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.
11.58%
Cash & equivalents yoy growth 1.25-1.5x TSM's 9.26%. Bruce Berkowitz would examine if higher cash accumulation is strategic or just idle.
-75.00%
Short-term investments yoy growth ≥ 1.5x TSM's -3.98%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
11.55%
Cash + STI yoy ≥ 1.5x TSM's 6.66%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
13.88%
Receivables growth less than half of TSM's -10.17%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.49%
Inventory growth below half of TSM's 25.43%. David Dodd would check if that's due to efficiency or supply constraints.
5.37%
Other current assets growth < half of TSM's 20.24%. David Dodd sees a leaner approach to short-term items.
10.23%
≥ 1.5x TSM's 6.07%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
12.13%
≥ 1.5x TSM's 3.81%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
13.95%
Less than half of TSM's -2.18%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.91%
Less than half of TSM's -2.17%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
-3.69%
Less than half of TSM's 15.34%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-64.66%
Less than half of TSM's 9.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
6.93%
≥ 1.5x TSM's 3.90%. 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.
9.52%
≥ 1.5x TSM's 4.75%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
16.24%
Less than half of TSM's 41.02%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
17.31%
Below half of TSM's 59.94%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
18.49%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
31.98%
1.1-1.25x TSM's 27.22%. Bill Ackman wonders if the firm is incurring more one-time charges than competitor.
20.95%
Above 1.5x TSM's 4.91%. Michael Burry sees a red flag for liquidity risk vs. competitor.
3.78%
Less than half of TSM's 21.32%. David Dodd sees more deleveraging vs. competitor.
5.26%
Below half TSM's 58.35%. Michael Burry suspects a serious gap in multi-year pipeline.
16.00%
Less than half of TSM's 69.23%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
12.61%
Less than half of TSM's -135.90%. David Dodd notes more conservative expansions in non-current obligations.
6.60%
50-75% of TSM's 13.08%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
11.21%
Above 1.5x TSM's 7.41%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
6.04%
1.25-1.5x TSM's 4.93%. Bruce Berkowitz notes stronger reinvestment strategy.
133.33%
Less than half of TSM's -29.39%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
8.83%
≥ 1.5x TSM's 3.49%. David Dodd sees stronger capital base growth than competitor.
9.52%
≥ 1.5x TSM's 4.75%. David Dodd sees faster overall balance sheet growth than competitor.
-75.00%
≥ 1.5x TSM's -2.75%. David Dodd sees far stronger investment expansions than competitor.
0.16%
Less than half of TSM's -9.29%. David Dodd sees less overall debt expansion vs. competitor.
-15.62%
Less than half of TSM's -46.31%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
