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.
-11.17%
Both companies show declining cash positions (-11.17% vs MCHP's -11.61%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
0.44%
Short-term investments yoy growth below half of MCHP's 38.35%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.44%
Below half of MCHP's 25.91%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
15.64%
Receivables growth less than half of MCHP's -7.57%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
16.67%
Inventory growth above 1.5x MCHP's 5.81%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
9.13%
Other current assets growth < half of MCHP's -0.01%. David Dodd sees a leaner approach to short-term items.
3.75%
Below half of MCHP's 8.66%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.36%
Below half MCHP's -6.33%. 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.
-1.74%
1.25-1.5x MCHP's -1.23%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-1.74%
1.25-1.5x MCHP's -1.23%. Martin Whitman worried about intangible heavy expansions vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-16.29%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
-9.77%
Less than half of MCHP's 6.26%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.18%
Below half of MCHP's -5.94%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.77%
≥ 1.5x MCHP's 0.29%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
3.81%
Less than half of MCHP's -23.63%. David Dodd sees a more disciplined AP approach or lower volume.
-0.46%
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.
382.35%
Below half of MCHP's -0.30%. Michael Burry suspects a big gap in pre-sales traction.
-16.00%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
3.64%
Less than half of MCHP's -2.65%. David Dodd sees a more disciplined short-term liability approach.
-0.25%
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.
-3.39%
Less than half of MCHP's -17.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-2.32%
Similar yoy changes to MCHP's -2.78%. Walter Schloss sees parallel expansions in other LT liabilities.
-1.80%
Less than half of MCHP's -16.58%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.48%
Less than half of MCHP's -4.56%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.46%
≥ 1.5x MCHP's 1.23%. David Dodd sees higher yoy retained profits than competitor.
-1.14%
Less than half of MCHP's -10.22%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.86%
1.25-1.5x MCHP's 1.31%. Bruce Berkowitz notes an above-average equity expansion.
1.77%
≥ 1.5x MCHP's 0.29%. David Dodd sees faster overall balance sheet growth than competitor.
10.79%
Below half MCHP's 38.35%. Michael Burry suspects major underinvestment or forced divestment.
-0.36%
Higher Total Debt Growth compared to MCHP's zero value, indicating worse performance.
20.28%
Above 1.5x MCHP's 11.61%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.