205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (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.
-8.77%
Cash & equivalents declining -8.77% while MCHP's grows 1.27%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
40.94%
Short-term investments yoy growth ≥ 1.5x MCHP's 16.77%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
17.26%
Cash + STI yoy 1.25-1.5x MCHP's 14.84%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
0.68%
Receivables growth less than half of MCHP's -12.63%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-3.66%
Inventory growth below half of MCHP's 8.72%. David Dodd would check if that's due to efficiency or supply constraints.
-2.68%
Other current assets growth < half of MCHP's 6.09%. David Dodd sees a leaner approach to short-term items.
7.44%
0.75-0.9x MCHP's 9.78%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
2.87%
Below half MCHP's -1.35%. 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.
-3.33%
Above 1.5x MCHP's -0.82%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-3.33%
Above 1.5x MCHP's -0.82%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-11.70%
0.75-0.9x MCHP's -15.13%. Bill Ackman might question if competitor invests more confidently in future returns.
-27.29%
Less than half of MCHP's 15.13%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-6.35%
Above 1.5x MCHP's -1.54%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-2.24%
≥ 1.5x MCHP's -1.32%. 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.
3.44%
0.5-0.75x MCHP's 5.12%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-46.18%
Less than half of MCHP's 5.30%. David Dodd sees a more disciplined AP approach or lower volume.
-0.98%
Less than half of MCHP's 4.68%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-67.84%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-74.77%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
6.45%
Above 1.5x MCHP's 3.86%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-5.71%
Less than half of MCHP's 65.25%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-5.59%
Less than half of MCHP's 0.28%. David Dodd notes more conservative expansions in non-current obligations.
-5.26%
Less than half of MCHP's 63.43%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.91%
Less than half of MCHP's 8.62%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.84%
Similar yoy to MCHP's 4.71%. Walter Schloss sees parallel earnings retention vs. competitor.
0.57%
Less than half of MCHP's -189.51%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.58%
0.75-0.9x MCHP's 4.31%. Bill Ackman wonders if competitor is growing equity faster.
3.44%
0.5-0.75x MCHP's 5.12%. Martin Whitman sees underexpansion or possible missed opportunities.
35.59%
≥ 1.5x MCHP's 16.77%. David Dodd sees far stronger investment expansions than competitor.
-0.83%
Less than half of MCHP's 4.68%. David Dodd sees less overall debt expansion vs. competitor.
10.38%
Above 1.5x MCHP's 3.09%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.