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.
-7.07%
Cash & equivalents declining -7.07% while TSM's grows 2.75%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-26.25%
Short-term investments yoy growth below half of TSM's 24.87%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-22.86%
Below half of TSM's 5.91%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-7.69%
Receivables growth less than half of TSM's 16.65%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
14.53%
Inventory growth 1.1-1.25x TSM's 11.85%. Bill Ackman would question if the firm overestimates demand vs. competitor.
-38.89%
Other current assets growth < half of TSM's 1.96%. David Dodd sees a leaner approach to short-term items.
-15.30%
Below half of TSM's 6.25%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
15.08%
≥ 1.5x TSM's 2.55%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-9.14%
Above 1.5x TSM's -3.31%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.90%
Above 1.5x TSM's -1.84%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
2.28%
Below half of TSM's 22.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
24.13%
Above 1.5x TSM's 3.88%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
7.68%
Less than half of TSM's 118.84%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.52%
1.25-1.5x TSM's 6.66%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
-6.87%
Below half of TSM's 6.51%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-38.41%
Less than half of TSM's 50.09%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-31.65%
Below half of TSM's 46.95%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-5.85%
Below half of TSM's 1370.05%. Michael Burry suspects a big gap in pre-sales traction.
13.39%
Less than half of TSM's 36.40%. David Dodd sees fewer expansions in other current obligations.
-9.48%
Less than half of TSM's 19.63%. David Dodd sees a more disciplined short-term liability approach.
-7.11%
Less than half of TSM's 3.97%. David Dodd sees more deleveraging vs. competitor.
5.97%
Below half TSM's 2406.35%. Michael Burry suspects a serious gap in multi-year pipeline.
-2.38%
Less than half of TSM's -43.10%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
99.40%
Less than half of TSM's -17.57%. David Dodd notes more conservative expansions in non-current obligations.
1.92%
Above 1.5x TSM's 0.75%. 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.
-2.48%
Less than half of TSM's 8.63%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-23.64%
Below half TSM's 5.49%. Michael Burry suspects major net losses or high dividends vs. competitor.
-36.67%
Above 1.5x TSM's -1.90%. 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.
-10.49%
Below half TSM's 5.01%. Michael Burry sees potential underperformance in building shareholder capital.
-6.87%
Below half TSM's 6.51%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-25.64%
Below half TSM's -62.20%. Michael Burry suspects major underinvestment or forced divestment.
-6.35%
Less than half of TSM's 7.09%. David Dodd sees less overall debt expansion vs. competitor.
-6.10%
Less than half of TSM's 8.02%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
