Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -7.99%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

Both reduce yoy D&A, with GOOG at -5.44%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

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 4.60%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -1.90%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -165.98%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 800.00%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 324.53%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -41.72%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 97.63%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy lines negative, with GOOG at -42.09%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -88.70%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 38.87%. 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 -35.39%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -235.32%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with GOOG at -52.98%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

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