Alphabet Inc. (GOOGL)

D&A growth well above GOOG's 16.88%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above GOOG's 12.97% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

SBC growth well above GOOG's 0.80%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -172.52%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -436400.00%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 264.67%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 1328.07%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -2601.59%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -161.93%. 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 -6.72%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 10.10%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with GOOG at -1600.00%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 46.03%. 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 -32.27%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -68.07%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Investing outflow well above GOOG's 47.42%. 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 -7.06%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.