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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $263.6M, roughly 1.3× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -12.9%, a 27.8% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs -0.4%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 4.9%).
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
BCPC vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $340.0M |
| Net Profit | $39.2M | $-13.9M |
| Gross Margin | 35.6% | — |
| Operating Margin | 19.8% | -17.2% |
| Net Margin | 14.9% | -12.9% |
| Revenue YoY | 9.8% | -0.4% |
| Net Profit YoY | 16.8% | -131.0% |
| EPS (diluted) | $1.21 | $-0.41 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $263.6M | $340.0M | ||
| Q3 25 | $267.6M | $337.7M | ||
| Q2 25 | $255.5M | $319.2M | ||
| Q1 25 | $250.5M | $237.4M | ||
| Q4 24 | $240.0M | $341.5M | ||
| Q3 24 | $239.9M | $292.3M | ||
| Q2 24 | $234.1M | $270.7M | ||
| Q1 24 | $239.7M | $228.1M |
| Q4 25 | $39.2M | $-13.9M | ||
| Q3 25 | $40.3M | $33.5M | ||
| Q2 25 | $38.3M | $34.0M | ||
| Q1 25 | $37.1M | $2.8M | ||
| Q4 24 | $33.6M | $44.8M | ||
| Q3 24 | $33.8M | $28.8M | ||
| Q2 24 | $32.1M | $22.7M | ||
| Q1 24 | $29.0M | $11.9M |
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 34.0% | — |
| Q4 25 | 19.8% | -17.2% | ||
| Q3 25 | 20.4% | 13.6% | ||
| Q2 25 | 20.1% | 14.5% | ||
| Q1 25 | 20.4% | 2.2% | ||
| Q4 24 | 19.8% | 15.3% | ||
| Q3 24 | 20.0% | 12.8% | ||
| Q2 24 | 19.6% | 10.4% | ||
| Q1 24 | 17.4% | 6.0% |
| Q4 25 | 14.9% | -12.9% | ||
| Q3 25 | 15.1% | 9.9% | ||
| Q2 25 | 15.0% | 10.6% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 14.0% | 13.1% | ||
| Q3 24 | 14.1% | 9.9% | ||
| Q2 24 | 13.7% | 8.4% | ||
| Q1 24 | 12.1% | 5.2% |
| Q4 25 | $1.21 | $-0.41 | ||
| Q3 25 | $1.24 | $0.98 | ||
| Q2 25 | $1.17 | $0.99 | ||
| Q1 25 | $1.13 | $0.08 | ||
| Q4 24 | $1.03 | $1.32 | ||
| Q3 24 | $1.03 | $0.85 | ||
| Q2 24 | $0.98 | $0.67 | ||
| Q1 24 | $0.89 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $74.6M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $1.7B |
| Total Assets | $1.7B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $299.3M | ||
| Q3 25 | $65.1M | $274.8M | ||
| Q2 25 | $65.4M | $233.7M | ||
| Q1 25 | $49.9M | $181.0M | ||
| Q4 24 | $49.5M | $279.3M | ||
| Q3 24 | $73.7M | $179.8M | ||
| Q2 24 | $63.7M | $208.1M | ||
| Q1 24 | $60.3M | $216.5M |
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.7B |
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.7B | $5.8B | ||
| Q2 25 | $1.7B | $4.7B | ||
| Q1 25 | $1.6B | $4.5B | ||
| Q4 24 | $1.6B | $4.4B | ||
| Q3 24 | $1.6B | $4.6B | ||
| Q2 24 | $1.6B | $4.2B | ||
| Q1 24 | $1.6B | $3.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $67.3M | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $-664.3M | ||
| Q3 25 | $65.6M | $-948.1M | ||
| Q2 25 | $47.3M | $-238.5M | ||
| Q1 25 | $36.5M | $-281.1M | ||
| Q4 24 | $52.3M | $129.4M | ||
| Q3 24 | $51.3M | $-202.0M | ||
| Q2 24 | $45.0M | $-237.8M | ||
| Q1 24 | $33.4M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | — | $-950.4M | ||
| Q2 25 | — | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | — | $-241.7M | ||
| Q1 24 | — | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | — | -281.5% | ||
| Q2 25 | — | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | — | -89.3% | ||
| Q1 24 | — | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | -28.34× | ||
| Q2 25 | 1.23× | -7.02× | ||
| Q1 25 | 0.98× | -102.07× | ||
| Q4 24 | 1.56× | 2.89× | ||
| Q3 24 | 1.52× | -7.01× | ||
| Q2 24 | 1.40× | -10.49× | ||
| Q1 24 | 1.15× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
WD
Segment breakdown not available.
