Compare Stock Research & Analysis Features
In this breakdown, we’re putting Motley Fool Epic and Zacks Premium head-to-head.
Whether you’re into expert stock picks or proven rankings, we’ll show you which platform gives you more power to level up your investing game.
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Stock Screening Tools
We tested both Zacks Premium and Motley Fool Epic, and each offers solid stock screening capabilities, but with different strengths.
Zacks Premium’s stock screener is powerful, with over 45 predefined screening strategies that allow filtering based on factors like earnings expectations, price targets, and Zacks Rank.
We particularly liked the VGM Score filter, which combines Value, Growth, and Momentum factors to narrow down high-potential stocks.
On the other hand, Motley Fool Epic provides a more generalized stock screener, but the real value comes from the additional scorecards and personalized stock recommendations.
Epic’s focus is broader, allowing you to filter stocks based on financial strength and earnings consistency, enhanced by AI-driven analysis.
Overall, Zacks Premium excels in providing more customizable, detailed screening strategies, making it a better choice and one of the best stock screeners in the market.
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Fundamental Analysis Tools
In terms of fundamental analysis, Zacks Premium leads with its comprehensive research tools.
It offers in-depth equity research reports on over 1,000 companies, providing insights into financial health, earnings forecasts, and competitive positioning.
Zacks’ in-house analysis and the Zacks Rank system are powerful for assessing a stock’s potential.
Motley Fool Epic, while strong with its detailed reports and FoolIQ access, primarily focuses on long-term growth prospects and does not provide the same depth of research on a wide range of companies.
Also here, Zacks Premium’s broad and detailed research tools make it the superior choice for fundamental analysis.
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Stock Picks & Recommendations
Both platforms excel in stock picks, but with different approaches.
Zacks Premium offers daily stock recommendations based on earnings estimates and momentum, including access to the highly coveted Zacks Rank #1 list of top-rated stocks.
The Focus List, which includes 50 handpicked stock recommendations, is particularly valuable for long-term investors.
Motley Fool Epic offers 5 stock picks per month, each backed by extensive research and sector insights.
Epic’s recommendations are more diversified and include scorecards with curated strategies for different market conditions.
While both are great for long-term investors, Epic’s broader stock coverage and strategic recommendations stand out for those seeking diverse opportunities.
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Market Sentiment Analysis
Market sentiment analysis on Zacks Premium is somewhat limited, with real-time news updates available only through email alerts tied to stock performance and Zacks Rank changes.
However, it lacks the dynamic social features or broad market sentiment indicators that some other platforms offer.
Motley Fool Epic, on the other hand, provides a richer sentiment analysis, including the exclusive Epic Opportunities Podcast and Fool24’s Live Coverage, where analysts discuss market-moving events and investor sentiment in real time.
Additionally, Epic’s PGI (Potential Growth Indicator) provides a sentiment metric that gauges market confidence, adding an extra layer of market sentiment analysis that Zacks lacks.
Therefore, Motley Fool Epic offers better market sentiment tools, especially with its podcast, live coverage, and PGI insights.
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Portfolio Analysis & Alerts
Zacks Premium offers a solid portfolio tracker, providing real-time updates and email alerts tied to stock performance, earnings revisions, and Zacks Rank changes.
It allows you to monitor multiple portfolios, which is particularly useful for keeping track of investments across various strategies.
Motley Fool Epic includes portfolio strategies (Cautious, Moderate, Aggressive), but lacks personalized portfolio tracking or real-time alerts.
It provides generalized recommendations for portfolio construction, but investors will need third-party tools for more detailed tracking.
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Technical Analysis Options
Neither of these platforms offers advanced technical analysis solutions.
Zacks Premium provides basic charting tools but lacks advanced indicators like moving averages or pattern recognition features, making it less suitable for traders who rely heavily on technical analysis.
On the other hand, Motley Fool Epic offers no technical analysis tools at all, focusing solely on fundamental research.
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ETF, Bonds & Fund Analysis Tools
Motley Fool Epic offers a more comprehensive ETF and fund analysis, making it the better choice for ETF-focused investors.
Zacks Premium provides a limited range of ETF and mutual fund analysis tools, focusing mainly on rankings based on performance and risk.
However, it lacks in-depth analysis or detailed breakdowns of individual funds, such as manager insights or expense ratios beyond basic data.
Motley Fool Epic offers better ETF and fund analysis, with rankings and stock recommendations aligned with long-term investment goals. It also provides strategies to diversify portfolios.
Which Investors May Prefer Zacks Premium?
Zacks Premium is ideal for investors focusing on stock fundamentals and earnings-driven strategies. It’s particularly suitable for long-term growth investors who value detailed research.
Long-term investors: Zacks Premium is perfect for those seeking high-quality stocks for sustained growth with strong earnings potential.
Fundamental investors: Investors who prefer in-depth equity research and detailed financial insights will benefit from Zacks’ extensive stock reports.
Sector-focused investors: The Zacks Industry Rank allows targeting top-performing sectors based on earnings momentum.
Value investors: With tools like the VGM Score, Zacks helps identify undervalued stocks poised for growth.
Plan | Monthly Subscription | Promotion |
|---|---|---|
Zacks Premium | Annual: $249 ($20.75/month)
No monthly plan | 30-day free trial |
Zacks Investor Collection | $59
$495 ($41.25 / month) if paid annually | 30-day free trial |
Zacks Ultimate | $299
$2,995 ($249.5 / month) if paid annually | 30-day free trial |
Which Investors May Prefer Motley Fool Epic?
Motley Fool Epic is designed for long-term investors who want a diversified portfolio with deeper research, AI-driven analysis, and portfolio strategies.
Growth investors: Those seeking high-growth stocks backed by strong fundamentals will appreciate Epic’s monthly stock picks and in-depth reports.
Diversified portfolio builders: Epic’s portfolio strategies (Cautious, Moderate, Aggressive) are ideal for investors at different risk levels.
Retirement-focused investors: The GamePlan+ tools help in planning for retirement with tailored portfolio strategies and ETF rankings.
AI-driven stock pickers: Epic will be highly useful to investors who want to leverage AI and sector insights to uncover top-performing stocks.
Plan | Annual Subscription | Promotion |
|---|---|---|
Motley Fool Stock Advisor | $199 (16.60 / month)
No monthly plan
| 30-day money-back guarantee |
Motley Fool Stock Epic | $499 (41.60 / month)
No monthly plan
| 30-day money-back guarantee |
Motley Fool Epic Plus | $1,999 (166.60 / month)
No monthly plan
| 30-day money-back guarantee |
Bottom Line
Zacks Premium excels in fundamental research, earnings-driven strategies, and detailed stock analysis, making it ideal for long-term, value-focused investors.
Motley Fool Epic offers a broader range of stock picks, portfolio strategies, and AI-driven analysis, making it the go-to for diversified, growth-oriented investors looking for comprehensive tools.
