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.
-15.71%
Cash & equivalents declining -15.71% while TSM's grows 16.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
5.91%
Short-term investments yoy growth below half of TSM's -39.85%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.43%
Below half of TSM's 13.88%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-25.25%
Receivables growth less than half of TSM's 0.35%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
11.87%
Inventory growth below half of TSM's -0.83%. 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.
-2.60%
0.75-0.9x TSM's -3.19%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-1.22%
Below half TSM's 9.46%. 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.
2.99%
Above 1.5x TSM's 1.12%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
0.71%
Less than half of TSM's -0.29%. 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.
5.97%
Above 1.5x TSM's 0.03%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-0.07%
Below half of TSM's 8.34%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.89%
Below half of TSM's 4.49%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-22.80%
Above 1.5x TSM's -1.78%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.04%
Less than half of TSM's 61.47%. 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.
No Data
No Data available this quarter, please select a different quarter.
-16.41%
1.25-1.5x TSM's -11.01%. Martin Whitman is wary of heavier unknown future burdens.
-14.39%
Above 1.5x TSM's -4.89%. 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.
3.01%
Less than half of TSM's 56.43%. David Dodd sees far fewer liability expansions relative to competitor.
0.30%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
-6.93%
0.5-0.75x TSM's -13.83%. Martin Whitman is wary of weaker retention or lower profitability.
3.33%
Less than half of TSM's -21.13%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.50%
Below half TSM's -7.20%. Michael Burry sees potential underperformance in building shareholder capital.
-1.89%
Below half TSM's 4.49%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
5.91%
Below half TSM's -14.78%. Michael Burry suspects major underinvestment or forced divestment.
-1.51%
50-75% of TSM's -2.03%. Bruce Berkowitz sees relatively smaller yoy debt additions.
16.52%
Less than half of TSM's -25.18%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
