Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -2.64%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 3.09%. 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 6.17%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -570.12%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -145.12%. Martin Whitman would suspect an overall sector lean approach or softer demand.

AP growth well above GOOG's 150.61%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -215.27%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -30.06%. 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 -22.64%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 30.23%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with GOOG at -514.45%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 23.99%. 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 -13.71%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -37.75%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Investing outflow well above GOOG's 53.74%. 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 -14.26%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.