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.
-14.78%
Cash & equivalents declining -14.78% while MCHP's grows 43.03%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-31.01%
Short-term investments yoy growth below half of MCHP's 5.36%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-26.21%
Below half of MCHP's 9.96%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
8.29%
Receivables growth less than half of MCHP's -7.07%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
11.69%
Inventory growth above 1.5x MCHP's 4.00%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
3.73%
Other current assets growth < half of MCHP's -28.40%. David Dodd sees a leaner approach to short-term items.
-11.96%
Below half of MCHP's 4.57%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.13%
Below half MCHP's -1.36%. 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.
-2.55%
Above 1.5x MCHP's -0.78%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.72%
Similar yoy changes to MCHP's -0.78%. Walter Schloss sees parallel intangible strategies or acquisitions.
-6.72%
Below half of MCHP's 30.78%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-3.97%
Less than half of MCHP's -30.78%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
17.81%
Above 1.5x MCHP's 8.86%. Michael Burry warns of potential hidden liabilities or intangible bloat.
0.46%
Below half of MCHP's -1.21%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-7.18%
Below half of MCHP's 2.47%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-5.58%
Less than half of MCHP's 11.42%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-82.30%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
10.55%
Below half of MCHP's -4.82%. Michael Burry suspects a big gap in pre-sales traction.
-48.01%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-12.72%
Less than half of MCHP's 3.10%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-6.67%
Less than half of MCHP's 10.01%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-7.89%
Above 1.5x MCHP's -1.60%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-7.84%
Less than half of MCHP's 9.64%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-12.17%
Less than half of MCHP's 3.44%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.03%
≥ 1.5x MCHP's 0.61%. David Dodd sees higher yoy retained profits than competitor.
48.89%
Less than half of MCHP's -43.13%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.95%
Below half MCHP's 2.26%. Michael Burry sees potential underperformance in building shareholder capital.
-7.18%
Below half MCHP's 2.47%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
2.52%
Below half MCHP's 5.36%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
15.17%
Less than half of MCHP's -73.30%. David Dodd sees better deleveraging or stronger cash buildup than competitor.