Alphabet Inc. (GOOGL)

Both reduce yoy D&A, with GOOG at -26.09%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

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 16.20%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -172.44%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 151.31%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both reduce yoy inventory, with GOOG at -175.75%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

Both negative yoy AP, with GOOG at -201.97%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -2.64%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -74.43%. 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 -14.94%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -8.45%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -350.27%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Both yoy lines negative, with GOOG at -0.32%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 152.63%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 26.07%. 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 -1543.86%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -44.17%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.