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.
-4.94%
Both companies show declining cash positions (-4.94% vs TSM's -11.44%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
5.39%
Short-term investments yoy growth below half of TSM's 11.49%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
3.31%
Below half of TSM's -7.04%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
7.06%
Receivables growth less than half of TSM's 31.82%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
0.54%
Inventory growth below half of TSM's 28.23%. David Dodd would check if that's due to efficiency or supply constraints.
1.93%
Other current assets growth < half of TSM's -44.16%. David Dodd sees a leaner approach to short-term items.
3.24%
0.75-0.9x TSM's 3.71%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
2.84%
Below half TSM's -1.54%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.34%
Less than half of TSM's 1.48%. David Dodd might see less intangible risk, assuming stable revenue growth.
-0.60%
Less than half of TSM's 7.33%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.02%
Less than half of TSM's 4.45%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.11%
0.5-0.75x TSM's 1.66%. Martin Whitman warns that the firm may be missing strategic opportunities.
-1.11%
Less than half of TSM's 0.48%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.05%
Less than half of TSM's -5.91%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.88%
Below half of TSM's -1.36%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.55%
≥ 1.5x TSM's 0.37%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
7.42%
Less than half of TSM's -10.19%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
26.96%
Above 1.5x TSM's 10.39%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
5.76%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
37.48%
Less than half of TSM's -53.80%. David Dodd sees fewer expansions in other current obligations.
5.36%
Less than half of TSM's -30.16%. David Dodd sees a more disciplined short-term liability approach.
-3.79%
Less than half of TSM's 0.44%. David Dodd sees more deleveraging vs. competitor.
-63.22%
Both TSM and the company show zero Non-Current Deferred Revenue Growth.
3.72%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TSM's zero value, indicating worse performance.
2.35%
Less than half of TSM's -12.43%. David Dodd notes more conservative expansions in non-current obligations.
-12.31%
Above 1.5x TSM's -0.12%. 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.
-0.48%
Less than half of TSM's -15.95%. David Dodd sees far fewer liability expansions relative to competitor.
0.83%
Higher Common Stock (Book Value) Growth compared to TSM's zero value, indicating worse performance.
2.26%
Below half TSM's 13.93%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.59%
Less than half of TSM's 25.06%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.56%
Below half TSM's 9.08%. Michael Burry sees potential underperformance in building shareholder capital.
2.55%
≥ 1.5x TSM's 0.37%. David Dodd sees faster overall balance sheet growth than competitor.
5.39%
0.5-0.75x TSM's 8.36%. Martin Whitman sees possible missed opportunities vs. competitor.
-3.79%
Less than half of TSM's 0.87%. David Dodd sees less overall debt expansion vs. competitor.
4.98%
Less than half of TSM's 360.06%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
