estimates-expansion Market Intelligence /marketintelligence/en/campaigns/estimates-expansion content esgSubNav
Discover more about S&P Global’s offerings

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.

Request more information

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.

Explore on the S&P Global Marketplace

CLICK HERE

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

FIND OUT MORE

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.

LEARN MORE

Snowflake

Directly access and query data ― eliminating the data ingestion process and enabling near-infinite scalability for faster queries at lower cost.

LEARN MORE

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.

Learn More

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.


READ THE FULL ARTICLE

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.

    LEARN MORE

  • 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.

    LEARN MORE

  • 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

    LEARN MORE

  • 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.

    LEARN MORE

  • 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.

    LEARN MORE

  • 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.

    LEARN MORE

  • 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.

    LEARN MORE

  • 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.

    LEARN MORE

  • 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.

    LEARN MORE

Featured Content

 

Webinar: Navigating Earnings Season with Confidence

Access Now

The Analyst Matrix: Profiting from Sell-Side Analysts’ Coverage Networks

READ MORE

Bank credit concerns recede on economic strength

READ MORE

Case Study: Industry-Leading Estimates Upgrade Stakeholder Reporting

READ CASE STUDY

Request Follow Up

You're one step closer to unlocking our suite of financial information solutions and services.

Fill out the form so we can connect you to the right person.

We're proud of our recent awards!

  • Best Corporate Actions Data Initiative, 2023
  • Best Overall Sell-Side Technology Provider, 2023
  • Most Innovative Regulatory Solution (Climate Risk & Transaction Reporting), 2023
  • Best Overall Data Product or Service, 2023

And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

If your company has a current subscription for S&P Capital IQ Pro, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ

Contact

  • Business Email *
  • First Name*
  • Last Name*
  • Phone *

Business

  • Company Name *

Location

  • City *

    • We generated a verification code for you:

    • Enter verification Code here?* Incorrect Verification Code

Thank you for your interest in S&P Global Market Intelligence! We noticed you've identified yourself as a student. Through existing partnerships with academic institutions around the globe, it's likely you already have access to our resources. Please contact your professors, library, or administrative staff to receive your student login.

At this time we are unable to offer free trials or product demonstrations directly to students. If you discover that our solutions are not available to you, we encourage you to advocate at your university for a best-in-class learning experience that will help you long after you've completed your degree. We apologize for any inconvenience this may cause.