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Side-by-side financial comparison of Janus International Group, Inc. (JBI) 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 $219.3M, roughly 1.6× Janus International Group, Inc.). Janus International Group, Inc. runs the higher net margin — 6.9% vs -12.9%, a 19.8% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -4.7%). Janus International Group, Inc. produced more free cash flow last quarter ($8.3M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -8.8%).
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
JBI vs WD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $219.3M | $340.0M |
| Net Profit | $15.2M | $-13.9M |
| Gross Margin | 39.1% | — |
| Operating Margin | 13.4% | -17.2% |
| Net Margin | 6.9% | -12.9% |
| Revenue YoY | -4.7% | -0.4% |
| Net Profit YoY | 28.8% | -131.0% |
| EPS (diluted) | $0.11 | $-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 | $219.3M | $337.7M | ||
| Q2 25 | $228.1M | $319.2M | ||
| Q1 25 | $210.5M | $237.4M | ||
| Q4 24 | $230.8M | $341.5M | ||
| Q3 24 | $230.1M | $292.3M | ||
| Q2 24 | $248.4M | $270.7M | ||
| Q1 24 | $254.5M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $15.2M | $33.5M | ||
| Q2 25 | $20.7M | $34.0M | ||
| Q1 25 | $10.8M | $2.8M | ||
| Q4 24 | $300.0K | $44.8M | ||
| Q3 24 | $11.8M | $28.8M | ||
| Q2 24 | $27.6M | $22.7M | ||
| Q1 24 | $30.7M | $11.9M |
| Q4 25 | — | — | ||
| Q3 25 | 39.1% | — | ||
| Q2 25 | 40.9% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 37.8% | — | ||
| Q3 24 | 39.6% | — | ||
| Q2 24 | 43.9% | — | ||
| Q1 24 | 43.4% | — |
| Q4 25 | — | -17.2% | ||
| Q3 25 | 13.4% | 13.6% | ||
| Q2 25 | 15.8% | 14.5% | ||
| Q1 25 | 12.0% | 2.2% | ||
| Q4 24 | 5.5% | 15.3% | ||
| Q3 24 | 11.6% | 12.8% | ||
| Q2 24 | 20.8% | 10.4% | ||
| Q1 24 | 21.8% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | 6.9% | 9.9% | ||
| Q2 25 | 9.1% | 10.6% | ||
| Q1 25 | 5.1% | 1.2% | ||
| Q4 24 | 0.1% | 13.1% | ||
| Q3 24 | 5.1% | 9.9% | ||
| Q2 24 | 11.1% | 8.4% | ||
| Q1 24 | 12.1% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $0.11 | $0.98 | ||
| Q2 25 | $0.15 | $0.99 | ||
| Q1 25 | $0.08 | $0.08 | ||
| Q4 24 | $0.01 | $1.32 | ||
| Q3 24 | $0.08 | $0.85 | ||
| Q2 24 | $0.19 | $0.67 | ||
| Q1 24 | $0.21 | $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 | — | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $560.8M | $1.7B |
| Total Assets | $1.3B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | — | $274.8M | ||
| Q2 25 | — | $233.7M | ||
| Q1 25 | — | $181.0M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | $102.1M | $179.8M | ||
| Q2 24 | $110.1M | $208.1M | ||
| Q1 24 | — | $216.5M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $560.8M | $1.8B | ||
| Q2 25 | $543.8M | $1.8B | ||
| Q1 25 | $526.8M | $1.7B | ||
| Q4 24 | $518.8M | $1.7B | ||
| Q3 24 | $526.6M | $1.7B | ||
| Q2 24 | $556.3M | $1.7B | ||
| Q1 24 | $535.4M | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.3B | $5.8B | ||
| Q2 25 | $1.3B | $4.7B | ||
| Q1 25 | $1.3B | $4.5B | ||
| Q4 24 | $1.3B | $4.4B | ||
| Q3 24 | $1.3B | $4.6B | ||
| Q2 24 | $1.3B | $4.2B | ||
| Q1 24 | $1.4B | $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 | $15.0M | $-664.3M |
| Free Cash FlowOCF − Capex | $8.3M | $-680.1M |
| FCF MarginFCF / Revenue | 3.8% | -200.0% |
| Capex IntensityCapex / Revenue | 3.1% | 4.6% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $140.1M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | $15.0M | $-948.1M | ||
| Q2 25 | $51.4M | $-238.5M | ||
| Q1 25 | $48.3M | $-281.1M | ||
| Q4 24 | $51.4M | $129.4M | ||
| Q3 24 | $43.0M | $-202.0M | ||
| Q2 24 | $31.0M | $-237.8M | ||
| Q1 24 | $28.6M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $8.3M | $-950.4M | ||
| Q2 25 | $44.6M | $-241.0M | ||
| Q1 25 | $41.9M | $-284.7M | ||
| Q4 24 | $45.3M | $116.4M | ||
| Q3 24 | $39.3M | $-204.0M | ||
| Q2 24 | $25.3M | $-241.7M | ||
| Q1 24 | $24.0M | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | 3.8% | -281.5% | ||
| Q2 25 | 19.6% | -75.5% | ||
| Q1 25 | 19.9% | -120.0% | ||
| Q4 24 | 19.6% | 34.1% | ||
| Q3 24 | 17.1% | -69.8% | ||
| Q2 24 | 10.2% | -89.3% | ||
| Q1 24 | 9.4% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 3.1% | 0.7% | ||
| Q2 25 | 3.0% | 0.8% | ||
| Q1 25 | 3.0% | 1.5% | ||
| Q4 24 | 2.6% | 3.8% | ||
| Q3 24 | 1.6% | 0.7% | ||
| Q2 24 | 2.3% | 1.4% | ||
| Q1 24 | 1.8% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 0.99× | -28.34× | ||
| Q2 25 | 2.48× | -7.02× | ||
| Q1 25 | 4.47× | -102.07× | ||
| Q4 24 | 171.33× | 2.89× | ||
| Q3 24 | 3.64× | -7.01× | ||
| Q2 24 | 1.12× | -10.49× | ||
| Q1 24 | 0.93× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
WD
Segment breakdown not available.
