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.
-6.14%
Cash & equivalents declining -6.14% while TSM's grows 0.62%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
10.56%
Short-term investments yoy growth ≥ 1.5x TSM's 3.80%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
8.81%
Cash + STI yoy ≥ 1.5x TSM's 1.14%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
36.23%
Receivables growth above 1.5x TSM's 8.80%. Michael Burry would check for potential credit bubble or inflated top-line.
36.76%
Inventory growth below half of TSM's -0.41%. David Dodd would check if that's due to efficiency or supply constraints.
3.82%
Other current assets growth < half of TSM's 21.70%. David Dodd sees a leaner approach to short-term items.
14.64%
≥ 1.5x TSM's 1.90%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
9.01%
≥ 1.5x TSM's 3.04%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-7.27%
Above 1.5x TSM's -4.14%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.59%
Less than half of TSM's -2.63%. 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.
-19.41%
Above 1.5x TSM's -3.01%. Michael Burry warns of potential hidden liabilities or intangible bloat.
1.94%
0.5-0.75x TSM's 2.76%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
12.41%
≥ 1.5x TSM's 2.37%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
28.41%
Less than half of TSM's -1.19%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
2.63%
Below half of TSM's -51.73%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
37.50%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
28.83%
Less than half of TSM's 124.49%. David Dodd sees fewer expansions in other current obligations.
32.19%
Less than half of TSM's 64.50%. David Dodd sees a more disciplined short-term liability approach.
0.05%
Higher Long-Term Debt Growth compared to TSM's zero value, indicating worse performance.
50.00%
Below half TSM's -88.41%. Michael Burry suspects a serious gap in multi-year pipeline.
10.53%
Less than half of TSM's -28.18%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-4.32%
Less than half of TSM's -11.04%. David Dodd notes more conservative expansions in non-current obligations.
-0.46%
Less than half of TSM's -4.55%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
9.19%
Less than half of TSM's 54.29%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
10.14%
Below half TSM's -13.38%. Michael Burry suspects major net losses or high dividends vs. 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.
13.97%
Below half TSM's -10.85%. Michael Burry sees potential underperformance in building shareholder capital.
12.41%
≥ 1.5x TSM's 2.37%. David Dodd sees faster overall balance sheet growth than competitor.
10.56%
≥ 1.5x TSM's 2.60%. David Dodd sees far stronger investment expansions than competitor.
0.05%
Less than half of TSM's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
3.89%
Less than half of TSM's -0.75%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
