cap/ EBT Excl Unusual Items - IQ_MARKETCAP_EBT_EXCL

        • Market Cap/ Free Cash Flow - IQ_MARKETCAP_LFCF

        • Price/ Normalized EPS - IQ_PE_NORM

      • Forward Multiples:

        • TEV/ Forward Total Revenue - SP_TEV_TOTAL_REV_FWD

        • TEV/ Forward EBITDA - SP_TEV_EBITDA_FWD

        • TEV/ Forward EBIT - SP_TEV_EBIT_FWD

        • Price/ Forward EPS - SP_PE_EST

        • Market Cap/ Forward Total Revenue - SP_MKTCAP_TOTAL_REV_FWD

        • P/Forward CFPS - SP_PCFPS_FWD

        • PEG Ratio - SP_PEG_FWD

        • Forward P/BV - SP_PBV_FWD

      Rates, Yields, and Foreign Exchange (FX) Identifiers Lookup

      Users can now search for tickers or identifiers of Rates, Yields, and Foreign Exchange trading pairs using the Identifier Lookup within S&P Capital IQ Pro Plug-in.

      Find it in the platform:

      • Launch S&P Capital IQ Pro Plug-in

      • Navigate to the S&P Capital IQ Pro Office ribbon > More Data > Identifier Lookup > Rates & Yields

      • Or, right-click on any blank cell and select Insert CIQ Pro Identifiers > More Data > Identifier Lookup > Rates & Yields

      Excel Template Library

      In this release, we added several new or enhanced Excel templates to meet your data analysis needs.

      Weighted Average Cost of Capital (WACC)

      Functional in multiple languages, the model calculates the Weighted Average Cost of Capital (WACC) for a single company with the cost of debt and cost of equity, customizable selections for risk-free rate of return and sensitivity analysis. #language #CIQ #valuation

       EBA Transparency Exercise 2024

      The EBA 2024 EU-wide transparency exercise discloses detailed bank-by-bank data on capital positions, risk exposure amounts, leverage exposures and asset quality data for the reference dates from 30 September 2023 to 30 June 2024.

       Financial Highlights

      This model presents financial highlights, enabling clients to select data sources for actuals and estimates. It integrates data from Visible Alpha with Capital IQ Pro, allowing period selection and providing charts for visualization. #VisibleAlpha

       Worldwide Liquidity Crunch Analysis

      The model provides key financial data for worldwide banks and U.S. regulated depositories along with credit risk assessment, changes in estimates, price reaction, ownership overview and stock price comparison. #liquidity

      Marketplace Data & Solutions Communiqué

      The Marketplace Data & Solutions Communiqué reflects developments in the S&P Global Marketplace, your discovery tool for differentiated data and robust solutions with an integrated support site.

      Marketplace Data & Solutions Communiqué

      Data: Leverage premium fundamental and alternative datasets available seamlessly, along with expert analysis, to accelerate your journey from data to insight.

      Solutions: Gain maximum value from your big data with technology solutions designed to enhance your workflow, increase your insights, and complement your datasets. Our solutions, including Snowflake, Kensho NERD, Xpressfeed, Xpressfeed Loader, and API Solutions, help you make the most of all your data.

      If you wish to subscribe, sign up on the Communiqué Marketplace site.

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