Overview: Our Companies Screener acts as a filter that sits atop the database, and is able to pull out companies that meet certain criteria. Once those companies are pulled out, the Companies Screener then allows a user to bring in additional display columns that correspond with those companies. Display column categories range anywhere from quantitative to qualitative data.
Accessing Company Screening: In order to get to the asset screener, click on the Apps tab in the top left corner of the S&P Cap IQ Pro navigation bar. Select Screener, at the bottom of the far-left column.
Once there, you’ll see many different screening options. In the Company Data section, there will be up to 11 different types of data you can screen for.
Outline of Features and Content: As mentioned above, criteria can be added by clicking on the categories within the Recommended or Browse Criteria sections, as well as typed into the search bar next to Add Criteria. Screens can also be Saved from the top right.
Display Columns can be accessed by clicking on the button below Screening Results.
The Display Columns button will bring up the Field Selector. Here, a user can click on the black arrows next to specific categories in order to open that specific umbrella of display columns. Once selecting a metric, a user can modify the parameters in the middle, click the rightward-facing arrow to move it over to the Selected Fields section, then click Apply.
Example: Industrial companies, located in the United States, with Revenue between $10K-100K
- Click Geography in the Recommended Criteria section
- Click the “>” next to United States and Canada
- Check United States
- Click Add
- Click Industry Classification in the Recommended Criteria section
- Check Industrials
- Click Add
- Click S&P Global Universal Fundamentals in the Browse Criteria section, under Financials
- S&P Global Universal Fundamentals: Combination of Capital IQ and legacy SNL Financials
- S&P Capital IQ Fundamentals: Financials flowing from the Capital IQ company universe
- SNL Financial Fundamentals: Fundamental financials from the legacy SNL company universe
- Click Total Revenue
- Select Between, and type a desired range in the blanks below
- Select a desired Period Type, and a specific Period
- Click Add
- Then, click Run Screen on the right.
Export Options: Once the desired result set has been generated, you can quickly export this to excel in a variety of formats. For the differences between exporting as a table function versus single cell functions, please see the “Advanced Excel” document.
