v3.72: Historical Growth Rates in Watchlist & Screener

Koyfin -

We’ve expanded historical data in Watchlist & Screener to include Historical Growth (YoY, QoQ) and Trailing Growth Rates across all major financial statement categories.

These metrics help you:

  • Identify acceleration or slowdown in revenue, earnings, or cash flow
  • Track margin improvement or contraction
  • Spot long-term growth trends and cyclical shifts
  • Compare companies on growth consistency
  • Build formulas and screens that reflect trend behavior
  • And more

What’s New

1. Historical Growth (YoY & QoQ)

View how key historical financial metrics change year-over-year or quarter-over-quarter. Available for up to 10 years of data.


2. Trailing Growth Rates

See multi-year trailing trends to evaluate long-term stability. Available periods: 1Y, 3Y, 5Y, 7Y, 10Y, 15Y, and 20Y.

Where to Find It

In Watchlist

  1. Click Columns → Add Columns
  2. Choose a metric (e.g., EBIT margin)
  3. Expand the historical Growth or Trailing Growth sections
  4. Add the desired periods as columns

You can also include these growth metrics in Custom Formulas to create your own growth-based ratios.


In Screener

  1. Create or open a Screener
  2. Under Filter Criteria, choose a financial metric
  3. Expand the historical Growth or Trailing Growth section
  4. Apply filters like Revenue 5Y Growth > 20% or Margin QoQ Growth > 0%

Examples & Ideas

1. Visualize Acceleration & Deceleration

Visualize the trend in YoY growth of quarterly revenues across the last few years.

How to do it:

  • Go to your Watchlist
  • Add Columns:
    • Total Revenue for periods from FQ to -12FQ
    • Total Revenue YoY Change for periods 0FQ to -12FQ
  • Organize columns in a way that makes sense to you
  • Compare across periods to see improvement trends

2. Track margin changes over time

Spot margin recovery stories after periods of contraction.

How to do it:

  • Go to your Watchlist
  • Add columns:
    • EBIT Margin 5Y Average
    • EBIT Margin 5Y Trailing Growth
    • EBIT Margin for periods from FY to -5FY
    • EBIT Margin YoY Change for periods FY to -5FY
  • Organize columns in a way that makes sense to you
  • Compare across periods to see improvement trends

3. Screen for Improving Fundamentals

Identify businesses with growing sales, expanding margins, and high returns on invested capital.

How to do it:

  • Go to Screener
  • Add filters:
    • ROIC 5Y Average > 15%
    • EBIT Margin 5Y Trailing Growth > 0%
    • Total Revenue 5Y Trailing Growth > 5%

Access

Historical growth rates are available for users on Plus, Premium, Advisor Core, and Advisor Pro plans.

Watch demo: