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.
-36.26%
Cash & equivalents declining -36.26% while MCHP's grows 15.62%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
23.63%
Short-term investments yoy growth 1.25-1.5x MCHP's 19.99%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
2.46%
Below half of MCHP's 19.04%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
6.64%
Receivables growth less than half of MCHP's -2.46%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.83%
Inventory growth 50-75% of MCHP's 3.63%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
-34.51%
Above 1.5x MCHP's -2.18%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-2.03%
Below half of MCHP's 12.40%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.08%
1.25-1.5x MCHP's -2.13%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
0.51%
Higher Goodwill Growth compared to MCHP's zero value, indicating worse performance.
-6.91%
Above 1.5x MCHP's -3.15%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.88%
Above 1.5x MCHP's -0.70%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
4.33%
Below half of MCHP's -17.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
4.94%
Less than half of MCHP's -0.92%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-12.00%
Less than half of MCHP's 2.46%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.22%
Below half of MCHP's -9.72%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-2.11%
≥ 1.5x MCHP's -0.56%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
3.54%
Less than half of MCHP's -16.45%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-18.72%
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.
-18.72%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
3.89%
Less than half of MCHP's -11.94%. 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.
35.00%
Less than half of MCHP's -12.17%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-3.99%
Less than half of MCHP's 4.45%. David Dodd notes more conservative expansions in non-current obligations.
-2.63%
Less than half of MCHP's -11.27%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.41%
Less than half of MCHP's -11.92%. David Dodd sees far fewer liability expansions relative to competitor.
0.06%
Less than half of MCHP's 0.47%. David Dodd sees fewer share issuances vs. competitor.
3.57%
≥ 1.5x MCHP's 1.62%. David Dodd sees higher yoy retained profits than 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.
-3.11%
Below half MCHP's 2.15%. Michael Burry sees potential underperformance in building shareholder capital.
-2.11%
≥ 1.5x MCHP's -0.56%. David Dodd sees faster overall balance sheet growth than competitor.
21.72%
Below half MCHP's -1.90%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
36.26%
Less than half of MCHP's -139.09%. David Dodd sees better deleveraging or stronger cash buildup than competitor.