VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Simply Wall St and Zacks (Zacks.com) will find that Both Simply Wall St and Zacks (Zacks.com) concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Simply Wall St leans into Stock Ideas, Financials, and Valuation Models, which can be decisive for teams that need depth over breadth. Zacks (Zacks.com) stands out with ETF Screeners, Calendar, and ETF Overview that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Simply Wall St vs Zacks (Zacks.com)
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Simply Wall St adds Stock Ideas, Financials, Valuation Models, Insider Data, Institutional Data, Dividend, and Broker Connectors coverage that Zacks (Zacks.com) skips.
- Zacks (Zacks.com) includes ETF Screeners, Calendar, ETF Overview, ETF Performance, ETF Holdings, and Transcripts categories that Simply Wall St omits.
- Simply Wall St highlights: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
Simply Wall St
simplywall.st
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Categories
Platforms
Pricing
Quick highlights
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
- Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
Zacks (Zacks.com)
zacks.com
Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.
Categories
Platforms
Pricing
Quick highlights
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
- Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Simply Wall St
Distinct strengths include:
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Zacks (Zacks.com)
Distinct strengths include:
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Feature-by-feature breakdown
| Attribute | Simply Wall St | Zacks (Zacks.com) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, Scores, Analyst Forecasts, Analyst Price Targets, Alerts, News Unique: Stock Ideas, Financials, Valuation Models, Insider Data, Institutional Data, Dividend, Broker Connectors | Shared: Screeners, Portfolio, Watchlist, Scores, Analyst Forecasts, Analyst Price Targets, Alerts, News Unique: ETF Screeners, Calendar, ETF Overview, ETF Performance, ETF Holdings, Transcripts |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Simply Wall St and Zacks (Zacks.com) both support?
Both platforms cover Screeners, Portfolio, Watchlist, Scores, Analyst Forecasts, Analyst Price Targets, Alerts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Simply Wall St and Zacks (Zacks.com) require subscriptions?
Both Simply Wall St and Zacks (Zacks.com) keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Simply Wall St and Zacks (Zacks.com)?
Both Simply Wall St and Zacks (Zacks.com) support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Simply Wall St differentiates itself with Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., whereas Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.