6 Best Stock Research & Stock Advisor Services for 2021

Many Stock Research Sites Claim to Be The Best. We Review & Test Investing Research & Advisory Tools Based on Proven Performance, Benefits & Cost

Performing your own stock research can be time-consuming and requires a thorough understanding of financial metrics and the knowledge to develop and implement a specific investing plan. Each of the six websites in this review is a major player in the stock research and fundamental analysis arena.  While there is no single best stock research website, we have selected 6 of the best, have a read, and decide which one best suits your needs and budget.

The Best Stock Research Websites & Tools
6 Best Stock Research/Advisory Tools & Websites Reviewed & Tested

Stock Research & Advisory Services Ratings Summary

Company / ServiceRatingPrice Per Year
Stock Rover Premium Plus★★★★★$279
Motley Fool Stock Advisor★★★★★$199
Morningstar Premium★★★★☆$199
IBD Leaderboard★★★☆☆$828
Zacks Zacks Ultimate★★★☆☆$2995
Seeking Alpha Quant★★★☆☆$239

 

1. Best Stock Research Site – Stock Rover

Stock Rover is the best stock research site for self-directed investors because it allows you to research and implement powerful dividend, value, and growth strategies. Stock Rovers’s screening engine and filters offer an industry-leading 650 data points and a huge 10-year historical financial/fundamental database.

Stock Rover is a powerful and mature stock screening, portfolio management, and stock research platform. The list of fundamentals you can scan & filter on is truly huge. Watchlists have fundamentals broken into Analyst Estimates, Valuation, Dividends, Margin, Profitability, Overall Score, and Stock Rover Ratings.  You can even set the watchlists and filters to refresh every single minute if you wish.

10 Reasons Why Stock Rover Is The Best Stock Research Tool.

Top 10 Reasons I Use Stock Rover For Research, Screening & Strategy Building | Stock Rover Review

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★ Bonus: Sign Up For This Service & Get 5 Exclusive Investing Strategy & Research eBooks Valued at $99 ★

Stock Rover’s Ratings Engine

Stock Rover has implemented great functionality; I particularly like the roll-up view for all the scores and ratings.  Here I have imported a Warren Buffett portfolio, which includes his top 25 holdings.  I have also selected the “Stock Rover Ratings” tab.  This “Stock Rover Ratings” tab rolls up all analysis into a simple-to-view ranking system, saving a huge amount of time and effort while providing a wealth of insight.

Stock Rover already has over 150 pre-built screeners that you can import and use.  You need to have the Premium Plus service to take advantage of this, I have reviewed many of them, and they are very thoughtfully built.  One of my favorites is the Buffettology screener.

Stock Rover Warren Buffet Screener

Stock Rover Warren Buffet Screener – This screener is based on criteria described in the bestselling Buffettology book. The company should have a 10-year track record of generally increasing EPS with no negative earnings years; long-term debt, not more than five times annual earnings; average ROE over the past ten years at least 15%, average ROIC over the last ten years at least 12%, and earnings yield should be higher than the long term Treasury yield.

Stock Rover Research Reports

One of the best features of the Stock Rover platform is the Dynamic Research Report. This service enables you to generate a professional, readable PDF report on any particular stock’s current and historical performance.

The research report creates something new, a human-readable, real-time research report highlighting a company’s competitive position, market position, and historical and potential dividend and value returns. In the image below, you can see the dividend-adjusted commentary on Microsoft, a company I invested in because I found its excellent potential using my Buffett Stock Screener.

Stock Rover Real-time Research Reports
Stock Rover Real-time Research Reports

The best thing about Stock Rover’s Research Reports is they are Real-time, so the information is always up-to-date.

The Research Reports provide a genuinely comprehensive summary of any of the 10,000+ stocks in Stock Rover on the US and Canadian exchanges. Research reports can be viewed in the browser and produced in PDF format for portability and sharing.

Stock Rover Summary

Stock Rover provides the best software for value and income investors. A 10-year financials & fundamentals historical library plus incredible scanners including all of Warren Buffet & Ben Graham’s favorite criteria. Fair Value, Margin of Safety, and so much more. Even better is that there are so many curated screeners and portfolios to import and use; you are instantly productive. It is quite a feat that it is easy to use, considering Stock Rover has so many powerful scoring and analysis systems.

Finally, Stock Rover also includes Morningstar fund ratings in its database, enabling you to build a portfolio of 5 star rated Morningstar funds without the need to buy a Morningstar subscription.

If you are a long-term investor, Stock Rover is the software for you.

Product NameStock Rover Premium
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$279
Try Stock Rover FreeRead The Stock Rover Review

★ Bonus: Sign Up For This Service & Get 5 Exclusive Investing Strategy & Research eBooks Valued at $99 ★


2. Best Stock Advisor – Motley Fool

Motley Fool’s Stock Advisor service is the best advisory service because it selects only stock with a high probability of significantly beating the underlying market index. Motley Fool’s stock-picking service is easy to use and has a track record of significantly outperforming the market over the last 18 years.

One of the first books I read on investing was the Motley Fool Investment Guide back in 1997. The investment team of Tom and David Gardner have not looked back since. While I am someone who loves to perform their own research and not be influenced by others, I have found the Motley Fool Stock Advisor Service incredibly useful.

Unlike Morningstar, Motley Fool does not try to perform research on every stock and fund in the USA.  The team focuses on specific stocks that they feel will, over the long-term, significantly beat the S&P 500.  They then provide lightweight, easy-to-read research reports and recommend why they feel the stock will be a superior long-term investment.

Motley Stool Stock Advisor Research
Motley Stool Stock Advisor Research

You can manage your favorite stocks through their simple to use portfolio tracker, although unlike Stock Rover, they cannot connect to your broker.  Motley Fool is the first in this list to provide its audited track record of performance against the underlying benchmark.  This is what is unique about the service; they actually try to beat the market and help you succeed in the long term. You could give them a try and follow their advice.

Motley Fool Stock Advisor Test Results Summary
Motley Fool Stock Advisor Test Results Summary

Motley Fool Stock Advisor Portfolio Performance 2002 to 2020

  • Motley Fool Stock Advisor 421%
  • S&P 500 85%

My independent analysis of the stock advisor service’s audited results reveals that since 2002, 48% of the stocks beat the S&P 500. The average winning stock outperformed the S&P 500 by 780%. 28% of the stocks recommended made a loss of 42% on average, while 82% made a profit averaging 640%.

What does this mean? It means that you still have a 28% chance of losing money on any single stock recommendation. But at current performance levels, you have a 72% chance of investing in a company that will make you a profit.

Motley Fool Stock Advisor Summary

The Stock Advisor service is well priced at only $199 and provides an audited track record of successful stock selection. The research reports are easy to read and act upon and targeted to long-term investors. They provide specific buy and sell signals on stocks they recommend, but the service does not include fund ratings.

WebsiteMotley Fool
Product NameStock Advisor
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year $199 or $99 Special Offer for New Clients
Claimed Performance (Yr)24%

 

 Get Stock AdvisorRead the Motley Fool Test & Review

3. Morningstar –  Stock & ETF Research Reports

MorningStar has over 150 analysts providing research reports for all major stocks and funds in the USA. MorningStar analysts use a specific methodology to rate each stock based on the industry’s competitiveness, the company’s financial health, earnings growth, and fair value.

The research reports provided by Morningstar are curated; this means they are human-written reports by analysts. They have also popularized the idea of an “Economic Moat,” meaning that if a company has a wide moat, it has a sustainable competitive advantage over its rivals.

Morningstar Ratings & Stock Research
Morningstar Ratings & Stock Research

Morningstar is a leader for ETF and Mutual Fund ratings, so if you invest heavily in ETFs for diversification, this service could be ideal.  Additionally, Morningstar provides portfolio management tools to enable you to evaluate and balance your portfolio.

Unlike Stock Rover’s research reports, which are generated in real-time and change quickly based on daily financial events, Morningstar reports update only on a quarterly basis.  MorningStar research reports are great for a qualitative view of stocks, whereas Stock Rover excels at quantitative analysis of the financials.

Morningstar is easy to use and packed full of great features and ratings.  Add to this the fact it costs only $199 per year, and you have a well-balanced service.

Morningstar Summary

Morningstar Premium is a competitively priced service targeted to long-term investors, providing detailed curated analyst reports and stock rankings to help improve your overall stock picking. The service does provide overall buy and sell signals but does not divulge the performance of their stock recommendations.

Product NameMorningstar Premium
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$199

Get a 14 Day Free Trial + $100 Discount at MorningStar


4. IBD Leaderboard –  Growth Stock Ratings

The Investors Business Daily (IBD) Leaderboard service provides research and ratings using the CANSLIM method to evaluate their stock picks. IBD’s highest-rated stocks are ranked using the following criteria; Current Earnings, Annual Earnings, New Products, Supply, Leaders, Institutional Sponsorship & Market Direction.

Investors Business Daily  (IBD) has been strongly driving their business to digital-first over the past years.  But they do still provide a print newspaper service. Investors Business Daily is available as a digital and print subscription.

Investors Business Daily: Stock Research & Trading Plans
Investors Business Daily: Stock Research & Trading Plans

The Leaderboard services cost $828 per year, which is more expensive than Motley Fool, Stock Rover, and MorningStar. To justify this additional cost, IBD claim that they have a performance record of an average 36.6% profit per year.  If this is the case, it could be well worth the investment. As part of the service, you do get the ability to track watchlists, a regular market commentary email, and excellent charts with buy and sell signals overlayed.

WebsiteIBD
Product NameIBD Leaderboard
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$828
Claimed Performance (Yr)36.6% +

Visit Investors.com


5. Zacks – High Performing Stock Advisor

The Zacks Ultimate stock advisory plan covers all of their services, including Short Selling Lists, Value Investing, ETF Investing, and Zacks Top 10 Stocks. Zacks claim a 24.4% annual return for the service.

To get full access to Zacks research reports, you will need to purchase the ZACKS Ultimate service, which costs $2995 per year. This is one of the highest-priced stock research & reporting services for individual investors in the USA. However, for this investment, you do get a comprehensive service covering trade recommendations for short-term trading, through to income investing and longer-term growth investing strategies.

Zacks Ultimate Investment Research Services
Zacks Ultimate Investment Research Services

It is probably better to decide if you want to invest or trade before you buy a Zacks subscription because if you want to invest, then the Zacks Premium service priced at a reasonable $249 per year will give you access to their top 50 stock recommendations and the Zacks #1 Rank List research reports.

Zacks claim to have one of the highest yearly returns of all research services, but with a +24.4% average yearly gain, I see better performance elsewhere.

WebsiteZacks
Product NameZacks Ultimate
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$2995
Claimed Performance (Yr)24.4%

Visit Zacks


6. Seeking Alpha – Crowd-Sourced Stock Research

With over 8 million users exchanging ideas on Seeking Alpha (SA), you are sure to have a constant source of inspiration. Registration is free, but there is also a premium marketplace for stock advisory services.

What I like about seeking Alpha is the experience level of the user community.  If someone posts a sub-standard research article, the users will point it out in no uncertain terms.

Seeking Alpha Stock Research: Quant Performance
Seeking Alpha Stock Research: Quant Performance

The real benefits to Seeking Alpha are with the Pro Service, which gives you access to all the Investing Ideas and Seeking Alpha’s Premium Ideas. Seeking Alpha PRO also includes screening, portfolio management tools, and their crown jewel, the Quant Rating, for a price of $239 per year. The Quant Rating system claims to have an average annualized return of 24%

SA also makes money by allowing others to sell their stock investing strategies through their marketplace with prices ranging from $25 to $300 per month.

WebsiteSeeking Alpha
Product NameSA Premium Quant Ratings
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$239
Claimed Performance (Yr)24%

Visit Seeking Alpha

Motley Fool vs. MorningStar vs. Seeking Alpha vs. Zacks

Motley Fool and Zacks claim a yearly return of 24%, Seeking Alpha a 36% return, and MorningStar provides no track record. Motley Fool and Seeking Alpha offer similar services at $199, But Zacks Ultimate costs $2,999 for the same claimed performance.

CompanyStock RoverMotley FoolMorningStarIBDZacksSeeking Alpha
ServicePremium PlusStock AdvisorPremiumLeaderboardZacks UltimateSA Quant
Rating★★★★★★★★★★★★★★☆★★★☆☆★★★☆☆★★★☆☆
Research Reports Stocks
Real-Time Research Reports
Analyst Research Reports
Fund Research Reports
Long-Term Investing
Stock Ratings
Portfolio Mgt Tools
Short-Term Trading
Buy Signals
Price Per Year$279$199$199$828$2995$239
VisitStock RoverMotley FoolMorningstarIBDZacksSA

 

Summary: Top 6 Best Stock Research Services

Stock Rover’s stock and ETF screening database are the best I have ever used, allowing you to implement growth, value, and dividend strategies effortlessly. Stock Rover also has excellent real-time research reports and connects to your Broker to deliver excellent portfolio management services. The Motley Fool Stock Advisor Service has a proven track record of stock selection that beats the S&P 500 index.

I personally subscribe to Stock Advisor, and I am a passionate user of Stock Rover. Using the Stock Picking talents of the Motley Fool team in combination with the powerful analysis of Stock Rover is, for me, the best approach to building a market-beating portfolio.

Related Articles: Finding Great Stocks With Stock Rover

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