Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -35.94%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

Both reduce yoy D&A, with GOOG at -8.94%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

Well above GOOG's 184.13% 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 20.64%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -142.06%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 159.61%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both reduce yoy inventory, with GOOG at -182.41%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

Both negative yoy AP, with GOOG at -202.58%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Growth well above GOOG's 93.40%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 226.03%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -20.63%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 0.78%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Acquisition spending well above GOOG's 91.13%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -92.80%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 240.50%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 60.73%. 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 -4042.55%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -39.32%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.