Alphabet Inc. (GOOGL)

Negative net income growth while BIDU stands at 0.00%. Joel Greenblatt would see a comparative disadvantage in bottom-line performance.

D&A growth of 2.24% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild cost difference that must be justified by expansions.

Negative yoy deferred tax while BIDU stands at 0.00%. Joel Greenblatt would consider near-term tax obligations but a possible advantage if competitor's deferrals become a burden later.

Negative yoy SBC while BIDU is 0.00%. Joel Greenblatt would see less immediate dilution advantage if talent levels remain strong.

Working capital change of 56.25% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might affect near-term cash flow.

AR is negative yoy while BIDU is 0.00%. Joel Greenblatt would see a short-term cash advantage if revenue remains unaffected vs. competitor's approach.

Inventory growth of 2454.17% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate build that must match future sales to avoid risk.

AP growth of 680.00% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might matter for short-term liquidity if expansions are large.

Growth of 42.63% while BIDU is zero at 0.00%. Bruce Berkowitz would see a difference in minor WC usage that might affect short-term cash flow if large.

Growth of 210.00% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might reflect intangible expansions or partial write-offs.

Negative yoy CFO while BIDU is 0.00%. Joel Greenblatt would see a disadvantage in operational cash generation vs. competitor.

Negative yoy CapEx while BIDU is 0.00%. Joel Greenblatt would see a near-term FCF boost unless competitor invests for long-term advantage.

Negative yoy acquisition while BIDU stands at 0.00%. Joel Greenblatt sees potential short-term cash advantage unless competitor’s deals yield big synergy.

Purchases growth of 21.11% while BIDU is zero at 0.00%. Bruce Berkowitz sees a mild difference in portfolio building that might matter for returns.

We reduce yoy sales while BIDU is 0.00%. Joel Greenblatt sees competitor possibly capitalizing on market peaks or forced to raise cash while we hold tight.

We reduce yoy other investing while BIDU is 0.00%. Joel Greenblatt sees a near-term cash advantage unless competitor’s intangible or side bets produce strong returns.

We reduce yoy invests while BIDU stands at 0.00%. Joel Greenblatt sees near-term liquidity advantage unless competitor’s expansions yield high returns.

We cut debt repayment yoy while BIDU is 0.00%. Joel Greenblatt sees competitor possibly lowering risk more if expansions do not hamper them.