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.
59.38%
Cash & equivalents yoy growth 0.5-0.75x MCHP's 81.07%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
59.60%
Short-term investments yoy growth below half of MCHP's -5.88%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
59.51%
Cash + STI yoy ≥ 1.5x MCHP's 5.35%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-13.69%
Receivables growth less than half of MCHP's 18.51%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-7.37%
Inventory growth above 1.5x MCHP's -1.73%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
22.84%
Above 1.5x MCHP's 2.59%. Michael Burry might investigate for potential short-term asset misclassification or risk.
22.79%
≥ 1.5x MCHP's 5.39%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-4.88%
≥ 1.5x MCHP's -0.64%. 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.
-0.73%
Similar yoy growth to MCHP's -0.89%. Walter Schloss sees parallel intangible investment patterns.
-0.73%
Similar yoy changes to MCHP's -0.89%. Walter Schloss sees parallel intangible strategies or acquisitions.
-100.00%
≥ 1.5x MCHP's -3.32%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
-5.67%
Less than half of MCHP's 3.32%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-57.28%
Less than half of MCHP's 3.75%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-22.06%
≥ 1.5x MCHP's -0.62%. 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.
1.00%
Below half of MCHP's 2.57%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-64.39%
Less than half of MCHP's 80.25%. David Dodd sees a more disciplined AP approach or lower volume.
10.00%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
-100.00%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
457.21%
≥ 1.5x MCHP's 10.36%. David Dodd sees stronger subscription/prepayment demand.
63.71%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
1.74%
Less than half of MCHP's 15.63%. David Dodd sees a more disciplined short-term liability approach.
-1.34%
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.
-36.51%
Less than half of MCHP's 16.07%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-1.10%
Less than half of MCHP's -8.12%. David Dodd notes more conservative expansions in non-current obligations.
-2.82%
Less than half of MCHP's 15.23%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.15%
Less than half of MCHP's 15.59%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.14%
0.75-0.9x MCHP's 5.11%. Bill Ackman questions if competitor reinvests profits more robustly.
-5.06%
Less than half of MCHP's 100.12%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.29%
Below half MCHP's -0.01%. Michael Burry sees potential underperformance in building shareholder capital.
1.00%
Below half MCHP's 2.57%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
44.14%
Below half MCHP's -5.88%. Michael Burry suspects major underinvestment or forced divestment.
-1.04%
Higher Total Debt Growth compared to MCHP's zero value, indicating worse performance.
-77.30%
Similar yoy changes to MCHP's -81.07%. Walter Schloss sees parallel net leverage strategies.