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How to Find Strong Basic Materials Stocks Slated for Positive Earnings Surprises

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Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.

Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.

Hunting for 'earnings whispers' or companies poised to beat their quarterly earnings estimates is a somewhat common practice. But that doesn't make it easy. One way that has been proven to work is by using the Zacks Earnings ESP tool.

The Zacks Earnings ESP, Explained

The Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

With this in mind, the Expected Surprise Prediction compares the Most Accurate Estimate (being the most recent) against the overall Zacks Consensus Estimate. The percentage difference provides the ESP figure. The system also utilizes our core Zacks Rank to provide a stronger system for identifying stocks that might beat their next quarterly earnings estimate and possibly see the stock price climb.

When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.

Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.

Should You Consider Albemarle?

The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Albemarle (ALB - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at $8.68 a share 29 days away from its upcoming earnings release on February 15, 2023.

ALB has an Earnings ESP figure of +13.91%, which, as explained above, is calculated by taking the percentage difference between the $8.68 Most Accurate Estimate and the Zacks Consensus Estimate of $7.62. Albemarle is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

ALB is just one of a large group of Basic Materials stocks with a positive ESP figure. Celanese (CE - Free Report) is another qualifying stock you may want to consider.

Slated to report earnings on February 23, 2023, Celanese holds a #3 (Hold) ranking on the Zacks Rank, and it's Most Accurate Estimate is $1.63 a share 37 days from its next quarterly update.

The Zacks Consensus Estimate for Celanese is $1.57, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +3.77%.

ALB and CE's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.

Find Stocks to Buy or Sell Before They're Reported

Use the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Albemarle Corporation (ALB) - free report >>

Celanese Corporation (CE) - free report >>

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