Alphabet Inc. (GOOGL)

D&A growth well above GOOG's 6.71%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above GOOG's 20.44% 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 -5.06%. 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 -28.18%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above GOOG's 135.84%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Both negative yoy AP, with GOOG at -319.45%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with GOOG at -79.68%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Both negative yoy, with GOOG at -1160.29%. 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 -7.58%. Martin Whitman would suspect cyclical or cost factors harming the entire niche’s cash generation.

Both yoy lines negative, with GOOG at -20.46%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.

Both yoy lines negative, with GOOG at -273.63%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above GOOG's 17.21%. 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 -5.48%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Growth well above GOOG's 189.82%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Both yoy lines negative, with GOOG at -0.09%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

Both yoy lines negative, with GOOG at -100.00%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.