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Side-by-side financial comparison of GigaCloud Technology Inc (GCT) 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 $332.6M, roughly 1.0× GigaCloud Technology Inc). GigaCloud Technology Inc runs the higher net margin — 11.2% vs -12.9%, a 24.1% gap on every dollar of revenue. On growth, GigaCloud Technology Inc posted the faster year-over-year revenue change (9.7% vs -0.4%). GigaCloud Technology Inc produced more free cash flow last quarter ($77.1M vs $-680.1M). Over the past eight quarters, GigaCloud Technology Inc's revenue compounded faster (36.6% CAGR vs 22.1%).
GigaCloud Technology Inc. is an American e-commerce company that helps retailers buy and sell big and bulky, non-standardized items such as furniture, appliances, and fitness equipment. They own a business-to-business online marketplace and act as a middleman by handling sales, logistics and also delivery to end customers. GigaCloud is headquartered in El Monte, California, and is listed on the Nasdaq stock exchange since August 2022.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
GCT vs WD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $340.0M |
| Net Profit | $37.2M | $-13.9M |
| Gross Margin | 23.2% | — |
| Operating Margin | 12.2% | -17.2% |
| Net Margin | 11.2% | -12.9% |
| Revenue YoY | 9.7% | -0.4% |
| Net Profit YoY | -8.6% | -131.0% |
| EPS (diluted) | $0.99 | $-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 | $332.6M | $337.7M | ||
| Q2 25 | $322.6M | $319.2M | ||
| Q1 25 | $271.9M | $237.4M | ||
| Q4 24 | $295.8M | $341.5M | ||
| Q3 24 | $303.3M | $292.3M | ||
| Q2 24 | $310.9M | $270.7M | ||
| Q1 24 | $251.1M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $37.2M | $33.5M | ||
| Q2 25 | $34.6M | $34.0M | ||
| Q1 25 | $27.1M | $2.8M | ||
| Q4 24 | $31.0M | $44.8M | ||
| Q3 24 | $40.7M | $28.8M | ||
| Q2 24 | $27.0M | $22.7M | ||
| Q1 24 | $27.2M | $11.9M |
| Q4 25 | — | — | ||
| Q3 25 | 23.2% | — | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 25.5% | — | ||
| Q2 24 | 24.6% | — | ||
| Q1 24 | 26.5% | — |
| Q4 25 | — | -17.2% | ||
| Q3 25 | 12.2% | 13.6% | ||
| Q2 25 | 11.1% | 14.5% | ||
| Q1 25 | 10.4% | 2.2% | ||
| Q4 24 | 9.3% | 15.3% | ||
| Q3 24 | 13.4% | 12.8% | ||
| Q2 24 | 8.8% | 10.4% | ||
| Q1 24 | 13.9% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | 11.2% | 9.9% | ||
| Q2 25 | 10.7% | 10.6% | ||
| Q1 25 | 10.0% | 1.2% | ||
| Q4 24 | 10.5% | 13.1% | ||
| Q3 24 | 13.4% | 9.9% | ||
| Q2 24 | 8.7% | 8.4% | ||
| Q1 24 | 10.8% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $0.99 | $0.98 | ||
| Q2 25 | $0.91 | $0.99 | ||
| Q1 25 | $0.68 | $0.08 | ||
| Q4 24 | $0.76 | $1.32 | ||
| Q3 24 | $0.98 | $0.85 | ||
| Q2 24 | $0.65 | $0.67 | ||
| Q1 24 | $0.66 | $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 | $365.9M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $457.3M | $1.7B |
| Total Assets | $1.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | $365.9M | $274.8M | ||
| Q2 25 | $303.0M | $233.7M | ||
| Q1 25 | $286.8M | $181.0M | ||
| Q4 24 | $302.4M | $279.3M | ||
| Q3 24 | $259.8M | $179.8M | ||
| Q2 24 | $207.8M | $208.1M | ||
| Q1 24 | $195.3M | $216.5M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $457.3M | $1.8B | ||
| Q2 25 | $431.4M | $1.8B | ||
| Q1 25 | $412.9M | $1.7B | ||
| Q4 24 | $405.2M | $1.7B | ||
| Q3 24 | $400.4M | $1.7B | ||
| Q2 24 | $358.4M | $1.7B | ||
| Q1 24 | $317.8M | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.1B | $5.8B | ||
| Q2 25 | $1.1B | $4.7B | ||
| Q1 25 | $1.1B | $4.5B | ||
| Q4 24 | $1.1B | $4.4B | ||
| Q3 24 | $1.1B | $4.6B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $977.6M | $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 | $78.3M | $-664.3M |
| Free Cash FlowOCF − Capex | $77.1M | $-680.1M |
| FCF MarginFCF / Revenue | 23.2% | -200.0% |
| Capex IntensityCapex / Revenue | 0.4% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.10× | — |
| TTM Free Cash FlowTrailing 4 quarters | $188.1M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | $78.3M | $-948.1M | ||
| Q2 25 | $38.6M | $-238.5M | ||
| Q1 25 | $9.4M | $-281.1M | ||
| Q4 24 | $68.4M | $129.4M | ||
| Q3 24 | $55.2M | $-202.0M | ||
| Q2 24 | $19.1M | $-237.8M | ||
| Q1 24 | $15.3M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $77.1M | $-950.4M | ||
| Q2 25 | $37.0M | $-241.0M | ||
| Q1 25 | $7.0M | $-284.7M | ||
| Q4 24 | $66.9M | $116.4M | ||
| Q3 24 | $51.4M | $-204.0M | ||
| Q2 24 | $12.9M | $-241.7M | ||
| Q1 24 | $11.3M | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | 23.2% | -281.5% | ||
| Q2 25 | 11.5% | -75.5% | ||
| Q1 25 | 2.6% | -120.0% | ||
| Q4 24 | 22.6% | 34.1% | ||
| Q3 24 | 16.9% | -69.8% | ||
| Q2 24 | 4.2% | -89.3% | ||
| Q1 24 | 4.5% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 0.4% | 0.7% | ||
| Q2 25 | 0.5% | 0.8% | ||
| Q1 25 | 0.9% | 1.5% | ||
| Q4 24 | 0.5% | 3.8% | ||
| Q3 24 | 1.3% | 0.7% | ||
| Q2 24 | 2.0% | 1.4% | ||
| Q1 24 | 1.6% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 2.10× | -28.34× | ||
| Q2 25 | 1.12× | -7.02× | ||
| Q1 25 | 0.35× | -102.07× | ||
| Q4 24 | 2.21× | 2.89× | ||
| Q3 24 | 1.36× | -7.01× | ||
| Q2 24 | 0.71× | -10.49× | ||
| Q1 24 | 0.56× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GCT
| Services | $108.4M | 33% |
| Transferred Over Time | $89.8M | 27% |
| Product Sales To B | $50.1M | 15% |
| Last Mile Delivery Service | $49.2M | 15% |
| Warehousing Service | $14.2M | 4% |
| Ocean Transportation Service | $9.0M | 3% |
| Platform Commission | $4.9M | 1% |
| Drayage Service | $3.2M | 1% |
WD
Segment breakdown not available.
