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.
-3.59%
Both companies show declining cash positions (-3.59% vs MCHP's -4.34%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-14.15%
Short-term investments yoy growth below half of MCHP's 50.92%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-9.32%
Below half of MCHP's 30.60%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
6.23%
Receivables growth above 1.5x MCHP's 1.45%. Michael Burry would check for potential credit bubble or inflated top-line.
3.93%
Inventory growth below half of MCHP's 19.78%. David Dodd would check if that's due to efficiency or supply constraints.
17.96%
Other current assets growth < half of MCHP's -13.33%. David Dodd sees a leaner approach to short-term items.
0.45%
Below half of MCHP's 23.20%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.12%
Below half MCHP's 6.11%. 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.
-5.14%
Less than half of MCHP's 49.29%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.35%
Less than half of MCHP's 64.19%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.82%
Below half of MCHP's -34.87%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
32.00%
Less than half of MCHP's -2.40%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-3.75%
Less than half of MCHP's 305.50%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.25%
Below half of MCHP's 15.61%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.04%
Below half of MCHP's 19.13%. Michael Burry sees a potential red flag for stagnation or capital shortage.
7.49%
Less than half of MCHP's -22.74%. David Dodd sees a more disciplined AP approach or lower volume.
-49.00%
Higher Short-Term Debt Growth compared to MCHP's zero value, indicating worse performance.
-13.43%
Below half of MCHP's 9.65%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-13.43%
Below half of MCHP's 7.42%. Michael Burry suspects a big gap in pre-sales traction.
45.00%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-17.73%
Above 1.5x MCHP's -0.14%. Michael Burry sees a red flag for liquidity risk vs. competitor.
3.69%
Less than half of MCHP's 440.87%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
5.26%
Less than half of MCHP's 17.97%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
25.65%
Less than half of MCHP's -90.16%. David Dodd notes more conservative expansions in non-current obligations.
7.35%
Less than half of MCHP's 37.70%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.93%
Less than half of MCHP's 32.59%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.25%
Below half MCHP's -0.48%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.94%
Less than half of MCHP's 40.15%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.84%
1.25-1.5x MCHP's 1.45%. Bruce Berkowitz notes an above-average equity expansion.
0.04%
Below half MCHP's 19.13%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-12.13%
Below half MCHP's 9.66%. Michael Burry suspects major underinvestment or forced divestment.
-12.29%
Less than half of MCHP's 44.61%. David Dodd sees less overall debt expansion vs. competitor.
-16.21%
Less than half of MCHP's 65.91%. David Dodd sees better deleveraging or stronger cash buildup than competitor.