205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (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.
-3.81%
Both companies show declining cash positions (-3.81% vs MCHP's -23.68%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
12.03%
Short-term investments yoy growth below half of MCHP's -46.81%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
5.30%
Below half of MCHP's -39.07%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
12.64%
Receivables growth above 1.5x MCHP's 1.00%. Michael Burry would check for potential credit bubble or inflated top-line.
-0.98%
Inventory growth below half of MCHP's 5.70%. David Dodd would check if that's due to efficiency or supply constraints.
17.81%
Other current assets growth < half of MCHP's -12.36%. David Dodd sees a leaner approach to short-term items.
4.25%
Below half of MCHP's -30.10%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-6.47%
≥ 1.5x MCHP's -0.16%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Similar yoy growth to MCHP's -4.79%. Walter Schloss sees parallel intangible investment patterns.
-1.31%
Less than half of MCHP's -3.51%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-1.85%
Below half of MCHP's 262.55%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-3.38%
Less than half of MCHP's 109.12%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-6.35%
Less than half of MCHP's -103.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-3.15%
Below half of MCHP's 40.52%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.02%
Below half of MCHP's -1.06%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-4.03%
Less than half of MCHP's 2.84%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-15.13%
Below half of MCHP's 2.12%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-89.08%
Below half of MCHP's 7.82%. Michael Burry suspects a big gap in pre-sales traction.
-65.66%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-10.05%
Less than half of MCHP's 2.94%. David Dodd sees a more disciplined short-term liability approach.
11.88%
Less than half of MCHP's -0.93%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.19%
Less than half of MCHP's -17.87%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-2.77%
Less than half of MCHP's -62.24%. David Dodd notes more conservative expansions in non-current obligations.
8.54%
Less than half of MCHP's -4.39%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.26%
Less than half of MCHP's -3.14%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
0.56%
0.75-0.9x MCHP's 0.66%. Bill Ackman questions if competitor reinvests profits more robustly.
1.52%
Less than half of MCHP's -144.89%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.73%
Below half MCHP's 1.08%. Michael Burry sees potential underperformance in building shareholder capital.
-0.02%
Below half MCHP's -1.06%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.79%
0.75-0.9x MCHP's 14.09%. Bill Ackman wonders if competitor invests more confidently.
9.58%
Less than half of MCHP's -0.93%. David Dodd sees less overall debt expansion vs. competitor.
15.75%
50-75% of MCHP's 25.48%. Bruce Berkowitz notes comparatively lower net debt expansion.