|
Overview
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long term.
Philosophy
Our firm has long believed that that quantitative models (like the Zacks Rank) can predict stock prices more accurately than individual analysts. However we also recognize that models are most effective when they are employed by analysts who have deep fundamental knowledge of the company and its industry. Consequently Zacks Equity Research combines Zacks quantitative models with the insight provided by experienced equity analysts to create superior long term stock recommendations.
Breadth of Coverage
Our staff of 50 junior and senior analysts provides continuous coverage for a universe of 1,150 US and Canadian traded companies and NYSE traded ADRs. Our universe includes approximately 52% of the S&P 500, and is evenly weighted across the three market caps, comprised of roughly 34% Large Cap, 32% Mid Cap, and 34% Small Cap. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance.
Our Recommendations
Zacks Equity Analysts issue recommendations and target prices for each company in their coverage universe based on a 6 month time horizon.
| |
Buy Recommendations: We expect these stocks to outperform the broad market indexes over the next 6 months
Hold Recommendations: We expect these stocks to perform in-line with the broad market indexes over the next 6 months.
Sell recommendations: We expect these stocks to under-perform the broad market indexes over the next 6 months.
|
Performance
The best way to judge the value of our recommendations is through their performance. On the following page we provide you insight into the performance of both our Buy and Sell recommendations versus the S&P 500. We also break it down our recommendations by industry to show our expertise in each field. View Zacks Equity Research Performance.
What is the Difference Between the Zacks Recommendation and Zacks Rank?
This is the most frequently asked question about Zacks Equity Research. This can explained on a couple of levels.
- What is the Purpose of Each Rating?
| |
The Zacks Rank is a short term indicator of stock performance that is effective for 1 to 3 months.
The Zacks Recommendation is meant to be a longer term rating of 6+ months.
|
Which is more valuable? They are both excellent predictors of future performance. Use the one that best fits your investment time horizon.
- How are they created?
| |
The Zacks Rank is a 100% quantitative model based on 4 factors such as earnings estimate revisions and earnings surprises. (Learn more about the Zacks Rank in our Free Guide).
The Zacks Recommendation process starts with a new quantitative model that employs the Zacks Rank. Then our Equity Analysts overlay their own qualitative insights to create a unique recommendation based on a 6 month time horizon.
|
Company Research Reports
Valuable Commentary: All reports include current and prior recommendations, a six month price target, and a company outlook, all written by our analysts. The Hold recommendation reports also contain the Bull and a Bear story, offering additional insights on whether to own or sell the security.
Proprietary Content: In addition to the commentary, all estimates data and price targets are set by the analysts, not consensus information. Analysts also provide their own valuation, as well as projected income statement and balance sheet for each security.
Preview Access (Free): We prominently feature selected excerpts from Zacks Equity Research every day on our home page at http://www.Zacks.com. At the top of the home page you will find our featured articles such as:
Full Access (Premium): Full access to Zacks Equity Research reports is only available with a subscription to the Zacks Advisor. Besides the articles noted above you will also discover:
- All 1150 Company Research Reports
- Economic Outlook
- Market Strategy Report
- Zacks Focus List (stocks for the long term)
- Zacks Timely Buys List (stocks for the short term)
Learn more about ZacksAdvisor.com and Free Trial Offer
|
Sponsored Links 
