Here are some examples of a more advanced search using company screening.
Example 1: I want a list of Australian Companies that have subsidiaries in the U.S.
a. Click on geographic location under company details, tick the box beside Australia and click add criteria.
b. Repeat a. but this time, tick the box besides United States of America and before selecting add criteria, expand relationship options, set the dropdown to direct subsidiaries and tick on current relationship.
c. Click add criteria then view results.
Example 2: I want to see companies within the metals and mining sector that are either located in Australia, or generate revenue from Australia.
a. Select industry classification under company details, search for metals and mining within the search bar, select the industry and click add criteria.
b. Click on geographic location under company details, tick the box beside Australia and click add criteria.
c. Select geographic segment under financial information.
d. Type Australia within search by geography and click go. Once located, double click on Australia to move it under selected items.
e. As we’re looking for companies that generate revenue in Australia, select revenue under segment financials then set the time frame. Set value to greater than 0.
f. Lastly tick type ‘OR’.
Example 3: I need to find banks whose total debt this year has increased by at least 30% compared to last year.
a. Type Banks within the Search bar and click Open Criterion.
b. Under formula builder, click create custom formula.
c. Select total debt, set as of to latest annual and click add to formula. This will now be added to the formula builder box.
d. Click on greater than sign (>) within build formula then add total debt again, this time, set as of to latest annual – 1 (since we want last year). Click add to formula.
e. Since we want at least 30%, multiply it by 0.3.
*Note: The default currency when creating a custom formula is U.S. Dollars (USD). The currency cannot be modified by the currency settings on the platform. To modify the currency, add the desired ISO code after the period parameter, as shown in the following example:
CIQAVAIL(IQ_TOTAL_DEBT,IQ_LATESTK,AUD) > CIQAVAIL(IQ_TOTAL_DEBT,IQ_LATESTK-1,AUD)*0.3
Reported Currency is not an available option when creating a custom formula. Such an option could return results in many different currencies and therefore not be comparable.
a. Click add criteria to get your final list of companies or add more criterion as needed.
Extra Feature! Save your custom formula so that your colleagues can use it as well! Tick on name and save this formula and set the access level to your group or company. You can find it under saved custom data points within formula builder.
