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.
70.01%
Cash & equivalents yoy growth at least 1.5x MCHP's 6.90%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-6.39%
Short-term investments yoy growth below half of MCHP's 6.78%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
25.77%
Cash + STI yoy ≥ 1.5x MCHP's 6.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
6.67%
Receivables growth above 1.5x MCHP's 3.11%. Michael Burry would check for potential credit bubble or inflated top-line.
2.85%
Inventory growth below half of MCHP's 7.05%. David Dodd would check if that's due to efficiency or supply constraints.
-19.90%
Other current assets growth < half of MCHP's 19.03%. David Dodd sees a leaner approach to short-term items.
11.66%
≥ 1.5x MCHP's 6.29%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.35%
Similar yoy growth to MCHP's 4.15%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
No Data
No Data available this quarter, please select a different quarter.
-8.26%
1.25-1.5x MCHP's -5.96%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-1.50%
50-75% of MCHP's -2.79%. Bruce Berkowitz notes lower intangible reliance than competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.96%
Less than half of MCHP's 9.86%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-2.21%
1.1-1.25x MCHP's -1.85%. Bill Ackman questions if the firm invests in intangible or other non-core areas more aggressively.
0.20%
Below half of MCHP's 0.41%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.83%
≥ 1.5x MCHP's 2.12%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
0.82%
Less than half of MCHP's 6.25%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Above 1.5x MCHP's -46.87%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-9.77%
Below half of MCHP's 3.78%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-100.00%
Below half of MCHP's 5.04%. Michael Burry suspects a big gap in pre-sales traction.
-3.29%
Higher Other Current Liabilities Growth compared to MCHP's zero value, indicating worse performance.
-21.18%
Above 1.5x MCHP's -0.31%. Michael Burry sees a red flag for liquidity risk vs. competitor.
41.59%
Above 1.5x MCHP's 0.94%. Michael Burry suspects significant leverage additions. Check coverage.
-10.87%
Below half MCHP's 3.78%. Michael Burry suspects a serious gap in multi-year pipeline.
-5.66%
Similar yoy changes to MCHP's -5.47%. Walter Schloss sees parallel tax deferral patterns.
-4.59%
Less than half of MCHP's 6.63%. David Dodd notes more conservative expansions in non-current obligations.
28.41%
Above 1.5x MCHP's 0.96%. 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.
14.97%
Above 1.5x MCHP's 0.75%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
2.23%
Below half MCHP's 6.68%. Michael Burry suspects major net losses or high dividends vs. competitor.
5.36%
Similar yoy to MCHP's 6.90%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
-0.08%
Below half MCHP's 3.91%. Michael Burry sees potential underperformance in building shareholder capital.
5.83%
≥ 1.5x MCHP's 2.12%. David Dodd sees faster overall balance sheet growth than competitor.
-5.73%
Below half MCHP's 15.93%. Michael Burry suspects major underinvestment or forced divestment.
24.23%
Above 1.5x MCHP's 0.76%. Michael Burry sees a major jump. Investigate leverage rationale.
-9.06%
Above 1.5x MCHP's -1.38%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.