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.
-22.12%
Cash & equivalents declining -22.12% while TSM's grows 1.02%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
5.85%
Short-term investments yoy growth below half of TSM's -7.58%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
2.63%
Below half of TSM's -0.26%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
23.14%
Receivables growth above 1.5x TSM's 1.19%. Michael Burry would check for potential credit bubble or inflated top-line.
32.23%
Inventory growth above 1.5x TSM's 21.08%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
No Data
No Data available this quarter, please select a different quarter.
6.32%
≥ 1.5x TSM's 1.50%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.25%
Below half TSM's 3.88%. 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.
-10.97%
Above 1.5x TSM's -1.94%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.20%
Above 1.5x TSM's -1.12%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-3.03%
Less than half of TSM's 27.94%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.99%
Below half of TSM's 3.55%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.97%
≥ 1.5x TSM's 2.68%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
32.19%
Less than half of TSM's -7.27%. David Dodd sees a more disciplined AP approach or lower volume.
-4.80%
Less than half of TSM's 0.14%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-33.33%
Similar yoy tax payables growth to TSM's -36.71%. Walter Schloss sees no major difference in near-term tax obligations.
-28.29%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
4.43%
Less than half of TSM's 107.88%. David Dodd sees fewer expansions in other current obligations.
0.94%
Less than half of TSM's 62.79%. David Dodd sees a more disciplined short-term liability approach.
-74.68%
Above 1.5x TSM's -26.00%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
11.71%
Less than half of TSM's 76.71%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-47.40%
Above 1.5x TSM's -5.81%. Michael Burry suspects a looming risk from large additions to LT liabilities.
10.09%
Less than half of TSM's -23.10%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.37%
Less than half of TSM's 34.64%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.26%
Below half TSM's -9.94%. Michael Burry suspects major net losses or high dividends vs. competitor.
300.00%
Above 1.5x TSM's 7.17%. 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.
6.77%
Below half TSM's -7.82%. Michael Burry sees potential underperformance in building shareholder capital.
4.97%
≥ 1.5x TSM's 2.68%. David Dodd sees faster overall balance sheet growth than competitor.
5.85%
Below half TSM's -5.71%. Michael Burry suspects major underinvestment or forced divestment.
-0.07%
Less than half of TSM's -18.44%. David Dodd sees less overall debt expansion vs. competitor.
12.47%
Less than half of TSM's -10.79%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
