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.
-11.60%
Cash & equivalents declining -11.60% while TSM's grows 19.08%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
17.29%
Short-term investments yoy growth below half of TSM's -0.14%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.51%
Below half of TSM's 11.47%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.97%
Receivables growth above 1.5x TSM's 3.94%. Michael Burry would check for potential credit bubble or inflated top-line.
35.94%
Inventory growth above 1.5x TSM's 3.95%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-48.06%
Other current assets growth < half of TSM's 35.64%. David Dodd sees a leaner approach to short-term items.
11.21%
1.25-1.5x TSM's 9.94%. Bruce Berkowitz checks if strong current asset growth is used effectively.
1.15%
Below half TSM's -1.43%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
40.80%
Less than half of TSM's -100.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
-85.70%
Similar yoy growth to TSM's -100.00%. Walter Schloss sees parallel intangible investment patterns.
41.59%
Less than half of TSM's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
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No Data
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12.92%
Less than half of TSM's 30.73%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
19.78%
Below half of TSM's -1.33%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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12.85%
≥ 1.5x TSM's 3.67%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
66.20%
Above 1.5x TSM's 16.69%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
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No Data
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No Data
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No Data
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21.82%
Less than half of TSM's -3.65%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
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-4.41%
Less than half of TSM's 46.63%. David Dodd notes more conservative expansions in non-current obligations.
-2.48%
Less than half of TSM's 1.35%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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20.82%
Less than half of TSM's -1.64%. David Dodd sees far fewer liability expansions relative to competitor.
106.11%
Above 1.5x TSM's 0.05%. Michael Burry suspects heavy new equity expansion or dilution.
10.36%
Similar yoy to TSM's 9.60%. Walter Schloss sees parallel earnings retention vs. competitor.
32.54%
Less than half of TSM's 263.15%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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10.35%
≥ 1.5x TSM's 4.11%. David Dodd sees stronger capital base growth than competitor.
12.85%
≥ 1.5x TSM's 3.67%. David Dodd sees faster overall balance sheet growth than competitor.
17.29%
Below half TSM's -0.14%. Michael Burry suspects major underinvestment or forced divestment.
No Data
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11.60%
Less than half of TSM's -26.76%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
