Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -2.65%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 9.55%. 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 1.03%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Well above GOOG's 475.00% 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 -330.90%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 93.85%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 144.94%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Growth well above GOOG's 79.25%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Both negative yoy, with GOOG at -2.21%. 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 -1.69%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -34.06%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -116.67%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 6.21%. Michael Burry would see major cash outflow into securities vs. competitor’s approach, risking near-term FCF.

Growth well above GOOG's 45.00%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 33.94%. 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 -20.45%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.