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.
31.91%
Cash & equivalents yoy growth at least 1.5x TSM's 12.76%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
46.56%
Short-term investments yoy growth ≥ 1.5x TSM's 4.83%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
42.14%
Cash + STI yoy ≥ 1.5x TSM's 11.74%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
20.34%
Receivables growth above 1.5x TSM's 8.85%. Michael Burry would check for potential credit bubble or inflated top-line.
10.53%
Inventory growth below half of TSM's -1.71%. David Dodd would check if that's due to efficiency or supply constraints.
138.94%
Other current assets growth < half of TSM's -31.85%. David Dodd sees a leaner approach to short-term items.
35.79%
≥ 1.5x TSM's 11.34%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.94%
Below half TSM's 6.63%. 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.
-11.11%
Less than half of TSM's 25.03%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-2.45%
Less than half of TSM's 19.02%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
31.91%
≥ 1.5x TSM's 17.05%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
1.65%
Less than half of TSM's -0.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-15.48%
Similar yoy growth to TSM's -16.77%. Walter Schloss sees parallel approach in non-core expansions.
-0.50%
Below half of TSM's 6.25%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
21.39%
≥ 1.5x TSM's 8.54%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
13.40%
Above 1.5x TSM's 4.81%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
0.08%
Less than half of TSM's 1.79%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-29.52%
Higher Tax Payables Growth compared to TSM's zero value, indicating worse performance.
48.93%
≥ 1.5x TSM's 3.10%. David Dodd sees stronger subscription/prepayment demand.
24.41%
50-75% of TSM's 33.64%. Bruce Berkowitz notes a more controlled liability line.
16.81%
Similar yoy to TSM's 17.04%. Walter Schloss sees parallel short-term liability strategies.
0.02%
Less than half of TSM's 2.38%. David Dodd sees more deleveraging vs. competitor.
34.82%
Higher Non-Current Deferred Revenue Growth compared to TSM's zero value, indicating better performance.
8.96%
Less than half of TSM's 6413.22%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
8.74%
50-75% of TSM's 13.84%. Bruce Berkowitz sees fewer new long-term commitments.
2.86%
Similar yoy to TSM's 3.81%. Walter Schloss sees parallel expansions in long-term liabilities.
No Data
No Data available this quarter, please select a different quarter.
8.94%
Similar yoy to TSM's 10.48%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
46.45%
≥ 1.5x TSM's 17.06%. David Dodd sees higher yoy retained profits than competitor.
130.68%
Less than half of TSM's -89.91%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
29.20%
≥ 1.5x TSM's 7.40%. David Dodd sees stronger capital base growth than competitor.
21.39%
≥ 1.5x TSM's 9.04%. David Dodd sees faster overall balance sheet growth than competitor.
45.33%
Below half TSM's 248.25%. Michael Burry suspects major underinvestment or forced divestment.
0.26%
Less than half of TSM's 8.57%. David Dodd sees less overall debt expansion vs. competitor.
-31.45%
Above 1.5x TSM's -17.15%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
