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.
-10.48%
Cash & equivalents declining -10.48% while TSM's grows 7.28%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
14.63%
Short-term investments yoy growth below half of TSM's -19.47%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
2.19%
Below half of TSM's 6.24%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
4.24%
Receivables growth less than half of TSM's 62.00%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.89%
Inventory growth below half of TSM's 28.42%. 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.
2.37%
Below half of TSM's 15.22%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
14.83%
Below half TSM's -0.88%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-1.41%
Less than half of TSM's -100.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
16.12%
Less than half of TSM's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
3.01%
Less than half of TSM's -100.00%. 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.
-12.34%
Less than half of TSM's 611.01%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
8.25%
Below half of TSM's -2.14%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.01%
0.5-0.75x TSM's 6.29%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
2.58%
Less than half of TSM's 90.15%. 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.
-26.41%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
29.49%
Less than half of TSM's 185.69%. 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.
-22.37%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
-62.23%
Less than half of TSM's 194.21%. David Dodd notes more conservative expansions in non-current obligations.
-16.32%
Above 1.5x TSM's -6.91%. 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.
21.20%
Less than half of TSM's 122.63%. David Dodd sees far fewer liability expansions relative to competitor.
0.32%
Less than half of TSM's 1.06%. David Dodd sees fewer share issuances vs. competitor.
-5.57%
Below half TSM's -30.85%. Michael Burry suspects major net losses or high dividends vs. competitor.
-162.36%
Above 1.5x TSM's -100.00%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-2.71%
Below half TSM's -9.92%. Michael Burry sees potential underperformance in building shareholder capital.
4.01%
0.5-0.75x TSM's 6.29%. Martin Whitman sees underexpansion or possible missed opportunities.
14.63%
Below half TSM's -11.05%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
10.48%
Less than half of TSM's -13.59%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
