Investables.ai

Compare · S&P Capital IQ

Capital IQ alternatives and competitors, with S&P Capital IQ pricing compared

S&P Capital IQ Pro is a deal-workflow platform for bankers and private-equity teams who need private-company data, transaction comps and an Excel modeling plug-in. Investables.ai is a public-market research layer: one structured card per asset, both sides of the argument, risk flags, in seconds, for a monthly subscription instead of an annual contract.

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Thesis, bull and bear case, key metrics, comparables and risk flags, synthesized into one structured tear-sheet.

Sample output is illustrative. Not financial advice.

Illustrative only

Thesis

Bull case

Bear case

Key metrics

illustrative

illustrative price trend, not live data

Comparables

Risk flags

Informational only · sample output, not live market data · not financial advice.

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Most people searching for Capital IQ alternatives are not unhappy with the product. They are unhappy with what it costs relative to how much of it they use. S&P Capital IQ Pro is built for bankers and private-equity teams who live in the Excel plug-in, screen private companies, and pull transaction comps all day. If that is your job, it earns its price. If you use maybe a tenth of it to understand public companies, you are funding nine tenths of a platform you never open.

The second thing worth saying plainly: Capital IQ has no published price. Every figure you find, including the ones on this page, comes from buyers, procurement marketplaces and resellers rather than from S&P Global. Treat them as ranges to budget against, not quotes.

Investables.ai sits in a different tier on purpose. Paste any ticker, ETF, crypto token or startup and it returns a structured research card: a plain-language thesis, an explicit bull case, an explicit bear case, key metrics, comparables and labeled risk flags. It does not carry private-company financials, deal comps or an Excel add-in, and this page says so rather than pretending otherwise. It is informational research, not personalized investment advice, and it never executes trades.

The short answer

What is the best Capital IQ alternative?

It depends on which part of Capital IQ you actually use. For private-company financials and transaction comps, the real substitutes are PitchBook and FactSet, and they cost in the same five-figure tier. For public-market analysis and screening, Koyfin and Investables.ai cover most of the job for a tiny fraction of the price. Capital IQ Pro is quote-only, with reported seats running roughly $10,000 to $50,000 per user a year; Investables.ai starts at $29 a month.

Last updated August 2026

What each one costs

S&P Capital IQ pricing vs Investables.ai pricing

S&P Global does not publish a price list for Capital IQ Pro and sells only on quote. The figures below are what buyers, resellers and procurement marketplaces reported publicly as of August 2026. They vary widely because the contract does, so read them as budgeting ranges rather than as a quote.

Plan Price (USD) What you get
Capital IQ Pro (quote only) Reported list around $33,000 per user / year Full platform: public and private company financials, screening, transaction comps, the Excel plug-in
Capital IQ Pro, negotiated Reported $10,000 to $50,000+ per user / year The same platform. Seat count, contract length and add-on modules move the number more than anything else
Capital IQ Pro add-on modules Reported $5,000 to $8,000 per seat Private equity and real estate focus packs, often folded in at higher seat counts
Typical total contract Reported $15,000 to $215,000 per year, median near $53,000 Whole-firm spend across seats, from procurement marketplace data
Investables.ai Analyst $29 / month 50 research cards a month with thesis, bull case, bear case, metrics and risk flags
Investables.ai Pro $79 / month 300 cards a month plus earnings call and filing summaries, exports
Investables.ai Team $249 / month 5 seats, 1,500 cards a month, shared watchlists and audit-ready exports

Capital IQ pricing is quote-only and every figure above is a publicly reported third-party range gathered August 2026, not an official quote. Contact S&P Global for accurate pricing. Investables.ai does not include private-company financials, transaction comps or an Excel plug-in.

The full landscape

Capital IQ competitors, compared

The tools buyers shortlist against S&P Capital IQ, grouped by tier. Enterprise platforms sit at the top and quote only; affordable public-market tools sit below. Prices are list or publicly reported figures gathered August 2026.

Tool Reported price (USD) What it is, and who shortlists it
S&P Capital IQ Pro Quote only, reported $10,000 to $50,000+ / seat / yr Public and private company financials, screening, transaction comps and an Excel plug-in. The default in banking and private equity.
FactSet Quote only, reported $12,000 to $24,000 / seat / yr Data, analytics and portfolio tooling for the buy side. The most direct like-for-like swap.
Bloomberg Terminal Reported $28,320 to $31,980 / seat / yr Real-time market data, news and messaging. Chosen by desks that trade, not by teams that only model.
PitchBook Quote only, reported five figures / seat / yr Private markets, venture and PE deal data. The usual pick when private-company coverage is the whole reason for buying.
LSEG Workspace Quote only The former Refinitiv Eikon. Strong on fixed income, FX, commodities and macro.
AlphaSense Quote only, reported $10,000 to $20,000 / seat / yr Search across filings, transcripts and broker research. Shortlisted when the bottleneck is reading, not modeling.
Koyfin Free, then $39 to $299 / month Charting, screening and dashboards for public equities. The most common affordable step down.
Morningstar Investor $34.95 / month or $249 / year Fund and equity research with independent ratings. Aimed at individual investors rather than deal teams.
Investables.ai $29 to $249 / month A structured AI research card per public asset: thesis, bull case, bear case, metrics, comparables and risk flags, on a monthly subscription.

Enterprise pricing in this table is quote-only and the figures shown are publicly reported third-party ranges gathered August 2026, not official quotes. Confirm current pricing with each vendor before budgeting. Investables.ai does not include private-company financials, transaction comps or an Excel plug-in.

Side by side

S&P Capital IQ vs Investables.ai, honestly

A fair look at what each does well. Both are capable tools. Here is where they differ.

What matters Investables.ai S&P Capital IQ
Core job Understand a public asset fast: thesis, bull case, bear case, metrics, comparables, risk flags Build models and screen deals across public and private companies
Private company data Not covered. Public assets only Deep, and the main reason firms pay for it
Transaction and deal comps Not covered Extensive M&A and financing comps
Excel plug-in No add-in. Exports instead The Office plug-in is a core part of the workflow
Both sides of the case Every card states an explicit bull case and bear case plus labeled risk flags Neutral data you interpret yourself
Buying process Card payment, monthly, cancel any time Sales cycle, quote and annual or multi-year contract
Price $29 to $249 a month Quote only, reported $10,000 to $50,000+ per seat a year
Best suited for Individual investors, RIAs, analysts and small funds working public markets Investment banking, private equity and corporate development teams

Comparison reflects general, publicly understood positioning. Capabilities change, so check each product for the latest.

Why analysts pick Investables.ai

One structured research card for every name you study

Pay for the part you use

The expensive half of Capital IQ is private-company and transaction data. If your work is public equities, you are subsidizing datasets you never query. Investables.ai charges for the public-market read alone, which is why the number has three fewer digits.

A conclusion, not a dataset

Capital IQ hands you fields to model with. That is the right output for a banker building an LBO and the wrong one when you have twenty names to triage. Investables.ai returns a written case with both sides and the risk flags already surfaced.

No procurement cycle

There is no quote, no seat negotiation and no annual commitment. You subscribe monthly and cancel when you want. It is informational research to speed up your own work, not financial advice, and it issues no ratings or price targets.

Good questions

S&P Capital IQ vs Investables.ai, answered

S&P Capital IQ Pro is quote-only with no published price list. Reported list pricing sits near $33,000 per user a year on a one-year term, while negotiated real-world seats are reported anywhere from roughly $10,000 to over $50,000 per user a year depending on modules and seat count. Procurement marketplace data puts typical whole-firm contracts between $15,000 and $215,000 a year, with a median near $53,000. Figures gathered August 2026.
Nothing free replicates the private-company and transaction data, which is the part firms actually pay for. For public-market work, SEC EDGAR gives you every filing at no cost and several screeners offer free tiers, so a patient analyst can assemble a lot of it by hand. What you are buying at any price tier is the time back, and free options give you the least of it.
They overlap heavily and firms usually pick one. Capital IQ is stronger on private-company financials, transaction comps and the Excel modeling workflow, which is why banking and private equity lean toward it. FactSet is stronger on portfolio analytics, quantitative tooling and buy-side workflows, and is reported to start lower, near $12,000 per user a year against Capital IQ list pricing nearer $33,000. Both are quote-only annual contracts.
In the same enterprise tier: FactSet, Bloomberg Terminal, PitchBook, LSEG Workspace and AlphaSense, all quote-only annual contracts in the five-figure range per seat. Below that tier sit affordable public-market tools including Koyfin, Seeking Alpha, Morningstar and Investables.ai, which drop the private-company and deal data in exchange for a price individuals and small teams can actually pay.
For public-market research, it replaces the read: what the business is, what the numbers say, how it compares to peers and what could go wrong. It is not a replacement if you need private-company financials, M&A transaction comps or the Excel plug-in, because it has none of those. Being clear about that is more useful to you than a feature grid that claims parity.
In practice, no. S&P Global sells Capital IQ Pro to institutions on annual contracts through a sales process, and single-seat retail subscriptions are not how the product is distributed. University students often reach it through a school license. Individual investors who want comparable analytical output on public names generally end up on Koyfin, Seeking Alpha or Investables.ai instead.

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Informational only, not financial advice · past performance does not guarantee future results