Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -21.87%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 23.58%. 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 15.81%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -14.46%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -38.29%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Both reduce yoy inventory, with GOOG at -91.09%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

AP growth well above GOOG's 22.09%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Growth well above GOOG's 18.22%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 87.19%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -5.83%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -12.66%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 94.67%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -26.89%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 31.55%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 73.30%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.

Both yoy lines negative, with GOOG at -13.55%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.