Zacks Corporate Marketing

Custom Consensus Model and Interactive Model

Zacks custom consensus model provides a fully customizable way to get a comprehensive overview of the Street’s view on your company for all of the metrics that are important to you. Our team collects analyst models from your brokers and creates a complete and accurate consensus model that aggregates analyst estimates for hundreds of line items, including key non-financial metrics that drive your market value. Analyst estimates are verified, reconciled and consolidated into a single Excel spreadsheet and easy to use comparative dashboard that helps you to better manage analyst expectations.

It integrates seamlessly into your workflow and makes it easy to share vital company information with colleagues and clients. We also offer a complimentary online portal and interactive model for greater versatility and convenience.

User-Created Board Reports

The Board Report Tool on our website enables the IRO to easily create professional-quality PowerPoint and PDF presentations. These reports can consist of a wide range of charts and tables configured by the user to communicate your message.

The IRO can easily create charts showing company fundamentals over time, company fundamentals relative to other companies and technical price charts for your company and peers. Once you have created the individual pages, use the intuitive menu to assemble them into a PowerPoint, or include them in an existing PowerPoint.

Custom-Created Board Reports

Sometimes the information you want to include in your presentation and the format or display requires a more customized approach. The Zacks IR team creates custom Board Reports to the specifications set by the IRO. These reports are then updated by Zacks to always include the most recent information and are posted on your Zacks password-protected site, irtools.zacks.com, for use by everyone on your team.

Targeted Peer Comparison and Analysis

Save hours of data-gathering time by harnessing our ability to organize competitor data from a multitude of different sources. See how your firm stacks up against peers according to virtually any metric, using comprehensive data, comparison tables and insightful charts that make your points clearly and quickly. Build user-created peer analysis with our online portal or have Zacks team build a custom-created peer analysis.

Select the specific peers and
metrics you want to highlight

Get the whole story with access
to all the raw data

Timely delivery of our
custom-created peer analysis
right after earnings

IR Tools Dashboard

The IR Tools Dashboard allows IROs to maximize their time by consolidating all pertinent company and peer information, market trends, news, institutional ownership, changes in sell-side estimates and recommendations, all in one place. This condensed page provides the timeliest content, spending less time hunting down information, while quickly gaining insight into the data that is essential to an IRO’s daily activity.

Estimates/recommendations, news and market conditions based on your preferences and industry
Understand the current and historical ownership of your stock
Access research reports and sell-side analyst models
Get more out of your peer lists

IR Visualizer

Save your stakeholders valuable time by providing all key financial information (GAAP and non-GAAP) in one location on your Investor Relations website. Eliminate the frustration of digging through press releases, regulatory filings and reconciliations by providing complete, current and historical, financials, metrics, fundamentals and ratios in one click.

Find out how to customize Zacks IR Tools to enhance your firm’s IR function.

Whether you need a complete IR solution or a specific data set, we invite you to leverage our 30+ years of analyst data research. Zacks IR Tools can help your company’s IR department function more efficiently, and strengthen your vital relationship with the investor and analyst community.