S&P Capital IQ Pro vs FactSet
A side-by-side comparison of S&P Capital IQ Pro and FactSet — two options for data & market research. Pricing, features, and honest pros and cons.
Category
Data & Market Research
Data & Market Research
Rating
4.4 / 5
4.4 / 5
Pricing
Enterprise / Custom
Enterprise / Custom
Best for
Analysts doing modeling, comps, and diligence
Deal teams wanting one integrated data workstation
Key features
- Detailed public company financials
- Transaction and M&A data
- Screening and comps
- Excel plugin
- Credit and fixed income data
- Public and private company data with screening
- M&A, ownership and deal databases
- Excel add-in and model refresh tools
- Portfolio analytics and risk
- AI-powered research assistant (FactSet Mercury)
Pros
- Exceptional public-company financial depth
- Powerful Excel integration for modeling
- Robust screening tools
- Cheaper than Bloomberg for most research seats
- Excellent Excel integration for banker-style workflows
- Consolidates screening, comps and analytics in one place
Cons
- Interface has a learning curve
- Private company coverage trails PitchBook
- Custom pricing is opaque and modules add up
- Private-market depth trails PitchBook/Preqin specialists