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.
-23.38%
Both companies show declining cash positions (-23.38% vs MRVL's -11.15%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-0.64%
Short-term investments yoy growth below half of MRVL's 25.98%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-3.31%
Below half of MRVL's 4.47%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
19.97%
Receivables growth less than half of MRVL's -10.72%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
5.33%
Inventory growth below half of MRVL's -9.53%. David Dodd would check if that's due to efficiency or supply constraints.
-7.79%
Other current assets growth < half of MRVL's 0.24%. David Dodd sees a leaner approach to short-term items.
-0.68%
≥ 1.5x MRVL's -0.08%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.74%
Below half MRVL's -0.50%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-7.41%
Above 1.5x MRVL's -4.81%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.14%
Above 1.5x MRVL's -0.27%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
7.79%
Below half of MRVL's -13.75%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-7.79%
Higher Tax Assets Growth compared to MRVL's zero value, indicating worse performance.
-1.83%
Less than half of MRVL's -10.54%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.73%
1.25-1.5x MRVL's -0.55%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
-0.69%
≥ 1.5x MRVL's -0.29%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
25.41%
Less than half of MRVL's -17.87%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-5.13%
Higher Tax Payables Growth compared to MRVL's zero value, indicating worse performance.
-6.64%
Below half of MRVL's -14.54%. Michael Burry suspects a big gap in pre-sales traction.
20.32%
1.25-1.5x MRVL's 14.26%. Martin Whitman sees a potentially higher near-term liability load.
7.50%
Less than half of MRVL's -10.93%. David Dodd sees a more disciplined short-term liability approach.
0.44%
Higher Long-Term Debt Growth compared to MRVL's zero value, indicating worse performance.
-625.14%
Both MRVL and the company show zero Non-Current Deferred Revenue Growth.
9.18%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to MRVL's zero value, indicating worse performance.
171.03%
Less than half of MRVL's -2.40%. David Dodd notes more conservative expansions in non-current obligations.
-0.73%
Less than half of MRVL's -2.40%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.99%
Less than half of MRVL's -9.87%. David Dodd sees far fewer liability expansions relative to competitor.
1.08%
Less than half of MRVL's -0.58%. David Dodd sees fewer share issuances vs. competitor.
3.45%
0.75-0.9x MRVL's 4.42%. Bill Ackman questions if competitor reinvests profits more robustly.
122.96%
Less than half of MRVL's -572.73%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.33%
Below half MRVL's 1.46%. Michael Burry sees potential underperformance in building shareholder capital.
-0.69%
≥ 1.5x MRVL's -0.29%. David Dodd sees faster overall balance sheet growth than competitor.
-0.64%
Below half MRVL's 25.08%. Michael Burry suspects major underinvestment or forced divestment.
0.44%
Higher Total Debt Growth compared to MRVL's zero value, indicating worse performance.
14.53%
1.25-1.5x MRVL's 11.15%. Martin Whitman is wary of heavier net leverage vs. competitor.
