Alphabet Inc. (GOOGL)

Both reduce yoy D&A, with GOOG at -58.87%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

Well above GOOG's 8.44% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

Both cut yoy SBC, with GOOG at -1.46%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Both reduce yoy usage, with GOOG at -585.17%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -131.05%. Martin Whitman would suspect an overall sector lean approach or softer demand.

Inventory growth well above GOOG's 174.06%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

AP growth well above GOOG's 91.48%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -489.07%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 160.57%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -38.30%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -36.80%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 76.98%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -102.04%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Growth well above GOOG's 89.49%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above GOOG's 13.75%. 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 -36.42%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.

Both yoy lines negative, with GOOG at -2.56%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.