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.
42.20%
Cash & equivalents yoy growth at least 1.5x TSM's 0.69%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
85900.00%
Short-term investments yoy growth ≥ 1.5x TSM's 3.58%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
50.08%
Cash + STI yoy ≥ 1.5x TSM's 1.20%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
15.09%
Similar receivables growth to TSM's 14.68%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
15.22%
Inventory growth 1.1-1.25x TSM's 12.53%. Bill Ackman would question if the firm overestimates demand vs. competitor.
24.20%
Other current assets growth < half of TSM's -10.36%. David Dodd sees a leaner approach to short-term items.
43.05%
≥ 1.5x TSM's 4.36%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
0.79%
Below half TSM's 6.79%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.62%
Above 1.5x TSM's 1.02%. Michael Burry warns of potential big write-downs if synergy fails.
63.27%
Less than half of TSM's -3.99%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
6.15%
Less than half of TSM's -2.93%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
Below half of TSM's 5.06%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-2.74%
Less than half of TSM's 20.40%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
190.24%
Less than half of TSM's -45.89%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.24%
Below half of TSM's 6.64%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
34.30%
≥ 1.5x TSM's 5.74%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
10.77%
Less than half of TSM's -25.97%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
21.31%
50-75% of TSM's 37.30%. Bruce Berkowitz sees a relatively controlled tax liability increase.
23.40%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
1.78%
Less than half of TSM's -4.23%. David Dodd sees fewer expansions in other current obligations.
6.67%
Similar yoy to TSM's 7.21%. Walter Schloss sees parallel short-term liability strategies.
193.03%
Above 1.5x TSM's 1.02%. Michael Burry suspects significant leverage additions. Check coverage.
11.67%
Below half TSM's 31.59%. Michael Burry suspects a serious gap in multi-year pipeline.
10.34%
Similar yoy changes to TSM's 9.57%. Walter Schloss sees parallel tax deferral patterns.
24.80%
Less than half of TSM's 422.02%. David Dodd notes more conservative expansions in non-current obligations.
148.03%
Above 1.5x TSM's 8.04%. 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.
98.69%
Above 1.5x TSM's 7.48%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
5.47%
1.25-1.5x TSM's 4.69%. Bruce Berkowitz notes stronger reinvestment strategy.
-1100.00%
Less than half of TSM's 11.50%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
7.33%
≥ 1.5x TSM's 4.83%. David Dodd sees stronger capital base growth than competitor.
34.30%
≥ 1.5x TSM's 5.74%. David Dodd sees faster overall balance sheet growth than competitor.
85900.00%
≥ 1.5x TSM's 3.89%. David Dodd sees far stronger investment expansions than competitor.
196.94%
Above 1.5x TSM's 19.84%. Michael Burry sees a major jump. Investigate leverage rationale.
5.13%
Less than half of TSM's 23.02%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
