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.
QoQ Growth
Quarter-over-quarter percentage change. Compares the most recent quarter to the one before it.
QoQ Acceleration
The rate of change of QoQ growth. Positive means growth is speeding up.
YoY Growth
Year-over-year percentage change. Compares the most recent quarter to the same quarter one year ago. Removes seasonal effects.
YoY Acceleration
The rate of change of YoY growth. Shows whether year-over-year comparisons are getting better or worse.
TTM (Trailing Twelve Months)
Sum of the last 4 quarters. Smooths out seasonal variation and gives an annualized view.
TTM Growth
Year-over-year change in the TTM value. Compares this rolling 12 months to the previous rolling 12 months.
TTM Acceleration
The rate of change of TTM growth. Shows whether trailing growth is speeding up or slowing down.
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.
50 / 100 / 200 Day Average
Simple moving average of the closing price over the given number of days.
Which modifier should I use?
| Goal | Recommended modifier |
|---|---|
| Filter by absolute size (e.g. large-cap only) | Value |
| Find short-term momentum | QoQ Growth |
| Compare apples-to-apples (remove seasonality) | YoY Growth |
| Get a smoothed annual view | TTM |
| Find accelerating annual growth | TTM Growth or TTM Acceleration |
| Screen on price trends | Close Growth (30d/180d/365d) or Moving Averages |
Related
- Available Metrics -- what you can screen on
- At Least X of the Last Y -- use modifiers with consistency checks
- Screener Guide -- full screener reference