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.
42.83%
Cash & equivalents yoy growth at least 1.5x TSM's 18.23%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-11.71%
Short-term investments yoy growth below half of TSM's 4.30%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
12.47%
Cash + STI yoy 0.75-0.9x TSM's 15.29%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
8.40%
Receivables growth less than half of TSM's -0.26%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-7.12%
Inventory growth above 1.5x TSM's -2.00%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-36.30%
Other current assets growth < half of TSM's 6.50%. David Dodd sees a leaner approach to short-term items.
9.15%
0.75-0.9x TSM's 10.76%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
66.17%
≥ 1.5x TSM's 2.24%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-17.46%
Less than half of TSM's 36.24%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.62%
Less than half of TSM's 21.54%. 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.
355.71%
Less than half of TSM's -10.23%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
47.00%
≥ 1.5x TSM's 2.49%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
14.35%
≥ 1.5x TSM's 6.10%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
16.63%
Less than half of TSM's -12.84%. David Dodd sees a more disciplined AP approach or lower volume.
-34.78%
Less than half of TSM's 67.16%. David Dodd sees much smaller short-term leverage burden vs. competitor.
200.00%
Above 1.5x TSM's 41.18%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-18.46%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
-81.35%
Exceeding 1.5x TSM's -8.82%. Michael Burry suspects ballooning short-term obligations vs. competitor.
12.16%
1.1-1.25x TSM's 10.95%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
No Data
No Data available this quarter, please select a different quarter.
50.00%
Below half TSM's -24.57%. Michael Burry suspects a serious gap in multi-year pipeline.
-93.90%
Above 1.5x TSM's -8.47%. Michael Burry sees a much bigger deferred tax load building up.
271.07%
Above 1.5x TSM's 40.27%. Michael Burry suspects a looming risk from large additions to LT liabilities.
6.82%
Less than half of TSM's -0.47%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
8.40%
Similar yoy to TSM's 8.85%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
13.23%
≥ 1.5x TSM's 6.46%. David Dodd sees higher yoy retained profits than competitor.
-28.57%
Less than half of TSM's 15.02%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
17.62%
≥ 1.5x TSM's 5.41%. David Dodd sees stronger capital base growth than competitor.
14.35%
≥ 1.5x TSM's 6.10%. David Dodd sees faster overall balance sheet growth than competitor.
-11.71%
Below half TSM's 3.13%. Michael Burry suspects major underinvestment or forced divestment.
-0.50%
Less than half of TSM's 37.96%. David Dodd sees less overall debt expansion vs. competitor.
-152.78%
Above 1.5x TSM's -11.01%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
