Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -0.88%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 2.24%. 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 -6.13%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Well above GOOG's 56.25% if positive yoy. Michael Burry would see a risk of bigger working capital demands vs. competitor, harming free cash flow.

Both yoy AR lines negative, with GOOG at -307.62%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 2454.17%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 680.00%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Growth well above GOOG's 42.63%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 210.00%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -0.66%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -39.85%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -12.70%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 21.11%. 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 -17.66%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -193.66%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with GOOG at -32.26%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -183.33%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.