Alphabet Inc. (GOOGL)

Both yoy net incomes decline, with GOOG at -0.18%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above GOOG's 8.64%. 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 11.42%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Both reduce yoy usage, with GOOG at -113.97%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

Both yoy AR lines negative, with GOOG at -196.53%. Martin Whitman would suspect an overall sector lean approach or softer demand.

AP growth well above GOOG's 173.49%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.

Both reduce yoy usage, with GOOG at -7.64%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above GOOG's 73.46%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

Both yoy CFO lines are negative, with GOOG at -7.65%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -9.77%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Acquisition spending well above GOOG's 57.38%. Michael Burry would suspect heavier integration risk or short-term free cash flow drain vs. competitor.

Both yoy lines negative, with GOOG at -6.53%. Martin Whitman would suspect an environment with fewer attractive securities or a strategic pivot to internal growth.

Both yoy lines negative, with GOOG at -231.68%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Investing outflow well above GOOG's 67.53%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.