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%
Both companies show declining cash positions (-11.60% vs MU's -8.94%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
17.29%
Short-term investments yoy growth below half of MU's -18.99%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.51%
Below half of MU's -14.32%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
22.97%
Receivables growth above 1.5x MU's 4.18%. Michael Burry would check for potential credit bubble or inflated top-line.
35.94%
Inventory growth above 1.5x MU's 15.68%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-48.06%
Above 1.5x MU's -7.69%. Michael Burry might investigate for potential short-term asset misclassification or risk.
11.21%
Below half of MU's -4.86%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.15%
Below half MU's 19.06%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
40.80%
Higher Goodwill Growth compared to MU's zero value, indicating worse performance.
-85.70%
Less than half of MU's 5.67%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
41.59%
Above 1.5x MU's 2.47%. 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%
Less than half of MU's -16.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
19.78%
1.25-1.5x MU's 15.49%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
12.85%
≥ 1.5x MU's 7.00%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
66.20%
Above 1.5x MU's 27.28%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
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%
1.25-1.5x MU's 15.89%. Martin Whitman is wary of bigger short-term burdens.
No Data
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No Data
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No Data
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-4.41%
Less than half of MU's 2.02%. David Dodd notes more conservative expansions in non-current obligations.
-2.48%
Less than half of MU's 1.37%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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20.82%
Above 1.5x MU's 10.87%. Michael Burry sees a potential leverage warning sign.
106.11%
Higher Common Stock (Book Value) Growth compared to MU's zero value, indicating worse performance.
10.36%
1.25-1.5x MU's 7.67%. Bruce Berkowitz notes stronger reinvestment strategy.
32.54%
Less than half of MU's 100.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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10.35%
≥ 1.5x MU's 2.03%. David Dodd sees stronger capital base growth than competitor.
12.85%
≥ 1.5x MU's 7.00%. David Dodd sees faster overall balance sheet growth than competitor.
17.29%
Below half MU's -18.99%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
11.60%
Similar yoy changes to MU's 14.53%. Walter Schloss sees parallel net leverage strategies.
