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.
-8.28%
Both companies show declining cash positions (-8.28% vs TSM's -18.96%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
18.22%
Short-term investments yoy growth below half of TSM's -4.58%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
8.82%
Below half of TSM's -12.90%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
4.41%
Receivables growth less than half of TSM's -9.45%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
0.24%
Inventory growth below half of TSM's -13.75%. 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.
6.10%
Below half of TSM's -13.40%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.62%
Below half TSM's -11.23%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.12%
Higher Goodwill Growth compared to TSM's zero value, indicating worse performance.
0.04%
Less than half of TSM's -74.31%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.04%
Less than half of TSM's -74.31%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
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-6.16%
Less than half of TSM's 80.71%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.56%
Below half of TSM's 1.88%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.21%
Below half of TSM's -3.76%. Michael Burry sees a potential red flag for stagnation or capital shortage.
15.80%
Less than half of TSM's -26.58%. David Dodd sees a more disciplined AP approach or lower volume.
-24.21%
Above 1.5x TSM's -3.55%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
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7.31%
Less than half of TSM's -40.73%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
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-3.64%
Less than half of TSM's -24.83%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
6.87%
Less than half of TSM's -34.95%. David Dodd sees far fewer liability expansions relative to competitor.
1.22%
Less than half of TSM's -0.00%. David Dodd sees fewer share issuances vs. competitor.
4.52%
Below half TSM's -77.55%. Michael Burry suspects major net losses or high dividends vs. competitor.
-34.91%
Less than half of TSM's 4717.82%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.32%
0.75-0.9x TSM's 4.10%. Bill Ackman wonders if competitor is growing equity faster.
4.21%
Below half TSM's -3.76%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
18.22%
Below half TSM's -4.58%. Michael Burry suspects major underinvestment or forced divestment.
-30.45%
Above 1.5x TSM's -7.15%. Michael Burry sees a major jump. Investigate leverage rationale.
7.76%
Less than half of TSM's 28.04%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
