Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -29.30%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 5.25%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above GOOG's 2164.29% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

SBC growth well above GOOG's 9.09%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -13.04%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 126.89%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both reduce yoy inventory, with GOOG at -100.19%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

AP growth well above GOOG's 164.29%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -93.07%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 121.43%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -10.04%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 65.03%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Acquisition spending well above GOOG's 28.85%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -19.70%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Both yoy lines are negative, with GOOG at -32.24%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Growth well above GOOG's 38.80%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Both yoy lines negative, with GOOG at -55.18%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -79.04%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -100.00%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.