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.
-31.20%
Cash & equivalents declining -31.20% while TSM's grows 74.00%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
35.95%
Short-term investments yoy growth below half of TSM's -62.96%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-2.35%
Below half of TSM's 34.43%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
20.65%
Receivables growth less than half of TSM's -47.28%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
17.11%
Inventory growth below half of TSM's -31.45%. 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.
4.82%
0.5-0.75x TSM's 9.31%. Martin Whitman might see risk if this hampers near-term financial flexibility.
11.41%
Below half TSM's -2.91%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
20.87%
Above 1.5x TSM's 2.21%. Michael Burry warns of potential big write-downs if synergy fails.
36.78%
Less than half of TSM's -0.09%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
24.22%
Above 1.5x TSM's 0.95%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
51.26%
Less than half of TSM's -99.52%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
19.41%
Below half of TSM's -3.06%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.84%
≥ 1.5x TSM's 2.16%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
9.41%
Less than half of TSM's -33.78%. 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.
59.87%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
12.93%
Less than half of TSM's -8.09%. 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.
45.08%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
-6.54%
Less than half of TSM's -63.24%. David Dodd notes more conservative expansions in non-current obligations.
15.40%
Less than half of TSM's -0.86%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
13.28%
Less than half of TSM's -6.19%. David Dodd sees far fewer liability expansions relative to competitor.
0.65%
Less than half of TSM's -0.55%. David Dodd sees fewer share issuances vs. competitor.
14.79%
≥ 1.5x TSM's 0.11%. David Dodd sees higher yoy retained profits than competitor.
139.82%
1.25-1.5x TSM's 111.38%. Martin Whitman is wary of bigger swings in AOCI.
No Data
No Data available this quarter, please select a different quarter.
5.65%
≥ 1.5x TSM's 3.65%. David Dodd sees stronger capital base growth than competitor.
7.84%
≥ 1.5x TSM's 2.16%. David Dodd sees faster overall balance sheet growth than competitor.
35.95%
Below half TSM's -62.96%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
31.20%
Less than half of TSM's -61.82%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
