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.
-20.37%
Both companies show declining cash positions (-20.37% vs MRVL's -34.20%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-0.97%
Short-term investments yoy growth below half of MRVL's 14.64%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-10.88%
Cash + STI yoy 0.75-0.9x MRVL's -13.42%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
17.47%
Similar receivables growth to MRVL's 16.78%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
9.32%
Inventory growth 50-75% of MRVL's 12.82%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
725.41%
Other current assets growth < half of MRVL's -78.09%. David Dodd sees a leaner approach to short-term items.
0.21%
Below half of MRVL's -4.63%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.70%
Below half MRVL's 17.86%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.46%
Less than half of MRVL's 5.20%. David Dodd might see less intangible risk, assuming stable revenue growth.
28.01%
Less than half of MRVL's 100.83%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
2.41%
Less than half of MRVL's 12.32%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
100.00%
Higher Long-Term Investments Growth compared to MRVL's zero value, indicating better performance.
602.37%
Higher Tax Assets Growth compared to MRVL's zero value, indicating worse performance.
20.95%
50-75% of MRVL's 30.13%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
4.26%
Below half of MRVL's 13.89%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.04%
Below half of MRVL's 5.92%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-22.55%
Less than half of MRVL's 40.73%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-81.94%
Below half of MRVL's 2.99%. Michael Burry suspects a big gap in pre-sales traction.
No Data
No Data available this quarter, please select a different quarter.
-5.49%
Less than half of MRVL's 39.66%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
18.45%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to MRVL's zero value, indicating worse performance.
42.31%
Above 1.5x MRVL's 12.54%. Michael Burry suspects a looming risk from large additions to LT liabilities.
31.61%
Above 1.5x MRVL's 11.73%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-4.25%
Less than half of MRVL's 30.06%. David Dodd sees far fewer liability expansions relative to competitor.
0.54%
Less than half of MRVL's 100.85%. David Dodd sees fewer share issuances vs. competitor.
-4.06%
Below half MRVL's -249.51%. Michael Burry suspects major net losses or high dividends vs. competitor.
3.14%
Less than half of MRVL's 6.95%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.85%
Similar yoy to MRVL's 2.61%. Walter Schloss sees parallel net worth trends.
1.04%
Below half MRVL's 5.92%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-0.97%
Below half MRVL's 14.64%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
20.37%
50-75% of MRVL's 35.53%. Bruce Berkowitz notes comparatively lower net debt expansion.
