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.
-6.49%
Both companies show declining cash positions (-6.49% vs MCHP's -6.23%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-25.86%
Short-term investments yoy growth ≥ 1.5x MCHP's -0.90%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-17.41%
Cash + STI yoy ≥ 1.5x MCHP's -3.09%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
12.39%
Receivables growth 1.25-1.5x MCHP's 8.78%. Martin Whitman would worry that the company may be booking revenue too aggressively.
5.72%
Inventory growth below half of MCHP's -4.76%. David Dodd would check if that's due to efficiency or supply constraints.
1.80%
Other current assets growth 50-75% of MCHP's 3.37%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-3.05%
≥ 1.5x MCHP's -1.91%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
2.47%
Below half MCHP's -3.08%. 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.
-1.21%
Less than half of MCHP's 12.23%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.32%
Less than half of MCHP's 5.07%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-13.10%
Below half of MCHP's 253.83%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
2.46%
Less than half of MCHP's 9.91%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-26.32%
Above 1.5x MCHP's -13.07%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-0.21%
Below half of MCHP's 10.49%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.67%
Below half of MCHP's 1.34%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-2.52%
Less than half of MCHP's 17.45%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-94.32%
Below half of MCHP's 3.83%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-10.53%
Less than half of MCHP's 14.18%. 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.
2.94%
Above 1.5x MCHP's 1.34%. Michael Burry sees a much bigger deferred tax load building up.
2.96%
Above 1.5x MCHP's 1.19%. Michael Burry suspects a looming risk from large additions to LT liabilities.
2.96%
Above 1.5x MCHP's 1.23%. 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.
-6.08%
Less than half of MCHP's 3.31%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.75%
Below half MCHP's -1.39%. Michael Burry suspects major net losses or high dividends vs. competitor.
-4.31%
Less than half of MCHP's 1.56%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.51%
Below half MCHP's 0.08%. Michael Burry sees potential underperformance in building shareholder capital.
-1.67%
Below half MCHP's 1.34%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-22.17%
Below half MCHP's 8.19%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
6.49%
Less than half of MCHP's 24.06%. David Dodd sees better deleveraging or stronger cash buildup than competitor.