Year over Year Analysis (YoY) Template

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Year over Year Analysis (YoY) Template

This Year over Year Analysis (YoY) template demonstrates how to perform a YoY analysis using financial data.

Below is a preview of the template:

Year over Year Analysis template screenshot

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YoY stands for Year over Year and is a type of financial analysis that’s useful when comparing time series data. Analysts are able to deduce changes in the quantity or quality of certain business aspects with YoY analysis. In finance, investors usually compare the performance of financial instruments on a year-over-year basis to gauge whether or not an instrument is performing as expected. This analysis is also very useful when analyzing growth patterns and trends.

Economic analysts also commonly use this approach when analyzing countries and their overall economic situation.

The YoY approach may also be useful in analyzing monthly revenue growth, especially when the sources of revenue are cyclical. This allows an apples-to-apples comparison of revenue, instead of comparing revenue month-over-month where the may be large seasonal changes.

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Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.

 

Financial Analyst certification curriculum

 

A well rounded financial analyst possesses all of the above skills!

 

Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

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