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Side-by-side financial comparison of Distribution Solutions Group, Inc. (DSGR) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $340.0M, roughly 1.5× Walker & Dunlop, Inc.). Distribution Solutions Group, Inc. runs the higher net margin — 1.2% vs -12.9%, a 14.2% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs -0.4%). Distribution Solutions Group, Inc. produced more free cash flow last quarter ($32.9M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 13.1%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
DSGR vs WD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $518.0M | $340.0M |
| Net Profit | $6.5M | $-13.9M |
| Gross Margin | 32.9% | — |
| Operating Margin | 4.6% | -17.2% |
| Net Margin | 1.2% | -12.9% |
| Revenue YoY | 10.7% | -0.4% |
| Net Profit YoY | -70.6% | -131.0% |
| EPS (diluted) | $0.14 | $-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 | $518.0M | $337.7M | ||
| Q2 25 | $502.4M | $319.2M | ||
| Q1 25 | $478.0M | $237.4M | ||
| Q4 24 | $480.5M | $341.5M | ||
| Q3 24 | $468.0M | $292.3M | ||
| Q2 24 | $439.5M | $270.7M | ||
| Q1 24 | $416.1M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $6.5M | $33.5M | ||
| Q2 25 | $5.0M | $34.0M | ||
| Q1 25 | $3.3M | $2.8M | ||
| Q4 24 | $-25.9M | $44.8M | ||
| Q3 24 | $21.9M | $28.8M | ||
| Q2 24 | $1.9M | $22.7M | ||
| Q1 24 | $-5.2M | $11.9M |
| Q4 25 | — | — | ||
| Q3 25 | 32.9% | — | ||
| Q2 25 | 33.9% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | 33.9% | — | ||
| Q2 24 | 34.5% | — | ||
| Q1 24 | 34.5% | — |
| Q4 25 | — | -17.2% | ||
| Q3 25 | 4.6% | 13.6% | ||
| Q2 25 | 5.3% | 14.5% | ||
| Q1 25 | 4.2% | 2.2% | ||
| Q4 24 | 4.2% | 15.3% | ||
| Q3 24 | 4.0% | 12.8% | ||
| Q2 24 | 3.2% | 10.4% | ||
| Q1 24 | 0.7% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | 1.2% | 9.9% | ||
| Q2 25 | 1.0% | 10.6% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | -5.4% | 13.1% | ||
| Q3 24 | 4.7% | 9.9% | ||
| Q2 24 | 0.4% | 8.4% | ||
| Q1 24 | -1.3% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $0.14 | $0.98 | ||
| Q2 25 | $0.11 | $0.99 | ||
| Q1 25 | $0.07 | $0.08 | ||
| Q4 24 | $-0.55 | $1.32 | ||
| Q3 24 | $0.46 | $0.85 | ||
| Q2 24 | $0.04 | $0.67 | ||
| Q1 24 | $-0.11 | $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 | $69.2M | $299.3M |
| Total DebtLower is stronger | $665.5M | — |
| Stockholders' EquityBook value | $653.9M | $1.7B |
| Total Assets | $1.8B | $5.1B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | $69.2M | $274.8M | ||
| Q2 25 | $47.4M | $233.7M | ||
| Q1 25 | $65.4M | $181.0M | ||
| Q4 24 | $66.5M | $279.3M | ||
| Q3 24 | $61.3M | $179.8M | ||
| Q2 24 | $46.8M | $208.1M | ||
| Q1 24 | $73.1M | $216.5M |
| Q4 25 | — | — | ||
| Q3 25 | $665.5M | — | ||
| Q2 25 | $675.0M | — | ||
| Q1 25 | $712.4M | — | ||
| Q4 24 | $693.9M | — | ||
| Q3 24 | $704.1M | — | ||
| Q2 24 | $573.7M | — | ||
| Q1 24 | $535.7M | — |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $653.9M | $1.8B | ||
| Q2 25 | $649.4M | $1.8B | ||
| Q1 25 | $636.7M | $1.7B | ||
| Q4 24 | $640.5M | $1.7B | ||
| Q3 24 | $680.8M | $1.7B | ||
| Q2 24 | $653.3M | $1.7B | ||
| Q1 24 | $654.7M | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.8B | $5.8B | ||
| Q2 25 | $1.8B | $4.7B | ||
| Q1 25 | $1.8B | $4.5B | ||
| Q4 24 | $1.7B | $4.4B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.6B | $4.2B | ||
| Q1 24 | $1.5B | $3.8B |
| Q4 25 | — | — | ||
| Q3 25 | 1.02× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.82× | — |
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 | $38.4M | $-664.3M |
| Free Cash FlowOCF − Capex | $32.9M | $-680.1M |
| FCF MarginFCF / Revenue | 6.3% | -200.0% |
| Capex IntensityCapex / Revenue | 1.1% | 4.6% |
| Cash ConversionOCF / Net Profit | 5.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $92.2M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | $38.4M | $-948.1M | ||
| Q2 25 | $33.3M | $-238.5M | ||
| Q1 25 | $-4.8M | $-281.1M | ||
| Q4 24 | $45.7M | $129.4M | ||
| Q3 24 | $-17.3M | $-202.0M | ||
| Q2 24 | $21.4M | $-237.8M | ||
| Q1 24 | $6.6M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $32.9M | $-950.4M | ||
| Q2 25 | $28.7M | $-241.0M | ||
| Q1 25 | $-10.4M | $-284.7M | ||
| Q4 24 | $41.1M | $116.4M | ||
| Q3 24 | $-20.5M | $-204.0M | ||
| Q2 24 | $18.0M | $-241.7M | ||
| Q1 24 | $4.2M | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | 6.3% | -281.5% | ||
| Q2 25 | 5.7% | -75.5% | ||
| Q1 25 | -2.2% | -120.0% | ||
| Q4 24 | 8.6% | 34.1% | ||
| Q3 24 | -4.4% | -69.8% | ||
| Q2 24 | 4.1% | -89.3% | ||
| Q1 24 | 1.0% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 0.9% | 0.8% | ||
| Q1 25 | 1.2% | 1.5% | ||
| Q4 24 | 1.0% | 3.8% | ||
| Q3 24 | 0.7% | 0.7% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 0.6% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 5.95× | -28.34× | ||
| Q2 25 | 6.66× | -7.02× | ||
| Q1 25 | -1.46× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | -0.79× | -7.01× | ||
| Q2 24 | 11.28× | -10.49× | ||
| Q1 24 | — | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
WD
Segment breakdown not available.
