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.
47.53%
Cash & equivalents yoy growth at least 1.5x TSM's 24.94%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
18.82%
Short-term investments yoy growth 0.75-0.9x TSM's 21.57%. Bill Ackman would investigate if competitor is seizing better short-term yields.
452.23%
Cash + STI yoy ≥ 1.5x TSM's 24.76%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-12.70%
Receivables growth less than half of TSM's 1.20%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-8.55%
Inventory growth above 1.5x TSM's -3.31%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-98.92%
Similar to TSM's -100.00%. Walter Schloss would confirm standard short-term asset patterns.
14.93%
Similar yoy growth to TSM's 14.38%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-2.87%
Below half TSM's 3.68%. 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.
156.34%
Above 1.5x TSM's 0.65%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
36.50%
Less than half of TSM's -0.02%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
200.46%
Below half of TSM's -5.53%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
8.04%
Less than half of TSM's -34.08%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-43.10%
Above 1.5x TSM's -4.22%. Michael Burry warns of potential hidden liabilities or intangible bloat.
14.48%
≥ 1.5x TSM's 2.10%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
14.80%
≥ 1.5x TSM's 5.39%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-11.90%
Less than half of TSM's 402.77%. 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.
No Data
No Data available this quarter, please select a different quarter.
-94.96%
Less than half of TSM's 410.99%. David Dodd sees fewer expansions in other current obligations.
15.46%
Above 1.5x TSM's 7.98%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-100.00%
Above 1.5x TSM's -0.16%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
95.51%
Less than half of TSM's -1.11%. David Dodd notes more conservative expansions in non-current obligations.
84.44%
Above 1.5x TSM's 0.24%. 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.
29.09%
Above 1.5x TSM's 6.52%. Michael Burry sees a potential leverage warning sign.
0.89%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
8.68%
0.75-0.9x TSM's 10.84%. Bill Ackman questions if competitor reinvests profits more robustly.
-20.98%
Above 1.5x TSM's -11.64%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to TSM's zero value, indicating worse performance.
9.79%
≥ 1.5x TSM's 5.17%. David Dodd sees stronger capital base growth than competitor.
14.80%
≥ 1.5x TSM's 5.39%. David Dodd sees faster overall balance sheet growth than competitor.
19.40%
Below half TSM's -1.49%. Michael Burry suspects major underinvestment or forced divestment.
0.13%
Less than half of TSM's -16.34%. David Dodd sees less overall debt expansion vs. competitor.
-50.12%
50-75% of TSM's -71.53%. Bruce Berkowitz notes comparatively lower net debt expansion.
