Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -3.63%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 31.12%. 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.

SBC growth well above GOOG's 18.35%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Well above GOOG's 196.93% 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 -173.75%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 117.21%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with GOOG at -247.34%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Growth well above GOOG's 322.95%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Both negative yoy, with GOOG at -111.46%. Martin Whitman would suspect an overall environment of intangible cleanup or shifting revaluations for the niche.

Both yoy lines negative, with GOOG at -27.51%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -10610.87%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 20.91%. 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 -68.21%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -237.14%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with GOOG at -251.96%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -102.79%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -191.49%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.