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.
-27.22%
Cash & equivalents declining -27.22% while TSM's grows 11.81%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
25.64%
Short-term investments yoy growth below half of TSM's -3.47%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
5.76%
Cash + STI yoy 0.5-0.75x TSM's 8.54%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-5.75%
Receivables growth 50-75% of TSM's -9.41%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
19.10%
Inventory growth above 1.5x TSM's 6.54%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-46.97%
Other current assets growth < half of TSM's 144.10%. David Dodd sees a leaner approach to short-term items.
5.22%
0.75-0.9x TSM's 6.03%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
1.16%
Below half TSM's 11.24%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-5.76%
Above 1.5x TSM's -3.08%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.48%
50-75% of TSM's -2.67%. Bruce Berkowitz notes lower intangible reliance than competitor.
140.17%
Below half of TSM's -0.02%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-6.50%
Less than half of TSM's -29.30%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-51.36%
Less than half of TSM's 6.46%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.07%
Below half of TSM's 8.67%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.53%
Below half of TSM's 7.70%. Michael Burry sees a potential red flag for stagnation or capital shortage.
7.15%
1.25-1.5x TSM's 5.48%. Martin Whitman sees potential reliance on supplier financing. Verify liquidity.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
29.88%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
-84.77%
Less than half of TSM's 64532.48%. David Dodd sees fewer expansions in other current obligations.
-11.75%
Less than half of TSM's 12.78%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
-83.33%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
-11.41%
1.1-1.25x TSM's -9.24%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
-9.75%
Above 1.5x TSM's -2.17%. 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.
-11.46%
Less than half of TSM's 10.72%. David Dodd sees far fewer liability expansions relative to competitor.
1.08%
Above 1.5x TSM's 0.01%. Michael Burry suspects heavy new equity expansion or dilution.
7.43%
Below half TSM's 18.09%. Michael Burry suspects major net losses or high dividends vs. competitor.
26.20%
Less than half of TSM's -98.39%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
9.96%
1.25-1.5x TSM's 7.01%. Bruce Berkowitz notes an above-average equity expansion.
3.53%
Below half TSM's 7.70%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
26.29%
Below half TSM's -1.66%. Michael Burry suspects major underinvestment or forced divestment.
-1.25%
Less than half of TSM's -16.68%. David Dodd sees less overall debt expansion vs. competitor.
28.31%
Less than half of TSM's -26.18%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
