Alphabet Inc. (GOOGL)

Negative net income growth while Communication Services median is 0.00%. Seth Klarman would suspect a firm-specific problem if peers maintain profit growth.

D&A growth of 2.24% while Communication Services median is zero at 0.00%. Walter Schloss would question intangible or new expansions driving that cost difference.

Deferred tax shrinks yoy while Communication Services median is 0.00%. Seth Klarman would see potential advantage if actual tax outflows do not spike.

SBC declines yoy while Communication Services median is 0.00%. Seth Klarman would see a near-term advantage in less dilution unless new hires are needed.

Working capital of 56.25% while Communication Services median is zero at 0.00%. Walter Schloss would check if expansions or cost inefficiencies cause that difference.

AR shrinks yoy while Communication Services median is 0.00%. Seth Klarman would see an advantage in working capital if sales do not drop.

Inventory growth of 2454.17% while Communication Services median is zero at 0.00%. Walter Schloss would question if expansions or new product lines require extra stock.

AP growth of 680.00% while Communication Services median is zero at 0.00%. Walter Schloss would question expansions or credit policies affecting the difference.

Growth of 42.63% while Communication Services median is zero at 0.00%. Walter Schloss would question expansions or unusual one-time factors behind the difference.

Growth of 210.00% while Communication Services median is zero at 0.00%. Walter Schloss would question expansions or one-off revaluations explaining the difference.

Negative CFO growth while Communication Services median is 0.00%. Seth Klarman would suspect a firm-specific operational weakness if peers maintain growth.

CapEx declines yoy while Communication Services median is 0.00%. Seth Klarman would note a short-term FCF advantage if revenue is stable.

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

Purchases growth of 21.11% while Communication Services median is zero at 0.00%. Walter Schloss would question expansions or new strategic positions driving the difference.

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

We reduce “other investing” yoy while Communication Services median is 0.00%. Seth Klarman would see a potential advantage in preserving cash if top-line growth is not harmed.

Reduced investing yoy while Communication Services median is 0.00%. Seth Klarman sees potential advantage in near-term liquidity if revenue remains stable.

Debt repayment yoy declines while Communication Services median is 0.00%. Seth Klarman fears increased leverage if expansions do not yield quick returns.