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.
-4.31%
Both companies show declining cash positions (-4.31% vs MCHP's -5.21%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-24.51%
Short-term investments yoy growth 1.25-1.5x MCHP's -16.91%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
-17.27%
Cash + STI yoy 1.25-1.5x MCHP's -12.52%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
3.28%
Receivables growth less than half of MCHP's -15.61%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.05%
Inventory growth below half of MCHP's 0.14%. David Dodd would check if that's due to efficiency or supply constraints.
2.88%
Other current assets growth < half of MCHP's 9.04%. David Dodd sees a leaner approach to short-term items.
-9.57%
Similar yoy growth to MCHP's -9.88%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-2.09%
≥ 1.5x MCHP's -1.36%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-4.93%
50-75% of MCHP's -7.98%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-1.44%
Less than half of MCHP's -3.50%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-5.26%
Below half of MCHP's 31.61%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-5.33%
Less than half of MCHP's -19.10%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-24.66%
Less than half of MCHP's 58.22%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.33%
Below half of MCHP's 8.12%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-5.66%
Below half of MCHP's 0.40%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-11.99%
50-75% of MCHP's -18.50%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
-42.86%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
-28.21%
Above 1.5x MCHP's -0.69%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-28.21%
≥ 1.5x MCHP's -3.33%. David Dodd sees stronger subscription/prepayment demand.
27.69%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-21.70%
Above 1.5x MCHP's -8.40%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-0.06%
Less than half of MCHP's 1.38%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-13.24%
Above 1.5x MCHP's -0.11%. Michael Burry sees a much bigger deferred tax load building up.
-6.20%
Less than half of MCHP's 1.63%. David Dodd notes more conservative expansions in non-current obligations.
-1.55%
Less than half of MCHP's 1.05%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-10.33%
Above 1.5x MCHP's -0.50%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
1.47%
≥ 1.5x MCHP's 0.95%. David Dodd sees higher yoy retained profits than competitor.
0.19%
Less than half of MCHP's 434.19%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.30%
Below half MCHP's 2.40%. Michael Burry sees potential underperformance in building shareholder capital.
-5.66%
Below half MCHP's 0.40%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-22.64%
Below half MCHP's 7.94%. Michael Burry suspects major underinvestment or forced divestment.
-15.40%
Less than half of MCHP's 1.36%. David Dodd sees less overall debt expansion vs. competitor.
-18.95%
Less than half of MCHP's 5.04%. David Dodd sees better deleveraging or stronger cash buildup than competitor.