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Side-by-side financial comparison of Criteo S.A. (CRTO) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Criteo S.A. is the larger business by last-quarter revenue ($482.7M vs $340.0M, roughly 1.4× Walker & Dunlop, Inc.). Criteo S.A. runs the higher net margin — 4.4% vs -12.9%, a 17.3% gap on every dollar of revenue. On growth, Criteo S.A. posted the faster year-over-year revenue change (2.4% vs -0.4%). Criteo S.A. produced more free cash flow last quarter ($-36.6M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 1.4%).
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
CRTO vs WD — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $340.0M |
| Net Profit | $21.3M | $-13.9M |
| Gross Margin | 53.6% | — |
| Operating Margin | 6.3% | -17.2% |
| Net Margin | 4.4% | -12.9% |
| Revenue YoY | 2.4% | -0.4% |
| Net Profit YoY | -21.3% | -131.0% |
| EPS (diluted) | $0.39 | $-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 | — | $340.0M | ||
| Q3 25 | — | $337.7M | ||
| Q2 25 | $482.7M | $319.2M | ||
| Q1 25 | $451.4M | $237.4M | ||
| Q4 24 | $553.0M | $341.5M | ||
| Q3 24 | $458.9M | $292.3M | ||
| Q2 24 | $471.3M | $270.7M | ||
| Q1 24 | $450.1M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | — | $33.5M | ||
| Q2 25 | $21.3M | $34.0M | ||
| Q1 25 | $37.9M | $2.8M | ||
| Q4 24 | $71.1M | $44.8M | ||
| Q3 24 | $6.2M | $28.8M | ||
| Q2 24 | $27.0M | $22.7M | ||
| Q1 24 | $7.2M | $11.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.5% | — | ||
| Q4 24 | 54.4% | — | ||
| Q3 24 | 50.5% | — | ||
| Q2 24 | 49.4% | — | ||
| Q1 24 | 48.3% | — |
| Q4 25 | — | -17.2% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | 6.3% | 14.5% | ||
| Q1 25 | 10.7% | 2.2% | ||
| Q4 24 | 17.1% | 15.3% | ||
| Q3 24 | 2.1% | 12.8% | ||
| Q2 24 | 7.8% | 10.4% | ||
| Q1 24 | 2.3% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | 4.4% | 10.6% | ||
| Q1 25 | 8.4% | 1.2% | ||
| Q4 24 | 12.9% | 13.1% | ||
| Q3 24 | 1.4% | 9.9% | ||
| Q2 24 | 5.7% | 8.4% | ||
| Q1 24 | 1.6% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | — | $0.98 | ||
| Q2 25 | $0.39 | $0.99 | ||
| Q1 25 | $0.66 | $0.08 | ||
| Q4 24 | $1.21 | $1.32 | ||
| Q3 24 | $0.11 | $0.85 | ||
| Q2 24 | $0.46 | $0.67 | ||
| Q1 24 | $0.12 | $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 | $223.6M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.7B |
| Total Assets | $2.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | — | $274.8M | ||
| Q2 25 | $223.6M | $233.7M | ||
| Q1 25 | $313.2M | $181.0M | ||
| Q4 24 | $316.9M | $279.3M | ||
| Q3 24 | $231.8M | $179.8M | ||
| Q2 24 | $233.2M | $208.1M | ||
| Q1 24 | $278.1M | $216.5M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.0B | $1.7B | ||
| Q1 24 | $1.0B | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | $2.1B | $4.7B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.3B | $4.4B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.2B | $4.2B | ||
| Q1 24 | $2.2B | $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 | $-1.4M | $-664.3M |
| Free Cash FlowOCF − Capex | $-36.6M | $-680.1M |
| FCF MarginFCF / Revenue | -7.6% | -200.0% |
| Capex IntensityCapex / Revenue | 7.3% | 4.6% |
| Cash ConversionOCF / Net Profit | -0.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | — | $-948.1M | ||
| Q2 25 | $-1.4M | $-238.5M | ||
| Q1 25 | $62.3M | $-281.1M | ||
| Q4 24 | $169.5M | $129.4M | ||
| Q3 24 | $57.5M | $-202.0M | ||
| Q2 24 | $17.2M | $-237.8M | ||
| Q1 24 | $14.0M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | — | $-950.4M | ||
| Q2 25 | $-36.6M | $-241.0M | ||
| Q1 25 | $45.3M | $-284.7M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | $-4.0M | $-241.7M | ||
| Q1 24 | $173.0K | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | — | -281.5% | ||
| Q2 25 | -7.6% | -75.5% | ||
| Q1 25 | 10.0% | -120.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | -0.9% | -89.3% | ||
| Q1 24 | 0.0% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 7.3% | 0.8% | ||
| Q1 25 | 3.8% | 1.5% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | 4.5% | 1.4% | ||
| Q1 24 | 3.1% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | -0.07× | -7.02× | ||
| Q1 25 | 1.64× | -102.07× | ||
| Q4 24 | 2.38× | 2.89× | ||
| Q3 24 | 9.21× | -7.01× | ||
| Q2 24 | 0.64× | -10.49× | ||
| Q1 24 | 1.93× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRTO
| Commerce Growth | $393.9M | 82% |
| Retail Media | $60.9M | 13% |
| Other | $27.9M | 6% |
WD
Segment breakdown not available.
