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.
-44.73%
Cash & equivalents declining -44.73% while TSM's grows 29.72%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
12.19%
Short-term investments yoy growth below half of TSM's -44.04%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.04%
Below half of TSM's 25.83%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.32%
Receivables growth above 1.5x TSM's 13.32%. Michael Burry would check for potential credit bubble or inflated top-line.
0.71%
Inventory growth above 1.5x TSM's 0.01%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-4.09%
Higher Other Current Assets Growth compared to TSM's zero value, indicating worse performance.
3.25%
Below half of TSM's 18.02%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.17%
Below half TSM's 7.92%. 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.
11.42%
Above 1.5x TSM's 7.46%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
3.85%
Similar yoy changes to TSM's 4.73%. Walter Schloss sees parallel intangible strategies or acquisitions.
-580.94%
Below half of TSM's 6.47%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
569.41%
Above 1.5x TSM's 143.10%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
15.21%
Similar yoy growth to TSM's 16.35%. Walter Schloss sees parallel approach in non-core expansions.
1.73%
Below half of TSM's 8.70%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.80%
Below half of TSM's 11.16%. Michael Burry sees a potential red flag for stagnation or capital shortage.
18.06%
Above 1.5x TSM's 2.94%. 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.
30.64%
Similar yoy tax payables growth to TSM's 28.97%. Walter Schloss sees no major difference in near-term tax obligations.
0.63%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
-21.90%
Less than half of TSM's 1185.51%. David Dodd sees fewer expansions in other current obligations.
1.88%
Less than half of TSM's 11.07%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-32.96%
≥ 1.5x TSM's -9.38%. David Dodd sees stronger long-horizon revenue vs. competitor.
-0.21%
Less than half of TSM's -355.11%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-0.72%
Less than half of TSM's 65.33%. David Dodd notes more conservative expansions in non-current obligations.
-0.82%
Less than half of TSM's 55.19%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.96%
Less than half of TSM's 27.78%. David Dodd sees far fewer liability expansions relative to competitor.
1.00%
Above 1.5x TSM's 0.01%. Michael Burry suspects heavy new equity expansion or dilution.
2.21%
Below half TSM's 9.11%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.57%
Less than half of TSM's 100.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.42%
0.5-0.75x TSM's 5.94%. Martin Whitman is wary of lagging equity growth vs. competitor.
2.80%
Below half TSM's 11.16%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
11.71%
≥ 1.5x TSM's 1.01%. David Dodd sees far stronger investment expansions than competitor.
-2.84%
Less than half of TSM's 39.43%. David Dodd sees less overall debt expansion vs. competitor.
46.12%
Above 1.5x TSM's 13.22%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
