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.
25.84%
Cash & equivalents yoy growth at least 1.5x TSM's 9.11%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
7.29%
Short-term investments yoy growth below half of TSM's 119.20%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
9.02%
Cash + STI yoy 0.75-0.9x TSM's 11.75%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-15.87%
Receivables growth 1.25-1.5x TSM's -11.90%. Martin Whitman would worry that the company may be booking revenue too aggressively.
18.33%
Inventory growth above 1.5x TSM's 3.05%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
2.44%
Other current assets growth < half of TSM's 18.14%. David Dodd sees a leaner approach to short-term items.
6.97%
Similar yoy growth to TSM's 7.65%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-1.64%
Below half TSM's 2.73%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-3.89%
Less than half of TSM's 0.89%. David Dodd might see less intangible risk, assuming stable revenue growth.
-8.12%
Less than half of TSM's 11.41%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-5.04%
Less than half of TSM's 6.59%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-2.86%
Below half of TSM's 12.44%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
2.86%
Less than half of TSM's 11.16%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.97%
Less than half of TSM's 4.64%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-3.67%
Below half of TSM's 3.18%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.58%
0.75-0.9x TSM's 5.15%. Bill Ackman questions if competitor invests more aggressively for growth.
-10.70%
50-75% of TSM's -14.90%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
-49.02%
Below half of TSM's 147.07%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
13.18%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
410.58%
Exceeding 1.5x TSM's 4.78%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-4.06%
Less than half of TSM's 18.88%. David Dodd sees a more disciplined short-term liability approach.
-0.59%
Above 1.5x TSM's -0.00%. Michael Burry suspects significant leverage additions. Check coverage.
151.26%
Below half TSM's -7.08%. Michael Burry suspects a serious gap in multi-year pipeline.
10.42%
Less than half of TSM's -79.67%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
43.86%
Less than half of TSM's -2.76%. David Dodd notes more conservative expansions in non-current obligations.
8.01%
Less than half of TSM's -0.39%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.81%
Less than half of TSM's 8.75%. David Dodd sees far fewer liability expansions relative to competitor.
0.27%
Less than half of TSM's -0.00%. David Dodd sees fewer share issuances vs. competitor.
3.86%
0.5-0.75x TSM's 5.40%. Martin Whitman is wary of weaker retention or lower profitability.
-19.64%
Above 1.5x TSM's -10.38%. 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.
5.08%
1.25-1.5x TSM's 3.74%. Bruce Berkowitz notes an above-average equity expansion.
4.58%
0.75-0.9x TSM's 5.15%. Bill Ackman wonders if competitor invests or leverages more aggressively.
7.29%
Below half TSM's 43.41%. Michael Burry suspects major underinvestment or forced divestment.
0.44%
Less than half of TSM's 2.62%. David Dodd sees less overall debt expansion vs. competitor.
-9.60%
50-75% of TSM's -14.15%. Bruce Berkowitz notes comparatively lower net debt expansion.
