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.
37.44%
Cash & equivalents yoy growth 1.25-1.5x TSM's 29.21%. Bruce Berkowitz would examine if higher cash accumulation is strategic or just idle.
-99.71%
Short-term investments yoy growth below half of TSM's 0.02%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
15.27%
Cash + STI yoy 0.5-0.75x TSM's 22.20%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-6.79%
Receivables growth less than half of TSM's 8.68%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-13.04%
Inventory growth below half of TSM's 27.65%. David Dodd would check if that's due to efficiency or supply constraints.
-1.32%
Other current assets growth < half of TSM's -39.46%. David Dodd sees a leaner approach to short-term items.
9.03%
Below half of TSM's 19.73%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.24%
≥ 1.5x TSM's 0.70%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-12.24%
Above 1.5x TSM's -4.56%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.90%
Less than half of TSM's -3.85%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
-3.23%
Less than half of TSM's 9.82%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
5.45%
Less than half of TSM's 63.38%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.18%
Below half of TSM's 1.09%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.01%
Similar yoy to TSM's 7.63%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
35.24%
Above 1.5x TSM's 2.73%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
40.54%
Above 1.5x TSM's 2.07%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-6.30%
Both TSM and the company show zero Deferred Revenue (Current) Growth.
4.45%
Exceeding 1.5x TSM's 2.55%. Michael Burry suspects ballooning short-term obligations vs. competitor.
12.00%
Less than half of TSM's -4.32%. David Dodd sees a more disciplined short-term liability approach.
-0.53%
Less than half of TSM's 176.60%. David Dodd sees more deleveraging vs. competitor.
5.56%
Below half TSM's -2.27%. Michael Burry suspects a serious gap in multi-year pipeline.
8.70%
Less than half of TSM's 188.53%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
23.33%
Above 1.5x TSM's 7.28%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.03%
Less than half of TSM's 129.96%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.54%
Less than half of TSM's 16.48%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
6.01%
1.25-1.5x TSM's 5.03%. Bruce Berkowitz notes stronger reinvestment strategy.
-200.00%
Above 1.5x TSM's -14.97%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
8.49%
≥ 1.5x TSM's 3.89%. David Dodd sees stronger capital base growth than competitor.
7.01%
Similar yoy to TSM's 7.63%. Walter Schloss sees parallel expansions in total capital.
-99.71%
Below half TSM's 2.13%. Michael Burry suspects major underinvestment or forced divestment.
-0.31%
Less than half of TSM's 38.61%. David Dodd sees less overall debt expansion vs. competitor.
-58.65%
Above 1.5x TSM's -13.79%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
