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.
-62.37%
Cash & equivalents declining -62.37% while TSM's grows 24.73%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
35.83%
Short-term investments yoy growth ≥ 1.5x TSM's 2.90%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
14.03%
Cash + STI yoy 0.5-0.75x TSM's 21.73%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-4.60%
Receivables growth less than half of TSM's 5.98%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
22.14%
Inventory growth above 1.5x TSM's 5.96%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
12.21%
Other current assets growth < half of TSM's -8.64%. David Dodd sees a leaner approach to short-term items.
11.55%
0.5-0.75x TSM's 17.25%. Martin Whitman might see risk if this hampers near-term financial flexibility.
4.23%
0.5-0.75x TSM's 7.84%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
No Data
No Data available this quarter, please select a different quarter.
-4.33%
Less than half of TSM's 5.95%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.76%
Less than half of TSM's 4.59%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
35.85%
≥ 1.5x TSM's 5.24%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
21.02%
1.1-1.25x TSM's 17.24%. Bill Ackman wonders if the company booked more losses or deferrals than competitor.
4.06%
Less than half of TSM's 15.49%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.99%
Below half of TSM's 7.98%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.11%
0.5-0.75x TSM's 11.80%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
4.74%
Less than half of TSM's 13.48%. David Dodd sees a more disciplined AP approach or lower volume.
0.10%
Less than half of TSM's -100.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-12.86%
Below half of TSM's 133.52%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
22.55%
1.25-1.5x TSM's 18.45%. Bruce Berkowitz checks if there's a competitive advantage in forward billing.
9.91%
Less than half of TSM's -61.54%. David Dodd sees fewer expansions in other current obligations.
6.98%
Less than half of TSM's 15.67%. David Dodd sees a more disciplined short-term liability approach.
0.47%
Less than half of TSM's 32.42%. David Dodd sees more deleveraging vs. competitor.
10.88%
Below half TSM's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
-6.59%
Less than half of TSM's -18.77%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
11.59%
Less than half of TSM's 57.08%. David Dodd notes more conservative expansions in non-current obligations.
1.21%
Less than half of TSM's 36.25%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.04%
Less than half of TSM's 23.99%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
7.74%
≥ 1.5x TSM's 4.23%. David Dodd sees higher yoy retained profits than competitor.
58.33%
Above 1.5x TSM's 13.03%. 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.
10.17%
≥ 1.5x TSM's 4.44%. David Dodd sees stronger capital base growth than competitor.
7.11%
0.5-0.75x TSM's 11.80%. Martin Whitman sees underexpansion or possible missed opportunities.
35.83%
≥ 1.5x TSM's 3.30%. David Dodd sees far stronger investment expansions than competitor.
0.42%
Less than half of TSM's 24.96%. David Dodd sees less overall debt expansion vs. competitor.
27.02%
Less than half of TSM's -24.19%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
