Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -25.60%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 1.28%. 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 22.90%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Well above GOOG's 120.81% if positive yoy. Michael Burry would see a risk of bigger working capital demands vs. competitor, harming free cash flow.

AR growth well above GOOG's 140.60%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both reduce yoy inventory, with GOOG at -122.34%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

Both negative yoy AP, with GOOG at -154.91%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Growth well above GOOG's 478.16%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 21.21%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -7.60%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 34.50%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with GOOG at -153.85%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Both yoy lines negative, with GOOG at -58.21%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 17.24%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 21.64%. 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 -500.00%. 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 -14.15%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.