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.
-23.39%
Both companies show declining cash positions (-23.39% vs TSM's -4.53%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
5.24%
Short-term investments yoy growth below half of TSM's 21.78%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-0.39%
Below half of TSM's -4.19%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-23.61%
Receivables growth less than half of TSM's 3.32%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-10.03%
Inventory growth below half of TSM's 15.97%. David Dodd would check if that's due to efficiency or supply constraints.
24.71%
Other current assets growth < half of TSM's -19.82%. David Dodd sees a leaner approach to short-term items.
-3.53%
≥ 1.5x TSM's -0.72%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
2.06%
Below half TSM's 4.46%. 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.
7.81%
Similar yoy growth to TSM's 9.04%. Walter Schloss sees parallel intangible investment patterns.
2.56%
Less than half of TSM's 5.42%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-1160.18%
Below half of TSM's 2.05%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
2914.91%
Above 1.5x TSM's 10.48%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
14.05%
Less than half of TSM's -0.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.19%
0.5-0.75x TSM's 4.26%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.07%
Below half of TSM's 2.85%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-7.90%
Less than half of TSM's -34.11%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
101.86%
Below half of TSM's -22.65%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-1.48%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
-2.34%
Less than half of TSM's -31.41%. David Dodd sees fewer expansions in other current obligations.
-5.19%
Less than half of TSM's -14.50%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-27.98%
Below half TSM's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
-0.24%
Less than half of TSM's 100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-77.98%
Less than half of TSM's 4.51%. David Dodd notes more conservative expansions in non-current obligations.
-12.91%
Less than half of TSM's 0.73%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.15%
1.25-1.5x TSM's -6.52%. Martin Whitman is wary of bigger liability expansions.
0.69%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
0.97%
Below half TSM's 12.20%. Michael Burry suspects major net losses or high dividends vs. competitor.
3.13%
Less than half of TSM's 17.03%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.07%
Below half TSM's 7.67%. Michael Burry sees potential underperformance in building shareholder capital.
-2.07%
Below half TSM's 2.85%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
4.89%
≥ 1.5x TSM's 2.72%. David Dodd sees far stronger investment expansions than competitor.
-3.50%
Less than half of TSM's 4.50%. David Dodd sees less overall debt expansion vs. competitor.
23.91%
Less than half of TSM's 137.29%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
