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.
-7.76%
Both companies show declining cash positions (-7.76% vs TSM's -0.75%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
13.72%
Short-term investments yoy growth below half of TSM's -100.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
4.68%
Below half of TSM's -1.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.77%
Receivables growth less than half of TSM's 8.10%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
18.73%
Inventory growth below half of TSM's -9.33%. David Dodd would check if that's due to efficiency or supply constraints.
No Data
No Data available this quarter, please select a different quarter.
6.88%
≥ 1.5x TSM's 0.20%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
9.27%
Below half TSM's -16.81%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
2.14%
Less than half of TSM's -100.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
-100.00%
Similar yoy growth to TSM's -100.00%. Walter Schloss sees parallel intangible investment patterns.
2.14%
Less than half of TSM's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
34.75%
Below half of TSM's -100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
0.21%
Less than half of TSM's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-12.55%
Less than half of TSM's 152.88%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.31%
Below half of TSM's -9.86%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.42%
Below half of TSM's -7.22%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-11.05%
Less than half of TSM's 295.26%. David Dodd sees a more disciplined AP approach or lower volume.
1.23%
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.
-29.67%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
-87.36%
Similar yoy changes to TSM's -100.00%. Walter Schloss finds parallel near-term liability trends.
-1.70%
Less than half of TSM's -49.68%. 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.
No Data
No Data available this quarter, please select a different quarter.
-0.30%
Less than half of TSM's -20.87%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.12%
Less than half of TSM's -33.16%. David Dodd sees far fewer liability expansions relative to competitor.
0.67%
Less than half of TSM's 6.71%. David Dodd sees fewer share issuances vs. competitor.
27.12%
Below half TSM's -35.17%. Michael Burry suspects major net losses or high dividends vs. competitor.
-253.70%
Above 1.5x TSM's -21.51%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
13.72%
≥ 1.5x TSM's 1.11%. David Dodd sees stronger capital base growth than competitor.
6.42%
Below half TSM's -7.22%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
13.76%
Below half TSM's -100.00%. Michael Burry suspects major underinvestment or forced divestment.
-0.28%
Less than half of TSM's -25.39%. David Dodd sees less overall debt expansion vs. competitor.
107.44%
Less than half of TSM's -54.10%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
