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.
-1.61%
Both companies show declining cash positions (-1.61% vs TSM's -22.62%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-4.44%
Short-term investments yoy growth below half of TSM's 108.40%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-3.69%
Cash + STI yoy ≥ 1.5x TSM's -2.05%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
22.13%
Receivables growth less than half of TSM's -0.68%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
31.41%
Inventory growth above 1.5x TSM's 6.72%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
No Data
No Data available this quarter, please select a different quarter.
3.23%
Below half of TSM's -0.75%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
33.61%
≥ 1.5x TSM's 2.56%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-3.96%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
-3.96%
Similar yoy changes to TSM's -3.71%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
0.99%
Less than half of TSM's 30.63%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
16.50%
≥ 1.5x TSM's 8.80%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
5.49%
1.25-1.5x TSM's 4.81%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
20.46%
Less than half of TSM's -4.64%. David Dodd sees a more disciplined AP approach or lower volume.
5.24%
Above 1.5x TSM's 0.00%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
No Data
No Data available this quarter, please select a different quarter.
4.48%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
684.19%
Less than half of TSM's -23.88%. David Dodd sees fewer expansions in other current obligations.
14.34%
Less than half of TSM's 29.21%. 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.
-25.00%
Less than half of TSM's 53.69%. David Dodd notes more conservative expansions in non-current obligations.
-0.70%
Less than half of TSM's 9.64%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
7.92%
Less than half of TSM's 19.65%. David Dodd sees far fewer liability expansions relative to competitor.
1.26%
Less than half of TSM's 15.73%. David Dodd sees fewer share issuances vs. competitor.
5.78%
≥ 1.5x TSM's 0.38%. David Dodd sees higher yoy retained profits than competitor.
-28.05%
Less than half of TSM's -99.74%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.65%
≥ 1.5x TSM's 1.63%. David Dodd sees stronger capital base growth than competitor.
5.49%
1.25-1.5x TSM's 4.81%. Bruce Berkowitz checks if expansions are well-justified by ROI.
-4.44%
Below half TSM's 108.40%. Michael Burry suspects major underinvestment or forced divestment.
-0.11%
Less than half of TSM's 0.29%. David Dodd sees less overall debt expansion vs. competitor.
13.14%
Less than half of TSM's 33.83%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
