Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -28.94%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 3.00%. 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 -4.79%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Well above GOOG's 328.63% 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 99.91%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Inventory growth well above GOOG's 1.62%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 416.67%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Growth well above GOOG's 111.98%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 149.11%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy lines negative, with GOOG at -9.89%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 14.86%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -52.52%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 589.09%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 14.44%. 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 -215.22%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -59.24%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.