Zacks Investment Research is an American company dedicated to the production of independent research and investment-related content. It was founded in 1978 by Len Zacks, based on his insights while pursuing his Ph.D. at MIT.

The company provides professional investors with financial data and analysis to help make better investment decisions for proprietary accounts and the investment accounts of clients. Zacks is probably known best known for its extensive array of consensus earnings-per-share (EPS) estimates. More recently, the company has moved into other related areas including research reports, recommendation summaries on various stocks, stock prices, funds, charts and tables, and a host of other investment tools and data.

• Zacks Investment Research is an American company that produces independent research and investment content.

• Zacks was founded in 1978 by Len Zacks, a Ph.D. scholar from MIT.

• Zacks Research is known for its focus on earnings estimate revisions, which Len Zacks described as "the most powerful force impacting stock prices."

• The company is known for "Zacks Ranks," stock ratings on a scale of one to five. A rank of #1 means "Strong Buy."

• In addition to "Zacks Ranks" for stock prices, the company has also introduced ratings for mutual funds and ETFs.

Zacks uses a quantitative stock-rating system that is purely mathematical, meaning they're not influenced by the biases or preferences of individual analysts. The rating system relies heavily on Earnings per share (EPS) related metrics, such as revisions to a company's projected earnings.

These ratings are based on research produced by U.S. brokerage firms. Every day, the company collects electronic data feeds and printed research on more than 8,500 North American publicly traded companies from 185 brokerage firms. By combining and aggregating the opinions of thousands of analysts, the company is able to identify expert consensus on the earnings potential of certain stocks.1

Zacks 研究产品的一个关键要素是 Zacks Ranks，这是一组根据收益潜力对股票产品进行分组的投资评级。Zacks Ranks 最初是为股票排名而推出的，现在可用于共同基金、交易所交易基金和其他工具。

Zacks Ranks 根据对多个经纪商评估的综合分析，将股票分为从“强力买入”到“强力卖出”的五个类别。据该公司称，Zacks“强力买入”股票的年平均回报率超过 25%，并且在 26 年中表现优于标准普尔 500 指数（30.2

Zacks Ranks 使用四个标准来评估盈利潜力：

• 协议：经纪分析师在评估股票估值变化时一致的程度。

• 幅度：分析师共识最新变化的大小。

• 上行：由 Zacks 计算的估计变化与共识估计之间的差异。

• 惊喜：最近几个季度出现了正的盈利惊喜。3

这些排名基于 Len Zacks 的见解，即“盈利估计修正是影响股价的最强大力量”。当一只股票的盈利预测被上调时，机构买家通常会扩大头寸，从而提振该证券的价格。由于大买家需要很长时间才能扩大头寸，因此小型个人投资者可以迅速利用预期的价格上涨。 4

Zacks Ranks 是一个对股票进行评级的系统，评级在 1 到 5 之间。与大多数评级系统不同，#1 Zacks 排名意味着“强力买入”。

Zacks Investment Research 经常与总部位于芝加哥的投资研究公司晨星公司（ Morningstar Inc. ）进行比较，该公司收集共同基金和 ETF 的数据。与 Zacks 一样，Morningstar 也发布了五层级的分析和评级基金。

然而，两家公司对投资研究采取了不同的方法。Zacks 依赖于对基金业绩的定量分析，而晨星更关注基本面分析。晨星还根据过去的表现使用专有的数学公式来确定每只基金在各自类别中的排名。两家公司都提供免费和付费产品，每一层都有不同的访问级别。

Zacks 列出了几个成功预测的案例，以证明其投资模型的成功。一个例子是 LSB Industries (LSX)，它在 2012 年 7 月被给予“强力买入”，预计未来三个月可能会出现突破。

“强力买入”评级表明券商分析师已经修改了他们对 LSX 的盈利预测，并且可能会继续上调他们的预测。在经过多次向上修正后的三个月内，LSX 为使用 Zacks Research 的投资者带来了 36% 的收益，而标准普尔 500 指数的收益为 5%。

Zacks Investment Research is an American company dedicated to the production of independent research and investment-related content. It was founded in 1978 by Len Zacks, based on his insights while pursuing his Ph.D. at MIT.

The company provides professional investors with financial data and analysis to help make better investment decisions for proprietary accounts and the investment accounts of clients. Zacks is probably known best known for its extensive array of consensus earnings-per-share (EPS) estimates. More recently, the company has moved into other related areas including research reports, recommendation summaries on various stocks, stock prices, funds, charts and tables, and a host of other investment tools and data.

• Zacks Investment Research is an American company that produces independent research and investment content.

• Zacks was founded in 1978 by Len Zacks, a Ph.D. scholar from MIT.

• Zacks Research is known for its focus on earnings estimate revisions, which Len Zacks described as "the most powerful force impacting stock prices."

• The company is known for "Zacks Ranks," stock ratings on a scale of one to five. A rank of #1 means "Strong Buy."

• In addition to "Zacks Ranks" for stock prices, the company has also introduced ratings for mutual funds and ETFs.

Zacks uses a quantitative stock-rating system that is purely mathematical, meaning they're not influenced by the biases or preferences of individual analysts. The rating system relies heavily on Earnings per share (EPS) related metrics, such as revisions to a company's projected earnings.

These ratings are based on research produced by U.S. brokerage firms. Every day, the company collects electronic data feeds and printed research on more than 8,500 North American publicly traded companies from 185 brokerage firms. By combining and aggregating the opinions of thousands of analysts, the company is able to identify expert consensus on the earnings potential of certain stocks.1

Zacks 研究产品的一个关键要素是 Zacks Ranks，这是一组根据收益潜力对股票产品进行分组的投资评级。Zacks Ranks 最初是为股票排名而推出的，现在可用于共同基金、交易所交易基金和其他工具。

Zacks Ranks 根据对多个经纪商评估的综合分析，将股票分为从“强力买入”到“强力卖出”的五个类别。据该公司称，Zacks“强力买入”股票的年平均回报率超过 25%，并且在 26 年中表现优于标准普尔 500 指数（30.2

Zacks Ranks 使用四个标准来评估盈利潜力：

• 协议：经纪分析师在评估股票估值变化时一致的程度。

• 幅度：分析师共识最新变化的大小。

• 上行：由 Zacks 计算的估计变化与共识估计之间的差异。

• 惊喜：最近几个季度出现了正的盈利惊喜。3

这些排名基于 Len Zacks 的见解，即“盈利估计修正是影响股价的最强大力量”。当一只股票的盈利预测被上调时，机构买家通常会扩大头寸，从而提振该证券的价格。由于大买家需要很长时间才能扩大头寸，因此小型个人投资者可以迅速利用预期的价格上涨。 4

Zacks Ranks 是一个对股票进行评级的系统，评级在 1 到 5 之间。与大多数评级系统不同，#1 Zacks 排名意味着“强力买入”。

Zacks Investment Research 经常与总部位于芝加哥的投资研究公司晨星公司（ Morningstar Inc. ）进行比较，该公司收集共同基金和 ETF 的数据。与 Zacks 一样，Morningstar 也发布了五层级的分析和评级基金。

然而，两家公司对投资研究采取了不同的方法。Zacks 依赖于对基金业绩的定量分析，而晨星更关注基本面分析。晨星还根据过去的表现使用专有的数学公式来确定每只基金在各自类别中的排名。两家公司都提供免费和付费产品，每一层都有不同的访问级别。

Zacks 列出了几个成功预测的案例，以证明其投资模型的成功。一个例子是 LSB Industries (LSX)，它在 2012 年 7 月被给予“强力买入”，预计未来三个月可能会出现突破。

“强力买入”评级表明券商分析师已经修改了他们对 LSX 的盈利预测，并且可能会继续上调他们的预测。在经过多次向上修正后的三个月内，LSX 为使用 Zacks Research 的投资者带来了 36% 的收益，而标准普尔 500 指数的收益为 5%。