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.
-16.23%
Cash & equivalents declining -16.23% while MCHP's grows 15.90%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
40.97%
Higher Short-Term Investments Growth compared to MCHP's zero value, indicating better performance.
21.20%
Cash + STI yoy 1.25-1.5x MCHP's 15.90%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-6.49%
Receivables growth less than half of MCHP's 12.23%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.10%
Inventory growth above 1.5x MCHP's 0.87%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
70.96%
Other current assets growth < half of MCHP's -3.95%. David Dodd sees a leaner approach to short-term items.
15.38%
≥ 1.5x MCHP's 6.53%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.43%
≥ 1.5x MCHP's 0.66%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
3.59%
Less than half of MCHP's -3.45%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.17%
Less than half of MCHP's -1.14%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-97.29%
Both MCHP and the company show zero Long-Term Investments Growth.
8.45%
Less than half of MCHP's -1.21%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
82.06%
Above 1.5x MCHP's 10.98%. Michael Burry warns of potential hidden liabilities or intangible bloat.
1.22%
Below half of MCHP's -0.57%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.84%
≥ 1.5x MCHP's 0.76%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-31.30%
Similar yoy growth to MCHP's -29.13%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
125.21%
Above 1.5x MCHP's 0.04%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
119.77%
Below half of MCHP's -71.55%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
119.77%
≥ 1.5x MCHP's 25.12%. David Dodd sees stronger subscription/prepayment demand.
-37.70%
Less than half of MCHP's 7.97%. David Dodd sees fewer expansions in other current obligations.
7.02%
Above 1.5x MCHP's 3.24%. Michael Burry sees a red flag for liquidity risk vs. competitor.
20.86%
Less than half of MCHP's -8.12%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half MCHP's 12.98%. Michael Burry suspects a serious gap in multi-year pipeline.
-12.70%
Above 1.5x MCHP's -0.94%. Michael Burry sees a much bigger deferred tax load building up.
50.52%
Above 1.5x MCHP's 16.01%. Michael Burry suspects a looming risk from large additions to LT liabilities.
18.28%
Less than half of MCHP's -4.37%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
15.86%
Less than half of MCHP's -1.96%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.16%
Below half MCHP's 7.94%. Michael Burry suspects major net losses or high dividends vs. competitor.
0.98%
Less than half of MCHP's -7.32%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
0.51%
Below half MCHP's 4.88%. Michael Burry sees potential underperformance in building shareholder capital.
7.84%
≥ 1.5x MCHP's 0.76%. David Dodd sees faster overall balance sheet growth than competitor.
41.47%
Higher Total Investments Growth compared to MCHP's zero value, indicating better performance.
26.43%
Less than half of MCHP's -5.86%. David Dodd sees less overall debt expansion vs. competitor.
41.74%
Less than half of MCHP's -6.68%. David Dodd sees better deleveraging or stronger cash buildup than competitor.