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.
-0.05%
Cash & equivalents declining -0.05% while MU's grows 30.29%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-7.78%
Short-term investments yoy growth below half of MU's 28.92%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-5.30%
Below half of MU's 30.26%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
24.28%
Receivables growth above 1.5x MU's 14.47%. Michael Burry would check for potential credit bubble or inflated top-line.
4.14%
Inventory growth above 1.5x MU's 0.76%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
10.62%
Other current assets growth 50-75% of MU's 16.89%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-0.57%
Below half of MU's 18.55%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.24%
1.25-1.5x MU's 5.51%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
No Data
No Data available this quarter, please select a different quarter.
-15.56%
Above 1.5x MU's -5.43%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.98%
Above 1.5x MU's -1.25%. 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.
27.66%
Less than half of MU's -5.97%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.94%
Below half of MU's 6.69%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.09%
Below half of MU's 10.95%. Michael Burry sees a potential red flag for stagnation or capital shortage.
23.85%
Similar yoy growth to MU's 28.78%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
-61.26%
Higher Short-Term Debt Growth compared to MU's zero value, indicating worse performance.
20.00%
Similar yoy tax payables growth to MU's 23.61%. Walter Schloss sees no major difference in near-term tax obligations.
60.87%
Below half of MU's -1.79%. Michael Burry suspects a big gap in pre-sales traction.
0.88%
Less than half of MU's 3.17%. David Dodd sees fewer expansions in other current obligations.
4.44%
Less than half of MU's 9.89%. David Dodd sees a more disciplined short-term liability approach.
-0.35%
Less than half of MU's 3.39%. David Dodd sees more deleveraging vs. competitor.
20.00%
Higher Non-Current Deferred Revenue Growth compared to MU's zero value, indicating better performance.
58.49%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to MU's zero value, indicating worse performance.
16.28%
Less than half of MU's 34.90%. David Dodd notes more conservative expansions in non-current obligations.
4.68%
1.1-1.25x MU's 4.22%. Bill Ackman questions if the firm is outpacing competitor in long-term leverage.
No Data
No Data available this quarter, please select a different quarter.
4.61%
Less than half of MU's 10.95%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
7.69%
Below half MU's 25.58%. Michael Burry suspects major net losses or high dividends vs. competitor.
14.29%
Less than half of MU's 79.17%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.59%
Below half MU's 14.08%. Michael Burry sees potential underperformance in building shareholder capital.
-0.09%
Below half MU's 10.95%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-7.78%
Below half MU's 52.92%. Michael Burry suspects major underinvestment or forced divestment.
-6.20%
Less than half of MU's 2.95%. David Dodd sees less overall debt expansion vs. competitor.
-61.54%
1.1-1.25x MU's -50.83%. Bill Ackman questions if net debt is increasing faster than competitor.