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Trailing Twelve Months (TTM) Calculator

Standardize financial metrics over the consecutive 12-month period to analyze recent company performance.

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Calculation Parameters

Specify your inputs below.

Calculated Result

Trailing Twelve Months Total $203,000.00
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Expert Tip

TTM gives you a look at recent performance without seasonal distortions from older calendar year reports.

How this Calculator Works

This calculator compiles financial data over the trailing twelve months (TTM) by adding the most recent annual results, adding current year-to-date quarters, and subtracting last year's corresponding quarters. It provides an up-to-date look at corporate growth without seasonal distortions. Financial analysts use it for stock valuation.

Formula & Methodology

TTM Value = Most Recent Annual Value + Current Year-to-Date Value - Last Year's Year-to-Date Value - Most Recent Annual Value is the total from the last completed fiscal year. - Current Year-to-Date Value is the sum of the elapsed quarters of the current year. - Last Year's Year-to-Date Value is the sum of the corresponding quarters of the previous year.

Step-by-Step Calculation Example

Here is a step-by-step example showing how the calculations are performed:

A company had annual revenue of $500,000 last year. Current year-to-date revenue (Q1+Q2) is $300,000, and last year's Q1+Q2 revenue was $240,000. 1. Add current YTD revenue to annual revenue: $500,000 + $300,000 = $800,000. 2. Subtract last year's corresponding YTD revenue: $800,000 - $240,000 = $560,000. Result: The Trailing Twelve Months (TTM) revenue is $560,000.

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Detailed Insights & Expert Guide

ℹ️ About this Calculation

This investment analytics calculator evaluates portfolio yield, compounding growth, risk-adjusted returns, present/future asset valuations, and capital growth metrics based on CFA and modern portfolio theory (MPT) principles.

Variable Glossary

Input

Investment Parameters

Initial principal, periodic contribution, interest rate, discount factor, holding period, or asset price inputs.

Parameter

Performance Metrics

Compound Annual Growth Rate (CAGR %), Net Present Value (NPV), Internal Rate of Return (IRR), or Sharpe ratio.

How to Calculate Step-by-Step

1

Step 1

Enter your initial investment capital, asset purchase prices, or cash flow streams.

2

Step 2

Set compounding frequency, discount rate, or benchmark risk-free rate factors.

3

Step 3

Review calculated total return value, annualized growth %, or risk-adjusted alpha/beta statistics.

FAQ

How does compounding frequency impact investment returns?
More frequent compounding (e.g. monthly or daily vs. annually) generates higher effective annual yields (APY) because interest is calculated on accumulated interest earlier in the period.
What is the difference between Sharpe Ratio and Sortino Ratio?
The Sharpe ratio divides excess return by total standard deviation (both upside and downside volatility), whereas the Sortino ratio divides excess return by downside deviation only.
Should investment calculators replace professional wealth management?
No. Investment calculators model financial mathematics under assumed growth rates. Actual market performance fluctuates, so consult a licensed financial planner (CFP) or RIA for personalized advice.