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.
-37.36%
Both companies show declining cash positions (-37.36% vs MCHP's -9.78%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
24.54%
Short-term investments yoy growth ≥ 1.5x MCHP's 7.47%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
1.60%
Below half of MCHP's 5.58%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-13.94%
Receivables growth less than half of MCHP's 7.24%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
9.93%
Inventory growth above 1.5x MCHP's 6.10%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
91.74%
Other current assets growth < half of MCHP's -34.01%. David Dodd sees a leaner approach to short-term items.
0.59%
Below half of MCHP's -0.68%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.88%
Below half MCHP's 5.98%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-100.00%
Above 1.5x MCHP's -1.42%. Michael Burry warns of potential big write-downs if synergy fails.
-25.72%
Less than half of MCHP's 0.43%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-25.72%
Less than half of MCHP's 0.43%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
≥ 1.5x MCHP's -2.54%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
-4.84%
Less than half of MCHP's 2.54%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
174.24%
Above 1.5x MCHP's 3.37%. Michael Burry warns of potential hidden liabilities or intangible bloat.
0.43%
Below half of MCHP's 5.63%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.53%
Below half of MCHP's 1.81%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-11.81%
Similar yoy growth to MCHP's -14.84%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
-0.66%
Less than half of MCHP's 2.72%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-100.00%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
6.29%
Below half of MCHP's -3.69%. Michael Burry suspects a big gap in pre-sales traction.
975.61%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
4.45%
Above 1.5x MCHP's 0.79%. Michael Burry sees a red flag for liquidity risk vs. competitor.
554.55%
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.
-30.30%
Similar yoy changes to MCHP's -39.95%. Walter Schloss sees parallel tax deferral patterns.
-48.91%
Above 1.5x MCHP's -16.34%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-9.83%
Less than half of MCHP's -39.55%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.48%
Less than half of MCHP's -4.06%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.75%
Similar yoy to MCHP's 4.45%. Walter Schloss sees parallel earnings retention vs. competitor.
53.14%
Less than half of MCHP's -186.16%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
0.54%
Below half MCHP's 3.22%. Michael Burry sees potential underperformance in building shareholder capital.
0.53%
Below half MCHP's 1.81%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
16.30%
≥ 1.5x MCHP's 7.47%. David Dodd sees far stronger investment expansions than competitor.
84.64%
Above 1.5x MCHP's 2.72%. Michael Burry sees a major jump. Investigate leverage rationale.
64.86%
Above 1.5x MCHP's 27.11%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.