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.
-22.12%
Both companies show declining cash positions (-22.12% vs MRVL's -7.88%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
5.85%
Short-term investments yoy growth 0.5-0.75x MRVL's 8.41%. Martin Whitman would be cautious about lagging liquidity buildup.
2.63%
Cash + STI yoy ≥ 1.5x MRVL's 0.54%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
23.14%
Similar receivables growth to MRVL's 24.24%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
32.23%
Inventory growth above 1.5x MRVL's 3.04%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
No Data
No Data available this quarter, please select a different quarter.
6.32%
≥ 1.5x MRVL's 3.74%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
1.25%
Below half MRVL's -3.11%. 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.
-10.97%
Similar yoy growth to MRVL's -11.09%. Walter Schloss sees parallel intangible investment patterns.
-2.20%
Above 1.5x MRVL's -0.39%. 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
No Data available this quarter, please select a different quarter.
-3.03%
50-75% of MRVL's -5.68%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
-0.99%
1.25-1.5x MRVL's -0.84%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
4.97%
≥ 1.5x MRVL's 1.28%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
32.19%
Above 1.5x MRVL's 9.94%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-4.80%
Higher Short-Term Debt Growth compared to MRVL's zero value, indicating worse performance.
-33.33%
Higher Tax Payables Growth compared to MRVL's zero value, indicating worse performance.
-28.29%
Below half of MRVL's 32.23%. Michael Burry suspects a big gap in pre-sales traction.
4.43%
Less than half of MRVL's -17.29%. David Dodd sees fewer expansions in other current obligations.
0.94%
Less than half of MRVL's 4.08%. David Dodd sees a more disciplined short-term liability approach.
-74.68%
Higher Long-Term Debt Growth compared to MRVL's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
11.71%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to MRVL's zero value, indicating worse performance.
-47.40%
Above 1.5x MRVL's -26.86%. Michael Burry suspects a looming risk from large additions to LT liabilities.
10.09%
Less than half of MRVL's -26.86%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.37%
Above 1.5x MRVL's 0.05%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
4.26%
≥ 1.5x MRVL's 1.95%. David Dodd sees higher yoy retained profits than competitor.
300.00%
Above 1.5x MRVL's 80.69%. 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.
6.77%
≥ 1.5x MRVL's 1.45%. David Dodd sees stronger capital base growth than competitor.
4.97%
≥ 1.5x MRVL's 1.28%. David Dodd sees faster overall balance sheet growth than competitor.
5.85%
0.5-0.75x MRVL's 8.27%. Martin Whitman sees possible missed opportunities vs. competitor.
-0.07%
Higher Total Debt Growth compared to MRVL's zero value, indicating worse performance.
12.47%
Above 1.5x MRVL's 7.88%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
