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.
-13.82%
Cash & equivalents declining -13.82% while TSM's grows 28.72%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
5.52%
Short-term investments yoy growth ≥ 1.5x TSM's 0.43%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-1.91%
Below half of TSM's 17.92%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
39.23%
Receivables growth above 1.5x TSM's 6.42%. Michael Burry would check for potential credit bubble or inflated top-line.
-2.21%
Inventory growth below half of TSM's 18.75%. 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.
6.23%
Below half of TSM's 16.26%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.74%
Below half TSM's 18.27%. 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.
-3.06%
Less than half of TSM's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-3.06%
Less than half of TSM's 280.11%. 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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49.63%
Less than half of TSM's -39.37%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.44%
Similar yoy growth to TSM's 3.76%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
5.70%
0.5-0.75x TSM's 9.30%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
21.36%
1.1-1.25x TSM's 17.97%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
-100.00%
Less than half of TSM's 0.31%. 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.
13.31%
Less than half of TSM's 187.90%. David Dodd sees a more disciplined short-term liability approach.
-100.00%
Less than half of TSM's 3.93%. David Dodd sees more deleveraging vs. competitor.
100.00%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-5.17%
Less than half of TSM's 31.09%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
11.98%
Less than half of TSM's 122.49%. David Dodd sees far fewer liability expansions relative to competitor.
0.58%
Less than half of TSM's 4.50%. David Dodd sees fewer share issuances vs. competitor.
11.75%
Below half TSM's -21.97%. Michael Burry suspects major net losses or high dividends vs. competitor.
0.58%
Less than half of TSM's 3.34%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.63%
Below half TSM's -6.42%. Michael Burry sees potential underperformance in building shareholder capital.
5.70%
0.5-0.75x TSM's 9.30%. Martin Whitman sees underexpansion or possible missed opportunities.
5.52%
≥ 1.5x TSM's 0.43%. David Dodd sees far stronger investment expansions than competitor.
-100.00%
Less than half of TSM's 6.52%. David Dodd sees less overall debt expansion vs. competitor.
11.11%
Less than half of TSM's -33.51%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
