FIN 300 Bond Project Finding Relevant Information in Capital IQ

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FIN 300 Bond ProjectFinding Relevant
Information in Capital IQ
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Logging in to Capital IQ in the MIL

• Instead of using your university NetID and Active
  Directory Password enter the following
  information to sign into the computer
• Username capiqPassword Passw0rd Domain
  BUSBIFMIL-xx (xx will be the specific number of
  the workstation you use)
• Then click on the Capital IQ Home shortcut icon
  on the desktop. After the browser window opens,
  click on the Login link on the top left corner
  of the page, and you will automatically be logged
  in.

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Search your company by entering the company name,
and select your company from the matching
results. This will take you to the next screen
the company tearsheet.
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You can click on any item in the left blue shaded
column to retrieve more detailed information
Qualitative company data
Financial Statements, Ratios, and Capital
Structure
Bond information
SEC Filings
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Competitors
1) Select Competitors
If the list of peer companies is too large,
narrow down the search by selecting Named by
Company as source type (as was done in this
example), and by un-checking the box next to
Include competitors for current subsidiaries,
and by checking the box next to Recently
disclosed competitors only. If the list is too
short (say only 1 or 2 peer companies) and you
want to see more results, select all 3 available
source types (Competitor, Third Party, and
Company), include subsidiaries by checking the
box next to Include competitors for current
subsidiaries.
2) Choose Source Types, and then click on Go

This list was sorted by LTM (Last Twelve Months)
Revenues
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Financial Statements and Ratios
Use these tabs to navigate directly to other key
financial information
Click on Income Statement, and this screen will
appear
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Financial Statements and Ratios
Click on Capital Structure, and this screen
will appear
Capital Structure Data
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Financial Statements and Ratios
Please note that Capital IQs ratio definitions
do not always coincide with textbook definitions.
Hence, your own calculations based on financial
statement data might yield different results for
particular ratios.
Click on Ratios, and this screen will appear
CIQ provides ratio definitions. Click on a
desired ratio to check how it was calculated by
Capital IQ.
Ratio was Not Measured (NM) by CIQ.
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Bond Details
1) Select Securities Summary and this screen
will appear
2) Then select your bond according to maturity
date to view bond details
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Bond Details
You can export and save this screen here
Read through this page to find the information
you need
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Bond Details (cont.)
Read through this page to find the information
you need
SP Credit Rating
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Screening for Similar Bonds
Hover with mouse over Screening Analytics
tab and select Screening and Fixed Income,
and this screen will appear
Fixed Income Screening Criteria
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Screening for Similar Bonds
Choose desired Fixed Income criteria to narrow
down the list of bonds (e.g., Security
Valuation ? Coupon Rate between 8 and 9)
After selecting the desired data points and
values hit the Add Criteria button
Finally, click on View Results
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Screening for Similar Bonds
You can export this screen here
You can view the issue details by clicking on the
bonds maturity dates
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SEC Filings
First, make sure you are on your companys
tearsheet. If you cannot see your companys name
here, re-enter the name in the search field and
click on the magnifying glass
Select SEC Filings, and this screen will appear
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SEC Filings
Either search by Form Group (e.g.,
Registration and Prospectuses), and then click
on the gt button
Or choose the form directly if you know the form
type (e.g., 10K , S-4, 424B3, etc.)
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SEC Filings
Select the desired filing time frame
Finally, hit the search button
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SEC Filings
View and/or download the filings you need
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Determining Industry Total Sales
Hover with mouse over Market Analysis tab and
select Industries and Industry Analysis
Here, we want to analyze the Diversified
Chemicals Industry
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Determining Industry Total Sales
1) Click on Refine, and the Refine Industry
window will pop up
2) Enter the desired industry name here
3) Click on Search
4) Check the box next to the desired industry
5) Hit Submit
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Determining Industry Total Sales
6) Select Financial Operating Metrics, and this
screen will appear
Last Twelve Month (LTM) Industry Revenues