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.
-18.43%
Both companies show declining cash positions (-18.43% vs MCHP's -75.82%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-6.43%
Short-term investments yoy growth below half of MCHP's 209.35%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-10.25%
Cash + STI yoy ≥ 1.5x MCHP's -1.44%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-1.01%
Receivables growth 50-75% of MCHP's -1.55%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
-1.95%
Inventory growth below half of MCHP's 1.41%. David Dodd would check if that's due to efficiency or supply constraints.
44.30%
Other current assets growth < half of MCHP's -2.54%. David Dodd sees a leaner approach to short-term items.
-0.27%
Below half of MCHP's -1.15%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.77%
Similar yoy growth to MCHP's -1.73%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
No Data
No Data available this quarter, please select a different quarter.
34.31%
Less than half of MCHP's -2.37%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
9.56%
Less than half of MCHP's -0.54%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
-27.45%
Above 1.5x MCHP's -1.90%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-65.34%
Less than half of MCHP's 0.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.62%
0.5-0.75x MCHP's -3.49%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.29%
0.5-0.75x MCHP's -2.38%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-1.79%
Less than half of MCHP's -18.48%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
75.09%
≥ 1.5x MCHP's 11.49%. David Dodd sees stronger subscription/prepayment demand.
-69.74%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-13.04%
50-75% of MCHP's -18.76%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-56.52%
Above 1.5x MCHP's -22.48%. Michael Burry sees a much bigger deferred tax load building up.
38.59%
Above 1.5x MCHP's 4.37%. Michael Burry suspects a looming risk from large additions to LT liabilities.
34.15%
Less than half of MCHP's -21.08%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.01%
Less than half of MCHP's -18.82%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.78%
Similar yoy to MCHP's 2.79%. Walter Schloss sees parallel earnings retention vs. competitor.
2.20%
Less than half of MCHP's 22.11%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.68%
Below half MCHP's 3.57%. Michael Burry sees potential underperformance in building shareholder capital.
-1.29%
0.5-0.75x MCHP's -2.38%. Martin Whitman sees underexpansion or possible missed opportunities.
3.43%
Below half MCHP's 455.11%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
19.12%
Less than half of MCHP's 100.28%. David Dodd sees better deleveraging or stronger cash buildup than competitor.