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Side-by-side financial comparison of CLARIVATE PLC (CLVT) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
CLARIVATE PLC is the larger business by last-quarter revenue ($585.5M vs $340.0M, roughly 1.7× Walker & Dunlop, Inc.). CLARIVATE PLC runs the higher net margin — -6.9% vs -12.9%, a 6.0% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -1.4%). CLARIVATE PLC produced more free cash flow last quarter ($78.9M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -5.1%).
Clarivate Plc is a British-American publicly traded analytics company that operates a collection of subscription-based services, in the areas of bibliometrics and scientometrics; business and market intelligence, and competitive profiling for pharmacy and biotech, patents, and regulatory compliance; trademark protection, and domain and brand protection. Clarivate calculates the impact factor of scientific journals, using data from its Web of Science product family, that also includes services...
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
CLVT vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $585.5M | $340.0M |
| Net Profit | $-40.2M | $-13.9M |
| Gross Margin | 67.2% | — |
| Operating Margin | 5.2% | -17.2% |
| Net Margin | -6.9% | -12.9% |
| Revenue YoY | -1.4% | -0.4% |
| Net Profit YoY | 61.3% | -131.0% |
| EPS (diluted) | $-0.06 | $-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.
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $340.0M | ||
| Q3 25 | $623.1M | $337.7M | ||
| Q2 25 | $621.4M | $319.2M | ||
| Q1 25 | $593.7M | $237.4M | ||
| Q4 24 | $663.0M | $341.5M | ||
| Q3 24 | $622.2M | $292.3M | ||
| Q2 24 | $650.3M | $270.7M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $-13.9M | ||
| Q3 25 | $-28.3M | $33.5M | ||
| Q2 25 | $-72.0M | $34.0M | ||
| Q1 25 | $-103.9M | $2.8M | ||
| Q4 24 | $-191.8M | $44.8M | ||
| Q3 24 | $-65.6M | $28.8M | ||
| Q2 24 | $-304.3M | $22.7M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 66.2% | — | ||
| Q2 24 | 67.2% | — |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | -17.2% | ||
| Q3 25 | 7.1% | 13.6% | ||
| Q2 25 | 1.1% | 14.5% | ||
| Q1 25 | -3.5% | 2.2% | ||
| Q4 24 | -9.4% | 15.3% | ||
| Q3 24 | 3.5% | 12.8% | ||
| Q2 24 | -36.9% | 10.4% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | -12.9% | ||
| Q3 25 | -4.5% | 9.9% | ||
| Q2 25 | -11.6% | 10.6% | ||
| Q1 25 | -17.5% | 1.2% | ||
| Q4 24 | -28.9% | 13.1% | ||
| Q3 24 | -10.5% | 9.9% | ||
| Q2 24 | -46.8% | 8.4% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $-0.41 | ||
| Q3 25 | $-0.04 | $0.98 | ||
| Q2 25 | $-0.11 | $0.99 | ||
| Q1 25 | $-0.15 | $0.08 | ||
| Q4 24 | $-0.27 | $1.32 | ||
| Q3 24 | $-0.09 | $0.85 | ||
| Q2 24 | $-0.46 | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $299.3M |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $4.8B | $1.7B |
| Total Assets | $10.9B | $5.1B |
| Debt / EquityLower = less leverage | 0.89× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $299.3M | ||
| Q3 25 | $318.7M | $274.8M | ||
| Q2 25 | $362.6M | $233.7M | ||
| Q1 25 | $354.0M | $181.0M | ||
| Q4 24 | $295.2M | $279.3M | ||
| Q3 24 | $388.5M | $179.8M | ||
| Q2 24 | $376.4M | $208.1M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $1.7B | ||
| Q3 25 | $4.9B | $1.8B | ||
| Q2 25 | $5.0B | $1.8B | ||
| Q1 25 | $5.0B | $1.7B | ||
| Q4 24 | $5.1B | $1.7B | ||
| Q3 24 | $5.5B | $1.7B | ||
| Q2 24 | $5.6B | $1.7B |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $5.1B | ||
| Q3 25 | $11.2B | $5.8B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $11.5B | $4.5B | ||
| Q4 24 | $11.5B | $4.4B | ||
| Q3 24 | $12.0B | $4.6B | ||
| Q2 24 | $12.1B | $4.2B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $-664.3M |
| Free Cash FlowOCF − Capex | $78.9M | $-680.1M |
| FCF MarginFCF / Revenue | 13.5% | -200.0% |
| Capex IntensityCapex / Revenue | 9.5% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $333.9M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $-664.3M | ||
| Q3 25 | $181.1M | $-948.1M | ||
| Q2 25 | $116.3M | $-238.5M | ||
| Q1 25 | $171.2M | $-281.1M | ||
| Q4 24 | $141.3M | $129.4M | ||
| Q3 24 | $202.9M | $-202.0M | ||
| Q2 24 | $126.2M | $-237.8M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $-680.1M | ||
| Q3 25 | $115.5M | $-950.4M | ||
| Q2 25 | $50.3M | $-241.0M | ||
| Q1 25 | $110.3M | $-284.7M | ||
| Q4 24 | $59.1M | $116.4M | ||
| Q3 24 | $126.3M | $-204.0M | ||
| Q2 24 | $60.3M | $-241.7M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | -200.0% | ||
| Q3 25 | 18.5% | -281.5% | ||
| Q2 25 | 8.1% | -75.5% | ||
| Q1 25 | 18.6% | -120.0% | ||
| Q4 24 | 8.9% | 34.1% | ||
| Q3 24 | 20.3% | -69.8% | ||
| Q2 24 | 9.3% | -89.3% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 4.6% | ||
| Q3 25 | 10.5% | 0.7% | ||
| Q2 25 | 10.6% | 0.8% | ||
| Q1 25 | 10.3% | 1.5% | ||
| Q4 24 | 12.4% | 3.8% | ||
| Q3 24 | 12.3% | 0.7% | ||
| Q2 24 | 10.1% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
WD
Segment breakdown not available.
