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.
-6.57%
Cash & equivalents declining -6.57% while TSM's grows 9.83%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
4.88%
Short-term investments yoy growth below half of TSM's 34.90%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
3.65%
Below half of TSM's 11.01%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-4.01%
Receivables growth less than half of TSM's 13.31%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-9.30%
Inventory growth 50-75% of TSM's -14.63%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
-7.94%
Other current assets growth < half of TSM's -22.02%. David Dodd sees a leaner approach to short-term items.
2.08%
Below half of TSM's 8.80%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.85%
≥ 1.5x TSM's -1.07%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-0.03%
Less than half of TSM's -1.62%. David Dodd might see less intangible risk, assuming stable revenue growth.
-7.54%
Less than half of TSM's 0.28%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-2.01%
Above 1.5x TSM's -0.54%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
8.31%
Below half of TSM's 32.87%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-8.31%
Less than half of TSM's 18.43%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.09%
Above 1.5x TSM's -0.87%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-1.95%
Below half of TSM's 0.37%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.24%
Below half of TSM's 4.17%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-24.23%
Less than half of TSM's 17.67%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
42.35%
Below half of TSM's -31.38%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
28.79%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
-9.77%
Less than half of TSM's 21.74%. David Dodd sees fewer expansions in other current obligations.
-1.45%
Similar yoy to TSM's -1.62%. Walter Schloss sees parallel short-term liability strategies.
1.45%
Less than half of TSM's -5.63%. David Dodd sees more deleveraging vs. competitor.
-61.05%
≥ 1.5x TSM's -9.61%. David Dodd sees stronger long-horizon revenue vs. competitor.
9.34%
Less than half of TSM's -55.81%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-71.60%
Similar yoy changes to TSM's -70.65%. Walter Schloss sees parallel expansions in other LT liabilities.
-1.87%
Less than half of TSM's -5.82%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.74%
Less than half of TSM's -3.64%. David Dodd sees far fewer liability expansions relative to competitor.
32.63%
Above 1.5x TSM's 0.00%. Michael Burry suspects heavy new equity expansion or dilution.
2.23%
Below half TSM's 10.67%. Michael Burry suspects major net losses or high dividends vs. competitor.
1.99%
Less than half of TSM's -55.18%. David Dodd sees fewer intangible or market-driven swings than competitor.
100.00%
Less than half of TSM's 527684799900.00%. David Dodd notes simpler yoy equity changes vs. competitor.
3.12%
Below half TSM's 7.20%. Michael Burry sees potential underperformance in building shareholder capital.
1.24%
Below half TSM's 4.17%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
4.88%
Below half TSM's 33.77%. Michael Burry suspects major underinvestment or forced divestment.
0.40%
Less than half of TSM's -6.74%. David Dodd sees less overall debt expansion vs. competitor.
4.24%
Less than half of TSM's -21.40%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
