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S&P Capital IQ vs. FactSet Workstation

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S&P Capital IQ

91 Reviews and Ratings

FactSet Workstation

47 Reviews and Ratings

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    S&P Capital IQ

    Score8.2 out of 10
    		N/ACapital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.N/A

    FactSet Workstation

    Score8.2 out of 10
    		N/AThe FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…N/A
    Pricing
    S&P Capital IQFactSet Workstation
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    S&P Capital IQFactSet Workstation
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details——
    More Pricing Information
    Community Pulse
    S&P Capital IQFactSet Workstation
    Considered Both Products
    S&P Global Inc.
    Verified User
    Chose S&P Capital IQ
    I think Eikon is a close substitute. It doesn't have as many features as S&P Capital IQ, but unless you're working for a bank, hedge fund, or in corporate treasury, you probably won't notice it.

    In my opinion, FactSet is another good alternative. It comes with more features …
    Incentivized
    FactSet
    Verified User
    Chose FactSet Workstation
    As mentioned, believe it is a much stronger offering that CapIQ. Bloomberg is a better tool for credit and the messaging features, but cost prohibitive. We found that for research tasks FactSet Workstation is more than a good enough option, although we do supplement with a …
    Incentivized
    Verified User
    Chose FactSet Workstation
    Bloomberg has the most data / content but is too expensive, while Eikon has the least. FactSet Workstation and Capital IQ were comparable in price but FactSet Workstation had broader data coverage.
    Incentivized
    Jonathan Wellum
    Financial Analyst in Finance and Accounting at ROCKLINC Investment Partners Inc. (Investment Management, 1-10 employees)
    Chose FactSet Workstation
    While FactSet Workstation certainly stacks up in terms of quantity of data with other providers, the quality is top-notch. I can directly see the source of each line item on a financial statement which gives me confidence what I see is factual data directly from the companies I …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    6 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    No answers on this topic
    83%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    S&P Capital IQFactSet Workstation
    Financial Research
    Comparison of Financial Research features of S&P Capital IQ and FactSet Workstation
    Feature
    S&P Capital IQ
    6.4
    3 Ratings
    10% below category average
    FactSet Workstation
    4.2
    1 Ratings
    51% below category average
    Private Company Data6.03 Ratings1.01 Ratings
    Industry-Specific Information7.83 Ratings3.01 Ratings
    Independent Research Access8.52 Ratings5.01 Ratings
    M&A Analysis5.33 Ratings6.01 Ratings
    Supply Chain Data5.01 Ratings00 Ratings
    ESG Data5.52 Ratings00 Ratings
    Credit Ratings Reports7.33 Ratings00 Ratings
    Macroeconomic News6.33 Ratings5.01 Ratings
    Search Tools6.33 Ratings5.01 Ratings
    User Ratings
    S&P Capital IQFactSet Workstation
    Likelihood to Recommend
    7.1
    (10 ratings)
    6.0
    (5 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    10.0
    (1 ratings)
    Usability
    7.0
    (3 ratings)
    6.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    S&P Capital IQFactSet Workstation
    Likelihood to Recommend
    S&P Global Inc.
    No answers on this topic
    FactSet
    No answers on this topic
    Pros
    S&P Global Inc.
    No answers on this topic
    FactSet
    No answers on this topic
    Cons
    S&P Global Inc.
    No answers on this topic
    FactSet
    No answers on this topic
    Likelihood to Renew
    S&P Global Inc.
    [It's the] best ever.
    Incentivized
    Becky Reid
    President
    Read full review
    FactSet
    No answers on this topic
    Usability
    S&P Global Inc.
    No answers on this topic
    FactSet
    It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform
    Incentivized
    Joseph Sroka
    Chief Investment Officer
    Read full review
    Support Rating
    S&P Global Inc.
    No answers on this topic
    FactSet
    No answers on this topic
    Alternatives Considered
    S&P Global Inc.
    We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
    Incentivized
    Caitlin A. Mabe
    Assurance Associate
    Read full review
    FactSet
    Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.
    Incentivized
    John DArco
    Portfolio Manager
    Read full review
    Return on Investment
    S&P Global Inc.
    No answers on this topic
    FactSet
    No answers on this topic
    ScreenShots

    FactSet Workstation Screenshots

    Screenshot of PM Hub, which simplifies portfolio management with tools for building, analyzing, and simulating trades for multi-asset class portfolios and exposures. Users can monitor positions in real time with customizable views, ensure compliance, and execute trades through its integration. Link IRN data to foster deeper collaboration between research analysts and portfolio managers.Screenshot of FactSet Internal Research Notes (IRN), which streamlines research with one connected platform. These can be used to organize, share, and analyze everything from market trends to individual securities. Its AI tools help to boost collaboration, enhance workflows, and drive smarter investment decisions.Screenshot of some of the available information which can used to analyze performance, risk, and attribution across multi-asset portfolios. This integrates portfolio, market, and proprietary data into a single platform to streamline workflows, adapt to market changes, and make confident decisions. From stress testing and scenario analysis to AI-driven insights, FactSet provides tools to strengthen portfolio resilience, uncover drivers of performance, and foster collaboration with customizable reports and data sharing.Screenshot of a display of all accounts in one personalized dashboard. Viewers can analyze top positions, spot trends with proprietary signals, and track market-moving events. Access summary stats like total market value and asset allocation across an entire book or by household and strategy.Screenshot of FactSet’s proprietary news, which delivers real-time, focused market insights across regions like the U.S., Canada, Europe, and Asia-Pacific. From stocks to sectors to broad markets, StreetAccount simplifies updates to cut through the clutter. This critical news is available anytime via the Workstation, web, email, app, or API.Screenshot of one of FactSet's unique datasets, Geographic Revenue (GeoRev), used to quickly understand a company's revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk through a highly structured and normalized display of companies' revenues by geography.