COMPANY DETAILS and corresponding time period by highlighting your

Limit your search with many criteria types, including: selections. You can select time periods from a list of relative
 Industry Classification and absolute dates, such as LTM and LTM-1 as well as FY
 Geography Classification 2011 and FQ12012. You also have the ability to screen
 Business Descriptions based on different metrics such as percent change and
Screening  Company Status (e.g., operating, reorganizing) average. When selecting this option you will have to specify
 Company Types (e.g., public, private) a time frame and as of date. After making your selections,
designate an operator (greater than, less than, between, or
The Screening tool allows you To screen on information in the Company Details section, click equals), enter a value, and click Add Criteria.
to screen for Companies, on the link for the category you would like to screen on (e.g.,
Equities, Fixed Income, Key Company Type) and select from the available items in the left- CUSTOM DATA POINTS & FORMULAS
Developments, People, hand menu. To build a custom data point, click Create Custom Data
Transactions, and Point under the Formula Builder section of the Screen
Projects/Portfolios based on Builder. Choose from the available financial data points and
quantitative and qualitative time periods. Then click Add to Data Point and Save.
criteria. To start a screen,
hover over the Screening tab To build a custom formula, click Create Custom Formula
at the top of the S&P Capital IQ platform and click on the under the Formula Builder section of the Screen Builder.
type of screen you want to run under the Screening Choose from the available financial data points and periods,
header. This brings you to the Screen Builder. When screening on industry and/or geography classifications, click Add to Formula, and use the calculator on the left to
click into the link to access our trees. complete your formula. Once the custom formula is created,
COMPANY SCREENING  Click the plus sign to the left of any industry/geography click the checkbox for Name and Save this Formula, type a
Define the universe of companies you want to see with node to expand the tree. name, set an access level, and then click Add Criteria.
criteria from categories such as Company Details,  To keyword search through the tree, enter text into the
Financial Information, Corporate Actions, Company search box and click the Search button until you find the QUALITATIVE INFORMATION
Ownership, Investment Criteria, Fixed Income Securities, industry/geography you are looking for. Screen for qualitative information such as Corporate Actions
Person Details, and Transaction Details.  Check the desired node(s) and click the Add Criteria (e.g., shareholder activity and deal history) and Key
button at the bottom right. Developments (e.g., executive changes, share repurchases,
TRANSACTION SCREENING  Multiple industries/geographies can be selected in one and positive/negative earnings announcements). You can
Screen for transactions by date, type, and deal features. screen and will be treated with OR logic. You can specify also screen on ownership data, including insider ownership,
You can also screen by valuation metrics such as deal Primary Industry/Headquarters by checking the box public holders, and public holdings.
size, multiples, and premiums. below the tree. This will be selected by default.

PERSON/KEY DEVELOPMENT SCREENING

Screen for people by person details such as title, function,
school, and degree. Filter Key Developments by category,
type, keyword, date, and stock return.

FIXED INCOME SCREENING

Screen for fixed income securities with criteria such as
dates (e.g., maturity date, offering date, YTW date), SCREENING TIPS
Expand the node
security valuation metrics (e.g., coupon rate, offering yield,  Adding Criteria: Screening allows you to add new
YTW), credit ratings, and more. criteria to your screen as an AND/OR search by
selecting certain radio buttons when adding criteria.
SCREEN BUILDER  Changing Currency: When adding financial
To add criteria to your screen, you can either select from criteria click the plus sign next to Currency Options
the available category links on the page or use the search and select a currency and conversion rate.
bar at the top of the page. If you choose the latter, use the Note: By default, Screening will use the currency you
down arrow key to highlight a result and click tab on your have selected on the My Settings page located in the My
keyboard. This will allow you to type the parameters for Capital IQ tab
FINANCIAL INFORMATION
this criterion directly into the search field. Choose a financial category (e.g., Financial Statements,
Multiples, or Intra/Inter-Company Ranking). Pick a data point

Contact Us | Support: North America 888.806.5541, EMEA +44.(0)20.7176.1234, Asia-Pacific +852.2533.3565 | [email protected] © S&P Capital IQ, Inc. All rights reserved.
 SAVING TO A LIST
 Criteria Order: Once To save your Screening results to a list within S&P
you’ve added criteria to Capital IQ, check the boxes next to the results you would
your screen, you can adjust like to save and click the Save to List button. Select a list
its order by changing the type, choose to add your results to an existing list or
numbered dropdown boxes to the left of each create a new list, and then click the Save button.
criterion or dragging the up and down arrows to the
left of the dropdowns. Finish by clicking the Update SAVING A SCREEN
Results button. To save your screening criteria for future use, click the Save
as New Screen button in the upper right hand corner. A pop-
VIEWING RESULTS up window will appear, and you can specify if you would like
to save this as a new screen or update an existing screen. SUMMARY REPORTS
The number of results associated with your last criterion
Next, name your screen, set an access level, and click the For a summary report of your screening results and criteria,
reflects your most targeted search. To see your results,
Save button. go to the Screening Results page, select Word or Excel, and
click on the View Results button located below your
click Go.
screening criteria. This will bring you to the Screening
Results page.
IDEA GENERATION SCREENS
To group your results by a category such as sector, Access pre-filled screens for idea generation, such as
primary industry, geographic region or country, click the searches for undervalued companies, potentially distressed
Group Results dropdown button. situations, arbitrage/special situations, and more. To view
these screens, hover over the Screening tab, click on Idea
Generation Screens, and select any one of our screens to
CUSTOMIZING RESULTS
modify pre-filled criteria and/or view results.
If you would like to add display columns to your screening
results, click the Add/Edit Display Columns button or
Customize Display Columns tab on the Screening Results
page. From this page you can add any screening criteria
data points (as they pertain to your result set) as display
columns. To do so, click into the link(s) to select the CREATING A SCREENING ALERT
item(s) you want to see and click Add Columns. Create a Screening Alert to receive emails with saved screen
results. To do so, hover over the My Capital IQ tab and click
CUSTOMIZING RESULTS (CONTINUED) on Create Screening Alert in the Alerts section.
You can also add 1. Type in a name for your alert.
financial display 2. Choose the screen that you would like to receive alerts
columns while building on.
your screen. To do so, 3. Choose the subject of the email alert.
choose the appropriate 4. Specify if you would like your screen to include added
metric from any of the screen results, removed screen results, and/or full
hyperlinks in the Financial Information section and select screen results.
Display Only from the second dropdown menu. 5. Specify if you would only like to receive alerts when your
results have changed.
Once you have the display 6. Choose whether you would like to include the full results
columns you want, you can save of your screen in an Excel attachment.
the columns to a display 7. Choose whether you would like to be notified daily, The analyses, including ratings and valuations, of S&P Capital IQ
template to use for future weekly, or monthly and the day you would like to receive and its affiliates (S&P) are statements of opinion as of the date
the alert. expressed and not statements of fact or recommendations to
screens by clicking the Save to purchase, hold, or sell any securities or make any investment
Template button. 8. Click Save.
decisions. S&P makes no representations or warranties as to
merchantability or fitness for a particular purpose, or that content
provided will be timely delivered and free from errors, omissions or
defects. Copyright © 2014 by Standard & Poor’s Financial Services
LLC (S&PFS), a subsidiary of McGraw Hill Financial, Inc. All rights
reserved. STANDARD & POOR’S, S&P, GLOBAL CREDIT
PORTAL, are registered trademarks of S&PFS, and S&P Capital IQ
is a trademark of S&PFS.

Contact Us | Support: Americas 888.806.5541, EMEA +44.(0)20.7176.1234, Asia-Pacific +852.2533.3565 | [email protected] © S&P Capital IQ, Inc. All rights reserved.