Reference Data Datasets

Below you will find a comprehensive list of the various datasets that this plugin is configured to use.

Datasets

CapIQ Estimates

Consensus

• Target Price
• EPS Estimates
• Revenue Estimates
• Recommendations

Guidance

• EPS
• Revenue

CapIQ Financials

Income Statement

• EBIT
• EBITDA
• EPS
• Gross Profit
• Net Income
• Total Revenue

Market Data

• Close Price
• Close Price (Adjusted)
• Dividend Yield
• Market Capitalization
• TEV
• Volume

Multiples

• P/BV
• P/Normalized EPS
• P/TangBV
• Price/LTM EPS
• TEV/EBIT
• TEV/EBITDA
• TEV/Total Revenues

Balance Sheet

• Total Assets
• Total Debt
• Total Equity
• Total Liabilities

CapIQ Transactions

Transactions

• Buyback
• M&A
• Private Placement
• Public Offering
• Bankruptcy

Key Developments

Announced/Completed Transactions

• Bankruptcy - Conclusion
• Bankruptcy - Emergence/Exit
• Bankruptcy - Filing
• Buyback Transaction Announcements
• Buyback Transaction Cancellations
• Buyback Transaction Closings
• Buyback Update
• Composite Units Offering
• Debt Financing Related
• Derivative/Other Instrument Offerings
• Fixed Income Offerings
• Follow-on Equity Offerings
• IPOs
• M&A Transaction Announcements
• M&A Transaction Cancellations
• M&A Transaction Closings
• Private Placements
• Public Offering Lead Underwriter Change
• Spin-Off/Split-Off
• Structured Products Offerings

Bankruptcy Updates

• Bankruptcy - Other
• Bankruptcy - Asset Sale/Liquidation
• Bankruptcy - Financing
• Bankruptcy - Reorganization

Company Forecasts and Ratings

• Corporate Guidance - Lowered
• Corporate Guidance - New/Confirmed
• Corporate Guidance - Raised
• Credit Rating - S&P - CreditWatch/Outlook Action
• Credit Rating - S&P - Downgrade
• Credit Rating - S&P - New Rating
• Credit Rating - S&P - Not-Rated Action
• Credit Rating - S&P - Upgrade

Corporate Structure Related

• Address Changes
• Board Meetings
• Business Reorganizations
• Changes in Company Bylaws/Rules
• Executive Changes - CEO
• Executive Changes - CFO
• Executive/Board Changes - Other
• Fiscal Year End Changes
• Legal Structure Changes
• Name Changes

Customer/Product Related

• Business Expansions
• Client Announcements
• Product-Related Announcements
• Strategic Alliances

Dividends/Splits

• Dividend Affirmations
• Dividend Cancellations
• Dividend Decreases
• Dividend Increases
• Dividend Initiation
• Ex-Div Date (Regular)
• Ex-Div Date (Special)
• Preferred Dividend
• Special Dividend Announced
• Stock Dividends
• Stock Splits & Significant Stock Dividends

Investor Activism

• Investor Activism - Activist Communication
• Investor Activism - Agreement Related
• Investor Activism - Financing Option from Activist
• Investor Activism - Nomination Related
• Investor Activism - Proposal Related
• Investor Activism - Proxy/Voting Related
• Investor Activism - Supporting Statements
• Investor Activism - Target Communication

Listing/Trading Related

• Delistings
• End of Lock-Up Period
• Exchange Changes
• Index Constituent Adds
• Index Constituent Drops
• Ticker Changes

Potential Red Flags/Distress Indicators

• Accounting Issues/SEC Inquiries
• Auditor Changes
• Auditor Going Concern Doubts
• Debt Defaults
• Delayed Earnings Announcements
• Delayed SEC Filings
• Discontinued Operations/Downsizings
• Halt/Resume of Operations - Unusual Events
• Impairments/Write Offs
• Labor-Related Announcements
• Lawsuits & Legal Issues
• Regulatory Authority - Compliance
• Regulatory Authority - Enforcement Actions
• Restatements of Operating Results

Potential Transactions

• Considering Multiple Strategic Alternatives
• M&A Rumors and Discussions
• Potential Buyback
• Potential Privatization of Government Entities
• Seeking Acquisitions/Investments
• Seeking Financing/Partners
• Seeking to Sell/Divest
• Shelf Registration Filings

Results Announcements/Corporate Communications

• Analyst/Investor Day
• Announcement of Interim Management Statement
• Announcement of Operating Results
• Announcements of Earnings
• Announcements of Sales/Trading Statement
• Annual General Meetings
• Buybacks
• Company Conference Presentations
• Conferences
• Corporate Guidance - Unusual Events
• Earnings Calls
• Earnings Release Date
• Expected Earnings Release Date
• Expected Sales/Trading Statement Release Date
• Fixed Income Calls
• Guidance/Update Calls
• Interim Management Statement Calls
• Interim Management Statement Release Date
• M&A Calls
• Operating Results Calls
• Operating Results Release date
• Regulatory Authority - Regulations
• S&P Events
• Sales/Trading Statement Calls
• Shareholder/Analyst Calls
• Special Calls
• Special/Extraordinary Shareholders Meetings

Transaction Updates

• Buyback - Change in Plan Terms
• Buyback Tranche Update