Alphabet Inc. (GOOGL)

D&A growth well above GOOG's 4.83%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above GOOG's 125.62% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

Both cut yoy SBC, with GOOG at -1.66%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Both reduce yoy usage, with GOOG at -231.94%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 131.30%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Inventory growth well above GOOG's 113.83%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with GOOG at -44.69%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -195.45%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -247.32%. Martin Whitman would suspect an overall environment of intangible cleanup or shifting revaluations for the niche.

Both yoy CFO lines are negative, with GOOG at -16.17%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -3.99%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -2355.83%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 11.21%. 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 -37.27%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Growth well above GOOG's 250.10%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Both yoy lines negative, with GOOG at -351.89%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -0.08%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

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