205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (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.
-13.66%
Both companies show declining cash positions (-13.66% vs MCHP's -1.44%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-48.81%
Both MCHP and the company show zero Short-Term Investments Growth.
-33.97%
Cash + STI yoy ≥ 1.5x MCHP's -1.44%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
77.72%
Receivables growth less than half of MCHP's -4.19%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3.53%
Inventory growth below half of MCHP's -0.61%. David Dodd would check if that's due to efficiency or supply constraints.
-71.75%
Above 1.5x MCHP's -1.80%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-12.91%
≥ 1.5x MCHP's -2.15%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.09%
Below half MCHP's -11.45%. 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.
No Data
No Data available this quarter, please select a different quarter.
6.03%
Above 1.5x MCHP's 0.00%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
10.04%
Above 1.5x MCHP's 0.25%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-16.49%
Less than half of MCHP's 39.88%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.92%
≥ 1.5x MCHP's 0.24%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-4.93%
≥ 1.5x MCHP's -0.21%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
5.61%
Less than half of MCHP's -7.79%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Similar yoy changes to MCHP's -100.00%. Walter Schloss finds a parallel approach to short-term funding.
78.62%
Above 1.5x MCHP's 21.92%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
No Data
No Data available this quarter, please select a different quarter.
-75.71%
Exceeding 1.5x MCHP's -2.55%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-31.68%
Similar yoy to MCHP's -39.66%. Walter Schloss sees parallel short-term liability strategies.
0.02%
Less than half of MCHP's 23.35%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
5.66%
Less than half of MCHP's 11.81%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
39.76%
Above 1.5x MCHP's 2.79%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.67%
Less than half of MCHP's 18.18%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.75%
Less than half of MCHP's 2.37%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.13%
Below half MCHP's -1.68%. Michael Burry suspects major net losses or high dividends vs. competitor.
-5.00%
Similar yoy to MCHP's -5.71%. Walter Schloss sees parallel comprehensive income changes.
100.00%
Higher Other Stockholders' Equity Items Growth compared to MCHP's zero value, indicating worse performance.
-2.94%
0.75-0.9x MCHP's -3.78%. Bill Ackman wonders if competitor is growing equity faster.
-4.93%
≥ 1.5x MCHP's -0.21%. David Dodd sees faster overall balance sheet growth than competitor.
-48.81%
Both MCHP and the company show zero Total Investments Growth.
-5.50%
Less than half of MCHP's 0.68%. David Dodd sees less overall debt expansion vs. competitor.
-2.99%
Less than half of MCHP's 0.79%. David Dodd sees better deleveraging or stronger cash buildup than competitor.