Blueprints

Streamlines the process of gathering, processing, and extracting actionable insights from insurance product filings.

Private Company Deal Sourcing explores the impact of firm-level financials on the likelihood of a target being acquired and provides guidance on how to utilize financial data to extract actionable and meaningful insights for potential deal sourcing.

Company-Level Linking uses automated entity recognition and machine learning entity recognition to map and maintain your company universe to the correct internal or external identifiers.

Elusive Parity streamlines the process of capturing, analyzing, extracting market data for a customized universe of publicly traded companies by utilizing the Professionals dataset and Market Data to conduct analysis on diversity and inclusion.

Provides a comprehensive drug pipeline tracking workflow that combines Visible Alpha BioPharma datasets with automated LLM-based intelligence extraction

Cybersecurity Analysis Using Machine Readable Filings utilizes Machine Readable Filings to extract key information from 8-K filings and proactively identify and respond to potential threats.

A ready-to-use dashboard blueprint combining market, macro, trade, and supply-chain signals to track tariff shocks, cost pass-through, margins, and network risk.

Categorizes companies as above or below median U.S. headcount and revenue for their sector, and allows you to view the latest market reactions to current events.

Ripple Effect: Company Connections from Detailed Estimates studies the lead-lag return relationship among connect firms by utilizing the Company Connections: Detailed Estimates, Compustat Financials, and Index Data.

The Powering Your CRM Blueprint is for marketing and sales professionals, supporting clean data and automated workflows with our CRM solutions. This Blueprint will help you collect, organize, and manage your customers all in one place.

Delayed Filings Analysis examines abnormal or excess returns followed by Delayed Earnings from Key Developments and layers in Market Data from Compustat Financials.

Provides real-time analyst estimates of company or industry-unique line items, to quantify the moving dynamics in analysts' visions for industries largely impacted by global events.

Provides professors with the ability to build relevant curriculum using our new notebook-based sandbox.

Monitor supply chain shifts over time and enable visibility into company-level supply chain structure and net changes in a firm’s or industry’s overall supply chain strategy.

Learn how to implement the right data for CRM enrichment with data cleaning and linking best practices.

Leverage this workflow to navigate the banking sector’s ebbs and flows by analyzing thirty-one stock selection strategies over time, uncovering key insights into the banking characteristics that differentiate winners from losers.

Examines historical and recent company funding through the lens of themes, utilizing a topic-tag approach that categorizes companies into 27 broad themes to provide a structured view of capital flows across sectors.

Describes a workflow to derive a similarity score using S&P's data on publicly listed companies. This score can be used to rank companies and create a peer group for each company.

The Competitor Intelligence Blueprint outlines a workflow for building a Competitor Intelligence Dashboard, encompassing the phases of data collection, transformation, and visualization.

Data Arbitrage with Proprietary Dividend Forecasts details how practitioners can leverage the dataset for equity investing in the U.S. market when the in-house FQ1 forecasts diverge from their sell-side counterparts.

The S&P Credit Ratings & Risk Analysis Blueprint provides access to quarterly financial performance for nearly 1 million securities, aggregated by each company's respective credit ratings, sectors and financial metrics.

This workflow constructs two executive behavioral signals using Large Language vector embeddings of earnings calls to score executives on proactiveness and on-topic alignment to the question.

The Visible Alpha AI Monitor Blueprint leverages Visible Alpha Estimates and Market Data to analyze publicly-traded U.S. technology companies, offering a comprehensive view of the current state and projected growth of the core AI industry.

Bonding with Style Investing explores value and momentum strategies in fixed income to determine their potential for enhancing returns and adding diversification to portfolios.

The Private Company Valuation Blueprint leverages a suite of datasets to generate a private company valuation using a multiples-based approach.

Banking Liquidity Assessment provides an in-depth collection of regulatory financials for 40,000 banks and credit unions across U.S., and layers in Key Developments data like regulatory inquiries to assess the health of banks and the sector as a whole.

Derivatives Data & Valuations offers a suite of datasets and solutions to support price discovery, risk assessment, independent valuation, margin calculations, and more.

News Sentiment is a data application available via Capital IQ Pro Labs for staying informed on the most relevant and impactful news from S&P Global sector specialists.

Transcripts Trending Topics is a data application for discovering trends and insights across the current S&P 500 earnings call transcripts universe.

Datacenter and Energy Project Proximity Analysis helps identify planned Datacenter capacity and proximity to early stage uncontracted power plant projects. A proximity analysis map helps visualize projects within a 25 mile radius of new datacenters.

Leverages LLM-extracted features from ProntoNLP Transcripts Analytics and transforms them into actionable stock selection signals.

The Company Network Risk Assessment Blueprint leverages a suite of datasets to support risk assessment of a company's business partners.