About Us
Designed to Boost Your Win Rate
Win Through Better Equity Selection
- Zacks #1 ranked stocks delivered an annualized return of 25.4% from 1988 to 4/2/2018.**
- Zacks analyst-written reports provide timely updates on more than 1,000 firms and incorporate Zacks Rank.
- Zacks quantitative reports on an additional 3,000 companies provide clear directions to seek future winners.
Win by Staying on Top of Key Developments
- Interactive Watchlist with quotes, news, alerts and charts.
- Events Calendar includes earning reports, transcripts & economic events.
- EPS & Sales Consensus Estimate Summary
- Detailed “Standardized” & “As Reported” financial statement views.
- Peer Comparisons with data visualization across hundreds of financial metrics
Win with better ETF and MF selection
- Qualitative and quantitative rankings for 1,000 ETFs
- Zacks Strategist predicts future return of major asset classes
- Zacks MF Rank predicts 6-month relative performance
- Mutual Fund Snapshot Reports for 6,000 funds
- Fundamental and technical charts for MFs and ETFs
- Equity, mutual fund and ETF screening capabilities
Win by Streamlining Your Investment Process
- Chart and screen stocks by performance, valuation, and other metrics.
- Backtest new or existing strategies as far back as 2000.
- Fundamental and valuation comparisons versus peers, sector and industry.
- Build on our model portfolios that help you narrow 1000s of stocks to the select few with the best near-term potential. Choose from growth, cyclical, earnings and other portfolios.
- Automate screening and reporting processes, so your reports are ready when you need them.
- “Buy” lists for individual stocks and full coverage list driven by Zacks Rank.
- Zacks Link seamlessly exchanges data with Excel spreadsheets, providing direct access to thousands of data items and predefined model templates.
- Financial summary tear sheets
Stay Ahead of the Market with Advisor Tools.
Adam S. Jacobs & Company $500 Million+ AUM
Brian H. CFA Sturdivant & Co. $50 Million AUM
* Investars ranks among quantitative firms and major fundamental firms covering entire universe for 3-,4-,5- and 6-year trailing periods ended 12/31/2017. Investars evaluates investment research firms to help investors measure the value of the firms’ research through a robust set of analytic performance measurement tools. Fidelity.com rankings based on Research Provider Awards from Integrity Research, using quarterly data versus over 10 firms who have provided ratings on Fidelity.com from 2Q2015-1Q2018.
** Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The Zacks #1 Rank Performance has been examined and attested by Baker Tilly Virchow Krause, LLP for each of the years in the period beginning on January 1, 1988 through Monday’s open on April 2, 2018. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank # 1 that were rebalanced monthly (see additional details regarding rebalancing below) through 12/31/13 and weekly rebalance from 12/31/13 through Monday’s open on April 2, 2018 with zero transaction costs. These are not the returns of actual portfolios of stocks. Zacks Rank #1 stock-rating system returns are computed monthly based on the beginning of the month and end of the month or weekly based on each week’s open and next week’s open Zacks Rank #1 stock prices plus any dividends received during that particular month or week. A simple, equally-weighted average return of all Zacks Rank #1 stocks is calculated to determine the monthly return. The monthly and weekly returns are then compounded to arrive at the annual return. Only Zacks Rank #1 stocks included in Zacks hypothetical portfolios at the beginning of each month or week are included in the return calculations. Zack Rank #1 stocks can, and often do, change throughout the month or week. Certain Zacks Rank #1 stocks for which no month-end price or weekly open price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. The S&P 500 is an unmanaged index Visit https://www.zacks.com/performance_disclosure for information about the performance numbers displayed above.