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Side-by-side financial comparison of Guardian Pharmacy Services, Inc. (GRDN) 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 $338.6M, roughly 1.0× Guardian Pharmacy Services, Inc.). Guardian Pharmacy Services, Inc. runs the higher net margin — 3.5% vs -12.9%, a 16.4% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -14.9%).
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
GRDN vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $338.6M | $340.0M |
| Net Profit | $11.8M | $-13.9M |
| Gross Margin | 19.8% | — |
| Operating Margin | — | -17.2% |
| Net Margin | 3.5% | -12.9% |
| Revenue YoY | -14.9% | -0.4% |
| Net Profit YoY | -44.3% | -131.0% |
| EPS (diluted) | $0.19 | $-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.
| Q1 26 | $338.6M | — | ||
| Q4 25 | $397.6M | $340.0M | ||
| Q3 25 | $377.4M | $337.7M | ||
| Q2 25 | $344.3M | $319.2M | ||
| Q1 25 | $329.3M | $237.4M | ||
| Q4 24 | — | $341.5M | ||
| Q3 24 | $314.4M | $292.3M | ||
| Q2 24 | — | $270.7M |
| Q1 26 | $11.8M | — | ||
| Q4 25 | $20.9M | $-13.9M | ||
| Q3 25 | $9.8M | $33.5M | ||
| Q2 25 | $9.0M | $34.0M | ||
| Q1 25 | $9.4M | $2.8M | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $-122.0M | $28.8M | ||
| Q2 24 | — | $22.7M |
| Q1 26 | 19.8% | — | ||
| Q4 25 | 21.5% | — | ||
| Q3 25 | 19.8% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | -17.2% | ||
| Q3 25 | 4.3% | 13.6% | ||
| Q2 25 | 3.7% | 14.5% | ||
| Q1 25 | 3.9% | 2.2% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | -33.3% | 12.8% | ||
| Q2 24 | — | 10.4% |
| Q1 26 | 3.5% | — | ||
| Q4 25 | 5.3% | -12.9% | ||
| Q3 25 | 2.6% | 9.9% | ||
| Q2 25 | 2.6% | 10.6% | ||
| Q1 25 | 2.9% | 1.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | -38.8% | 9.9% | ||
| Q2 24 | — | 8.4% |
| Q1 26 | $0.19 | — | ||
| Q4 25 | — | $-0.41 | ||
| Q3 25 | — | $0.98 | ||
| Q2 25 | — | $0.99 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | — | $0.85 | ||
| Q2 24 | — | $0.67 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.7M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $150.0M | $1.7B |
| Total Assets | $320.8M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.7M | — | ||
| Q4 25 | $65.6M | $299.3M | ||
| Q3 25 | $36.5M | $274.8M | ||
| Q2 25 | $18.8M | $233.7M | ||
| Q1 25 | $14.0M | $181.0M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | $37.2M | $179.8M | ||
| Q2 24 | — | $208.1M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $34.3M | — | ||
| Q2 24 | — | — |
| Q1 26 | $150.0M | — | ||
| Q4 25 | $217.9M | $1.7B | ||
| Q3 25 | $195.5M | $1.8B | ||
| Q2 25 | $179.7M | $1.8B | ||
| Q1 25 | $163.2M | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $133.9M | $1.7B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | $320.8M | — | ||
| Q4 25 | $412.7M | $5.1B | ||
| Q3 25 | $390.0M | $5.8B | ||
| Q2 25 | $356.3M | $4.7B | ||
| Q1 25 | $334.0M | $4.5B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | $348.0M | $4.6B | ||
| Q2 24 | — | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | — | — |
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 | $58.0M | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 4.89× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $58.0M | — | ||
| Q4 25 | $34.6M | $-664.3M | ||
| Q3 25 | $28.2M | $-948.1M | ||
| Q2 25 | $19.9M | $-238.5M | ||
| Q1 25 | $17.6M | $-281.1M | ||
| Q4 24 | — | $129.4M | ||
| Q3 24 | — | $-202.0M | ||
| Q2 24 | — | $-237.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $24.2M | $-950.4M | ||
| Q2 25 | — | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | — | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | -200.0% | ||
| Q3 25 | 6.4% | -281.5% | ||
| Q2 25 | — | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | — | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | 4.89× | — | ||
| Q4 25 | 1.65× | — | ||
| Q3 25 | 2.87× | -28.34× | ||
| Q2 25 | 2.21× | -7.02× | ||
| Q1 25 | 1.86× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
