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.
-64.87%
Cash & equivalents declining -64.87% while MCHP's grows 0.00%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-45.39%
Both MCHP and the company show zero Short-Term Investments Growth.
-59.09%
Both MCHP and the company show zero Cash + Short-Term Investments Growth.
6.70%
Receivables growth less than half of MCHP's -7.64%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
11.52%
Inventory growth above 1.5x MCHP's 6.69%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
31.90%
Other current assets growth < half of MCHP's -88.22%. David Dodd sees a leaner approach to short-term items.
-28.95%
≥ 1.5x MCHP's -9.33%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
23.10%
≥ 1.5x MCHP's 2.04%. David Dodd sees more aggressive capex. Confirm it's not overspending.
381.71%
Higher Goodwill Growth compared to MCHP's zero value, indicating worse performance.
1204.86%
Higher Intangible Assets Growth compared to MCHP's zero value, indicating worse performance.
555.34%
Higher Goodwill + Intangibles Growth compared to MCHP's zero value, indicating worse performance.
4.79%
Below half of MCHP's 100.80%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-46.27%
Higher Tax Assets Growth compared to MCHP's zero value, indicating worse performance.
4.26%
Less than half of MCHP's -1.64%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
111.46%
≥ 1.5x MCHP's 22.36%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
22.28%
≥ 1.5x MCHP's 0.72%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
0.64%
Less than half of MCHP's -11.59%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-7.69%
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.
24.30%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
109.24%
Less than half of MCHP's -3.29%. David Dodd sees a more disciplined short-term liability approach.
20.50%
Less than half of MCHP's -100.00%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
793.48%
Above 1.5x MCHP's 3.80%. Michael Burry sees a much bigger deferred tax load building up.
38.03%
Less than half of MCHP's 3190.03%. David Dodd notes more conservative expansions in non-current obligations.
39.87%
Above 1.5x MCHP's 2.07%. 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.
59.50%
Above 1.5x MCHP's 0.65%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
1.75%
Higher Retained Earnings Growth compared to MCHP's zero value, indicating better performance.
-0.58%
Higher AOCI Growth compared to MCHP's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.13%
1.25-1.5x MCHP's 0.78%. Bruce Berkowitz notes an above-average equity expansion.
22.28%
≥ 1.5x MCHP's 0.72%. David Dodd sees faster overall balance sheet growth than competitor.
-37.89%
Below half MCHP's 100.80%. Michael Burry suspects major underinvestment or forced divestment.
65.84%
Above 1.5x MCHP's 0.43%. Michael Burry sees a major jump. Investigate leverage rationale.
520.74%
Above 1.5x MCHP's 0.43%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
