Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -66.01%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 6.45%. 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 -1.79%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Well above GOOG's 226.76% 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 -118.35%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 412.16%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with GOOG at -218.85%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -239.58%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 71.35%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -12.97%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 24.96%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Acquisition spending well above GOOG's 85.28%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -59.08%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Both yoy lines negative, with GOOG at -36.67%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Investing outflow well above GOOG's 57.00%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.