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.
-8.19%
Cash & equivalents declining -8.19% while MCHP's grows 24.39%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
24.57%
Short-term investments yoy growth below half of MCHP's -5.80%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
11.14%
Cash + STI yoy ≥ 1.5x MCHP's 2.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-15.64%
Receivables growth less than half of MCHP's 8.08%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.88%
Inventory growth below half of MCHP's -4.33%. David Dodd would check if that's due to efficiency or supply constraints.
-100.00%
Above 1.5x MCHP's -34.18%. Michael Burry might investigate for potential short-term asset misclassification or risk.
0.15%
≥ 1.5x MCHP's 0.02%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-3.07%
Below half MCHP's 2.19%. 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.
-4.34%
Similar yoy growth to MCHP's -4.46%. Walter Schloss sees parallel intangible investment patterns.
-1.40%
50-75% of MCHP's -2.78%. Bruce Berkowitz notes lower intangible reliance than competitor.
2.28%
Below half of MCHP's 10.33%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-2.82%
Less than half of MCHP's -1100.24%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.62%
Less than half of MCHP's 3195.34%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.87%
Below half of MCHP's 3.15%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.99%
Below half of MCHP's 1.61%. Michael Burry sees a potential red flag for stagnation or capital shortage.
11.20%
50-75% of MCHP's 18.01%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
-0.10%
Less than half of MCHP's 23.60%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-33.02%
Below half of MCHP's 0.40%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
227.36%
≥ 1.5x MCHP's 3.13%. David Dodd sees stronger subscription/prepayment demand.
6.50%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
0.72%
Less than half of MCHP's 7.84%. David Dodd sees a more disciplined short-term liability approach.
-0.05%
Less than half of MCHP's 57.82%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.33%
Above 1.5x MCHP's -3.42%. Michael Burry sees a much bigger deferred tax load building up.
-45.23%
50-75% of MCHP's -62.96%. Bruce Berkowitz sees fewer new long-term commitments.
-2.42%
Above 1.5x MCHP's -1.25%. 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.
-1.31%
Less than half of MCHP's 0.22%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.59%
0.5-0.75x MCHP's 2.85%. Martin Whitman is wary of weaker retention or lower profitability.
-13.68%
Less than half of MCHP's 140.75%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.77%
Below half MCHP's 2.91%. Michael Burry sees potential underperformance in building shareholder capital.
-0.99%
Below half MCHP's 1.61%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
22.25%
≥ 1.5x MCHP's 1.25%. David Dodd sees far stronger investment expansions than competitor.
-0.06%
Less than half of MCHP's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
3.11%
Less than half of MCHP's -14.00%. David Dodd sees better deleveraging or stronger cash buildup than competitor.