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.
-22.09%
Cash & equivalents declining -22.09% while TSM's grows 4.46%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-4.95%
Short-term investments yoy growth below half of TSM's 94.02%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-9.24%
Below half of TSM's 6.59%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.36%
Receivables growth above 1.5x TSM's 13.39%. Michael Burry would check for potential credit bubble or inflated top-line.
-5.00%
Inventory growth below half of TSM's 10.88%. David Dodd would check if that's due to efficiency or supply constraints.
177.93%
Other current assets growth < half of TSM's -59.34%. David Dodd sees a leaner approach to short-term items.
-5.12%
Below half of TSM's 4.76%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-0.45%
Below half TSM's 7.50%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
60.48%
Above 1.5x TSM's 0.87%. Michael Burry warns of potential big write-downs if synergy fails.
28.47%
Higher Intangible Assets Growth compared to TSM's zero value, indicating worse performance.
46.72%
Less than half of TSM's 94.26%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-177.93%
≥ 1.5x TSM's -5.65%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
177.93%
Above 1.5x TSM's 42.78%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
146.02%
Less than half of TSM's -50.65%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
28.72%
≥ 1.5x TSM's 6.96%. 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.
3.73%
0.5-0.75x TSM's 6.25%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-14.00%
Less than half of TSM's 6.52%. 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.
No Data
No Data available this quarter, please select a different quarter.
-2.13%
Less than half of TSM's 67.87%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-66.83%
Both TSM and the company show zero Non-Current Deferred Revenue Growth.
-46.78%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
-15.26%
Above 1.5x TSM's -4.06%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-14.27%
Above 1.5x TSM's -0.25%. 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.
-5.03%
Less than half of TSM's 50.82%. David Dodd sees far fewer liability expansions relative to competitor.
0.44%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
6.63%
Below half TSM's -44.81%. Michael Burry suspects major net losses or high dividends vs. competitor.
29.79%
Less than half of TSM's 1378.99%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
7.01%
Below half TSM's -5.06%. Michael Burry sees potential underperformance in building shareholder capital.
3.73%
0.5-0.75x TSM's 6.25%. Martin Whitman sees underexpansion or possible missed opportunities.
-4.95%
Below half TSM's 6.52%. Michael Burry suspects major underinvestment or forced divestment.
-2.02%
Less than half of TSM's -5.26%. David Dodd sees less overall debt expansion vs. competitor.
22.79%
Less than half of TSM's -11.56%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
