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.
-17.27%
Cash & equivalents declining -17.27% while MCHP's grows 259.01%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-7.99%
Short-term investments yoy growth below half of MCHP's -76.11%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-11.16%
Below half of MCHP's -22.93%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-15.08%
Receivables growth less than half of MCHP's 24.46%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-3.62%
Inventory growth below half of MCHP's 0.34%. David Dodd would check if that's due to efficiency or supply constraints.
11.69%
Other current assets growth < half of MCHP's 23.78%. David Dodd sees a leaner approach to short-term items.
-8.90%
0.5-0.75x MCHP's -14.08%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-0.98%
Below half MCHP's 0.98%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of MCHP's 929.73%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
46.23%
Above 1.5x MCHP's 25.24%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-0.70%
Less than half of MCHP's -828.79%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.43%
Below half of MCHP's 74.90%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-5.78%
Below half of MCHP's 17.15%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-24.73%
Less than half of MCHP's 39.86%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Higher Tax Payables Growth compared to MCHP's zero value, indicating worse performance.
-55.24%
Below half of MCHP's 17.49%. Michael Burry suspects a big gap in pre-sales traction.
106.33%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-14.45%
Less than half of MCHP's 80.30%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Non-Current Deferred Revenue Growth compared to MCHP's zero value, indicating better performance.
64.29%
Less than half of MCHP's -23.09%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
48.89%
Similar yoy changes to MCHP's 45.11%. Walter Schloss sees parallel expansions in other LT liabilities.
49.54%
Less than half of MCHP's -21.17%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.82%
Less than half of MCHP's 74.74%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.56%
Similar yoy to MCHP's 3.27%. Walter Schloss sees parallel earnings retention vs. competitor.
-689.13%
Above 1.5x MCHP's -33.76%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-5.55%
Below half MCHP's 4.67%. Michael Burry sees potential underperformance in building shareholder capital.
-5.78%
Below half MCHP's 17.15%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-41.77%
0.5-0.75x MCHP's -76.11%. Martin Whitman sees possible missed opportunities vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
17.81%
Less than half of MCHP's -164.58%. David Dodd sees better deleveraging or stronger cash buildup than competitor.