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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) 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 $179.8M, roughly 1.9× Vita Coco Company, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs -12.9%, a 29.9% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs -0.4%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 11.7%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
COCO vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $340.0M |
| Net Profit | $30.5M | $-13.9M |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | -17.2% |
| Net Margin | 17.0% | -12.9% |
| Revenue YoY | 37.3% | -0.4% |
| Net Profit YoY | 61.4% | -131.0% |
| EPS (diluted) | $0.50 | $-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 | $179.8M | — | ||
| Q4 25 | $127.8M | $340.0M | ||
| Q3 25 | $182.3M | $337.7M | ||
| Q2 25 | $168.8M | $319.2M | ||
| Q1 25 | $130.9M | $237.4M | ||
| Q4 24 | $127.3M | $341.5M | ||
| Q3 24 | $132.9M | $292.3M | ||
| Q2 24 | $144.1M | $270.7M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $-13.9M | ||
| Q3 25 | $24.0M | $33.5M | ||
| Q2 25 | $22.9M | $34.0M | ||
| Q1 25 | $18.9M | $2.8M | ||
| Q4 24 | $3.4M | $44.8M | ||
| Q3 24 | $19.3M | $28.8M | ||
| Q2 24 | $19.1M | $22.7M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.7% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 40.8% | — |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | -17.2% | ||
| Q3 25 | 15.3% | 13.6% | ||
| Q2 25 | 14.9% | 14.5% | ||
| Q1 25 | 14.7% | 2.2% | ||
| Q4 24 | 3.4% | 15.3% | ||
| Q3 24 | 15.5% | 12.8% | ||
| Q2 24 | 20.8% | 10.4% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | -12.9% | ||
| Q3 25 | 13.2% | 9.9% | ||
| Q2 25 | 13.6% | 10.6% | ||
| Q1 25 | 14.4% | 1.2% | ||
| Q4 24 | 2.6% | 13.1% | ||
| Q3 24 | 14.5% | 9.9% | ||
| Q2 24 | 13.2% | 8.4% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $-0.41 | ||
| Q3 25 | $0.40 | $0.98 | ||
| Q2 25 | $0.38 | $0.99 | ||
| Q1 25 | $0.31 | $0.08 | ||
| Q4 24 | $0.06 | $1.32 | ||
| Q3 24 | $0.32 | $0.85 | ||
| Q2 24 | $0.32 | $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 | $201.9M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $1.7B |
| Total Assets | $488.3M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $299.3M | ||
| Q3 25 | $203.7M | $274.8M | ||
| Q2 25 | $167.0M | $233.7M | ||
| Q1 25 | $153.6M | $181.0M | ||
| Q4 24 | $164.7M | $279.3M | ||
| Q3 24 | $156.7M | $179.8M | ||
| Q2 24 | $150.1M | $208.1M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $1.7B | ||
| Q3 25 | $323.7M | $1.8B | ||
| Q2 25 | $296.9M | $1.8B | ||
| Q1 25 | $277.9M | $1.7B | ||
| Q4 24 | $258.8M | $1.7B | ||
| Q3 24 | $252.1M | $1.7B | ||
| Q2 24 | $232.0M | $1.7B |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $5.1B | ||
| Q3 25 | $461.3M | $5.8B | ||
| Q2 25 | $421.1M | $4.7B | ||
| Q1 25 | $384.0M | $4.5B | ||
| Q4 24 | $362.4M | $4.4B | ||
| Q3 24 | $353.1M | $4.6B | ||
| Q2 24 | $323.0M | $4.2B |
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 | — | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $-664.3M | ||
| Q3 25 | $39.1M | $-948.1M | ||
| Q2 25 | $21.8M | $-238.5M | ||
| Q1 25 | $-9.8M | $-281.1M | ||
| Q4 24 | $6.9M | $129.4M | ||
| Q3 24 | $9.3M | $-202.0M | ||
| Q2 24 | $26.9M | $-237.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $-680.1M | ||
| Q3 25 | $35.6M | $-950.4M | ||
| Q2 25 | $20.9M | $-241.0M | ||
| Q1 25 | $-10.4M | $-284.7M | ||
| Q4 24 | $6.8M | $116.4M | ||
| Q3 24 | $8.9M | $-204.0M | ||
| Q2 24 | $26.6M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | -200.0% | ||
| Q3 25 | 19.6% | -281.5% | ||
| Q2 25 | 12.4% | -75.5% | ||
| Q1 25 | -7.9% | -120.0% | ||
| Q4 24 | 5.3% | 34.1% | ||
| Q3 24 | 6.7% | -69.8% | ||
| Q2 24 | 18.5% | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 4.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 0.6% | 0.8% | ||
| Q1 25 | 0.4% | 1.5% | ||
| Q4 24 | 0.1% | 3.8% | ||
| Q3 24 | 0.3% | 0.7% | ||
| Q2 24 | 0.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| Q3 25 | 1.63× | -28.34× | ||
| Q2 25 | 0.95× | -7.02× | ||
| Q1 25 | -0.52× | -102.07× | ||
| Q4 24 | 2.05× | 2.89× | ||
| Q3 24 | 0.48× | -7.01× | ||
| Q2 24 | 1.41× | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
WD
Segment breakdown not available.
