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.
-6.25%
Cash & equivalents declining -6.25% while TSM's grows 0.71%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-5.96%
Short-term investments yoy growth below half of TSM's 41.24%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-5.99%
Below half of TSM's 3.03%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
12.97%
Similar receivables growth to TSM's 15.23%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
0.68%
Inventory growth below half of TSM's 6.05%. David Dodd would check if that's due to efficiency or supply constraints.
1.72%
Other current assets growth < half of TSM's 66.02%. David Dodd sees a leaner approach to short-term items.
-3.84%
Below half of TSM's 4.93%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-9.14%
Below half TSM's 3.74%. 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.
-7.32%
Less than half of TSM's 0.79%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.82%
Less than half of TSM's 0.55%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-1.72%
Below half of TSM's 15.24%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
1.72%
Less than half of TSM's -12.14%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-25.84%
Less than half of TSM's 7.85%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-6.03%
Below half of TSM's 4.15%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-4.28%
Below half of TSM's 4.52%. Michael Burry sees a potential red flag for stagnation or capital shortage.
24.77%
50-75% of TSM's 33.84%. 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.
-25.00%
Similar yoy tax payables growth to TSM's -24.85%. Walter Schloss sees no major difference in near-term tax obligations.
-14.85%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
-1.35%
Less than half of TSM's 118.10%. David Dodd sees fewer expansions in other current obligations.
6.00%
Less than half of TSM's 69.03%. David Dodd sees a more disciplined short-term liability approach.
0.50%
Above 1.5x TSM's 0.07%. Michael Burry suspects significant leverage additions. Check coverage.
-97.62%
≥ 1.5x TSM's -7.91%. David Dodd sees stronger long-horizon revenue vs. competitor.
14.96%
Less than half of TSM's -73.75%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
2.16%
1.1-1.25x TSM's 1.84%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
0.32%
Less than half of TSM's -0.60%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.16%
Less than half of TSM's 36.26%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.67%
Below half TSM's -8.66%. Michael Burry suspects major net losses or high dividends vs. competitor.
-87.50%
Above 1.5x TSM's -7.37%. 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.
-8.14%
1.25-1.5x TSM's -6.53%. Bruce Berkowitz notes an above-average equity expansion.
-4.28%
Below half TSM's 4.52%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-5.96%
Below half TSM's 26.87%. Michael Burry suspects major underinvestment or forced divestment.
0.50%
Less than half of TSM's 1.93%. David Dodd sees less overall debt expansion vs. competitor.
3.83%
Less than half of TSM's -0.05%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
