Modifiers Explained

When you add a metric to a screen, the modifier controls how the raw data is transformed before the comparison. Here's what each option means.

Standard Modifiers

Available for all financial metrics (Income Statement, Balance Sheet, Cash Flow, Ratios).

Value

The raw reported number for the most recent quarter.

Example: Revenue Value = $5.2B means the company reported $5.2 billion in revenue last quarter.

QoQ Growth

Quarter-over-quarter percentage change. Compares the most recent quarter to the one before it.

Example: Revenue QoQ Growth = 8% means revenue grew 8% from Q2 to Q3.

QoQ Acceleration

The rate of change of QoQ growth. Positive means growth is speeding up.

Example: If QoQ growth was 5% last quarter and 8% this quarter, acceleration is positive -- growth is accelerating.

YoY Growth

Year-over-year percentage change. Compares the most recent quarter to the same quarter one year ago. Removes seasonal effects.

Example: Revenue YoY Growth = 25% means this Q3 revenue is 25% higher than last year's Q3.

YoY Acceleration

The rate of change of YoY growth. Shows whether year-over-year comparisons are getting better or worse.

Example: If YoY growth was 20% last quarter and 25% this quarter, acceleration is positive.

TTM (Trailing Twelve Months)

Sum of the last 4 quarters. Smooths out seasonal variation and gives an annualized view.

Example: Revenue TTM = $20B means the company generated $20 billion over the last four quarters combined.

TTM Growth

Year-over-year change in the TTM value. Compares this rolling 12 months to the previous rolling 12 months.

Example: Revenue TTM Growth = 15% means the trailing-twelve-month revenue grew 15% compared to the prior twelve months.

TTM Acceleration

The rate of change of TTM growth. Shows whether trailing growth is speeding up or slowing down.

Example: Positive TTM acceleration means annual growth is improving over time.

Price Modifiers

These apply only to the Closing Price metric. They use daily price data instead of quarterly reports.

Value

The most recent closing price in dollars.

Growth (1d / 7d / 30d / 180d / 365d)

Percentage price change over the given number of trading days.

Example: Close Growth 30d = 12% means the stock price is 12% higher than it was 30 trading days ago.

50 / 100 / 200 Day Average

Simple moving average of the closing price over the given number of days.

Example: Screen for stocks where Close Value > Close 200 Day Avg to find stocks trading above their long-term average (a common trend-following signal).

Which modifier should I use?

Goal Recommended modifier
Filter by absolute size (e.g. large-cap only)Value
Find short-term momentumQoQ Growth
Compare apples-to-apples (remove seasonality)YoY Growth
Get a smoothed annual viewTTM
Find accelerating annual growthTTM Growth or TTM Acceleration
Screen on price trendsClose Growth (30d/180d/365d) or Moving Averages

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