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.
475.46%
Cash & equivalents yoy growth at least 1.5x TSM's 8.82%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
19.99%
Short-term investments yoy growth 0.5-0.75x TSM's 35.28%. Martin Whitman would be cautious about lagging liquidity buildup.
55.16%
Cash + STI yoy ≥ 1.5x TSM's 11.79%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
18.58%
Receivables growth above 1.5x TSM's 4.05%. Michael Burry would check for potential credit bubble or inflated top-line.
6.12%
Inventory growth 50-75% of TSM's 8.65%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
-2.27%
Other current assets growth < half of TSM's 53.95%. David Dodd sees a leaner approach to short-term items.
42.36%
≥ 1.5x TSM's 10.66%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
5.68%
0.75-0.9x TSM's 6.80%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
-5.17%
Less than half of TSM's 7.14%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.98%
Less than half of TSM's 6.20%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
0.68%
Below half of TSM's 40.89%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
23.14%
Above 1.5x TSM's 7.32%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-2.11%
Less than half of TSM's 0.49%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.38%
Below half of TSM's 7.47%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
25.50%
≥ 1.5x TSM's 8.85%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
21.02%
Similar yoy growth to TSM's 27.36%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
0.10%
Less than half of TSM's -20.04%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-33.33%
1.1-1.25x TSM's -29.23%. Bill Ackman wonders if the firm is deferring more or earning more than competitor.
-9.61%
Below half of TSM's -28.50%. Michael Burry suspects a big gap in pre-sales traction.
14.38%
Exceeding 1.5x TSM's 2.88%. Michael Burry suspects ballooning short-term obligations vs. competitor.
11.09%
Above 1.5x TSM's 2.72%. Michael Burry sees a red flag for liquidity risk vs. competitor.
95.49%
Above 1.5x TSM's 19.67%. Michael Burry suspects significant leverage additions. Check coverage.
9.25%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
-2.14%
Less than half of TSM's -50.47%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-73.98%
Less than half of TSM's 8.22%. David Dodd notes more conservative expansions in non-current obligations.
62.82%
Above 1.5x TSM's 16.73%. 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.
45.59%
Above 1.5x TSM's 9.83%. Michael Burry sees a potential leverage warning sign.
200.00%
Less than half of TSM's -0.01%. David Dodd sees fewer share issuances vs. competitor.
10.97%
Below half TSM's -9.49%. Michael Burry suspects major net losses or high dividends vs. competitor.
-42.86%
Less than half of TSM's 4.13%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
12.64%
≥ 1.5x TSM's 7.86%. David Dodd sees stronger capital base growth than competitor.
25.50%
≥ 1.5x TSM's 8.85%. David Dodd sees faster overall balance sheet growth than competitor.
19.75%
0.5-0.75x TSM's 36.62%. Martin Whitman sees possible missed opportunities vs. competitor.
63.60%
Above 1.5x TSM's 12.14%. Michael Burry sees a major jump. Investigate leverage rationale.
4.01%
Less than half of TSM's -1.32%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
