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.
-27.22%
Cash & equivalents declining -27.22% while MU's grows 25.94%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
25.64%
Higher Short-Term Investments Growth compared to MU's zero value, indicating better performance.
5.76%
Below half of MU's 25.94%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-5.75%
Receivables growth above 1.5x MU's -2.36%. Michael Burry would check for potential credit bubble or inflated top-line.
19.10%
Inventory growth above 1.5x MU's 1.32%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-46.97%
Other current assets growth < half of MU's 23.96%. David Dodd sees a leaner approach to short-term items.
5.22%
Below half of MU's 10.64%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.16%
Below half MU's -0.51%. 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.
-5.76%
Similar yoy growth to MU's -5.28%. Walter Schloss sees parallel intangible investment patterns.
-1.48%
Less than half of MU's -5.28%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
140.17%
Below half of MU's -42.38%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-6.50%
Higher Tax Assets Growth compared to MU's zero value, indicating worse performance.
-51.36%
Less than half of MU's 28.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.07%
Below half of MU's -3.39%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.53%
≥ 1.5x MU's 2.20%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
7.15%
Less than half of MU's -5.33%. 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.
29.88%
1.25-1.5x MU's 22.13%. Bruce Berkowitz checks if there's a competitive advantage in forward billing.
-84.77%
Exceeding 1.5x MU's -17.94%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-11.75%
Less than half of MU's 3.49%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Non-Current Deferred Revenue Growth compared to MU's zero value, indicating better performance.
-83.33%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to MU's zero value, indicating worse performance.
-11.41%
1.1-1.25x MU's -9.45%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
-9.75%
Above 1.5x MU's -5.39%. 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.
-11.46%
Above 1.5x MU's -0.67%. Michael Burry sees a potential leverage warning sign.
1.08%
Higher Common Stock (Book Value) Growth compared to MU's zero value, indicating worse performance.
7.43%
Below half MU's 38.88%. Michael Burry suspects major net losses or high dividends vs. competitor.
26.20%
Less than half of MU's -35.29%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
9.96%
≥ 1.5x MU's 4.43%. David Dodd sees stronger capital base growth than competitor.
3.53%
≥ 1.5x MU's 2.20%. David Dodd sees faster overall balance sheet growth than competitor.
26.29%
Below half MU's -42.38%. Michael Burry suspects major underinvestment or forced divestment.
-1.25%
Above 1.5x MU's -0.38%. Michael Burry sees a major jump. Investigate leverage rationale.
28.31%
Less than half of MU's -1087.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
