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.
-35.86%
Both companies show declining cash positions (-35.86% vs TSM's -34.48%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-10.07%
Short-term investments yoy growth below half of TSM's 222.45%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-21.26%
Cash + STI yoy 0.75-0.9x TSM's -26.93%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-10.54%
Receivables growth less than half of TSM's 7.48%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
21.22%
Inventory growth above 1.5x TSM's 1.06%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
No Data
No Data available this quarter, please select a different quarter.
-11.87%
0.5-0.75x TSM's -21.06%. Martin Whitman might see risk if this hampers near-term financial flexibility.
1.70%
Below half TSM's 5.22%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.13%
Higher Goodwill Growth compared to TSM's zero value, indicating worse performance.
7.23%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
2.15%
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.
No Data
No Data available this quarter, please select a different quarter.
5.05%
Less than half of TSM's -85.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.00%
Below half of TSM's 7.02%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-7.86%
Similar yoy to TSM's -7.77%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-11.77%
Above 1.5x TSM's -5.06%. 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.
-62.76%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
No Data
No Data available this quarter, please select a different quarter.
-11.50%
Less than half of TSM's -57.56%. 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.
-4.44%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
115.08%
Less than half of TSM's -67.04%. David Dodd notes more conservative expansions in non-current obligations.
-2.94%
Above 1.5x TSM's -1.45%. 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.
-10.43%
Less than half of TSM's -49.88%. David Dodd sees far fewer liability expansions relative to competitor.
0.64%
Above 1.5x TSM's 0.02%. Michael Burry suspects heavy new equity expansion or dilution.
3.01%
Below half TSM's 25.75%. Michael Burry suspects major net losses or high dividends vs. competitor.
-310.97%
Higher AOCI Growth compared to TSM's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-6.60%
Below half TSM's 6.71%. Michael Burry sees potential underperformance in building shareholder capital.
-7.86%
Similar yoy to TSM's -7.77%. Walter Schloss sees parallel expansions in total capital.
-10.07%
Below half TSM's 55.82%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
35.86%
Similar yoy changes to TSM's 39.51%. Walter Schloss sees parallel net leverage strategies.
