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.
-12.87%
Both companies show declining cash positions (-12.87% vs MCHP's -10.20%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
22.36%
Higher Short-Term Investments Growth compared to MCHP's zero value, indicating better performance.
15.61%
Below half of MCHP's -10.20%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
16.07%
Receivables growth less than half of MCHP's -12.08%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
9.29%
Inventory growth above 1.5x MCHP's 1.08%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
6.87%
Above 1.5x MCHP's 3.57%. Michael Burry might investigate for potential short-term asset misclassification or risk.
13.84%
Below half of MCHP's -3.85%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.29%
Below half MCHP's -3.50%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
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No Data
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No Data
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No Data
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-13.16%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
49.51%
Above 1.5x MCHP's 0.31%. Michael Burry warns of potential hidden liabilities or intangible bloat.
23.84%
Below half of MCHP's -3.45%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
19.47%
Below half of MCHP's -3.61%. Michael Burry sees a potential red flag for stagnation or capital shortage.
12.64%
Less than half of MCHP's -33.53%. David Dodd sees a more disciplined AP approach or lower volume.
0.38%
Less than half of MCHP's 241.91%. 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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17.32%
Less than half of MCHP's -6.34%. David Dodd sees a more disciplined short-term liability approach.
20.73%
Less than half of MCHP's -37.68%. David Dodd sees more deleveraging vs. competitor.
No Data
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151.89%
Above 1.5x MCHP's 5.00%. Michael Burry sees a much bigger deferred tax load building up.
-1.07%
Similar yoy changes to MCHP's -1.30%. Walter Schloss sees parallel expansions in other LT liabilities.
26.20%
Less than half of MCHP's -30.17%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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21.94%
Less than half of MCHP's -13.63%. David Dodd sees far fewer liability expansions relative to competitor.
101.52%
Higher Common Stock (Book Value) Growth compared to MCHP's zero value, indicating worse performance.
6.38%
0.75-0.9x MCHP's 7.30%. Bill Ackman questions if competitor reinvests profits more robustly.
636.92%
Less than half of MCHP's -8.97%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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17.88%
≥ 1.5x MCHP's 1.68%. David Dodd sees stronger capital base growth than competitor.
19.47%
Below half MCHP's -3.61%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
22.36%
Higher Total Investments Growth compared to MCHP's zero value, indicating better performance.
16.35%
Less than half of MCHP's -12.22%. David Dodd sees less overall debt expansion vs. competitor.
27.33%
Less than half of MCHP's -14.69%. David Dodd sees better deleveraging or stronger cash buildup than competitor.