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.
-6.43%
Both companies show declining cash positions (-6.43% vs MCHP's -50.24%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
12.34%
Higher Short-Term Investments Growth compared to MCHP's zero value, indicating better performance.
5.38%
Below half of MCHP's -50.24%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
5.49%
Receivables growth 50-75% of MCHP's 7.42%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
13.38%
Inventory growth above 1.5x MCHP's 3.83%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
4.64%
Other current assets growth < half of MCHP's 65.71%. David Dodd sees a leaner approach to short-term items.
5.31%
Below half of MCHP's -9.99%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-4.37%
Below half MCHP's 9.94%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.16%
Less than half of MCHP's -100.00%. David Dodd might see less intangible risk, assuming stable revenue growth.
-1.36%
Less than half of MCHP's 552.07%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.36%
Less than half of MCHP's 0.70%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
28.87%
Higher Long-Term Investments Growth compared to MCHP's zero value, indicating better performance.
-14.95%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
0.71%
Less than half of MCHP's -20.91%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.04%
Below half of MCHP's 8.99%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.66%
≥ 1.5x MCHP's 0.84%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
10.68%
Less than half of MCHP's -9.69%. David Dodd sees a more disciplined AP approach or lower volume.
-59.52%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
-19.76%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
27.27%
Higher Deferred Revenue (Current) Growth compared to MCHP's zero value, indicating better performance.
-19.76%
Exceeding 1.5x MCHP's -4.57%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-2.21%
Similar yoy to MCHP's -2.05%. Walter Schloss sees parallel short-term liability strategies.
-2.76%
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.
-11.22%
Above 1.5x MCHP's -1.01%. Michael Burry sees a much bigger deferred tax load building up.
9.17%
Less than half of MCHP's -6.24%. David Dodd notes more conservative expansions in non-current obligations.
3.17%
Less than half of MCHP's -1.19%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.71%
Less than half of MCHP's -1.93%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
0.98%
0.5-0.75x MCHP's 1.60%. Martin Whitman is wary of weaker retention or lower profitability.
36.59%
Less than half of MCHP's -4.26%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.99%
1.25-1.5x MCHP's 1.39%. Bruce Berkowitz notes an above-average equity expansion.
1.66%
≥ 1.5x MCHP's 0.84%. David Dodd sees faster overall balance sheet growth than competitor.
16.97%
Higher Total Investments Growth compared to MCHP's zero value, indicating better performance.
-12.30%
Higher Total Debt Growth compared to MCHP's zero value, indicating worse performance.
-59.55%
Less than half of MCHP's 50.24%. David Dodd sees better deleveraging or stronger cash buildup than competitor.