176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-41.49%
Cash & equivalents declining -41.49% while TSM's grows 10.01%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
5.30%
Below half of TSM's -2.50%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
4.27%
Receivables growth less than half of TSM's -3.34%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
34.46%
Inventory growth above 1.5x TSM's 3.68%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-39.85%
Other current assets growth < half of TSM's -3078.13%. David Dodd sees a leaner approach to short-term items.
4.27%
Below half of TSM's -100.00%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
14.58%
Below half TSM's -1.62%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
4.94%
Less than half of TSM's -100.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
5.24%
Less than half of TSM's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
5.24%
Less than half of TSM's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
-1.99%
Less than half of TSM's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-6.82%
Less than half of TSM's -3754.72%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.55%
Below half of TSM's -100.00%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.88%
Below half of TSM's -1.78%. Michael Burry sees a potential red flag for stagnation or capital shortage.
22.78%
Less than half of TSM's -100.00%. David Dodd sees a more disciplined AP approach or lower volume.
98.81%
Less than half of TSM's -100.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
9020.93%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
105.91%
Less than half of TSM's -1.61%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of TSM's 805.67%. David Dodd notes more conservative expansions in non-current obligations.
-38.80%
Above 1.5x TSM's -10.55%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-3.77%
50-75% of TSM's -5.61%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
23.75%
Below half TSM's -100.00%. Michael Burry suspects major net losses or high dividends vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
15.74%
≥ 1.5x TSM's 1.15%. David Dodd sees stronger capital base growth than competitor.
4.88%
Below half TSM's -1.78%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
1.72%
Less than half of TSM's -100.00%. David Dodd sees less overall debt expansion vs. competitor.
76.68%
Less than half of TSM's -53.51%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
