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.
-78.87%
Cash & equivalents declining -78.87% while TSM's grows 12.52%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
796.16%
Short-term investments yoy growth below half of TSM's -8.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-32.85%
Below half of TSM's 8.81%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
9.28%
Receivables growth 1.25-1.5x TSM's 6.44%. Martin Whitman would worry that the company may be booking revenue too aggressively.
24.20%
Inventory growth above 1.5x TSM's 10.27%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
10.26%
Other current assets growth < half of TSM's 54.49%. David Dodd sees a leaner approach to short-term items.
-25.04%
Below half of TSM's 8.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
15.37%
≥ 1.5x TSM's 3.81%. David Dodd sees more aggressive capex. Confirm it's not overspending.
567.68%
Less than half of TSM's -1.53%. David Dodd might see less intangible risk, assuming stable revenue growth.
3467.50%
Above 1.5x TSM's 8.23%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
895.34%
Above 1.5x TSM's 6.09%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
18.20%
1.1-1.25x TSM's 15.76%. Bill Ackman wonders if the company booked more losses or deferrals than competitor.
31.93%
50-75% of TSM's 48.82%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
186.08%
≥ 1.5x TSM's 4.06%. 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.
8.28%
1.25-1.5x TSM's 5.95%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
17.35%
Above 1.5x TSM's 0.81%. 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.
-29.73%
Similar yoy tax payables growth to TSM's -29.97%. Walter Schloss sees no major difference in near-term tax obligations.
27.59%
Higher Deferred Revenue (Current) Growth compared to TSM's zero value, indicating better performance.
26.51%
Less than half of TSM's -4.12%. David Dodd sees fewer expansions in other current obligations.
26.64%
Less than half of TSM's -0.32%. David Dodd sees a more disciplined short-term liability approach.
1.24%
Less than half of TSM's 48.01%. David Dodd sees more deleveraging vs. competitor.
79.10%
≥ 1.5x TSM's 12.27%. David Dodd sees stronger long-horizon revenue vs. competitor.
756.25%
Above 1.5x TSM's 13.04%. Michael Burry sees a much bigger deferred tax load building up.
79.49%
Above 1.5x TSM's 19.89%. Michael Burry suspects a looming risk from large additions to LT liabilities.
7.32%
Less than half of TSM's 42.53%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
10.94%
Similar yoy to TSM's 13.55%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.31%
Similar yoy to TSM's 3.07%. Walter Schloss sees parallel earnings retention vs. competitor.
140.00%
Less than half of TSM's 740.26%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.22%
≥ 1.5x TSM's 2.11%. David Dodd sees stronger capital base growth than competitor.
8.28%
1.25-1.5x TSM's 5.95%. Bruce Berkowitz checks if expansions are well-justified by ROI.
796.16%
Below half TSM's -6.78%. Michael Burry suspects major underinvestment or forced divestment.
1.54%
Less than half of TSM's 31.16%. David Dodd sees less overall debt expansion vs. competitor.
155.85%
Above 1.5x TSM's 23.40%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
