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.
-3.95%
Both companies show declining cash positions (-3.95% vs MCHP's -33.22%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
21.42%
Short-term investments yoy growth below half of MCHP's -12.91%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
8.89%
Below half of MCHP's -20.97%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.27%
Receivables growth less than half of MCHP's 6.67%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
5.56%
Inventory growth 1.25-1.5x MCHP's 4.00%. Martin Whitman worries about slower turnover or potential markdown risk.
6.18%
Other current assets growth < half of MCHP's -7.60%. David Dodd sees a leaner approach to short-term items.
5.51%
Below half of MCHP's -16.48%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
6.67%
Below half MCHP's -0.58%. 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.
-8.28%
Less than half of MCHP's 0.77%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-2.16%
Less than half of MCHP's 0.34%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-6.10%
Below half of MCHP's 287.78%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-0.87%
Less than half of MCHP's -5.55%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
2.44%
Below half of MCHP's 44.88%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.99%
≥ 1.5x MCHP's 1.05%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
14.94%
1.1-1.25x MCHP's 13.15%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
No Data
No Data available this quarter, please select a different quarter.
72.22%
Below half of MCHP's -28.54%. 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.
19.51%
Above 1.5x MCHP's 8.68%. Michael Burry sees a red flag for liquidity risk vs. 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.
17.14%
Above 1.5x MCHP's 1.33%. Michael Burry sees a much bigger deferred tax load building up.
-4.24%
Less than half of MCHP's 1351.29%. David Dodd notes more conservative expansions in non-current obligations.
-2.53%
1.25-1.5x MCHP's -1.90%. Martin Whitman is wary of heavier future burdens.
No Data
No Data available this quarter, please select a different quarter.
11.54%
Less than half of MCHP's -0.02%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.07%
≥ 1.5x MCHP's 0.55%. David Dodd sees higher yoy retained profits than competitor.
1.53%
Less than half of MCHP's -37.64%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.12%
1.25-1.5x MCHP's 1.75%. Bruce Berkowitz notes an above-average equity expansion.
3.99%
≥ 1.5x MCHP's 1.05%. David Dodd sees faster overall balance sheet growth than competitor.
12.53%
0.5-0.75x MCHP's 22.18%. Martin Whitman sees possible missed opportunities vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
3.95%
Less than half of MCHP's 124.72%. David Dodd sees better deleveraging or stronger cash buildup than competitor.