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.
-22.30%
Both companies show declining cash positions (-22.30% vs MCHP's -14.64%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-35.63%
Short-term investments yoy growth below half of MCHP's 44.58%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-30.46%
Below half of MCHP's 19.76%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
12.69%
Receivables growth less than half of MCHP's -0.76%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.75%
Inventory growth below half of MCHP's 7.41%. David Dodd would check if that's due to efficiency or supply constraints.
0.86%
Other current assets growth < half of MCHP's -0.53%. David Dodd sees a leaner approach to short-term items.
-10.81%
Below half of MCHP's 12.70%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-4.25%
Below half MCHP's 0.87%. 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.
-3.99%
Similar yoy growth to MCHP's -4.77%. Walter Schloss sees parallel intangible investment patterns.
-1.36%
Less than half of MCHP's -3.11%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
3.30%
Below half of MCHP's -11.11%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-3.00%
Similar yoy growth to MCHP's -3.69%. Walter Schloss sees comparable tax asset changes or loss usage.
0.81%
Less than half of MCHP's 9.28%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.09%
Below half of MCHP's -5.45%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-5.94%
Below half of MCHP's 2.10%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.74%
Less than half of MCHP's 0.10%. David Dodd sees a more disciplined AP approach or lower volume.
-74.60%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
7.92%
Above 1.5x MCHP's 2.90%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
7.92%
≥ 1.5x MCHP's 0.82%. David Dodd sees stronger subscription/prepayment demand.
33.15%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-27.03%
Above 1.5x MCHP's -3.63%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-5.55%
Less than half of MCHP's 2.43%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-9.70%
Less than half of MCHP's 0.07%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-3.78%
Less than half of MCHP's 2.75%. David Dodd notes more conservative expansions in non-current obligations.
-5.18%
Less than half of MCHP's 1.91%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-11.68%
Less than half of MCHP's 0.90%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.25%
0.5-0.75x MCHP's 2.18%. Martin Whitman is wary of weaker retention or lower profitability.
1.54%
Less than half of MCHP's 18.89%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.45%
Below half MCHP's 3.29%. Michael Burry sees potential underperformance in building shareholder capital.
-5.94%
Below half MCHP's 2.10%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-32.55%
Below half MCHP's 9.74%. Michael Burry suspects major underinvestment or forced divestment.
-17.76%
Less than half of MCHP's 3.29%. David Dodd sees less overall debt expansion vs. competitor.
-16.03%
Less than half of MCHP's 15.95%. David Dodd sees better deleveraging or stronger cash buildup than competitor.