vs
Side-by-side financial comparison of Five9, Inc. (FIVN) 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 $300.3M, roughly 1.1× Five9, Inc.). On growth, Five9, Inc. posted the faster year-over-year revenue change (7.8% vs -0.4%). Five9, Inc. produced more free cash flow last quarter ($77.3M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 10.3%).
Five9, Inc. is a leading global provider of cloud-native contact center software and solutions. It serves enterprises of all sizes across retail, healthcare, financial services, and technology sectors, offering omnichannel customer engagement tools, AI-powered automation, workforce management, and analytics to boost customer experience and operational efficiency.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
FIVN vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.3M | $340.0M |
| Net Profit | — | $-13.9M |
| Gross Margin | 55.4% | — |
| Operating Margin | 6.6% | -17.2% |
| Net Margin | — | -12.9% |
| Revenue YoY | 7.8% | -0.4% |
| Net Profit YoY | — | -131.0% |
| EPS (diluted) | $0.22 | $-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 | $300.3M | $340.0M | ||
| Q3 25 | $285.8M | $337.7M | ||
| Q2 25 | $283.3M | $319.2M | ||
| Q1 25 | $279.7M | $237.4M | ||
| Q4 24 | $278.7M | $341.5M | ||
| Q3 24 | $264.2M | $292.3M | ||
| Q2 24 | $252.1M | $270.7M | ||
| Q1 24 | $247.0M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $18.0M | $33.5M | ||
| Q2 25 | $1.2M | $34.0M | ||
| Q1 25 | $576.0K | $2.8M | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $-4.5M | $28.8M | ||
| Q2 24 | $-12.8M | $22.7M | ||
| Q1 24 | $-7.1M | $11.9M |
| Q4 25 | 55.4% | — | ||
| Q3 25 | 55.0% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 56.0% | — | ||
| Q3 24 | 53.8% | — | ||
| Q2 24 | 53.0% | — | ||
| Q1 24 | 53.6% | — |
| Q4 25 | 6.6% | -17.2% | ||
| Q3 25 | 5.6% | 13.6% | ||
| Q2 25 | -0.6% | 14.5% | ||
| Q1 25 | -1.9% | 2.2% | ||
| Q4 24 | 1.5% | 15.3% | ||
| Q3 24 | -5.8% | 12.8% | ||
| Q2 24 | -7.7% | 10.4% | ||
| Q1 24 | -8.4% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | 6.3% | 9.9% | ||
| Q2 25 | 0.4% | 10.6% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | -1.7% | 9.9% | ||
| Q2 24 | -5.1% | 8.4% | ||
| Q1 24 | -2.9% | 5.2% |
| Q4 25 | $0.22 | $-0.41 | ||
| Q3 25 | $0.21 | $0.98 | ||
| Q2 25 | $0.01 | $0.99 | ||
| Q1 25 | $0.01 | $0.08 | ||
| Q4 24 | $0.16 | $1.32 | ||
| Q3 24 | $-0.06 | $0.85 | ||
| Q2 24 | $-0.17 | $0.67 | ||
| Q1 24 | $-0.10 | $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 | $232.1M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $785.8M | $1.7B |
| Total Assets | $1.8B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $232.1M | $299.3M | ||
| Q3 25 | $193.4M | $274.8M | ||
| Q2 25 | $205.5M | $233.7M | ||
| Q1 25 | $370.3M | $181.0M | ||
| Q4 24 | $362.5M | $279.3M | ||
| Q3 24 | $291.0M | $179.8M | ||
| Q2 24 | $175.7M | $208.1M | ||
| Q1 24 | $240.2M | $216.5M |
| Q4 25 | $785.8M | $1.7B | ||
| Q3 25 | $775.3M | $1.8B | ||
| Q2 25 | $717.4M | $1.8B | ||
| Q1 25 | $664.3M | $1.7B | ||
| Q4 24 | $622.2M | $1.7B | ||
| Q3 24 | $565.6M | $1.7B | ||
| Q2 24 | $525.9M | $1.7B | ||
| Q1 24 | $483.6M | $1.7B |
| Q4 25 | $1.8B | $5.1B | ||
| Q3 25 | $1.8B | $5.8B | ||
| Q2 25 | $1.7B | $4.7B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.1B | $4.4B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $1.9B | $4.2B | ||
| Q1 24 | $1.9B | $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 | $83.6M | $-664.3M |
| Free Cash FlowOCF − Capex | $77.3M | $-680.1M |
| FCF MarginFCF / Revenue | 25.8% | -200.0% |
| Capex IntensityCapex / Revenue | 2.1% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $201.2M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.6M | $-664.3M | ||
| Q3 25 | $59.2M | $-948.1M | ||
| Q2 25 | $35.1M | $-238.5M | ||
| Q1 25 | $48.4M | $-281.1M | ||
| Q4 24 | $49.8M | $129.4M | ||
| Q3 24 | $41.1M | $-202.0M | ||
| Q2 24 | $19.9M | $-237.8M | ||
| Q1 24 | $32.4M | $38.4M |
| Q4 25 | $77.3M | $-680.1M | ||
| Q3 25 | $48.7M | $-950.4M | ||
| Q2 25 | $31.6M | $-241.0M | ||
| Q1 25 | $43.7M | $-284.7M | ||
| Q4 24 | $40.5M | $116.4M | ||
| Q3 24 | $26.7M | $-204.0M | ||
| Q2 24 | $13.1M | $-241.7M | ||
| Q1 24 | $20.4M | $35.2M |
| Q4 25 | 25.8% | -200.0% | ||
| Q3 25 | 17.0% | -281.5% | ||
| Q2 25 | 11.1% | -75.5% | ||
| Q1 25 | 15.6% | -120.0% | ||
| Q4 24 | 14.5% | 34.1% | ||
| Q3 24 | 10.1% | -69.8% | ||
| Q2 24 | 5.2% | -89.3% | ||
| Q1 24 | 8.3% | 15.4% |
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 1.2% | 0.8% | ||
| Q1 25 | 1.7% | 1.5% | ||
| Q4 24 | 3.3% | 3.8% | ||
| Q3 24 | 5.4% | 0.7% | ||
| Q2 24 | 2.7% | 1.4% | ||
| Q1 24 | 4.8% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 3.29× | -28.34× | ||
| Q2 25 | 30.38× | -7.02× | ||
| Q1 25 | 84.00× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | — | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
