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.
-26.60%
Both companies show declining cash positions (-26.60% vs TSM's -3.18%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
32.79%
Short-term investments yoy growth ≥ 1.5x TSM's 0.41%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-4.75%
Cash + STI yoy ≥ 1.5x TSM's -1.59%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
18.08%
Receivables growth above 1.5x TSM's 0.96%. Michael Burry would check for potential credit bubble or inflated top-line.
-5.05%
Inventory growth above 1.5x TSM's -2.51%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
1.39%
Other current assets growth < half of TSM's 29.30%. David Dodd sees a leaner approach to short-term items.
0.29%
≥ 1.5x TSM's 0.13%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
18.27%
Below half TSM's -1.65%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
47.99%
Higher Goodwill Growth compared to TSM's zero value, indicating worse performance.
71.49%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
50.70%
Higher Goodwill + Intangibles Growth compared to TSM's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-40.50%
Higher Tax Assets Growth compared to TSM's zero value, indicating worse performance.
-32.67%
50-75% of TSM's -44.23%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
27.36%
Below half of TSM's -4.33%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.69%
Below half of TSM's -2.43%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-16.13%
Above 1.5x TSM's -7.01%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-100.00%
Similar yoy changes to TSM's -93.99%. Walter Schloss finds a parallel approach to short-term funding.
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.
-2.88%
50-75% of TSM's -4.08%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
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.
6.76%
Less than half of TSM's -9.60%. David Dodd notes more conservative expansions in non-current obligations.
6.76%
Above 1.5x TSM's 2.08%. 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.
-2.49%
1.25-1.5x TSM's -1.75%. Martin Whitman is wary of bigger liability expansions.
2.11%
Above 1.5x TSM's 0.23%. Michael Burry suspects heavy new equity expansion or dilution.
15.83%
0.75-0.9x TSM's 18.98%. Bill Ackman questions if competitor reinvests profits more robustly.
208.38%
Less than half of TSM's -140.80%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
8.73%
Below half TSM's -2.61%. Michael Burry sees potential underperformance in building shareholder capital.
5.69%
Below half TSM's -2.43%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
32.79%
≥ 1.5x TSM's 0.41%. David Dodd sees far stronger investment expansions than competitor.
-100.00%
Above 1.5x TSM's -12.60%. Michael Burry sees a major jump. Investigate leverage rationale.
26.57%
Above 1.5x TSM's 1.15%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
