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.
33.08%
Cash & equivalents yoy growth 0.5-0.75x TSM's 65.15%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
7.04%
Short-term investments yoy growth below half of TSM's -2.84%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
13.98%
Below half of TSM's 34.21%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-3.62%
Receivables growth above 1.5x TSM's -1.25%. Michael Burry would check for potential credit bubble or inflated top-line.
6.04%
Inventory growth below half of TSM's 17.73%. David Dodd would check if that's due to efficiency or supply constraints.
0.12%
Other current assets growth < half of TSM's 262.28%. David Dodd sees a leaner approach to short-term items.
7.74%
Below half of TSM's 28.70%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.78%
Below half TSM's 11.93%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-1.85%
Less than half of TSM's 263.50%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.85%
Less than half of TSM's 263.50%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
100.00%
Similar yoy growth to TSM's 100.00%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
-100.00%
Above 1.5x TSM's -38.47%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
11.09%
Less than half of TSM's -42.54%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.49%
Below half of TSM's -3.32%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.77%
0.75-0.9x TSM's 7.62%. Bill Ackman questions if competitor invests more aggressively for growth.
-9.41%
Less than half of TSM's 40.92%. David Dodd sees a more disciplined AP approach or lower volume.
-37.06%
Less than half of TSM's -96.87%. David Dodd sees much smaller short-term leverage burden 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.
No Data
No Data available this quarter, please select a different quarter.
1.45%
Less than half of TSM's -18.07%. 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.
141.07%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
-265.66%
Less than half of TSM's 81.44%. David Dodd notes more conservative expansions in non-current obligations.
80.91%
Above 1.5x TSM's 31.24%. 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.
4.41%
Above 1.5x TSM's 1.85%. Michael Burry sees a potential leverage warning sign.
0.60%
Above 1.5x TSM's 0.09%. Michael Burry suspects heavy new equity expansion or dilution.
9.15%
Below half TSM's 31.24%. Michael Burry suspects major net losses or high dividends vs. competitor.
-29.23%
Less than half of TSM's -146.46%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.30%
0.5-0.75x TSM's 8.48%. Martin Whitman is wary of lagging equity growth vs. competitor.
5.77%
0.75-0.9x TSM's 7.62%. Bill Ackman wonders if competitor invests or leverages more aggressively.
7.04%
Below half TSM's -2.84%. Michael Burry suspects major underinvestment or forced divestment.
-37.06%
1.25-1.5x TSM's -29.65%. Martin Whitman is wary of bigger debt expansions vs. competitor.
-33.69%
Less than half of TSM's -165.06%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
