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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