Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -4.57%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 16.37%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Both lines show negative yoy. Martin Whitman would see an industry or cyclical factor reducing tax deferrals for both players.

Both cut yoy SBC, with GOOG at -2.85%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Both reduce yoy usage, with GOOG at -406.40%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 67.39%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Inventory growth well above GOOG's 78.84%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with GOOG at -127.05%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -78.96%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 75.38%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -0.75%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 17.12%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Acquisition spending well above GOOG's 94.01%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Purchases well above GOOG's 25.12%. Michael Burry would see major cash outflow into securities vs. competitor’s approach, risking near-term FCF.

Both yoy lines are negative, with GOOG at -62.13%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Investing outflow well above GOOG's 31.87%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.

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