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Bloomberg vs. Capital IQ vs. Factset vs. Refinitiv

Comparison of the Costs and Features of the Four Leading Financial Data Providers: Bloomberg, Capital IQ (CapIQ), Factset and Refinitiv

Last Updated May 1, 2024

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Who are the Top Financial Data Platforms?

As present, the financial data industry is dominated by four large providers:

  1. Bloomberg Terminal
  2. S&P Capital IQ (CapIQ)
  3. FactSet
  4. Refinitiv Eikon (Subsidiary of London Stock Exchange Group, Formerly Thomson Reuters)

All four financial data providers attempt to offer a one-stop-shop platform that provides all types of financial data services – however, access to such quality can come with a massive price tag attached.

The goal of our article is to provide a thorough comparison of cost, industry relevance (i.e. buy-side vs. sell-side), and features of each platform that might push users to favor one data provider over another.

Bloomberg vs. Capital IQ vs. Factset vs. Refinitiv: Price Comparison

Platform Pricing Market Share (1)
Bloomberg The cost of a Bloomberg Terminal is $27,660/year for one license, and terminals are leased on a two-year basis. The price drops to $24,240 per terminal per year for two or more terminals. See below for academic pricing. 33.4%
Capital IQ The cost of Capital IQ is not published publicly, as the pricing model is tier-based and tailored to meet the specific needs of each customer.

The lack of transparency around Capital IQ’s pricing stems from their product offerings being customized solutions for the customer profile and specific use-cases.

6.2%
FactSet The cost of a FactSet subscription is $12,000 per year for the full product. 4.5%
Refinitiv Eikon The cost of Eikon is $22,000 per year, but a stripped-down version can cost as little as $3,600 per year. 19.6%

(1) Source: Burton-Taylor International Consulting 2020 Financial Market Data Report

Bloomberg Terminal

Bloomberg is the 800-pound gorilla in the financial data world, with financial data revenue of approximately $10+ billion. It controls more than ~33% of the financial data market. Its closest rival is Refinitiv Eikon, with ~20% of the market share.

bloomberg

Source: Bloomberg

Bloomberg Pricing: How Much Does Bloomberg Terminal Access Cost?

The cost of a Bloomberg Terminal is $27,660 per year, and terminals are leased on a two-year basis. The price drops to $24,240 per terminal per year for 2 or more terminals.

Academic discounts: For universities looking to power their finance labs with the famous terminals, Bloomberg offers significant incentives. For example, once schools commit to 3 terminals, they can get nine additional machines for free, dropping the total per-terminal cost to as little as $3,000 per year.

What is Bloomberg Best For?

Buy-side, sales and trading, and asset management. While the Bloomberg terminal is used across the financial services world, it is used predominantly by portfolio managers, buy-side analysts, and sell-side finance professionals within the sales and trading, and asset management functions.

Why Choose Bloomberg?

You’re in any way involved in the bond market. Bloomberg’s fixed income data is second to none. Its data sets are more comprehensive and are updated more quickly than any of its peers, making it especially useful for credit research analysts, fixed income sales and bond traders, and professionals in debt capital markets.

Then there’s Bloomberg’s instant messaging service — one of Bloomberg’s arguably stickiest features. Bloomberg’s IM service allows anyone on the terminal to IM with others on the terminal. Why is this exciting? Because if traders at all the trading desks are posting quotes on Bloomberg IM and nowhere else, you simply have to be on Bloomberg. It’s basically the same reason you’re on Facebook and not on MySpace.

This is a sticky feature for Bloomberg as it faces competition from the Eikon platform and chat-only startup alternative Symphony. In an effort to kill Symphony, in October of 2017 Bloomberg surprised many observers by decoupling IM from the rest of the terminal license. It now charges $10 per month for IM only  (your company has to own at least one terminal to be able to get this service for additional users).

You could probably live without Bloomberg if …

You’re in investment banking. Investment bankers do not use Bloomberg as widely as some of their sell-side peers and buy-side professionals. For example, the M&A team at an investment bank might have a couple of Bloomberg Terminals available, but it’s unlikely that each banker will have their own machine.

Instead, investment bankers are far more likely to have their own dedicated FactSet or Capital IQ subscription. That’s because Capital IQ and FactSet have developed specific capabilities such as a click-through function to audit data in source documents, Excel plugins that increase productivity, and company and transaction screening tools designed specifically with the investment banking workflow in mind (more on this below).

Capital IQ (CapIQ)

capital iq

Source: S&P

Capital IQ (CapIQ) was founded in 1998 and was acquired by McGraw Hill’s S&P division for $200 million in 2004.

Unlike Bloomberg or FactSet, Capital IQ (CapIQ) is a web-based portal accessible from any machine.

The Capital IQ offering was strengthened further in July 2015 with McGraw Hill’s $2.2 billion purchase of rival SNL. While Capital IQ and its largest rival FactSet provide financial data across all sectors, SNL’s strength has been unparalleled financial and transaction data sets within specific sectors, namely insurance, banking, real estate, energy, metals and mining, and media.

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Capital IQ Pricing: How Much Does CapIQ Cost?

Capital IQ’s pricing is non-public information, as mentioned earlier, because the price is specific to the customer and their specific needs.

The flexibility of Capital IQ’s pricing model coincides with the wide range of features offered to customers, unlike many of its competitors that provide strict pricing.

For example, factors that can potentially impact the price include the firm type, size of the firm (AUM), number of licenses, regional location, research report access, configuration needs, and more.

In general, CapIQ is known for being a more affordable option than Bloomberg, however, the pricing can vary substantially based on the features requested.

Therefore, for the most accurate, up-to-date pricing data, we recommend reaching out directly to Capital IQ’s client support team.

Who is Capital IQ Best For?

Investment banking. Bankers do a lot of data scrubbing, spreading comps and company profiles, and Capital IQ is designed specifically to help with this.

  • Scrubbing Financial Data: When a company reports its third-quarter earnings, the GAAP-based numbers like operating profit, net income and earnings per share are often not the numbers anyone actually cares about. Instead, analysts pore through the footnotes and disclosures to arrive at “normalized” “non-GAAP” data like EBITDA and cash EPS. Finding and scrubbing this data is time-consuming work, and mistakes can significantly impact the output of an investment banker’s analysis. Capital IQ’s fleet of data scrubbers try to do it for you. Coupled with its killer app that allows analysts to click back to audit the source data, this feature largely explains Capital IQ’s enduring popularity in the investment banking world.
  • Click-Through to Audit Source Data: One of its early killer apps was a feature that allows analysts to click-through to audit source data. For example, when a user wants to verify that Capital IQ correctly arrived at Walmart’s EBITDA, he/she can simply click through from the portal to the source documents.
  • CapIQ Excel Plug-In: Capital IQ’s Excel plugin enables analysts to pull data directly into Excel. While not as robust as FactSet’s Excel plugin, which has robust productivity-enhancing tools like custom Excel formatting macros and PowerPoint presentation macros, Capital IQ has made strides in bridging the divide with some custom Excel shortcuts and formatting macros.

Capital IQ vs. Bloomberg: Why Choose CapIQ?

You’re on the go and need to access financial data from a variety of computers. While Bloomberg access requires a dedicated terminal and FactSet access requires a software installation on each machine, your Capital IQ account can be accessed from a web browser anywhere.

If real-time market data isn’t critical for your job, that is where Bloomberg, along with FactSet and Refinitiv Eikon, might be more a suitable option than Capital IQ. The kinds of roles where this really matters are on the buy side, in sales and trading, and in public equities and fixed income.

FactSet

factset

As of 2017, FactSet had 89,000 clients with total revenue of approximately $1.3 billion, making it the fourth largest player in the financial data space after Bloomberg, Refinitiv Eikon, and S&P (Capital IQ + SNL). Per FactSet’s 2017 10K, buy side clients accounted for 84.1% of revenue, while the remainder came from the sell side (i.e. M&A, capital markets and equity research).

FactSet Pricing: How Much Does FactSet Cost?

The cost of a FactSet subscription is $12,000 per year for the full product.

What is FactSet Best For?

Investment bankers. FactSet is comparable to Capital IQ in terms of scope of data and functionality. Much of Capital IQ’s early strength has been bridged by FactSet, which now boasts its own set of comprehensively scrubbed financial data, estimates and click-through functionality.

You absolutely have to go with FactSet if your life revolves around making pitchbooks. While Capital IQ’s Excel CIQ codes are somewhat easier to work with, FactSet’s 2007 purchase of DealMaven gives FactSet users the ability to increase financial modeling efficiency via helpful formatting and custom macro shortcuts that Capital IQ hasn’t quite caught up to yet. In addition, FactSet’s PowerPoint plugin enables bankers to automate much of the pitchbook presentation process. Another frequently cited FactSet advantage over Capital IQ is the ease of navigation and getting around the user interface.

Who Should NOT Pick FactSet?

You need equity research. FactSet does not offer robust equity research access. You could, of course, access this through another service, but if you want it all in one place, FactSet isn’t the right choice. Perhaps even more of a deterrent for some is that FactSet requires a physical installation on each machine, and it is only allowed on two machines per subscription.

CapIQ vs. FactSet: Comparison of Features that Matter in Investment Banking

Feature Advantage
Fundamental data, Estimates, Conference call transcripts S&P (Capital IQ +SNL)
Real-time market data FactSet
Equity Research S&P (Capital IQ +SNL)
User interface FactSet
Unique data sets FactSet
Transaction screening S&P (Capital IQ +SNL)
Excel plugin FactSet
Access data on a browser from any computer S&P (Capital IQ +SNL)
Cost FactSet

Refinitiv Eikon

Thomson Reuter Eikon

Source: Thomson Reuters

Refinitiv Eikon Pricing: How Much Does Eikon Cost?

While Capital IQ differentiates itself on cost, its focus on fundamental data, and usefulness on the sell side, Eikon is the most direct competitor to the Bloomberg Terminal. The cost of Refinitiv Eikon is $22,000 per year, but a very stripped-down version can cost as little as $3,600 per year.

Who is Refinitiv Eikon Best For?

Those who would otherwise buy Bloomberg but want something cheaper. It has a lot of the same financial data as Bloomberg but is generally considered to be the lesser option in terms of data breadth. To put it bluntly, it’s what you get junior staff if you want to save on costs while the senior folks are using Bloomberg.

Financial Data Providers: Honorable Mentions 

  • Pitchbook: Unlike the other financial data providers, PitchBook is focused on private transactions and creating buyers lists.
  • Mergermarket: A database of M&A transactions. While Capital IQ and FactSet maintain large M&A databases and have tools for screening M&A and other transactions, Mergermarket is specifically dedicated to hunting down details for M&A deals. Because it specializes in M&A, it’s not a substitute for FactSet’s or Capital IQ’s broad data sets and features. Rather, it’s a supplement when finding historical transaction data is critical to the job.
  • The rest: A growing number of small startups are trying to disrupt the industry with their own specific features and a lower price tag. For example, Symphony is striving to peel users away from Bloomberg’s popular instant message service; Estimize wants to give estimates to the masses through crowd-sourcing; and Briefing.com and money.net are going after news, charting and real-time data. While their day might come, they have not yet meaningfully threatened the Big Four. When serious finance professionals need financial data, most are still coughing up serious $$$ for one of the big providers.

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Comments
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Lindi Barla
August 24, 2018 3:25 am

Interesting overview, just a quick note on FactSet, FactSet does nowadays offer access to its applications through a (not locally installed) weblink and a mobile app. Makes for easier access for some users indeed.

Haseeb Chowdhry
September 11, 2018 3:11 pm
Reply to  Lindi Barla

Thanks for letting us know Lindi!

MK00
September 8, 2019 11:38 am

As a non-US individual investor, I used Bloomberg for like six years and finally quit as I was fed up with their arrogance. Any complaints and they respond with (Goldman Sacks) having 2000 terminals and they’re like “who are you to talk with one subscription?” This happening not because I… Read more »

CJM
April 12, 2020 7:09 pm
Reply to  MK00

You can get a lot of banker assistance for the $2k a month you’re saving. The only thing I miss is the messaging. I used to work at a Chicago prop desk and was able to keep up with my former colleagues and still ‘be a name’, which evaporated along… Read more »

Derek Casanares
October 2, 2022 9:48 am
Reply to  MK00

Thank you for your response I’m an individual who wants to start looking at tools to use and I was like Bloomberg would be fairly expensive for a newbie like me so I will look at Yahoo Finance and Interactive Brokers.

Brad Barlow
October 4, 2022 9:36 am

Yes, thank you MK00 for this contribution. Those are great open-source places to begin.

BB

Kevin Laffey
May 8, 2023 11:27 pm

See my response to MK00 above. Check out Barchart.com. I’m not affiliated. Just a happy user

Kevin Laffey
May 8, 2023 11:25 pm
Reply to  MK00

MK00, check out Barchart.com. Fantastic website and inexpensive annual subscription. They’re the reincarnation of the old Commodity Research Bureau (CRB) which began in 1934. Amazing features. And they recently developed an Excel add-in that’s very powerful and can be enabled for real-time market data. They cover equities and futures in… Read more »

Harry
December 20, 2019 6:45 am

Bloomberg is the go to for fixed income, without a shadow of doubt. But for Portfolio Managers and buy side analysts, FactSet is the tool. Firstly, $12,000 is the very basic price, which doesn’t actually give you a lot, it’s their entry level price. To get the full range of… Read more »

Jeff Schmidt
December 25, 2019 2:09 pm
Reply to  Harry

Harry:

Thanks for the color.

Best,
Jeff

Fromowitz
December 5, 2019 5:29 am

As of 2020 you would use : BBG – Fixed Income and OTC; Trading CiQ – as reported historical financials (PE/VC , partly used in M&A) TR – Treasury, News, Datafeeds (core data), Prices Corporate Actions FDS – Research, Analysis, Attribution, Multi Asset PM and Risk, Screening, Backtesting, Excel, Alternative… Read more »

Jeff Schmidt
December 5, 2019 10:13 am
Reply to  Fromowitz

Thanks for the color and your thoughts.

Best,
Jeff

JohnC
July 20, 2020 10:53 am

Excellent comparison – a lot of work went into this study. I am interested in the time (i.e number of days) it takes to post fundamental company data (i.e. balance sheet, income statement, sources of capital, etc.) following the release of the data by the company. Does anyone have comparative… Read more »

Kevin Laffey
May 8, 2023 11:31 pm
Reply to  JohnC

Good Q

Sanjay
June 6, 2019 7:36 am

Hey, I new to the Industry, and without hands on any of these it would be difficult to break into the Industry. How can a newbie learn any 1 of them to get a break or can get even an internship somehow.

Jeff Schmidt
June 6, 2019 2:59 pm
Reply to  Sanjay

Sanjay: Are you currently in university? Many schools have Bloomberg terminals you can use. Outside of that, you really won’t be able to practice using these data sources until you are on the job. I wouldn’t let that get you down as I doubt anyone will hire you based on… Read more »

Kevin Laffey
May 8, 2023 11:43 pm
Reply to  Sanjay

Sanjay, Bloomberg offers a certification course which is inexpensive and even free or close for bona fide students. It’s called Bloomberg Market Concepts and it’s designed to pre-qualify newcomers (or old comers!) on BBG terminal functionality and features. Just google ‘Bloomberg Market Concepts’ and you’ll likely see a link for… Read more »

Cassie
May 21, 2024 9:44 pm
Reply to  Kevin Laffey

Kevin is this available to people that are thinking about becoming a student or individual investors prior to purchasing?

Maxim Platonov
December 16, 2021 12:11 pm

I am wondering where you get this prices from… I just received a proposal from BBG and it does not match your numbers :-/

Jeff Schmidt
December 16, 2021 2:28 pm
Reply to  Maxim Platonov

Maxim:

Feel free to let us know details and we can update the article!

Best,
Jeff

Maxim Platonov
December 17, 2021 4:11 am
Reply to  Jeff Schmidt

Hi Jeff, Sure, here you go. There are two options available: 1) Single Location (Multi-User/Shared Access)* One or more users can access the subscription on a single PC. Each PC requires its own subscription and remote access is not available; 2) Bloomberg Anywhere (Individual Access)* Only one user can access… Read more »

Jeff Schmidt
December 18, 2021 1:16 pm
Reply to  Maxim Platonov

Maxim:

Thanks!

Best,
Jeff

Khandu Gandu Sathe
June 3, 2018 1:25 am

good topic. i work on bloomberg

Janson
September 1, 2021 3:12 pm

Bloomberg PricingThe cost of a Bloomberg Terminal is $24,000 per year, and terminals are leased on a two-year basis. The price drops to $20,000 per terminal per year for 2 or more terminals. Academic discounts: For universities looking to power their finance labs with the famous terminals, Bloomberg offers significant incentives. For… Read more »

Jeff Schmidt
September 1, 2021 7:15 pm
Reply to  Janson

Janson:

I don’t have current pricing but I would suspect it is generally close.

Best,
Jeff

Elizabeth O
June 9, 2021 2:23 pm

FactSet offers a nice package for Law Firms and the Legal Professionals.

Albert
August 15, 2019 2:24 am

Hi. How up to date is your pricing? The reason I’m asking is because I can’t seem to find the USD 3,600 a year Thomson Reuters Eikon offering. Lowest I hear is around 6000 a year

Jeff Schmidt
August 15, 2019 10:30 am
Reply to  Albert

Albert:

I don’t currently have pricing but I’m open to someone else chiming in.

Best,
Jeff

Alexander Hyll
September 6, 2019 8:38 am
Reply to  Albert

The pricing of Eikon is highly dependent on what type of data you are looking for. You will not get something that is professionally usable for $3600, but you can get your hands on a subscription for prices in that range. However, if you want to have data coverage over… Read more »

P Hamidi
September 16, 2019 2:12 am
Reply to  Alexander Hyll

Eikon (Refinitiv) has significantly improved its offering over the past two years. That said, they’re still lagging far behind when it comes to high level support involving advanced functionalities and platform capabilities. Many times, I found myself providing tech support to Eikon support reps when I inquired about features such… Read more »

P Pat
March 12, 2021 11:31 pm
Reply to  Alexander Hyll

Can you elaborate on what you get for $1500/month or the bare bones? Does getting bond pricing make Eikon pretty much as costly as Bloomberg?

Kevin Laffey
May 9, 2023 12:30 am
Reply to  P Pat

See Metastock’s Xenith offering. That’s the one

Pej Hamidi
September 16, 2019 2:20 am
Reply to  Albert

If you want Eikon and want to save thousands of dollars per month, it’s easy. Go to http://www.equis.com and get a subscription to Xenith, which is Eikon under a different name. Equis was spun out from Thomson Reuters many years ago. The carve out included Metastock and Equis focuses primarily… Read more »

Kevin Laffey
May 9, 2023 12:33 am
Reply to  Pej Hamidi

Exactly. Xenith is the ticket for everyone not using soft dollars to pay for the big subs.

Elbert Pattijn
September 16, 2019 9:20 pm
Reply to  Albert

Yeah they are offering now around USD 500 per month

Kevin Laffey
May 9, 2023 12:28 am
Reply to  Albert

So Refinitiv also owns Metastock and through them they offer Xenith, which is the ‘stripped down’ but still very capable depending on your needs version of Eikon. I think it’s now only around $2k/yr excluding real time data fees of course. If you’re not a fund paying for Eikon or… Read more »

john
July 11, 2019 6:58 am

Great article. I think Dealogic must be mentioned as it’s the largest M&A, ECM, DCM database in the market, plus their parent company (ION) just acquired Acuris (owner of Mergermarket, Debtwire, etc). Any idea of the Alternative Investments Data Market size? Trying to estimate a size for the market, players… Read more »

Jeff Schmidt
July 11, 2019 11:32 am
Reply to  john

John:

Unfortunately, we do not have any data for that determination.

Best,
Jeff

Jason K
March 8, 2024 11:15 am

It would be great to update a few of the items on the Refinitiv side with this article. Firstly, Refinitiv is now LSEG and the Eikon solution is now called Workspace.

Brad Barlow
March 10, 2024 8:42 pm
Reply to  Jason K

Hi, Jason,

Thanks for this update!

BB

George Stellar
May 23, 2022 12:54 pm

Certainly these 4 are great global solutions. There are more that are geo-focus such as Teaser Platform which concentrates on MENA region specifically.

http://www.teaser.co

Brad Barlow
May 23, 2022 3:13 pm
Reply to  George Stellar

Hi, George,

Thanks for this additional information!

BB

Enkipa
October 12, 2021 10:50 am

Anyone know which might be best simply for market prices? I need futures, options on futures and fixed income prices (or yields, or both) for popular issues (mainly govt, some benchmark commercial).

Jason
March 26, 2023 10:54 pm
Reply to  Enkipa

S&P Cap IQ should be the cheapest of the 4 for that, but you should also check out some retail trading platforms. They may have good pricing. If you want real-time data you will still have to pay monthly fees with the exchanges or providers for this.

Brad Barlow
March 27, 2023 2:53 pm
Reply to  Jason

Hi, Jason, thanks for these additional inputs!

BB

Kevin Laffey
May 8, 2023 11:51 pm
Reply to  Enkipa

Sounds like you’re keen on maybe doing some Treasury bond basis and/or relative value / yield curve trading there. CQG integrated client is typically the go-to platform for that. Cheers

IBanker
September 8, 2020 7:01 am

Good comparison. Any idea on Evaluatepharma, Globaldata and any other sector-based datasources? I guess these are sector-specific, but would be interesting to know their pricing.

Jack
August 23, 2020 2:47 pm

Hi, I’m interested in purchasing an annual subscription that provides equity research access (GS, JPM, etc.). I’ve read through the above, but can’t determine which one would be best for my needs there. Can anyone chime in? Thanks!

IBanker
September 10, 2020 2:08 pm
Reply to  Jack

Banks typically prefer ThomsonOne / Eikon for this. Although GS and few other bulge brackets would count as “premium reports” and would fall outside the subscription, you’ll get most branded in Eikon (JPM, Jefferies, UBS, Cowen etc.).

Jason
March 26, 2023 11:18 pm
Reply to  IBanker

@ibanker, depends if user is a client of those banks and is able to access real-time research. If nor, then embargoed (delayed) research can be purchased through Refinitiv or FactSet.

Brad Barlow
March 27, 2023 2:52 pm
Reply to  Jason

Hi, Jason, thanks for these additional inputs!

BB

Kevin Laffey
May 9, 2023 12:07 am
Reply to  Jason

Correct. Solution: broker with a prime and set up your own executing broker relationships as needed to pay for the research (and the Bloomberg!) with soft dollars (commissions paid above and beyond what the exciting broker charges to perform the transaction). The broker banks your soft dollars and you tell… Read more »

Leigh Eichel
September 6, 2019 4:40 pm

Excellent Article. Alpha Vee’s terminal is also a notable one to mention for Equity buy side work

KUMAR RAJ
June 14, 2018 4:15 pm

Good topic about the Market data providers, am feeling proud to worked with S&P Global(Capital IQ)…

Tamim Abdullah
June 18, 2020 8:59 am
Reply to  KUMAR RAJ

i would contact with you

Judy Delude
September 29, 2023 8:11 am

No comparison for equity research to the Alpha Vee terminal? Same low cost of FactSet with far more functionality and you dont have to be a developer. Next review should put alphavee.com into the mix.

Brad Barlow
September 29, 2023 10:42 am
Reply to  Judy Delude

Hi, Judy,

Thanks for the suggestion and the hint to other readers of this article!

BB

craig
September 21, 2023 4:16 am

S&P ig data is late and incomplete

Brad Barlow
September 29, 2023 11:25 am
Reply to  craig

Hi, Craig,

I expect there would be material changes on CapIQ since this article was released. If any stand out to you as especially important, please share them here!

BB

Craig Shaw
September 29, 2023 3:30 pm
Reply to  Brad Barlow

i rate eikon core highly.

sip cap iq pro is rubbish in conparison—for live up the minute info it is not designed…good for old stuff and historic things

Brad Barlow
October 3, 2023 7:29 pm
Reply to  Craig Shaw

Hi, Craig,

Thanks for offering your opinion here, it’s great to hear from users what they prefer, and others may benefit from it!

BB

Dirk Gruyters
May 24, 2023 5:49 am

Is WSP planning an update of this article? I would be very much interested.
Also our company uses the Infront Professional workstation (IPT). Would be interesting to have some feedback on their terminal as well.

Brad Barlow
April 15, 2024 9:07 pm
Reply to  Dirk Gruyters

Hi, Dirk,

I’m not sure if or when an update is planned. But we would welcome comments from you and others on that platform!

BB

crypt
February 5, 2022 2:49 am

what would be a feature that should be in capital IQ pro which is lacking big time any guess?

Brad Barlow
February 7, 2022 3:36 pm
Reply to  crypt

CapIQ is not as good for real-time market data, but excellent for financial data.

Steve Gray Booyens
August 26, 2021 12:51 pm

recommendations for JSE equity market?

Kevin Laffey
May 9, 2023 12:39 am

Depends on how deep you need to be

Christoph Mues
September 28, 2020 9:33 am

In 95% of the cases I am only looking for valuation comps of previous transactions, listed comparables, sector comps etc for my specific client. I don’t need share prices, analyst research, data feed, news, etc. What would you guys recommend of the above, and would maybe mergermarket or Zephyr from… Read more »

Lohan
September 10, 2020 8:29 am

Is there any comparison between Capital IQ, FactSet and EquityRT. I assume that all of them are good for equity research, but was wondering if all bases (Sell side, Buy side & asset management) are covered, which would be the most effective platform? I know all of them have a… Read more »

Yadhna Singh
September 11, 2020 1:39 pm
Reply to  Lohan

Hey, I was deciding to get Factset but after trying out EquityRT I decided to give it a shot. Been using EquityRT for a while now. It’s a new platform on the market. Very easy to use and has an impressive Equities coverage. Also way way cheaper. Will 100% recommend… Read more »

Ash
March 5, 2019 8:19 pm

How does Marketmap by FIS Global compare against the other data terminals?

Jeff Schmidt
March 7, 2019 5:45 pm
Reply to  Ash

Ash:

We are not sure as no one at WSP has worked with that platform.

Best,
Jeff

Jason
March 26, 2023 11:15 pm
Reply to  Ash

Marketmap (from SunGuard acquisition) is dated, clunky and frustrating to use). They don’t have nearly as many options, but idntou just care about pricing data it’s okay.

Brad Barlow
March 27, 2023 2:53 pm
Reply to  Jason

Hi, Jason, thanks for these additional inputs!

BB

Syed Babar Ali
November 27, 2018 8:13 am

Also, Metisglobal has not been compared. And I wonder why it is quite popular in Pakistan – definitely after bloomberg.

Haseeb Chowdhry
November 27, 2018 10:13 am
Reply to  Syed Babar Ali

Syed,

Appreciate you sharing your knowledge – thanks!

Best,
Haseeb Chowdhry

Syed Babar Ali
November 25, 2018 10:29 pm

Please compare them from the perspective of sell-side equity research professionals.

Haseeb Chowdhry
November 26, 2018 12:10 pm
Reply to  Syed Babar Ali

Syed,

Thanks for your suggestions! I would say broadly, each system has its relative strong/weak points. Is there any specific question you have in mind? Thanks!

Syed Babar Ali
November 26, 2018 1:27 pm

I am a researcher who is currently working on a project related to sell-side equity research. I really think it would be good for me to write a comparative note on these information services. Also, I am based in Pakistan, so some of those might not be relevant.

Haseeb Chowdhry
November 26, 2018 2:37 pm
Reply to  Syed Babar Ali

Syed, Yes – beyond this post, our experiences are more individualized. I would say Bloomberg is superior for market-related data. In terms of analytics/financial information, you can get a ton of information from every provider, but then there are specific metrics that are calculated that are sometimes difficult to interpret.… Read more »

Sreeja
June 8, 2018 2:15 am

Good comparison in terms of pricing info & product offerings. I worked with S&P Capital IQ.

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