Services & institutional customers
Sections ↑S&P Global Market Intelligence supplies institutional financial information rather than brokerage execution. Its Capital IQ Pro environment combines company fundamentals, credit and fixed-income information, ownership, estimates, transactions, news and research. The practical dividing line is between using those datasets to inform decisions and buying direct rights to display or resell the data in a customer product.[1]
Capital IQ Pro presents extensive public and private-company information, plus fixed-income and lending records. Dataset breadth is not universal data completeness: an analyst must check the company, market, period, revision history and permissible calculation rather than assume every security and field is always available.[1]
Estimates include S&P Capital IQ estimates and Visible Alpha information. Consensus series, underlying sell-side contributions, fiscal-period normalization and the handling of restatements can change a comparative model. Production users should specify the exact estimate fields rather than just the word “consensus”.[2]
Research coverage and the question each dataset addresses
| Dataset | Research use | Coverage distinction |
|---|---|---|
| Company financials | Screen public and private companies, compare accounts and build valuation models. | A company record does not mean every period or statement field is populated.Source 1 |
| Ownership and transactions | Identify owners, deal precedents and comparable companies. | An ownership snapshot and a transaction record answer different questions.Source 1 |
| Fixed income and lending | Research debt instruments alongside issuer information. | Issuer coverage is separate from instrument-level data.Source 1 |
| News and research | Monitor developments that change an investment thesis. | Reporting dates and original publication times matter.Source 1 |
Capital IQ Estimates and Visible Alpha
| Published comparison | Capital IQ Estimates | Visible Alpha |
|---|---|---|
| Company universe | 20,000+ current; 60,000+ historical | 7,500+ current; 10,000+ historicalSource 2 |
| Contributor population | 600+ active contributors | 250+ model contributorsSource 2 |
| Forecast horizon | Typically 3–5 years | Typically 5–10 years; some series up to 15Source 2 |
| Granularity | Top-line financial measures and industry data | Detailed broker-model line items, segments and operating KPIsSource 2 |
These are vendor-published dataset counts checked on 26 October 2026, not a promise that every company has every metric. The two estimates products have different universes and depths; comparing one company requires matching the fiscal period, line-item definition and contributor basis.[2]
Capital IQ Pro research tools
| Tool | Published function |
|---|---|
| ChatIQ | Conversational research within the platform.Source 1 |
| Document Intelligence | AI-assisted work with company documents.Source 1 |
| Chart Explainer | Explanations supporting chart interpretation.Source 1 |
| Screening and peer analysis | Build company sets and compare financial information.Source 1 |
Private-market research datasets
| Dataset or analysis | Published function |
|---|---|
| Corporate relationships | Ownership, parent and affiliate context.Source 5 |
| Capital flows | Fundraising, deployment and fund-performance information.Source 5 |
| Workforce analytics | Hiring, churn and role movement through time.Source 5 |
| Deal sourcing | Funding rounds, revenue growth and headcount support private-company screening.Source 5 |
Dataset discovery and distribution
| Resource | Published scope |
|---|---|
| Marketplace tools | Sample datasets, dictionaries, prebuilt queries and visualisations support discovery.Source 4 |
| Pricing and valuation | Separate fixed-income, CDS, loan and OTC-derivative data families.Source 4 |
| Alternative data | Machine-readable text, supply-chain data and alpha signals.Source 4 |
| Short interest | Short-selling and borrow-cost information.Source 4 |
Platforms & integrations
Sections ↑The delivery choices include a licensed research interface, Excel-linked models, APIs, Xpressfeed and cloud access. A broker building issuer-research pages might require an API and display rights; a private analysis desk might use terminal and Excel entitlements; a quantitative team may ingest a licensed feed into its own warehouse.[2]
Cloud distribution through major analytic platforms can reduce ingestion work, but the consuming organisation remains responsible for permissions, version handling, joins and data provenance. An API response or spreadsheet refresh is an access mechanism, not a guarantee that a benchmark, rating or corporate-action field can be republished.[2]
Human and machine delivery routes
| Route | Practical role |
|---|---|
| Capital IQ Pro | Interactive research and company comparisons.Source 2 |
| Capital IQ Pro Office / Excel | Refresh linked models and analysis in spreadsheets.Source 2 |
| Xpressfeed | Load licensed datasets into internal data systems.Source 2 |
| API | Retrieve entitled content programmatically.Source 2 |
| Cloud | Access through supported platforms including Snowflake and Databricks.Source 2 |
Dataset, delivery and permission are separate decisions
| Layer | Meaning for an implementation |
|---|---|
| Content | Specify the purchased companies, securities, fields and history.Source 1Source 2 |
| Delivery | Choose the interface, spreadsheet, feed, API or cloud path.Source 2 |
| Consumer | Identify whether analysts, internal systems or outside customers receive the output.Source 1 |
| Publication | External display and redistribution require agreement-specific rights; this profile does not assert a universal licence.Source 1 |
Entity and industry reference services
| Product | Published function |
|---|---|
| BECRS | Links entities to Capital IQ Company IDs, hierarchies and identifiers including LEI and CUSIP6.Source 6 |
| ISCRS | Maps industry classifications including GICS, ICB, SIC, NACE and other industry schemes.Source 6 |
| Company Relationships | Corporate family trees, ultimate parents, investors and ownership relationships.Source 6 |
| Business Relationships | Customer/supplier, competitor and strategic-alliance links.Source 6 |
Pricing & commercial terms
Sections ↑Implementation costs can sit outside the data licence: data identifiers, refresh reconciliation, corporate-action processing, entitlement controls and monitoring often require internal engineering. Quote evaluation should therefore compare the same data fields, historical depth, delivery frequencies and users, rather than contrasting headline subscription prices alone.[2]
The inspected product pages invite an institutional enquiry rather than publish one complete price for the research platform, estimates and machine-readable feeds. A quotation therefore needs a named content package and delivery scope.[1][2]
What an enterprise proposal needs to separate
| Component | Why the distinction matters |
|---|---|
| Research access | Analyst access to a platform is a different deliverable from a production data feed.Source 1 |
| Estimate product | Capital IQ Estimates and Visible Alpha have different coverage and model detail.Source 2 |
| Delivery entitlement | Spreadsheet, API and cloud availability should match the licensed service.Source 2 |
| Downstream use | Customer-facing research or redistribution needs explicit terms in the relevant agreement.Source 1 |
Implementation & delivery
Sections ↑For a research deployment, start with the instruments or issuers that must be covered and map required metrics, historical periods, calculation methodologies and reporting outputs. A proof of concept should reconcile a sample company’s fiscal calendar and restated numbers against source filings before widening access.[1]
Research acceptance checks — editorial guidance
| Sample | Useful reconciliation |
|---|---|
| Issuer | Match the company identifier and legal entity to the intended issuer.Source 1 |
| Financial period | Distinguish annual, quarterly and forecast periods before joining data.Source 2 |
| Consensus measure | Match currency, unit, contributor population and metric definition.Source 2 |
| Model refresh | Retain the source date and period with imported values.Source 2 |
Kensho Link matching workflow
| Step or output | Published behaviour |
|---|---|
| Input | Company name with optional city, country or URL.Source 6 |
| Matching | AI-assisted comparison against the company database, including non-Latin names.Source 6 |
| Result | Best match, confidence score and supporting company details.Source 6 |
| Review | Confidence and supporting fields help validate a match; a company name alone is not a unique identifier.Source 6 |
Support & contacts
Sections ↑S&P promotes subscriber support for its institutional research products; the service route and response terms must be taken from the product agreement and account access. The public product page is a sales route, not a published universal incident-recovery SLA.[2]
Published contact and documentation routes
Scope Request a demonstration and clarify datasets and redistribution rights.
Scope Compare datasets and available delivery channels.
The Capital IQ Pro page advertises global support around the clock, 365 days a year, and assistance with Office models and templates. This is the published support offering; contractual remedies and service levels remain those in the subscriber’s agreement.[1]
Permissions & service scope
Sections ↑A broker using research data in client-facing material should separately assess local investment-research and communications rules, the source-data licence, and how updates or corrections are reflected. None of those obligations is discharged merely because the numbers originate on a recognized institutional platform.[1]
Information services and financial activity
| Service | Boundary |
|---|---|
| Research platform | Provides information and analytical tools; it does not execute a broker’s client order.Source 1 |
| Forecasts | Analyst estimates are forecasts, not assured earnings.Source 2 |
| Credit-related information | Access to a dataset does not grant a user authority to issue credit ratings.Source 3 |
| Client publications | A subscriber should establish its contractual publication rights before embedding licensed data.Source 1 |
Operator & evidence
Sections ↑The profile concerns S&P Global Market Intelligence as a business and data-service identity. Individual S&P Global divisions, notably Ratings and other index or commodity products, have distinct service terms and should not be presented as automatically included in one Market Intelligence licence.[3]
- Operator
- S&P Global Market Intelligence (S&P Global group)
- Service scope
- Institutional company and securities information, analytics, estimates, credit and alternative data delivered through Capital IQ Pro, APIs, feeds, Excel and cloud channels; licensing scope depends on dataset and use.
- Customer types
- Investment banks; Brokerage research teams; Asset managers; Corporate finance analysts; Market-data distributors
- Delivery
- SaaS; API; Hosted
- Pricing publication
- Quote only
- Platforms
- S&P Capital IQ Pro; S&P Global Marketplace; Xpressfeed; API Solutions; S&P Capital IQ Estimates
- Integrations
- Excel add-in; Xpressfeed; Cloud data access; S&P Global APIs
- Implementation
- Subscription rights and dataset entitlement precede data delivery. Integrations vary between terminal-style access, APIs, Excel, feeds and cloud; data rights must cover the actual use case.
- Support
- Commercial and subscriber support is routed through S&P Market Intelligence account teams and platform customer support; product-specific entitlements govern access.
- Permissions and regulatory scope
- This is an information and software profile, not a claim that subscribing grants access to regulated markets or a credit-rating licence. Ratings data has separate downstream-use rights.
Provider metadata checked 26 Oct 2026Source 1Source 2Source 3Source 4Source 5Source 6
Sources & further reading
- Capital IQ Pro: product and data scope S&P Global · Accessed 22 Oct 2026
- Capital IQ Estimates: delivery routes S&P Global · Accessed 22 Oct 2026
- Market Intelligence solutions S&P Global · Accessed 26 Oct 2026
- Data distribution and discovery S&P Global · Accessed 26 Oct 2026
- Private company data and workflows S&P Global · Accessed 26 Oct 2026
- Cross Reference Services S&P Global · Accessed 26 Oct 2026
This profile reports dated public information, including provider-published services and terms. It does not independently test or guarantee service delivery, integrations or performance. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.