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.
54.50%
Cash & equivalents yoy growth at least 1.5x TSM's 3.61%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
6.71%
Short-term investments yoy growth 0.5-0.75x TSM's 9.31%. Martin Whitman would be cautious about lagging liquidity buildup.
9.90%
Cash + STI yoy ≥ 1.5x TSM's 4.45%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
17.60%
Receivables growth less than half of TSM's -11.55%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
16.66%
Inventory growth above 1.5x TSM's 1.29%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
14.02%
Other current assets growth < half of TSM's 261.71%. David Dodd sees a leaner approach to short-term items.
11.71%
≥ 1.5x TSM's 1.92%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.03%
0.5-0.75x TSM's 11.49%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
1.09%
Less than half of TSM's -2.41%. David Dodd might see less intangible risk, assuming stable revenue growth.
-4.69%
Above 1.5x TSM's -2.72%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.01%
Less than half of TSM's -2.65%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-13.64%
≥ 1.5x TSM's -9.06%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
25.98%
Above 1.5x TSM's 9.72%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
3.53%
Less than half of TSM's 24.30%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.59%
Below half of TSM's 10.76%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
8.75%
1.25-1.5x TSM's 6.92%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
7.15%
Less than half of TSM's 22.03%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of TSM's 58.94%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
0.67%
Below half of TSM's 406.84%. Michael Burry suspects a big gap in pre-sales traction.
-67.71%
Less than half of TSM's 32.59%. David Dodd sees fewer expansions in other current obligations.
20.02%
1.1-1.25x TSM's 16.94%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
No Data
No Data available this quarter, please select a different quarter.
5.76%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
8.89%
Less than half of TSM's -29.67%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-2.93%
Less than half of TSM's -8.04%. David Dodd notes more conservative expansions in non-current obligations.
0.14%
Less than half of TSM's -2.17%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.40%
50-75% of TSM's 5.99%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
-35.98%
Below half TSM's 27.63%. Michael Burry suspects major net losses or high dividends vs. competitor.
-222.22%
Above 1.5x TSM's -10.02%. 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.
11.82%
≥ 1.5x TSM's 7.59%. David Dodd sees stronger capital base growth than competitor.
8.75%
1.25-1.5x TSM's 6.92%. Bruce Berkowitz checks if expansions are well-justified by ROI.
6.37%
1.25-1.5x TSM's 4.65%. Bruce Berkowitz checks if robust new investments are prudent.
No Data
No Data available this quarter, please select a different quarter.
-6.75%
Similar yoy changes to TSM's -8.15%. Walter Schloss sees parallel net leverage strategies.
