Current Ratings and EPS Estimates


This report contains the following information: ticker symbol, company name, industry, EPS report dates, analysts, brokers, current recommendation and its date, current and next fiscal year estimates, current and next fiscal quarter estimates, consensus data for ratings and estimates, and Zacks rating.

Current Ratings

Current Ratings and EPS Estimates Report Components


Company Information

  • Ticker: The company's ticker symbol.
  • Company: The company name.
  • Industry: One of more than seventy industry groups. These groupings represent an aggregation of the over 200 industry categories under which Zacks records data.
  • Last Update: The date of the database update.


Zacks Rating

The Zacks Rating is based on our proprietary model that uses earnings estimate revisions and earnings surprises to predict short-term price movements. Stocks are rated as a Strong Buy, Buy/Outperform, Hold, Sell/Underperform, or a Strong Sell. These ratings have shown to be an accurate predictor of stock price performance (relative to the market) for the coming 90-180 days as oppose to the analyst's long-term predictions that usually represent a 6-12 month outlook.

The Zacks Rank is also a relative measure, comparing stock against the entire universe of stocks, and the distribution of ranks reflects this: approximately 20% of stocks are ranked Buy/Outperform or Strong Buy; 60% of stocks are ranked Hold; and 20% ranked Sell/Underperform or Strong Sell.


Analyst/Broker

Analyst: Under the Analyst heading is a list of the names of the individual analysts. If the analyst name is listed as Not Ident - it means that you do not have an authorization to view the name. You can click the Analyst heading to sort the column.

Broker: Under the Broker heading is a list of the names of the brokerage houses and independent research institutions that currently employ the analyst. If the broker name is listed as Not Ident - it means that you do not have an authorization to view the name. You can click the Broker heading to sort the column.

When the Broker column has the CO FORECAST entry, it identifies the company's own estimates for the earnings.


Ratings Code and Date

Rating Codes: The analyst ratings are presented as follows:

Rating Description
Numeric Code

Letter Code

Strong Buy
1
SB
Buy/Outperform
2
B
Hold
3
H
Sell/Underperform
4
S
Strong Sell
5
SS
No Rating
6
NR
 
NR could also mean that you are not authorized to view certain analyst's recommendations.

An up or down arrow next to the rating code indicates a recent rating change by an analyst. The direction of the arrow indicates a change from the previous analyst's recommendation.

SB

A red rating code indicates the most accurate analysts. You can click the Code heading to sort the column.

Rating Dates: Rating dates show the date of the recommendation or a revision date. Simple rating confirmations do not affect the original or revised rating dates.

03/15/2000

A blue rating date indicates the most recently released analyst recommendation. You can click the Date heading to sort the column.


Annual Estimates

The Annual Estimates section lists the analyst's EPS projections for the current and next fiscal years.

Current Fiscal Year Estimates

12/2000

The leftmost column of the Annual Estimates section shows the latest estimates for the company's current fiscal year. The column's heading shows the month and the year the current fiscal year will end in the MM/YYYY format (for example, 12/2000).

An up or down arrow next to the estimate indicates a recent estimate revision. The direction of the arrow indicates a change from the previous analyst's estimate.

3.75

Estimates made by the Most Accurate Analysts are shown in red. You can click the MM/YYYY heading to sort the column.

Date of Annual EPS Estimate

The Date column shows the date when the current fiscal year estimate was made.

03/15/2000

A blue rating date indicates the most recently released analyst EPS estimates. You can click the Date heading to sort the column.

Next Fiscal Year Estimates

12/2001

Analysts' EPS estimates for the next fiscal year are listed in the Annual Estimates section in the column headed by the month and year (MM/YYYY) the company's next fiscal year will end.

An up or down arrow next to the estimate indicates a recent estimate revision. The direction of the arrow indicates a change from the previous analyst's estimate.

4.25

Estimates made by the Most Accurate Analysts are shown in red. You can click the MM/YYYY heading to sort the column.

Date of Annual EPS Estimate

The Date column shows the date when the the next fiscal year estimate was made.

03/15/2000

A blue rating date indicates the most recently released analyst EPS estimates. You can click the Date heading to sort the column.


Quarterly Estimates

The Quarterly EPS Estimates section lists all analysts' EPS projections for the current and next fiscal quarters.

Current Fiscal Quarter Estimates

03/2000

The leftmost column of the Quarterly Estimates section shows the latest estimates for the current fiscal quarter. The column's heading shows the month and the year the current fiscal quarter will end in the MM/YYYY format (for example, 03/2000).

An up or down arrow next to the estimate indicates a recent estimate revision. The direction of the arrow indicates a change from the previous analyst's estimate.

0.81

Estimates made by the Most Accurate Analysts are shown in red. You can click the MM/YYYY heading to sort the column.

Date of Quarterly EPS Estimate

The Date column shows the date when the current fiscal quarter estimate was made.

03/15/2000

A blue rating date indicates the most recently released analyst EPS estimate. You can click the Date heading to sort the column.

Next Fiscal Quarter Estimates

06/2000

Analysts' EPS estimates for the next fiscal quarter are listed in the Quarterly Estimates section in the column headed by the month and year (MM/YYYY) the company's next fiscal quarter will end.

An up or down arrow next to the estimate indicates a recent estimate revision. The direction of the arrow indicates a change from the previous analyst's estimate.

0.92

Estimates made by the Most Accurate Analysts are shown in red. You can click the MM/YYYY heading to sort the column.

Date of Quarterly EPS Estimate

The Date column shows the date when the next fiscal quarter estimate was made.

03/15/2000

A blue rating date indicates the most recently released analyst EPS estimate. You can click the Date heading to sort the column.


Consensus

Consensus data for recommendations and estimates is displayed in the lower portion of the Estimates report. There are separate consensus items for the ratings and for the annual and quarterly estimates.

Most Accurate Consensus

The most accurate EPS consensus (displayed in red) is computed by ranking the analyst's historical performance.

Annual EPS Estimates - Most Accurate Consensus Criteria

The most accurate EPS consensus is the average of the top quartile of the analysts making forecasts, for whom we have history.

The criteria for annual analyst EPS accuracy is the average number of month end forecasts during the past four years when the analyst's annual EPS absolute forecast error was less than the absolute consensus error for the year.

Quarterly EPS Estimates - Most Accurate Consensus Criteria

The criterion for quarterly analyst EPS accuracy is the average of the analyst's absolute errors for the last two quarters.

Most Accurate Recommendations

Recommendation performance rates analysts based on the accuracy of their recommendations. Zacks uses two measures to evaluate an analyst's ability to rate stocks -- "Win Percentage" and "Excess Return".

A Win is recorded for each analyst's recommendation that beat the performance of an equal weighted industry index for all buy and sell ratings. Ties are broken by measuring how much the average buy recommendation was in excess of the average industry performance.

The final results are expressed in terms of Strong Buy, Buy/Outperform, Hold, Sell/Underperform, or Strong Sell.


Most Recent Consensus

The average of the most recent 25% of analysts' annual or quarterly estimates and recommendations (dates displayed in blue).


Zacks Consensus

Zacks consensus is computed for the current and next fiscal year estimates, current and next fiscal quarter estimates and recommendations. The Zacks consensus is the average (mean) of all analysts' estimates or recommendations for the company.


Custom Consensus

Custom consensus lets you compute your own consensus for ratings or annual and quarterly EPS (for example, create a custom consensus to include analysts only from national brokerage houses).

To create a custom consensus, deselect the box next to the analyst's name you wish to exclude. As each boxes is unchecked your custom consensus will automatically be calculated.


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