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.
-20.37%
Cash & equivalents declining -20.37% while TSM's grows 16.65%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-0.97%
Short-term investments yoy growth below half of TSM's -11.99%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-10.88%
Below half of TSM's 6.49%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
17.47%
Receivables growth 1.1-1.25x TSM's 15.38%. Bill Ackman would demand reasons for extending more credit than the competitor.
9.32%
Inventory growth 1.1-1.25x TSM's 8.12%. Bill Ackman would question if the firm overestimates demand vs. competitor.
725.41%
Other current assets growth < half of TSM's -27.66%. David Dodd sees a leaner approach to short-term items.
0.21%
Below half of TSM's 6.63%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.70%
Below half TSM's 5.84%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.46%
Higher Goodwill Growth compared to TSM's zero value, indicating worse performance.
28.01%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
2.41%
Higher Goodwill + Intangibles Growth compared to TSM's zero value, indicating worse performance.
100.00%
Higher Long-Term Investments Growth compared to TSM's zero value, indicating better performance.
602.37%
Higher Tax Assets Growth compared to TSM's zero value, indicating worse performance.
20.95%
Less than half of TSM's -33.72%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.26%
1.25-1.5x TSM's 3.27%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
1.04%
Below half of TSM's 4.85%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-22.55%
Above 1.5x TSM's -4.70%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-81.94%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
No Data
No Data available this quarter, please select a different quarter.
-5.49%
Less than half of TSM's 193.78%. 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.
18.45%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
42.31%
Less than half of TSM's -13.35%. David Dodd notes more conservative expansions in non-current obligations.
31.61%
Less than half of TSM's -2.22%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.25%
Less than half of TSM's 112.62%. David Dodd sees far fewer liability expansions relative to competitor.
0.54%
Less than half of TSM's 2.43%. David Dodd sees fewer share issuances vs. competitor.
-4.06%
Below half TSM's -28.59%. Michael Burry suspects major net losses or high dividends vs. competitor.
3.14%
Less than half of TSM's -116.22%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.85%
Below half TSM's -10.80%. Michael Burry sees potential underperformance in building shareholder capital.
1.04%
Below half TSM's 4.85%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-0.97%
Below half TSM's -11.99%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
20.37%
Less than half of TSM's -17.36%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
