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.
8.46%
Cash & equivalents yoy growth at least 1.5x TSM's 0.66%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-3.35%
Short-term investments yoy growth below half of TSM's -7.40%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-2.23%
Cash + STI yoy ≥ 1.5x TSM's -1.35%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-35.83%
Receivables growth above 1.5x TSM's -3.89%. Michael Burry would check for potential credit bubble or inflated top-line.
11.15%
Inventory growth below half of TSM's -14.17%. David Dodd would check if that's due to efficiency or supply constraints.
-14.47%
Other current assets growth < half of TSM's 14.22%. David Dodd sees a leaner approach to short-term items.
-7.28%
≥ 1.5x TSM's -3.16%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.67%
0.5-0.75x TSM's 12.68%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
No Data
No Data available this quarter, please select a different quarter.
-8.16%
Less than half of TSM's 22.03%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.60%
Less than half of TSM's 14.15%. 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.
114.10%
Less than half of TSM's -2.78%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
20.43%
≥ 1.5x TSM's 12.24%. 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.
-2.67%
Below half of TSM's 6.11%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-43.35%
Less than half of TSM's 39.47%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Less than half of TSM's 75.66%. David Dodd sees much smaller short-term leverage burden vs. competitor.
127.50%
Above 1.5x TSM's 20.75%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
15.00%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
1.92%
Less than half of TSM's 15.99%. David Dodd sees fewer expansions in other current obligations.
-17.35%
Less than half of TSM's 20.94%. 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.
15.00%
Below half TSM's -15.84%. Michael Burry suspects a serious gap in multi-year pipeline.
-17.39%
Less than half of TSM's 197.27%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
7.89%
Above 1.5x TSM's 2.90%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.83%
Above 1.5x TSM's 0.03%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-5.55%
Less than half of TSM's 18.95%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.88%
1.25-1.5x TSM's 3.41%. Bruce Berkowitz notes stronger reinvestment strategy.
50.00%
Less than half of TSM's 3114.70%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.40%
Below half TSM's 1.69%. Michael Burry sees potential underperformance in building shareholder capital.
-2.67%
Below half TSM's 6.11%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-3.35%
0.5-0.75x TSM's -6.18%. Martin Whitman sees possible missed opportunities vs. competitor.
-0.10%
Less than half of TSM's 51.52%. David Dodd sees less overall debt expansion vs. competitor.
-4.96%
Less than half of TSM's 18.91%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
