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.
-28.60%
Both companies show declining cash positions (-28.60% vs MCHP's -32.70%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
5.38%
Higher Short-Term Investments Growth compared to MCHP's zero value, indicating better performance.
-0.73%
Below half of MCHP's -32.70%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-13.03%
Receivables growth 1.25-1.5x MCHP's -8.70%. Martin Whitman would worry that the company may be booking revenue too aggressively.
-16.82%
Inventory growth below half of MCHP's 22.27%. David Dodd would check if that's due to efficiency or supply constraints.
-2.79%
Other current assets growth < half of MCHP's 14.27%. David Dodd sees a leaner approach to short-term items.
-2.77%
Below half of MCHP's -9.68%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.90%
Below half MCHP's 17.91%. 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.
-4.46%
Higher Intangible Assets Growth compared to MCHP's zero value, indicating worse performance.
-4.46%
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.
84.06%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
-39.55%
Above 1.5x MCHP's -6.71%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-12.32%
Below half of MCHP's 17.61%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-8.73%
Below half of MCHP's 8.83%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-1.30%
Less than half of MCHP's 46.43%. David Dodd sees a more disciplined AP approach or lower volume.
-2.33%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-78.57%
Both MCHP and the company show zero Deferred Revenue (Current) Growth.
14.94%
Less than half of MCHP's -2.84%. David Dodd sees fewer expansions in other current obligations.
-2.23%
Less than half of MCHP's 19.29%. David Dodd sees a more disciplined short-term liability approach.
1.66%
Higher Long-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-65.01%
Less than half of MCHP's 0.97%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-2.95%
Less than half of MCHP's 6.35%. David Dodd notes more conservative expansions in non-current obligations.
-12.71%
Less than half of MCHP's 1.20%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.40%
Less than half of MCHP's 17.71%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.66%
Below half MCHP's 9.60%. Michael Burry suspects major net losses or high dividends vs. competitor.
-149.91%
Above 1.5x MCHP's -6.31%. 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.
-8.83%
Below half MCHP's 6.09%. Michael Burry sees potential underperformance in building shareholder capital.
-8.73%
Below half MCHP's 8.83%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
5.38%
Higher Total Investments Growth compared to MCHP's zero value, indicating better performance.
1.53%
Higher Total Debt Growth compared to MCHP's zero value, indicating worse performance.
24.75%
Similar yoy changes to MCHP's 32.70%. Walter Schloss sees parallel net leverage strategies.