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Side-by-side financial comparison of GRACO INC (GGG) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $340.0M, roughly 1.7× Walker & Dunlop, Inc.). GRACO INC runs the higher net margin — 22.3% vs -12.9%, a 35.2% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs -0.4%). GRACO INC produced more free cash flow last quarter ($184.3M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 9.8%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
GGG vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $340.0M |
| Net Profit | $132.5M | $-13.9M |
| Gross Margin | 51.7% | — |
| Operating Margin | 26.7% | -17.2% |
| Net Margin | 22.3% | -12.9% |
| Revenue YoY | 8.1% | -0.4% |
| Net Profit YoY | 21.9% | -131.0% |
| EPS (diluted) | $0.78 | $-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 | $593.2M | $340.0M | ||
| Q3 25 | $543.4M | $337.7M | ||
| Q2 25 | $571.8M | $319.2M | ||
| Q1 25 | $528.3M | $237.4M | ||
| Q4 24 | $548.7M | $341.5M | ||
| Q3 24 | $519.2M | $292.3M | ||
| Q2 24 | $553.2M | $270.7M | ||
| Q1 24 | $492.2M | $228.1M |
| Q4 25 | $132.5M | $-13.9M | ||
| Q3 25 | $137.6M | $33.5M | ||
| Q2 25 | $127.6M | $34.0M | ||
| Q1 25 | $124.1M | $2.8M | ||
| Q4 24 | $108.7M | $44.8M | ||
| Q3 24 | $122.2M | $28.8M | ||
| Q2 24 | $133.0M | $22.7M | ||
| Q1 24 | $122.2M | $11.9M |
| Q4 25 | 51.7% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 52.4% | — | ||
| Q1 25 | 52.6% | — | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 53.2% | — | ||
| Q2 24 | 54.4% | — | ||
| Q1 24 | 54.1% | — |
| Q4 25 | 26.7% | -17.2% | ||
| Q3 25 | 30.3% | 13.6% | ||
| Q2 25 | 27.5% | 14.5% | ||
| Q1 25 | 27.3% | 2.2% | ||
| Q4 24 | 23.7% | 15.3% | ||
| Q3 24 | 28.1% | 12.8% | ||
| Q2 24 | 29.2% | 10.4% | ||
| Q1 24 | 27.0% | 6.0% |
| Q4 25 | 22.3% | -12.9% | ||
| Q3 25 | 25.3% | 9.9% | ||
| Q2 25 | 22.3% | 10.6% | ||
| Q1 25 | 23.5% | 1.2% | ||
| Q4 24 | 19.8% | 13.1% | ||
| Q3 24 | 23.5% | 9.9% | ||
| Q2 24 | 24.0% | 8.4% | ||
| Q1 24 | 24.8% | 5.2% |
| Q4 25 | $0.78 | $-0.41 | ||
| Q3 25 | $0.82 | $0.98 | ||
| Q2 25 | $0.76 | $0.99 | ||
| Q1 25 | $0.72 | $0.08 | ||
| Q4 24 | $0.63 | $1.32 | ||
| Q3 24 | $0.71 | $0.85 | ||
| Q2 24 | $0.77 | $0.67 | ||
| Q1 24 | $0.71 | $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 | $624.1M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $1.7B |
| Total Assets | $3.3B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $299.3M | ||
| Q3 25 | $618.7M | $274.8M | ||
| Q2 25 | $534.9M | $233.7M | ||
| Q1 25 | $536.1M | $181.0M | ||
| Q4 24 | $675.3M | $279.3M | ||
| Q3 24 | $764.5M | $179.8M | ||
| Q2 24 | $666.0M | $208.1M | ||
| Q1 24 | $622.7M | $216.5M |
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.5B | $1.7B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.3B | $1.7B |
| Q4 25 | $3.3B | $5.1B | ||
| Q3 25 | $3.2B | $5.8B | ||
| Q2 25 | $3.0B | $4.7B | ||
| Q1 25 | $3.0B | $4.5B | ||
| Q4 24 | $3.1B | $4.4B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $2.9B | $4.2B | ||
| Q1 24 | $2.8B | $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 | $196.3M | $-664.3M |
| Free Cash FlowOCF − Capex | $184.3M | $-680.1M |
| FCF MarginFCF / Revenue | 31.1% | -200.0% |
| Capex IntensityCapex / Revenue | 2.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $-664.3M | ||
| Q3 25 | $179.2M | $-948.1M | ||
| Q2 25 | $182.7M | $-238.5M | ||
| Q1 25 | $125.4M | $-281.1M | ||
| Q4 24 | $185.2M | $129.4M | ||
| Q3 24 | $178.6M | $-202.0M | ||
| Q2 24 | $139.0M | $-237.8M | ||
| Q1 24 | $118.9M | $38.4M |
| Q4 25 | $184.3M | $-680.1M | ||
| Q3 25 | $175.7M | $-950.4M | ||
| Q2 25 | $163.1M | $-241.0M | ||
| Q1 25 | $114.8M | $-284.7M | ||
| Q4 24 | $171.3M | $116.4M | ||
| Q3 24 | $159.2M | $-204.0M | ||
| Q2 24 | $102.7M | $-241.7M | ||
| Q1 24 | $81.7M | $35.2M |
| Q4 25 | 31.1% | -200.0% | ||
| Q3 25 | 32.3% | -281.5% | ||
| Q2 25 | 28.5% | -75.5% | ||
| Q1 25 | 21.7% | -120.0% | ||
| Q4 24 | 31.2% | 34.1% | ||
| Q3 24 | 30.7% | -69.8% | ||
| Q2 24 | 18.6% | -89.3% | ||
| Q1 24 | 16.6% | 15.4% |
| Q4 25 | 2.0% | 4.6% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 3.4% | 0.8% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 2.5% | 3.8% | ||
| Q3 24 | 3.7% | 0.7% | ||
| Q2 24 | 6.6% | 1.4% | ||
| Q1 24 | 7.6% | 1.4% |
| Q4 25 | 1.48× | — | ||
| Q3 25 | 1.30× | -28.34× | ||
| Q2 25 | 1.43× | -7.02× | ||
| Q1 25 | 1.01× | -102.07× | ||
| Q4 24 | 1.70× | 2.89× | ||
| Q3 24 | 1.46× | -7.01× | ||
| Q2 24 | 1.05× | -10.49× | ||
| Q1 24 | 0.97× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
WD
Segment breakdown not available.
