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.
-0.05%
Cash & equivalents declining -0.05% while TSM's grows 9.42%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-7.78%
Short-term investments yoy growth below half of TSM's 10.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-5.30%
Below half of TSM's 9.52%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
24.28%
Receivables growth less than half of TSM's -18.17%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
4.14%
Inventory growth below half of TSM's 16.21%. David Dodd would check if that's due to efficiency or supply constraints.
10.62%
Other current assets growth < half of TSM's -76.03%. David Dodd sees a leaner approach to short-term items.
-0.57%
Below half of TSM's 3.22%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.24%
Below half TSM's -2.00%. 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.
-15.56%
Above 1.5x TSM's -0.95%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.98%
Less than half of TSM's 0.86%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
27.66%
Above 1.5x TSM's 5.71%. Michael Burry warns of potential hidden liabilities or intangible bloat.
2.94%
Below half of TSM's -2.29%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.09%
Below half of TSM's 0.21%. Michael Burry sees a potential red flag for stagnation or capital shortage.
23.85%
Less than half of TSM's -8.37%. David Dodd sees a more disciplined AP approach or lower volume.
-61.26%
1.25-1.5x TSM's -45.65%. Martin Whitman is cautious about near-term obligations overshadowing competitor's level.
20.00%
Below half of TSM's -34.71%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
60.87%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
0.88%
Less than half of TSM's 77.48%. David Dodd sees fewer expansions in other current obligations.
4.44%
Less than half of TSM's 35.29%. David Dodd sees a more disciplined short-term liability approach.
-0.35%
Higher Long-Term Debt Growth compared to TSM's zero value, indicating worse performance.
20.00%
Below half TSM's -10.45%. Michael Burry suspects a serious gap in multi-year pipeline.
58.49%
Less than half of TSM's -15.22%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
16.28%
Less than half of TSM's -3.16%. David Dodd notes more conservative expansions in non-current obligations.
4.68%
Less than half of TSM's -0.53%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.61%
Less than half of TSM's 27.17%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
7.69%
Below half TSM's -10.21%. Michael Burry suspects major net losses or high dividends vs. competitor.
14.29%
Less than half of TSM's 56.16%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.59%
Below half TSM's -7.22%. Michael Burry sees potential underperformance in building shareholder capital.
-0.09%
Below half TSM's 0.21%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-7.78%
Below half TSM's 4.11%. Michael Burry suspects major underinvestment or forced divestment.
-6.20%
Less than half of TSM's -18.48%. David Dodd sees less overall debt expansion vs. competitor.
-61.54%
Above 1.5x TSM's -18.36%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
