205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
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.
-52.43%
Both companies show declining cash positions (-52.43% vs MCHP's -26.59%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
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-52.43%
Cash + STI yoy ≥ 1.5x MCHP's -26.59%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
0.22%
Receivables growth less than half of MCHP's 10.99%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.84%
Inventory growth below half of MCHP's -9.62%. David Dodd would check if that's due to efficiency or supply constraints.
-12.44%
Other current assets growth < half of MCHP's 6.90%. David Dodd sees a leaner approach to short-term items.
-10.33%
1.25-1.5x MCHP's -7.94%. Bruce Berkowitz checks if strong current asset growth is used effectively.
-3.06%
1.25-1.5x MCHP's -2.52%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
No Data
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2.92%
Less than half of MCHP's -12.09%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.44%
≥ 1.5x MCHP's -1.27%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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-6.19%
≥ 1.5x MCHP's -2.57%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-75.24%
Less than half of MCHP's 0.81%. David Dodd sees a more disciplined AP approach or lower volume.
36.67%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
No Data
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1088.64%
Exceeding 1.5x MCHP's 12.97%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-7.78%
Less than half of MCHP's 3.06%. David Dodd sees a more disciplined short-term liability approach.
-13.39%
Above 1.5x MCHP's -3.06%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
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-2.88%
Less than half of MCHP's 47.08%. David Dodd notes more conservative expansions in non-current obligations.
-9.22%
Above 1.5x MCHP's -2.93%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
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-8.48%
Above 1.5x MCHP's -2.10%. Michael Burry sees a potential leverage warning sign.
No Data
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1.83%
Below half MCHP's -5.05%. Michael Burry suspects major net losses or high dividends vs. competitor.
No Data
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0.73%
Higher Other Stockholders' Equity Items Growth compared to MCHP's zero value, indicating worse performance.
-2.61%
0.75-0.9x MCHP's -3.13%. Bill Ackman wonders if competitor is growing equity faster.
-6.19%
≥ 1.5x MCHP's -2.57%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
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-11.77%
Above 1.5x MCHP's -4.96%. Michael Burry sees a major jump. Investigate leverage rationale.
27.00%
Above 1.5x MCHP's 0.69%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.