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.
1.96%
Cash & equivalents yoy growth below half of MCHP's 43.45%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
-12.25%
Both MCHP and the company show zero Short-Term Investments Growth.
-8.72%
Below half of MCHP's 43.45%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
0.10%
Receivables growth less than half of MCHP's 5.77%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
10.89%
Inventory growth below half of MCHP's -7.92%. David Dodd would check if that's due to efficiency or supply constraints.
-5.20%
Above 1.5x MCHP's -2.56%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-1.34%
Below half of MCHP's 5.47%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
9.93%
≥ 1.5x MCHP's 2.58%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-100.00%
Higher Goodwill Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-0.60%
Higher Goodwill + Intangibles Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-4.88%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
47.39%
Less than half of MCHP's -4.39%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
28.45%
≥ 1.5x MCHP's 2.39%. 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.
16.45%
≥ 1.5x MCHP's 3.63%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-50.46%
Less than half of MCHP's 33.29%. David Dodd sees a more disciplined AP approach or lower volume.
23.00%
Less than half of MCHP's -93.58%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
≥ 1.5x MCHP's -21.65%. David Dodd sees stronger subscription/prepayment demand.
484.47%
Exceeding 1.5x MCHP's 8.53%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-4.19%
Above 1.5x MCHP's -1.74%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-9.66%
Less than half of MCHP's -36.00%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
73.44%
Less than half of MCHP's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
1.33%
Higher Other Non-Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
20.29%
Less than half of MCHP's -24.78%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
9.15%
Less than half of MCHP's -7.46%. David Dodd sees far fewer liability expansions relative to competitor.
0.61%
Higher Common Stock (Book Value) Growth compared to MCHP's zero value, indicating worse performance.
6.38%
0.75-0.9x MCHP's 7.64%. Bill Ackman questions if competitor reinvests profits more robustly.
91.69%
Less than half of MCHP's -7.17%. David Dodd sees fewer intangible or market-driven swings than competitor.
100.00%
Similar yoy changes to MCHP's 100.00%. Walter Schloss finds parallel equity item fluctuations.
21.00%
≥ 1.5x MCHP's 8.15%. David Dodd sees stronger capital base growth than competitor.
16.45%
≥ 1.5x MCHP's 3.63%. David Dodd sees faster overall balance sheet growth than competitor.
-12.25%
Both MCHP and the company show zero Total Investments Growth.
-2.41%
Less than half of MCHP's -42.76%. David Dodd sees less overall debt expansion vs. competitor.
-6.28%
Less than half of MCHP's -1019.87%. David Dodd sees better deleveraging or stronger cash buildup than competitor.