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.
-39.01%
Both companies show declining cash positions (-39.01% vs MCHP's -41.31%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
437.41%
Short-term investments yoy growth ≥ 1.5x MCHP's 37.90%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
27.45%
Below half of MCHP's -7.87%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-48.53%
Receivables growth less than half of MCHP's 20.91%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-12.70%
Inventory growth above 1.5x MCHP's -0.25%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
2.36%
Other current assets growth < half of MCHP's 14.52%. David Dodd sees a leaner approach to short-term items.
-6.79%
≥ 1.5x MCHP's -4.42%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-6.06%
≥ 1.5x MCHP's -0.47%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-9.30%
Above 1.5x MCHP's -1.49%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.45%
Above 1.5x MCHP's -0.40%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-8.93%
Similar yoy growth to MCHP's -9.80%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
43.90%
Above 1.5x MCHP's 4.29%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-61.78%
Above 1.5x MCHP's -15.23%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-1.93%
0.5-0.75x MCHP's -3.04%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.36%
Similar yoy to MCHP's -3.99%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-46.09%
Less than half of MCHP's 10.45%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
14.29%
Above 1.5x MCHP's 0.72%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-11.85%
Less than half of MCHP's 8.08%. 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.
13.46%
Less than half of MCHP's 52.07%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
9.97%
Less than half of MCHP's 1022.81%. David Dodd notes more conservative expansions in non-current obligations.
67.98%
Above 1.5x MCHP's 0.65%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
9.49%
Above 1.5x MCHP's 1.55%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-0.17%
Below half MCHP's 1.27%. Michael Burry suspects major net losses or high dividends vs. competitor.
-130.99%
Less than half of MCHP's 1592.86%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.61%
0.5-0.75x MCHP's -10.92%. Martin Whitman is wary of lagging equity growth vs. competitor.
-4.36%
Similar yoy to MCHP's -3.99%. Walter Schloss sees parallel expansions in total capital.
115.78%
≥ 1.5x MCHP's 1.78%. David Dodd sees far stronger investment expansions than competitor.
No Data
No Data available this quarter, please select a different quarter.
39.01%
Less than half of MCHP's 107.58%. David Dodd sees better deleveraging or stronger cash buildup than competitor.