205.24 - 207.41
139.95 - 221.69
4.54M / 6.59M (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.
-62.60%
Cash & equivalents declining -62.60% while MCHP's grows 16.26%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
7.07%
Higher Short-Term Investments Growth compared to MCHP's zero value, indicating better performance.
-21.10%
Below half of MCHP's 16.26%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
18.90%
Receivables growth above 1.5x MCHP's 10.23%. Michael Burry would check for potential credit bubble or inflated top-line.
7.49%
Inventory growth above 1.5x MCHP's 2.93%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-3.66%
Other current assets growth < half of MCHP's 6.78%. David Dodd sees a leaner approach to short-term items.
-2.96%
Below half of MCHP's 7.67%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.44%
Below half MCHP's -1.36%. 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.
No Data
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No Data
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No Data
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80.95%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
-0.68%
Less than half of MCHP's -1.88%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.29%
Below half of MCHP's -1.37%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.61%
Below half of MCHP's 1.99%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.55%
Less than half of MCHP's 27.35%. David Dodd sees a more disciplined AP approach or lower volume.
1.15%
Less than half of MCHP's -72.14%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
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No Data
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No Data
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1.71%
Less than half of MCHP's -7.59%. David Dodd sees a more disciplined short-term liability approach.
-2.93%
Above 1.5x MCHP's -0.61%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-25.42%
Less than half of MCHP's 4.70%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-2.48%
50-75% of MCHP's -3.35%. Bruce Berkowitz sees fewer new long-term commitments.
-6.06%
Less than half of MCHP's 0.01%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.48%
Less than half of MCHP's -5.39%. David Dodd sees far fewer liability expansions relative to competitor.
0.25%
Higher Common Stock (Book Value) Growth compared to MCHP's zero value, indicating worse performance.
6.01%
0.75-0.9x MCHP's 7.74%. Bill Ackman questions if competitor reinvests profits more robustly.
-57.52%
Above 1.5x MCHP's -9.52%. 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.
0.63%
Below half MCHP's 6.38%. Michael Burry sees potential underperformance in building shareholder capital.
-0.61%
Below half MCHP's 1.99%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
7.07%
Higher Total Investments Growth compared to MCHP's zero value, indicating better performance.
-2.08%
Less than half of MCHP's -19.64%. David Dodd sees less overall debt expansion vs. competitor.
149.72%
Less than half of MCHP's -41.70%. David Dodd sees better deleveraging or stronger cash buildup than competitor.