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.
-11.74%
Cash & equivalents declining -11.74% while MCHP's grows 33.19%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
38.45%
Short-term investments yoy growth below half of MCHP's 102.82%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
17.66%
Below half of MCHP's 74.52%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-21.34%
Receivables growth less than half of MCHP's 12.92%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-4.52%
Inventory growth below half of MCHP's 1.20%. David Dodd would check if that's due to efficiency or supply constraints.
180.11%
Above 1.5x MCHP's 9.77%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-2.95%
Below half of MCHP's 49.41%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.26%
Below half MCHP's 0.77%. 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.
-5.07%
50-75% of MCHP's -8.49%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-1.43%
Less than half of MCHP's -3.66%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
2.31%
Below half of MCHP's -65.38%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
25.62%
Less than half of MCHP's -2230.50%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-12.50%
Less than half of MCHP's 19615.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.03%
Below half of MCHP's -25.63%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.87%
Below half of MCHP's 3.28%. Michael Burry sees a potential red flag for stagnation or capital shortage.
5.18%
Less than half of MCHP's 12.91%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
13.10%
Below half of MCHP's -17.38%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
139.29%
≥ 1.5x MCHP's 7.69%. David Dodd sees stronger subscription/prepayment demand.
7.44%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
2.20%
Above 1.5x MCHP's 0.25%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-0.38%
Less than half of MCHP's 36.12%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-87.99%
Above 1.5x MCHP's -18.69%. Michael Burry sees a much bigger deferred tax load building up.
-39.02%
Above 1.5x MCHP's -13.66%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-8.38%
Less than half of MCHP's 18.67%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.35%
Less than half of MCHP's 15.90%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.45%
0.75-0.9x MCHP's 1.80%. Bill Ackman questions if competitor reinvests profits more robustly.
-3.70%
Less than half of MCHP's -28.83%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.24%
Below half MCHP's -9.38%. Michael Burry sees potential underperformance in building shareholder capital.
-1.87%
Below half MCHP's 3.28%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
34.16%
Below half MCHP's -2.20%. Michael Burry suspects major underinvestment or forced divestment.
-0.29%
Less than half of MCHP's 34.37%. David Dodd sees less overall debt expansion vs. competitor.
4.03%
Less than half of MCHP's 34.96%. David Dodd sees better deleveraging or stronger cash buildup than competitor.