Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -35.05%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 8.12%. 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.

Both cut yoy SBC, with GOOG at -0.30%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Well above GOOG's 459.49% 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 -165.98%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 259.86%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with GOOG at -84.47%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -455.07%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -44.74%. 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 -22.47%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -12.88%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 58.42%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Purchases well above GOOG's 2.81%. 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 -23.27%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -13.78%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with GOOG at -151.56%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -111.11%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -100.00%. Martin Whitman suspects an environment or preference for internal financing over new equity in the niche.

Both yoy lines negative, with GOOG at -43.57%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.