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.
-80.88%
Cash & equivalents declining -80.88% while TSM's grows 11.74%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
110.40%
Short-term investments yoy growth below half of TSM's -7.98%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
2.70%
Below half of TSM's 7.99%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-3.56%
Receivables growth less than half of TSM's -17.38%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
0.13%
Inventory growth below half of TSM's 5.28%. David Dodd would check if that's due to efficiency or supply constraints.
52.33%
Other current assets growth < half of TSM's -6.61%. David Dodd sees a leaner approach to short-term items.
2.09%
0.5-0.75x TSM's 4.17%. Martin Whitman might see risk if this hampers near-term financial flexibility.
6.92%
1.25-1.5x TSM's 5.10%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
No Data
No Data available this quarter, please select a different quarter.
5.77%
50-75% of TSM's 8.56%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
0.45%
Less than half of TSM's 5.72%. 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.
-14.42%
Less than half of TSM's 35.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.31%
Below half of TSM's 5.07%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.95%
Below half of TSM's 4.66%. Michael Burry sees a potential red flag for stagnation or capital shortage.
4.53%
Less than half of TSM's 36.73%. David Dodd sees a more disciplined AP approach or lower volume.
-6.67%
Less than half of TSM's -38.06%. David Dodd sees much smaller short-term leverage burden vs. competitor.
15.15%
Below half of TSM's -17.30%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
5.66%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
680.56%
Exceeding 1.5x TSM's 40.57%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-4.08%
Less than half of TSM's 6.01%. David Dodd sees a more disciplined short-term liability approach.
0.05%
Less than half of TSM's -37.96%. David Dodd sees more deleveraging vs. competitor.
20.00%
Below half TSM's -45.70%. Michael Burry suspects a serious gap in multi-year pipeline.
5.56%
Less than half of TSM's -12.16%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
2.03%
Less than half of TSM's -11.49%. David Dodd notes more conservative expansions in non-current obligations.
0.76%
Less than half of TSM's -8.93%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.72%
Less than half of TSM's 3.50%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
13.21%
≥ 1.5x TSM's 5.71%. David Dodd sees higher yoy retained profits than competitor.
-27.78%
Less than half of TSM's 30.58%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.29%
0.5-0.75x TSM's 4.96%. Martin Whitman is wary of lagging equity growth vs. competitor.
1.95%
Below half TSM's 4.66%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
110.40%
Below half TSM's -6.06%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
161.69%
Less than half of TSM's -30.11%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
