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.
-4.67%
Both companies show declining cash positions (-4.67% vs MCHP's -22.07%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
2.91%
Short-term investments yoy growth below half of MCHP's -29.81%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
0.06%
Below half of MCHP's -27.09%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
2.87%
Receivables growth above 1.5x MCHP's 0.27%. Michael Burry would check for potential credit bubble or inflated top-line.
2.22%
Inventory growth 50-75% of MCHP's 4.25%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
2.06%
Other current assets growth < half of MCHP's -6.32%. David Dodd sees a leaner approach to short-term items.
4.78%
Below half of MCHP's -19.24%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.65%
Below half MCHP's 2.67%. 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.
-4.75%
Less than half of MCHP's 20.27%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.44%
Less than half of MCHP's 27.43%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-1.72%
Below half of MCHP's 59.47%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-2.87%
Less than half of MCHP's -12.01%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-4.29%
Less than half of MCHP's 43.40%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.89%
Below half of MCHP's 28.29%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.07%
Below half of MCHP's 2.42%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.47%
Less than half of MCHP's 18.17%. David Dodd sees a more disciplined AP approach or lower volume.
75.00%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
56.00%
Below half of MCHP's -3.60%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
56.00%
≥ 1.5x MCHP's 8.87%. David Dodd sees stronger subscription/prepayment demand.
37.11%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
39.68%
Above 1.5x MCHP's 7.17%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-13.85%
Above 1.5x MCHP's -0.88%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-11.91%
Less than half of MCHP's 3.60%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-5.03%
Above 1.5x MCHP's -2.16%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-11.87%
Less than half of MCHP's 0.03%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
5.02%
Above 1.5x MCHP's 1.13%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
1.13%
0.75-0.9x MCHP's 1.49%. Bill Ackman questions if competitor reinvests profits more robustly.
3.20%
Less than half of MCHP's -213.89%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.58%
Below half MCHP's 1.56%. Michael Burry sees potential underperformance in building shareholder capital.
1.07%
Below half MCHP's 2.42%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
2.44%
Below half MCHP's -1.60%. Michael Burry suspects major underinvestment or forced divestment.
5.30%
Less than half of MCHP's -0.87%. David Dodd sees less overall debt expansion vs. competitor.
8.95%
50-75% of MCHP's 16.93%. Bruce Berkowitz notes comparatively lower net debt expansion.