Alphabet Inc. (GOOGL)

Both reduce yoy D&A, with GOOG at -24.16%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

Well above GOOG's 3.64% 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 3.61%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Well above GOOG's 375.09% 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 196.51%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both negative yoy AP, with GOOG at -3846.43%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -140.06%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -79.82%. 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 -0.44%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

CapEx growth well above GOOG's 17.20%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Acquisition spending well above GOOG's 50.00%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -18.60%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Both yoy lines negative, with GOOG at -156.31%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Investing outflow well above GOOG's 52.69%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.