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.
-77.11%
Cash & equivalents declining -77.11% while TSM's grows 3.42%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
28.40%
Short-term investments yoy growth ≥ 1.5x TSM's 13.13%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-1.81%
Below half of TSM's 4.74%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
10.26%
Receivables growth 50-75% of TSM's 17.77%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
5.63%
Inventory growth above 1.5x TSM's 0.41%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
148.84%
Other current assets growth < half of TSM's -73.76%. David Dodd sees a leaner approach to short-term items.
No Data
No Data available this quarter, please select a different quarter.
5.50%
0.5-0.75x TSM's 7.50%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
2.60%
Goodwill growth 50-75% of TSM's 4.91%. Bruce Berkowitz notes fewer acquisitions or intangible expansions vs. competitor.
-0.97%
Less than half of TSM's -3.62%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.27%
Less than half of TSM's -1.85%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
109.52%
≥ 1.5x TSM's 17.62%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
1.25%
Less than half of TSM's 9.01%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
81.45%
Above 1.5x TSM's 21.39%. Michael Burry warns of potential hidden liabilities or intangible bloat.
15.43%
≥ 1.5x TSM's 7.75%. 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.
5.13%
0.5-0.75x TSM's 6.84%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
12.89%
Above 1.5x TSM's 0.65%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-100.00%
1.25-1.5x TSM's -79.73%. Martin Whitman is cautious about near-term obligations overshadowing competitor's level.
-43.75%
Below half of TSM's 22.46%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-1.00%
Below half of TSM's -163.90%. Michael Burry suspects a big gap in pre-sales traction.
8.60%
Similar yoy changes to TSM's 10.34%. Walter Schloss finds parallel near-term liability trends.
-18.79%
Above 1.5x TSM's -4.47%. Michael Burry sees a red flag for liquidity risk vs. competitor.
0.24%
Less than half of TSM's 11.65%. David Dodd sees more deleveraging vs. competitor.
1.06%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
-1.75%
Less than half of TSM's 55.89%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
43.51%
Less than half of TSM's -1.23%. David Dodd notes more conservative expansions in non-current obligations.
1.28%
Less than half of TSM's 9.42%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.82%
Less than half of TSM's 3.02%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
10.28%
0.75-0.9x TSM's 12.01%. Bill Ackman questions if competitor reinvests profits more robustly.
12.50%
Less than half of TSM's -3.35%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
12.54%
1.25-1.5x TSM's 9.68%. Bruce Berkowitz notes an above-average equity expansion.
5.13%
0.5-0.75x TSM's 6.84%. Martin Whitman sees underexpansion or possible missed opportunities.
29.25%
≥ 1.5x TSM's 14.24%. David Dodd sees far stronger investment expansions than competitor.
-7.68%
Above 1.5x TSM's -2.20%. Michael Burry sees a major jump. Investigate leverage rationale.
47.90%
Less than half of TSM's -17.46%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
