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.
51.45%
Similar yoy growth to TSM's 51.52%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
-5.56%
Short-term investments yoy growth below half of TSM's 80.66%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
20.86%
Below half of TSM's 61.86%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-9.54%
Similar receivables growth to TSM's -12.54%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-10.55%
Inventory growth below half of TSM's 16.70%. David Dodd would check if that's due to efficiency or supply constraints.
-17.86%
Other current assets growth < half of TSM's 267.52%. David Dodd sees a leaner approach to short-term items.
6.82%
Below half of TSM's 45.68%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-0.20%
Below half TSM's 9.10%. 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.
5.53%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
5.53%
Less than half of TSM's 651.87%. 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
No Data available this quarter, please select a different quarter.
11.18%
Less than half of TSM's -56.35%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.05%
Below half of TSM's -12.12%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.08%
Similar yoy to TSM's 6.63%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-0.21%
Less than half of TSM's 30.73%. David Dodd sees a more disciplined AP approach or lower volume.
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.
2.69%
Less than half of TSM's 9.50%. 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.
-60.20%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
30.42%
Similar yoy changes to TSM's 30.24%. Walter Schloss sees parallel expansions in other LT liabilities.
-34.66%
Less than half of TSM's 15.95%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.32%
Less than half of TSM's 12.00%. David Dodd sees far fewer liability expansions relative to competitor.
1.12%
Above 1.5x TSM's 0.04%. Michael Burry suspects heavy new equity expansion or dilution.
12.62%
0.75-0.9x TSM's 16.52%. Bill Ackman questions if competitor reinvests profits more robustly.
42.41%
Less than half of TSM's -186.74%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
8.03%
1.25-1.5x TSM's 5.60%. Bruce Berkowitz notes an above-average equity expansion.
6.08%
Similar yoy to TSM's 6.63%. Walter Schloss sees parallel expansions in total capital.
-5.56%
Below half TSM's 80.66%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
-51.45%
Similar yoy changes to TSM's -66.58%. Walter Schloss sees parallel net leverage strategies.
