Alphabet Inc. (GOOGL)

D&A growth well above GOOG's 12.19%. 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 1.87%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Well above GOOG's 422.16% 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 34.20%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both reduce yoy inventory, with GOOG at -58.45%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.

AP growth well above GOOG's 283.08%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Growth well above GOOG's 405.35%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Well above GOOG's 27.57%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy lines negative, with GOOG at -24.07%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 15.91%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -40.90%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 1586.96%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Both yoy lines negative, with GOOG at -10.76%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.