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.
39.48%
Cash & equivalents yoy growth at least 1.5x TSM's 12.05%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
2.95%
Short-term investments yoy growth below half of TSM's 51.13%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
8.53%
Cash + STI yoy 0.5-0.75x TSM's 12.42%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
2.09%
Receivables growth less than half of TSM's -9.70%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-2.17%
Inventory growth below half of TSM's 1.57%. David Dodd would check if that's due to efficiency or supply constraints.
25.47%
Above 1.5x TSM's 8.89%. Michael Burry might investigate for potential short-term asset misclassification or risk.
7.92%
1.25-1.5x TSM's 6.00%. Bruce Berkowitz checks if strong current asset growth is used effectively.
1.70%
Below half TSM's 8.93%. 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.
-5.71%
Less than half of TSM's 1.14%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.95%
Less than half of TSM's 0.85%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
120.09%
Below half of TSM's -0.17%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-92.94%
Above 1.5x TSM's -0.29%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-15.76%
Less than half of TSM's 2.78%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.81%
Below half of TSM's 7.74%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.55%
0.75-0.9x TSM's 7.24%. Bill Ackman questions if competitor invests more aggressively for growth.
-8.67%
Less than half of TSM's 45.40%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-69.27%
Below half of TSM's 115.90%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
1.71%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
-5.14%
Less than half of TSM's 63.38%. David Dodd sees fewer expansions in other current obligations.
-1.53%
Less than half of TSM's 37.56%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
10683.20%
≥ 1.5x TSM's 1.39%. David Dodd sees stronger long-horizon revenue vs. competitor.
12.14%
Less than half of TSM's 24.57%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
72.66%
Less than half of TSM's -5.31%. David Dodd notes more conservative expansions in non-current obligations.
68.54%
Less than half of TSM's -0.16%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
17.17%
1.1-1.25x TSM's 14.82%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
0.14%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
4.08%
0.5-0.75x TSM's 6.45%. Martin Whitman is wary of weaker retention or lower profitability.
-8.09%
Above 1.5x TSM's -4.10%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
2.22%
0.5-0.75x TSM's 3.73%. Martin Whitman is wary of lagging equity growth vs. competitor.
5.55%
0.75-0.9x TSM's 7.24%. Bill Ackman wonders if competitor invests or leverages more aggressively.
3.29%
≥ 1.5x TSM's 1.00%. David Dodd sees far stronger investment expansions than competitor.
-3.20%
Above 1.5x TSM's -0.89%. Michael Burry sees a major jump. Investigate leverage rationale.
-41.13%
Less than half of TSM's -222.12%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
