S&P Capital IQ Pro Pricing 2026

S&P Capital IQ Pro does not publish fixed pricing — all subscriptions are quote-based. Based on industry data, expect $12,000-$30,000 per user per year depending on modules and features selected. A standard seat with Excel plug-in and private company data typically runs $18,000-$25,000/user/year. Enterprise teams negotiate volume discounts that can bring per-seat costs to $5,000-$12,000/user/year for large deployments.

Capital IQ is generally 30-50% cheaper than Bloomberg Terminal. Bloomberg costs $28,000-$32,000/user/year with rigid pricing, while Capital IQ's modular approach lets you pay $12,000-$25,000/user/year for comparable fundamental analysis capabilities. Bloomberg wins on real-time trading data and its industry-standard IB Chat messaging network. Capital IQ wins on private company coverage (58M+ companies), web-based access from any browser, and superior data-scrubbing for investment banking workflows.

Both offer modular, negotiable pricing. FactSet runs $12,000-$50,000/user/year; Capital IQ runs $12,000-$30,000/user/year. Capital IQ has stronger private company coverage and click-through data audit features. FactSet offers superior quant/API capabilities and buy-side portfolio analytics. For investment banking, Capital IQ is often preferred; for buy-side and quantitative work, FactSet tends to win.

No public free trial is available. S&P Global offers personalized demos through their sales team — you can request one at spglobal.com. Students and faculty at 500+ universities can access Capital IQ Pro free through their campus library subscriptions (register with your .edu email). Some universities offer limited trial periods before committing to full institutional licenses.

Yes, Capital IQ Pro Office is one of the platform's strongest features. It includes an Excel plug-in with 250+ pre-built templates, a Formula Builder wizard, one-click data refresh, and click-through audit to source documents. It also integrates with PowerPoint and Word. The plug-in supports locally installed Office 365, Office 2021 (64-bit), and there's a dedicated Capital IQ Pro for Excel 365 Add-in available through Microsoft AppSource.

S&P Global typically requires 1-year minimum contracts, with most enterprise agreements spanning 1-3 years. Multi-year commitments (2-3 years) unlock better per-seat pricing. Unlike Bloomberg's rigid 2-year minimum, Capital IQ offers more flexibility on contract duration. Auto-renewal clauses are standard — negotiate to have them removed so you maintain leverage at renewal time.

Yes. S&P Global offers institutional academic licenses to universities and business schools at significant discounts. Academic subscribers typically access specific industry modules (e.g., Financials, Energy, Real Estate, Tech) rather than the full platform. Students register with their university email and get access as long as the institution maintains its subscription. Pricing for academic licenses is negotiated directly with S&P Global's academic sales team.

Key add-on modules include: RatingsDirect (S&P credit ratings and CreditCompanion AI), LCD leveraged loan and CLO pricing data, Compustat point-in-time fundamentals, Xpressfeed data feeds, Visible Alpha consensus estimates, Preqin PE/VC fund data, Trucost ESG environmental data, Panjiva supply chain intelligence, and sector-specific deep-dive packages across 8 industries with 1,400+ data points.

Key negotiation strategies: (1) Get competing quotes from FactSet and Refinitiv Eikon before negotiating. (2) Commit to multi-year contracts for 10-20% savings. (3) Bundle multiple user licenses for volume discounts. (4) Negotiate at fiscal year-end (December for S&P Global). (5) Resist annual price escalations — push back on 3-7% increases at renewal. (6) Remove auto-renewal clauses to maintain leverage. (7) Offer to be a reference customer or case study for additional concessions.

Capital IQ contracts are generally non-cancelable during the committed term. Early termination may require payment of remaining contract value, though S&P Global is generally more flexible than Bloomberg on this. Provide written notice 60-90 days before contract end to prevent auto-renewal. If your needs change mid-contract, S&P may allow you to swap modules or reduce seats at the next renewal cycle rather than canceling outright.

Yes, significant volume discounts are available. Based on reported customer data: a 4-user PE firm pays ~$18,750/user/year, while a 25-user CPA firm pays ~$5,000/user/year, and a 400-user valuation firm pays ~$1,500/user/year. Per-seat costs decrease dramatically as user count increases. Teams of 10+ should expect 20-40% discounts; 50+ users can negotiate 50-70% off list pricing.

The base Capital IQ Pro subscription includes: financials for 109,000+ public companies (49,000+ with current data), 58M+ private company profiles (14M+ with recent financials), company screening and filtering tools, key financial metrics and ratios, industry classifications (GICS), news and SEC filings search, and basic analytical tools. Premium data sets like RatingsDirect, LCD leveraged loans, real-time market data, Compustat, and sector-specific deep-dives cost extra.