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 8.12% 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 459.49% 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 259.86% while Communication Services median is zero at 0.00%. Walter Schloss would question if expansions or new product lines require extra stock.

AP shrinks yoy while Communication Services median is 0.00%. Seth Klarman would see better immediate cost coverage if top-line remains intact.

Other WC usage shrinks yoy while Communication Services median is 0.00%. Seth Klarman would see an advantage if top-line is stable or growing.

Other non-cash items dropping yoy while Communication Services median is 0.00%. Seth Klarman would see a short-term advantage if real fundamentals remain intact.

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 growth of 58.42% while Communication Services median is zero at 0.00%. Walter Schloss would question expansions or partial deals fueling that difference.

Purchases growth of 2.81% 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.

We reduce issuance yoy while Communication Services median is 0.00%. Seth Klarman might see an advantage in preserving per-share value unless expansions are neglected.

We reduce yoy buybacks while Communication Services median is 0.00%. Seth Klarman sees a potential missed chance unless expansions promise higher returns.