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.
-31.25%
Cash & equivalents declining -31.25% while TSM's grows 14.15%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
2.35%
Short-term investments yoy growth ≥ 1.5x TSM's 0.50%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-7.67%
Below half of TSM's 12.06%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.17%
Receivables growth above 1.5x TSM's 5.00%. Michael Burry would check for potential credit bubble or inflated top-line.
6.71%
Similar inventory growth to TSM's 6.92%. Walter Schloss notes comparable inventory strategies or sector norms.
-0.93%
Other current assets growth < half of TSM's 24.73%. David Dodd sees a leaner approach to short-term items.
-1.96%
Below half of TSM's 10.44%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.81%
Below half TSM's 6.07%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
0.25%
Less than half of TSM's -4.20%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.10%
Less than half of TSM's -3.36%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
5.71%
Less than half of TSM's 15.88%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
1124.20%
Less than half of TSM's -2.52%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
18.94%
≥ 1.5x TSM's 5.95%. 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.
6.76%
0.75-0.9x TSM's 7.75%. Bill Ackman questions if competitor invests more aggressively for growth.
22.84%
1.25-1.5x TSM's 15.82%. Martin Whitman sees potential reliance on supplier financing. Verify liquidity.
No Data
No Data available this quarter, please select a different quarter.
34.62%
Below half of TSM's -35.15%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
5.86%
Below half of TSM's 19.07%. Michael Burry suspects a big gap in pre-sales traction.
6.40%
50-75% of TSM's 9.34%. Bruce Berkowitz notes a more controlled liability line.
52.24%
Less than half of TSM's -0.60%. David Dodd sees a more disciplined short-term liability approach.
-13.26%
Less than half of TSM's 11.98%. David Dodd sees more deleveraging vs. competitor.
22.50%
Below half TSM's 63.49%. Michael Burry suspects a serious gap in multi-year pipeline.
-5.84%
Less than half of TSM's 7.66%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
7.86%
Less than half of TSM's 594.57%. David Dodd notes more conservative expansions in non-current obligations.
-11.04%
Less than half of TSM's 32.65%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.49%
Less than half of TSM's 12.91%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
7.58%
1.25-1.5x TSM's 5.65%. Bruce Berkowitz notes stronger reinvestment strategy.
200.00%
Above 1.5x TSM's 5.78%. 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.
10.21%
≥ 1.5x TSM's 4.86%. David Dodd sees stronger capital base growth than competitor.
6.76%
0.75-0.9x TSM's 7.75%. Bill Ackman wonders if competitor invests or leverages more aggressively.
3.72%
Below half TSM's -0.32%. Michael Burry suspects major underinvestment or forced divestment.
-1.69%
Less than half of TSM's 5.06%. David Dodd sees less overall debt expansion vs. competitor.
20.20%
Less than half of TSM's -44.14%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
