Alphabet Inc. (GOOGL)

D&A growth well above GOOG's 7.47%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above GOOG's 66.08% 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 -0.32%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Well above GOOG's 28.10% 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 53.19%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both negative yoy AP, with GOOG at -66.62%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Growth well above GOOG's 23.71%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Both negative yoy, with GOOG at -103.45%. Martin Whitman would suspect an overall environment of intangible cleanup or shifting revaluations for the niche.

CapEx growth well above GOOG's 0.95%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with GOOG at -10488.46%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 1.12%. 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 -31.15%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Both yoy lines negative, with GOOG at -1755.64%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with GOOG at -547.64%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.