Alphabet Inc. (GOOGL)

D&A growth of 6.71% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question intangible or new expansions driving that cost difference.

Deferred tax growth of 20.44% while Internet Content & Information median is zero at 0.00%. Walter Schloss would see a difference that might matter for future cash flow if significant.

SBC declines yoy while Internet Content & Information median is -2.70%. Seth Klarman would see a near-term advantage in less dilution unless new hires are needed.

Working capital is shrinking yoy while Internet Content & Information median is 0.00%. Seth Klarman would see an advantage if sales remain robust.

Under 50% of Internet Content & Information median of 18.05% if it’s negative or far above if positive. Jim Chanos would flag potential red flags in receivables if growth is too large or out of line with revenue.

AP shrinks yoy while Internet Content & Information median is 0.00%. Seth Klarman would see better immediate cost coverage if top-line remains intact.

Other WC usage shrinks yoy while Internet Content & Information median is -79.68%. Seth Klarman would see an advantage if top-line is stable or growing.

Other non-cash items dropping yoy while Internet Content & Information median is -32.02%. Seth Klarman would see a short-term advantage if real fundamentals remain intact.

Negative CFO growth while Internet Content & Information median is -8.54%. Seth Klarman would suspect a firm-specific operational weakness if peers maintain growth.

CapEx declines yoy while Internet Content & Information median is 0.00%. Seth Klarman would note a short-term FCF advantage if revenue is stable.

Acquisition spending declines yoy while Internet Content & Information median is 0.00%. Seth Klarman would note reduced M&A risk if growth continues organically.

Purchases growth of 17.21% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or new strategic positions driving the difference.

We liquidate less yoy while Internet Content & Information median is 0.00%. Seth Klarman would see a firm-specific hold strategy unless missed gains exist.

Growth of 189.82% while Internet Content & Information median is zero at 0.00%. Walter Schloss questions intangible or special projects explaining that difference.

Reduced investing yoy while Internet Content & Information median is 0.00%. Seth Klarman sees potential advantage in near-term liquidity if revenue remains stable.

Debt repayment yoy declines while Internet Content & Information median is 0.00%. Seth Klarman fears increased leverage if expansions do not yield quick returns.