Zacks Stock Rank - Zacks Investment Research (2024)

FAQs

How reliable is Zacks investment research? ›

The Bottom Line. Zacks Investment Research is one of many firms that publish data and analysis of mutual funds, stocks, and other investment vehicles. However, Zacks stands out for its unique quantitative approach, focusing on revised earnings estimates as the key to identifying strong performers.

The average yearly gain for Zacks Rank #1 (Strong Buy) stocks is +24.08% per year since 1988.

Zacks Building Blocks

Stocks with a favorable Zacks Rank and Style Scores have proven to significantly outperform the market with a higher degree of stock picking success.

Zacks Investment Research Premium service uses the Zacks Rank proprietary system to identify the best-performing stocks to invest in. It's certainly worth a try when you look at their claim. $10,000 invested 30 years ago with their methodology would have produced over $3 million!

Zacks is much more quantitative in nature, while Morningstar uses fundamental analysis as a larger part of its recommendations. Morningstar appears to base its recommendations on an unbiased scale, while the Zacks Investment Research rating system is based solely on giving its members the most potential for profit.

IVR, CAMT, CRGY, CMRE and SM have been added to the Zacks Rank #1 (Strong Buy) List on May 23, 2024.

Subscription: $59/month or $495/year. Our unique Zacks Ultimate program gives you full 30-day access to Zacks' market insights and the most private picks from ALL of our portfolio recommendation services for only $1.

Amazon, Nvidia and Microsoft top the list of stocks scoring rare Strong Buy consensus ratings. Some of the other names might surprise you.

Is Zacks Premium worth it? Overall rating: Our take: No, Zacks Premium is not really worth the $249 annual cost.

Zacks #3 Rank Stocks Can Be Perfectly Acceptable

These stocks represent the top 5% of all stocks that are covered by at least one analyst and are expected to experience the strongest earnings estimate revisions in the future.

Does Zacks tell you when to sell? ›

At a glance, you'll see the current Zacks Rank for all stocks, ETFs and mutual funds included in your portfolio. You'll also know which rankings have gone up or down. These updates will help you decide when to hold, sell, or buy more. Zacks' Portfolio Tracker is easy to use and free.

Trading platforms and research: Zacks is an introducing broker to Interactive Brokers, which means the company's trading platforms and research mirror that of Interactive Brokers — they are powerful and professional-level.

Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2025. The Zacks Consensus Estimate has increased $0.01 to $2.36 per share. WMT boasts an average earnings surprise of 7.3%. With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, WMT should be on investors' short list.

Research Scope, Quality and Accuracy

Seeking Alpha offers a wider scope of coverage with over 10,000 stocks analyzed compared to around 4,000 by Zacks. This includes stocks across all market caps and sectors. In terms of quality, Zacks derives more value from its earnings revisions data and quantitative grades.

Frequency of Updating Data

Price-related information, the Zacks Rank*, earnings estimates, average broker recommendations, and insider trading data is updated daily (after the market close). All other data is updated weekly (by Monday at 4:30 am). *Only Zacks Premium subscribers can screen by the Zacks Rank.

As an independent firm we are held to the fiduciary standard of care for our clients and their assets. This transparency, combined with our simple fee structures and open communication, allows Zacks professionals to consistently earn clients' trust.