How do you use Capital IQ in Excel?

Part 2

Log in to Capital IQ. Click on MyCapitalIQ and select download.
Choose the appropriate file and download. Save and install the application.
Open excel. You should see a Capital IQ tab.
Click on templates and choose “get/update templates” Choose all. This will take about five minutes.

How do you make formulas on Capital IQ?

To build a custom formula, click Create Custom Formula under the Formula Builder section of the Screen Builder. Choose from the available financial data points and periods, click Add to Formula, and use the calculator on the left to complete your formula.

What data does Capital IQ have?

Every year, S&P Capital IQ collects and analyzes more than 135 billion data points in order to serve as the leading provider of financial services research. The data S&P Capital IQ collects and reports to its users includes company profiles, executive summaries, financial information, and independent analyst reports.

How do you calculate WACC on Capital IQ?

The WACC is located on the right side of the Capital Structure page….To access the template:

Select S&P Capital IQ from the: menu bar for Excel 2007 and higher.
Click Templates\Valuation\+WACC Template.
Select Cell C1.
Type the desired exchange:ticker in place of NYSE:MHP.
Press Enter to recalculate.

How do you calculate enterprise value on Capital IQ?

Enterprise value may be calculated by adding the market value of the company’s stock, the balance sheet values of the company’s debt, preferred stock and minority equity interests, and then subtracting the amount of cash equivalents that a company has.

How do I disable Capital IQ in Excel?

Click the File tab, click Options, and then click the Add-Ins category.
In the Manage box, click Excel Add-ins, and then click Go.
In the Add-Ins available box, clear the check box next to the add-in that you want to inactivate, and then click OK.