Power-Packed Estimates, Purpose-Built for Your Industry
Explore the financial health of companies like never before with the newly expanded S&P Capital IQ Estimates dataset.
Power Your Analysis With a Comprehensive Suite of the Highest Quality Global Estimates and Analytics
Estimates are a crucial component to company analysis. Our current and historical consensus estimates, company guidance, and estimate revisions enable you to model company performance and make informed investment decisions.
Now, our global estimates are even more powerful. We have added over 60 new industry-specific operating forecasts spanning 14 industries, enabling you to dive even deeper into the financial health of specific companies.
Bring Estimates Data to Life with ChartIQ’s Data Visualizations
With the ChartIQ Estimates Plug-in, integrate S&P Capital IQ Global Estimates content with other datasets including your proprietary content, data from S&P Global, and third-party data. Compare changes in estimates to stock performance for a portfolio or watchlist using ChartIQ CrossPlot.
Key Benefits
Demonstrate the impact of changes in estimates on other financial metrics, such as stock price.
Visually explore the Estimates dataset and develop their own story.
Accelerate your understanding and improves retention of critical financial information including the impact of earnings events.
Elevate your platform with market leading Estimates data integrated into state-of-the-art graphics to gain a competitive edge.
Explore 60+ New Industry-Specific Metrics
As part of our latest upgrade, we have added over 60 new industry-specific operating forecasts spanning 14 industries. This enables you to dive even deeper into the financial health of specific companies, with 140+ estimates metrics in total.
Access Through Our Flexible Delivery Channels
XpressFeed™
S&P Global's data feed management solution, paired with our proprietary loader technology, automates the download and management of data packages and enables delivery at any frequency.
Snowflake
Directly access and query data ― eliminating the data ingestion process and enabling near-infinite scalability for faster queries at lower cost.
S&P Capital IQ Pro
Our desktop platform offers an unrivaled breadth and depth of data, news, and research, combined with tech-forward productivity tools all in one platform that powers your edge.
Track Banking Industry Performance With Industry-Specific Estimates
In light of recent liquidity pressure and bank failures, detailed estimates have become increasingly crucial for market participants to forecast performance and assess comparative positioning among banks.
By examining JP Morgan Chase & Co. (NYSE: JPM) as an example, we can observe the expected increase in the bank's Common Equity Tier 1 Ratio (CET1) from 14.09% to 14.67% in the coming year, indicating confidence in its capital strength and ability to absorb losses.
Net Charge-Offs (NCOs) are an additional critical measure to monitor, particularly as several recent announcements have pointed towards a potential normalization in credit quality and rising charge-offs. For JP Morgan, net charge-offs are projected to grow from $6.6bn in 2023 to $9.1bn in 2024, suggesting potential economic instability.
Furthermore, the Net Interest Margin (NIM) estimate allows industry practitioners to project bank profitability. Analysts predict a decline in JP Morgan's NIM for the upcoming year, potentially signalling deteriorating economic conditions.
Discover How Estimates Can Help Your Workflow
Investor Relations
Our expanded Estimates enable Corporate Issuers, to better understand investor sentiment and effectively convey whether their company is meeting, exceeding, or falling short of market expectations.
For C-Suite professionals, this expanded data helps them stay abreast of gaps between internal projections and analyst expectations to focus on areas of concern and potential opportunities.
Investor Relations Officers (IROs) can more reliably gauge market sentiment, identify trends, and assess how investor sentiment might impact the company's valuation.
Investment Management
Portfolio Managers: Assess your investments with estimates of various financial metrics, such as earnings growth and revenue projections, to make decisions regarding your portfolio.
Research Analysts: Compare the performance of companies within a sector, identify emerging trends, and assess the relative attractiveness of different investment opportunities by comparing the actual and expected performance of a company.
Investment Strategists: Evaluate the potential risks and returns by gaining insights into a company's future performance to determine if a particular investment is undervalued or overvalued.
Investment Banking
Asset Management: Stay up-to-date with the performance of markets and companies within your portfolio
Analysts & Associates: Augment your industry analysis and presentations with comprehensive sector forecasts
Research: Incorporate the latest industry forecasts into your analysis and bolster your reporting of key markets
Commercial Banks
View the estimates surprise percentage for a given metric to analyze a company’s historical performance vs. expectations.
Access current and historical financials to conduct analysis of financial and operational performance and compare announced results vs. peers and industry benchmarks.
Leverage click-through to source capability to understand calculation and adjustments of financial and operating metrics
Better understand how analysts are viewing the banks’ future growth, capital positions, and dive deeper into the financial health of specific public and private company coverage.
Private Equity
Due diligence - Determine the projected returns and possible risks of potential target companies.
Valuations - Assess the value of a target company based on estimated financial performance, growth potential, and market position to inform deal pricing.
Performance tracking - Benchmark a portfolio company’s performance against its estimates to inform any strategy changes.
Professional Services
Compare historical performance with forecasts to analyze company performance and discover new insights.
View the estimates surprise data to track markets and uncover opportunities.
Deliver financial insights through pulling in historical daily estimates.
Asses your valuation analysis and learn how a company’s guidance compares to industry and peer comps and investor analysis.
Technology, Media, and Telecom
Enhance industry analysis and presentations by incorporating comprehensive sector forecasts.
Strengthen analysis and reporting of key markets in Telecommunications & Media by integrating the latest industry forecasts.
Estimate how their organization's forecasts compare to industry and peer comps.
Academia
Enhance your research through forecast evaluation and study historical revisions across companies and industries.
Monitor Student Managed Investment Funds through comparing forecasts of peer comps.
Monitor markets and companies to enhance Portfolio Management curriculum.
Corporations
Compare the financial and operational performance of a company through forecast evaluation.
Access current and historical estimates to compare with peers and industry benchmarks and track market dynamics.
Assess the value of a target company based on estimated financial performance, growth potential, and market position to inform deal pricing.
Power your reporting and analysis through integrating industry forecasts and investors estimates.
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