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.
12.63%
Cash & equivalents yoy growth at least 1.5x TSM's 4.41%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-16.20%
Short-term investments yoy growth below half of TSM's 14.58%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-8.71%
Below half of TSM's 6.01%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
18.16%
Receivables growth less than half of TSM's -11.88%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3.40%
Inventory growth below half of TSM's 15.34%. David Dodd would check if that's due to efficiency or supply constraints.
-4.24%
Other current assets growth < half of TSM's 780.79%. David Dodd sees a leaner approach to short-term items.
-4.92%
Below half of TSM's 8.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.45%
Below half TSM's -0.68%. 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.
-13.46%
Above 1.5x TSM's -4.97%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.94%
50-75% of TSM's -3.53%. Bruce Berkowitz notes lower intangible reliance than competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-24.19%
Above 1.5x TSM's -14.80%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-0.84%
0.5-0.75x TSM's -1.28%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.38%
Below half of TSM's 2.88%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-28.25%
Above 1.5x TSM's -10.09%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-73.16%
1.25-1.5x TSM's -53.56%. Martin Whitman is cautious about near-term obligations overshadowing competitor's level.
150.00%
Below half of TSM's -28.49%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-45.88%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
26.67%
Exceeding 1.5x TSM's 2.72%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-45.57%
Above 1.5x TSM's -11.54%. Michael Burry sees a red flag for liquidity risk vs. competitor.
0.40%
Less than half of TSM's -9.15%. David Dodd sees more deleveraging vs. competitor.
25.00%
Below half TSM's -21.03%. Michael Burry suspects a serious gap in multi-year pipeline.
12.77%
Less than half of TSM's -5.48%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-17.83%
Above 1.5x TSM's -9.03%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.24%
Less than half of TSM's -9.13%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-19.64%
Above 1.5x TSM's -11.01%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
6.52%
0.5-0.75x TSM's 9.93%. Martin Whitman is wary of weaker retention or lower profitability.
12.50%
Less than half of TSM's -27.80%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.42%
0.75-0.9x TSM's 7.51%. Bill Ackman wonders if competitor is growing equity faster.
-4.38%
Below half TSM's 2.88%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-16.20%
Below half TSM's 5.52%. Michael Burry suspects major underinvestment or forced divestment.
-21.52%
Above 1.5x TSM's -9.92%. Michael Burry sees a major jump. Investigate leverage rationale.
-78.95%
Above 1.5x TSM's -10.01%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
