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.
21.04%
Cash & equivalents yoy growth at least 1.5x TSM's 11.71%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-4.22%
Short-term investments yoy growth below half of TSM's -16.50%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
1.16%
Below half of TSM's 6.95%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-22.03%
Receivables growth above 1.5x TSM's -9.37%. Michael Burry would check for potential credit bubble or inflated top-line.
15.83%
Inventory growth below half of TSM's -4.23%. David Dodd would check if that's due to efficiency or supply constraints.
10.17%
Other current assets growth 50-75% of TSM's 15.23%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-0.65%
Below half of TSM's 5.36%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.06%
Below half TSM's -2.17%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-9.41%
Above 1.5x TSM's -2.50%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.80%
Similar yoy changes to TSM's -2.75%. Walter Schloss sees parallel intangible strategies or acquisitions.
-4.78%
Below half of TSM's 11.26%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
22.95%
Less than half of TSM's -9.65%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
7.81%
Less than half of TSM's -1.83%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.89%
Below half of TSM's -1.87%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.71%
≥ 1.5x TSM's 0.87%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-19.99%
Similar yoy growth to TSM's -19.71%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
0.08%
Less than half of TSM's 25.24%. David Dodd sees much smaller short-term leverage burden vs. competitor.
332.41%
Below half of TSM's -3.92%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
4.73%
Below half of TSM's -91.66%. Michael Burry suspects a big gap in pre-sales traction.
-22.87%
Exceeding 1.5x TSM's -6.63%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-4.26%
50-75% of TSM's -5.82%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
9.32%
Less than half of TSM's -2.05%. David Dodd sees more deleveraging vs. competitor.
2.35%
Below half TSM's 232.90%. Michael Burry suspects a serious gap in multi-year pipeline.
0.41%
Less than half of TSM's -74.66%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-58.82%
Less than half of TSM's 13.61%. David Dodd notes more conservative expansions in non-current obligations.
1.90%
Less than half of TSM's -0.54%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.30%
Less than half of TSM's -2.97%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.69%
Below half TSM's 7.47%. Michael Burry suspects major net losses or high dividends vs. competitor.
65.04%
Less than half of TSM's -10.81%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.52%
Similar yoy to TSM's 3.30%. Walter Schloss sees parallel net worth trends.
1.71%
≥ 1.5x TSM's 0.87%. David Dodd sees faster overall balance sheet growth than competitor.
-4.23%
Below half TSM's 202.35%. Michael Burry suspects major underinvestment or forced divestment.
8.26%
Less than half of TSM's -1.57%. David Dodd sees less overall debt expansion vs. competitor.
3.88%
Less than half of TSM's -50.04%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
