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.
15.47%
Cash & equivalents yoy growth at least 1.5x TSM's 8.13%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
9.10%
Short-term investments yoy growth ≥ 1.5x TSM's 4.10%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
9.57%
Cash + STI yoy 1.25-1.5x TSM's 7.66%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
24.50%
Receivables growth above 1.5x TSM's 7.59%. Michael Burry would check for potential credit bubble or inflated top-line.
9.09%
Inventory growth above 1.5x TSM's 3.63%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-44.77%
Other current assets growth < half of TSM's 149.06%. David Dodd sees a leaner approach to short-term items.
12.91%
≥ 1.5x TSM's 7.17%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.87%
0.75-0.9x TSM's 6.44%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
-4.53%
50-75% of TSM's -6.19%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-1.79%
Less than half of TSM's -4.48%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.39%
Below half of TSM's 56.72%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-3.47%
Less than half of TSM's 9.66%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.80%
Less than half of TSM's 51.92%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.53%
Below half of TSM's 7.19%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.96%
Similar yoy to TSM's 7.17%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
6.01%
Less than half of TSM's -11.12%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
57.38%
Above 1.5x TSM's 11.72%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
15.63%
0.5-0.75x TSM's 26.63%. Martin Whitman sees weaker advanced billings vs. competitor.
-0.75%
Less than half of TSM's 243.29%. David Dodd sees fewer expansions in other current obligations.
2.01%
Less than half of TSM's 8.51%. David Dodd sees a more disciplined short-term liability approach.
-9.61%
Less than half of TSM's 3.16%. David Dodd sees more deleveraging vs. competitor.
6.13%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
-2.90%
Less than half of TSM's 1.36%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
198.81%
Above 1.5x TSM's 8.53%. Michael Burry suspects a looming risk from large additions to LT liabilities.
0.56%
Less than half of TSM's 4.06%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.04%
Less than half of TSM's 7.49%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
9.59%
1.25-1.5x TSM's 7.97%. Bruce Berkowitz notes stronger reinvestment strategy.
-26.32%
Above 1.5x TSM's -7.14%. 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.
11.13%
≥ 1.5x TSM's 6.74%. David Dodd sees stronger capital base growth than competitor.
6.96%
Similar yoy to TSM's 7.17%. Walter Schloss sees parallel expansions in total capital.
9.00%
0.5-0.75x TSM's 13.18%. Martin Whitman sees possible missed opportunities vs. competitor.
1.86%
Less than half of TSM's 5.93%. David Dodd sees less overall debt expansion vs. competitor.
0.15%
Less than half of TSM's -13.45%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
