Zacks
Zacks Investment Research is a leading provider of independent stock, ETF, and mutual fund research, serving individual investors for nearly five decades.
Our verdict
Who it's for
Independent stock, ETF, and mutual fund research for individual investors.
Who should look elsewhere
Requires a paid subscription for full access to premium features and recommendations.
Pros
- +Proven, quantitative approach that has consistently outperformed benchmarks.
- +Comprehensive research tools covering stocks, ETFs, and mutual funds.
- +Independent and unbiased, with no influence from Wall Street or corporate agendas.
Cons
- −Requires a paid subscription for full access to premium features and recommendations.
- −The depth of data and number of tools may be overwhelming for novice investors.
Key features
- ✓Zacks Rank: Quantitative stock rating system based on earnings estimate revisions (Agreement, Magnitude, Upside, Surprise).
- ✓Most Accurate Estimate: Provides a refined earnings consensus that often precedes official reports.
- ✓Earnings ESP (Expected Surprise Prediction): Determines the likelihood of a positive earnings surprise before it is announced.
- ✓Zacks Industry Rank: Ranks industries based on aggregate earnings estimate revisions; top 50% outperform bottom 50% by 2-to-1.
- ✓Research Wizard: Stock-picking and backtesting software with access to 8,800 stocks and 30+ Zacks strategies.
- ✓Zacks Premium: Unlocks the #1 Rank List, Earnings ESP Filter, and Industry Rank.
- ✓Zacks Ultimate: Provides real-time access to all longer-term investor, short-term trading, and Innovators portfolio recommendations.
- ✓Zacks ETF and Mutual Fund Ranks: Proprietary models for evaluating exchange-traded funds and mutual funds.
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | — | month | — |