176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-11.60%
Cash & equivalents declining -11.60% while MRVL's grows 51.94%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
17.29%
Short-term investments yoy growth below half of MRVL's -31.54%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.51%
Cash + STI yoy ≥ 1.5x MRVL's 0.04%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
22.97%
Receivables growth 1.1-1.25x MRVL's 19.73%. Bill Ackman would demand reasons for extending more credit than the competitor.
35.94%
Inventory growth below half of MRVL's -3.09%. David Dodd would check if that's due to efficiency or supply constraints.
-48.06%
Higher Other Current Assets Growth compared to MRVL's zero value, indicating worse performance.
11.21%
≥ 1.5x MRVL's 3.65%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.15%
Below half MRVL's 7.08%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
40.80%
Higher Goodwill Growth compared to MRVL's zero value, indicating worse performance.
-85.70%
Less than half of MRVL's 11.97%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
41.59%
Above 1.5x MRVL's 0.80%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
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12.92%
Similar yoy growth to MRVL's 14.86%. Walter Schloss sees parallel approach in non-core expansions.
19.78%
≥ 1.5x MRVL's 2.19%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
12.85%
≥ 1.5x MRVL's 2.81%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
66.20%
Less than half of MRVL's -23.33%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
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No Data
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No Data
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No Data
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21.82%
Less than half of MRVL's -14.25%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
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No Data
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-4.41%
Less than half of MRVL's 15.40%. David Dodd notes more conservative expansions in non-current obligations.
-2.48%
Less than half of MRVL's 11.19%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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20.82%
Less than half of MRVL's -6.92%. David Dodd sees far fewer liability expansions relative to competitor.
106.11%
Above 1.5x MRVL's 0.34%. Michael Burry suspects heavy new equity expansion or dilution.
10.36%
Below half MRVL's 37.32%. Michael Burry suspects major net losses or high dividends vs. competitor.
32.54%
50-75% of MRVL's 53.34%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
10.35%
≥ 1.5x MRVL's 4.31%. David Dodd sees stronger capital base growth than competitor.
12.85%
≥ 1.5x MRVL's 2.81%. David Dodd sees faster overall balance sheet growth than competitor.
17.29%
Below half MRVL's -31.54%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
11.60%
Less than half of MRVL's -54.39%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
