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.
-26.60%
Both companies show declining cash positions (-26.60% vs MRVL's -32.33%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
32.79%
Short-term investments yoy growth below half of MRVL's -21.69%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.75%
Below half of MRVL's -31.89%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
18.08%
Receivables growth above 1.5x MRVL's 11.58%. Michael Burry would check for potential credit bubble or inflated top-line.
-5.05%
Inventory growth below half of MRVL's 8.57%. David Dodd would check if that's due to efficiency or supply constraints.
1.39%
Other current assets growth < half of MRVL's 2578.23%. David Dodd sees a leaner approach to short-term items.
0.29%
Below half of MRVL's -10.44%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
18.27%
Similar yoy growth to MRVL's 20.24%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
47.99%
Above 1.5x MRVL's 19.55%. Michael Burry warns of potential big write-downs if synergy fails.
71.49%
Less than half of MRVL's 158.78%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
50.70%
1.25-1.5x MRVL's 36.18%. Martin Whitman worried about intangible heavy expansions vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-40.50%
Higher Tax Assets Growth compared to MRVL's zero value, indicating worse performance.
-32.67%
Less than half of MRVL's 6.73%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
27.36%
0.75-0.9x MRVL's 32.64%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
5.69%
Below half of MRVL's 16.02%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-16.13%
Less than half of MRVL's 22.68%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Above 1.5x MRVL's -10.47%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-2.88%
Less than half of MRVL's 69.58%. 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.
No Data
No Data available this quarter, please select a different quarter.
6.76%
Less than half of MRVL's 21.11%. David Dodd notes more conservative expansions in non-current obligations.
6.76%
Less than half of MRVL's 246.07%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.49%
Less than half of MRVL's 120.54%. David Dodd sees far fewer liability expansions relative to competitor.
2.11%
Higher Common Stock (Book Value) Growth compared to MRVL's zero value, indicating worse performance.
15.83%
Below half MRVL's -32.25%. Michael Burry suspects major net losses or high dividends vs. competitor.
208.38%
Above 1.5x MRVL's 127.45%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
8.73%
Below half MRVL's -2.58%. Michael Burry sees potential underperformance in building shareholder capital.
5.69%
Below half MRVL's 16.02%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
32.79%
Below half MRVL's -21.69%. Michael Burry suspects major underinvestment or forced divestment.
-100.00%
Less than half of MRVL's 2019.83%. David Dodd sees less overall debt expansion vs. competitor.
26.57%
Less than half of MRVL's 80.99%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
