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.
-4.57%
Both companies show declining cash positions (-4.57% vs TSM's -100.00%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
24.63%
Short-term investments yoy growth below half of TSM's -100.00%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
14.09%
Cash + STI yoy ≥ 1.5x TSM's 4.00%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
17.59%
Similar receivables growth to TSM's 18.91%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
10.65%
Inventory growth 1.25-1.5x TSM's 7.48%. Martin Whitman worries about slower turnover or potential markdown risk.
-7.20%
Other current assets growth < half of TSM's -100.00%. David Dodd sees a leaner approach to short-term items.
13.41%
≥ 1.5x TSM's 4.58%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
2.50%
Below half TSM's -2.35%. 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.
-10.32%
Less than half of TSM's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-2.47%
Less than half of TSM's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
46.50%
Below half of TSM's -9.19%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
10.82%
Less than half of TSM's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-5.57%
Less than half of TSM's -100.00%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.53%
Below half of TSM's -5.66%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
9.27%
≥ 1.5x TSM's 3.06%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
23.38%
Less than half of TSM's -100.00%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-85.02%
Similar yoy tax payables growth to TSM's -100.00%. Walter Schloss sees no major difference in near-term tax obligations.
21.85%
Below half of TSM's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
23.07%
Less than half of TSM's 1255.38%. David Dodd sees fewer expansions in other current obligations.
-11.93%
Less than half of TSM's 3.00%. David Dodd sees a more disciplined short-term liability approach.
0.01%
Less than half of TSM's -3.92%. David Dodd sees more deleveraging vs. competitor.
37.99%
Below half TSM's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
13.67%
Less than half of TSM's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-10.18%
Less than half of TSM's 14.91%. David Dodd notes more conservative expansions in non-current obligations.
0.53%
Less than half of TSM's -4.49%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-5.31%
Above 1.5x TSM's -0.85%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
36.45%
Below half TSM's -100.00%. Michael Burry suspects major net losses or high dividends vs. competitor.
-72.55%
50-75% of TSM's -100.00%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
20.96%
≥ 1.5x TSM's 5.32%. David Dodd sees stronger capital base growth than competitor.
9.27%
≥ 1.5x TSM's 2.58%. David Dodd sees faster overall balance sheet growth than competitor.
26.21%
Below half TSM's -67.32%. Michael Burry suspects major underinvestment or forced divestment.
0.67%
Less than half of TSM's -6.14%. David Dodd sees less overall debt expansion vs. competitor.
6.52%
Less than half of TSM's 216.77%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
