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.
-4.57%
Cash & equivalents declining -4.57% while MU's grows 3.59%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
24.63%
Short-term investments yoy growth below half of MU's -39.41%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
14.09%
Below half of MU's -6.96%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
17.59%
Similar receivables growth to MU's 19.44%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
10.65%
Inventory growth above 1.5x MU's 0.82%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-7.20%
Other current assets growth < half of MU's -23.25%. David Dodd sees a leaner approach to short-term items.
13.41%
Below half of MU's -0.49%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.50%
≥ 1.5x MU's 0.93%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-10.32%
Above 1.5x MU's -0.24%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.47%
Above 1.5x MU's -0.06%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
46.50%
≥ 1.5x MU's 18.68%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
10.82%
Less than half of MU's -10.09%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-5.57%
Less than half of MU's 20.74%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.53%
≥ 1.5x MU's 1.54%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
9.27%
≥ 1.5x MU's 0.82%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
23.38%
Above 1.5x MU's 1.99%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
-85.02%
Above 1.5x MU's -35.64%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
21.85%
Below half of MU's -35.64%. Michael Burry suspects a big gap in pre-sales traction.
23.07%
Exceeding 1.5x MU's 5.02%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-11.93%
Less than half of MU's 9.28%. David Dodd sees a more disciplined short-term liability approach.
0.01%
Less than half of MU's -5.76%. David Dodd sees more deleveraging vs. competitor.
37.99%
≥ 1.5x MU's 1.51%. David Dodd sees stronger long-horizon revenue vs. competitor.
13.67%
Similar yoy changes to MU's 12.46%. Walter Schloss sees parallel tax deferral patterns.
-10.18%
Less than half of MU's 9.73%. David Dodd notes more conservative expansions in non-current obligations.
0.53%
Less than half of MU's -2.74%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-5.31%
Less than half of MU's 0.81%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
36.45%
≥ 1.5x MU's 0.43%. David Dodd sees higher yoy retained profits than competitor.
-72.55%
Above 1.5x MU's -17.80%. 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.
20.96%
≥ 1.5x MU's 0.81%. David Dodd sees stronger capital base growth than competitor.
9.27%
≥ 1.5x MU's 0.82%. David Dodd sees faster overall balance sheet growth than competitor.
26.21%
Below half MU's -25.26%. Michael Burry suspects major underinvestment or forced divestment.
0.67%
Less than half of MU's -3.09%. David Dodd sees less overall debt expansion vs. competitor.
6.52%
Less than half of MU's -9.08%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
