While Morningstar provides its “Risk and Return Profile,” showing the three-, five-, and 10-year breakdowns of the Morningstar rating, standard deviation, mean, Sharpe ratio, alpha, beta, and r-square measures, Zacks only shows the three- and five-year measures. Both reports show the st...
So instead of just looking to see what one analyst at Merrill Lynch was forecasting for a particular stock, Zacks can show you ALL of the analysts’ recommendations and how many were rating a stock as a Strong Buy, a Buy, Hold, Sell, or Strong Sell. And most importantly, you could see...
Zacks vs. Morningstar Zacks Investment Research is frequently compared withMorningstar Inc., a Chicago-based investment research firm that compiles data on mutual funds and ETFs. Like Zacks, Morningstar publishes analysis and rates funds on a five-tiered scale. However, the two companies takediffe...
As I mentioned earlier, Zacks Investment Research is a real trailblazer in the industry, as they were the very first company to offer its users a stocks rating system. This innovation has greatly improved portfolio performances in an easy-to-use way and has since been adopted by many other ...