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.
-27.38%
Cash & equivalents declining -27.38% while MCHP's grows 6.55%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-8.40%
Both MCHP and the company show zero Short-Term Investments Growth.
-11.18%
Below half of MCHP's 6.55%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
4.26%
Receivables growth less than half of MCHP's -11.97%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.26%
Inventory growth above 1.5x MCHP's 0.44%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
8.66%
Other current assets growth < half of MCHP's -4.30%. David Dodd sees a leaner approach to short-term items.
-4.90%
≥ 1.5x MCHP's -1.01%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-5.15%
≥ 1.5x MCHP's -1.94%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-26.74%
Higher Goodwill Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-1.07%
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.
-35.63%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
15.03%
Less than half of MCHP's -4.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.42%
Below half of MCHP's -1.97%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.53%
Similar yoy to MCHP's -1.66%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-8.38%
Less than half of MCHP's -40.01%. David Dodd sees a more disciplined AP approach or lower volume.
21.05%
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.
50.00%
Higher Deferred Revenue (Current) Growth compared to MCHP's zero value, indicating better performance.
-16.82%
Similar yoy changes to MCHP's -15.88%. Walter Schloss finds parallel near-term liability trends.
-9.05%
Less than half of MCHP's -24.93%. David Dodd sees a more disciplined short-term liability approach.
-0.41%
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.
-4.53%
Less than half of MCHP's 0.28%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-6.04%
1.1-1.25x MCHP's -5.15%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
-2.89%
Less than half of MCHP's 0.08%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-5.38%
Less than half of MCHP's -22.20%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.84%
Below half MCHP's 4.15%. Michael Burry suspects major net losses or high dividends vs. competitor.
48.09%
Less than half of MCHP's -8.24%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.26%
Below half MCHP's 3.10%. Michael Burry sees potential underperformance in building shareholder capital.
-1.53%
Similar yoy to MCHP's -1.66%. Walter Schloss sees parallel expansions in total capital.
-8.40%
Both MCHP and the company show zero Total Investments Growth.
0.24%
Higher Total Debt Growth compared to MCHP's zero value, indicating worse performance.
14.79%
Less than half of MCHP's -6.55%. David Dodd sees better deleveraging or stronger cash buildup than competitor.