| Table 1. Zacks Research Wizard | |||
| Company | Zacks Investment Research | ||
| Web Address | www.zacksrw.com | ||
| Price | $1,800/yr. for 6 years of backtesting data; $3,000/yr. for Advanced Backtesting w/9 years backtesting data; free 14-day trial | ||
| Data Source | Zacks Investment Research | ||
| Database Content | |||
| Number of Stocks/Data Fields for Screening | 8,300+ active stocks/100,000+ data fields | ||
| Create Custom Data Fields | Yes | ||
| Company Information | Company Web link | Yes | |
| DRP Plan | |||
| Industry Grouping | Yes (Zacks) | ||
| Description Length | 40-60 words | ||
| Employees | Yes | ||
| Estimates--Earnings & Revenues | Source | Zacks Investment Research | |
| Quarterly | Yes (EPS: 4 qtrs; sales: 4 qtrs) | ||
| Annual | Yes (EPS: 3 yrs; sales: 2 yrs) | ||
| Growth--Long Term | Yes (EPS: 3-5 yrs, ann'l for next 4 yrs & 4 qtrs) | ||
| Surprise | Yes (EPS: 28 qtrs; sales: 9 qtrs) | ||
| Revisions/Trend | % change in ann'l & qtrly sales & EPS est. last 1, 4, & 12 wks; # up/down revs in ann'l EPS est. over last 4 wks; # up/down revs in curr qtr & next 2 FY sales est. | ||
| Consensus Analyst Recommendations | Zacks Rank & consensus broker rating | ||
| Consensus Analyst Rec.--Changes/Trend | Yes (trend in Zacks Rank & broker rating last 144 mos) | ||
| Valuation | Fundamental | 6-12 month price target | |
| Ratios | Leverage | long-term debt/equity, deby/total capital | |
| Liquidity & Coverage | quick, current, payout, cash, interest coverage | ||
| Return on Investment | return on assets, return on equity, return on investment | ||
| Multiples | P/E, P/S, P/B, P/CF, yield, fwd PEG, rel P/E | ||
| Margins | pretax margin, profit margin, operating margin | ||
| Turnover | total asset, inventory, receivables | ||
| Growth Rates | Elements | sales, EPS, net income, divs, book value, cash flow | |
| Periods | 1-qtr, 1-yr (same qtr), 12m, 5-yr | ||
| Total/Annualized | Yes | ||
| Price & Share Data | High/Low/Close/Volume | Yes (52-wk high/low, 13 mos of month-end prices, 5 yrs year-end prices, current price) | |
| Average Volume | Yes (20-day) | ||
| Relative Strength (Benchmark) | 1-, 4-, 12-, 24- & 52-wk, YTD (S&P 500) | ||
| MPT Stats | Yes (beta) | ||
| Short Interest | Yes (shares, ratio, % shares outstdg, % change) | ||
| Share Data | Yes (market cap, shares outstdg, float, split date) | ||
| Insider Holdings | Yes (%) | ||
| Insider Trading | Yes (chg in % hldgs & # buys & sells last 12 & 24 wks) | ||
| Institutional Holdings | Yes (%) | ||
| Industry Comparisons | Yes | ||
| Screening | |||
| SEC Filings | Yes | ||
| Number of Data Points for Screening/Becktesting | 100,000+ for screening; 50,000 for backtesting/Advanced Backtesting | ||
| Against Constant Values | Yes | ||
| Against Other Data Fields | Yes | ||
| Against Benchmarks (Industry/Sector, Index, etc.) | Yes (universal, industry, sector, S&P 500) | ||
| Number of Data Fields for Sorting | sort on fields used in screen | ||
| Save Custom Screens | Yes | ||
| # of Predefined Screens | 90+ | ||
| Viewing | |||
| Browse Table | Yes | ||
| Financial Statement Presentation | total $ | ||
| Individual Company Summaries | Yes | ||
| Reports | |||
| Charts/Graphs | Yes | ||
| Export Results to a File | Yes | ||
| Statistical Summaries | Yes | ||