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Side-by-side financial comparison of SANFILIPPO JOHN B & SON INC (JBSS) 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 $314.8M, roughly 1.1× SANFILIPPO JOHN B & SON INC). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs -12.9%, a 18.6% gap on every dollar of revenue. On growth, SANFILIPPO JOHN B & SON INC posted the faster year-over-year revenue change (4.6% vs -0.4%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 7.6%).
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
JBSS vs WD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $340.0M |
| Net Profit | $18.0M | $-13.9M |
| Gross Margin | 18.8% | — |
| Operating Margin | 8.3% | -17.2% |
| Net Margin | 5.7% | -12.9% |
| Revenue YoY | 4.6% | -0.4% |
| Net Profit YoY | 32.1% | -131.0% |
| EPS (diluted) | $1.53 | $-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 | $314.8M | $340.0M | ||
| Q3 25 | $298.7M | $337.7M | ||
| Q2 25 | $269.1M | $319.2M | ||
| Q1 25 | $260.9M | $237.4M | ||
| Q4 24 | $301.1M | $341.5M | ||
| Q3 24 | $276.2M | $292.3M | ||
| Q2 24 | $269.6M | $270.7M | ||
| Q1 24 | $271.9M | $228.1M |
| Q4 25 | $18.0M | $-13.9M | ||
| Q3 25 | $18.7M | $33.5M | ||
| Q2 25 | $13.5M | $34.0M | ||
| Q1 25 | $20.2M | $2.8M | ||
| Q4 24 | $13.6M | $44.8M | ||
| Q3 24 | $11.7M | $28.8M | ||
| Q2 24 | $10.0M | $22.7M | ||
| Q1 24 | $13.5M | $11.9M |
| Q4 25 | 18.8% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 16.9% | — | ||
| Q2 24 | 18.5% | — | ||
| Q1 24 | 18.1% | — |
| Q4 25 | 8.3% | -17.2% | ||
| Q3 25 | 9.0% | 13.6% | ||
| Q2 25 | 7.5% | 14.5% | ||
| Q1 25 | 10.8% | 2.2% | ||
| Q4 24 | 6.4% | 15.3% | ||
| Q3 24 | 6.2% | 12.8% | ||
| Q2 24 | 5.4% | 10.4% | ||
| Q1 24 | 6.7% | 6.0% |
| Q4 25 | 5.7% | -12.9% | ||
| Q3 25 | 6.3% | 9.9% | ||
| Q2 25 | 5.0% | 10.6% | ||
| Q1 25 | 7.7% | 1.2% | ||
| Q4 24 | 4.5% | 13.1% | ||
| Q3 24 | 4.2% | 9.9% | ||
| Q2 24 | 3.7% | 8.4% | ||
| Q1 24 | 5.0% | 5.2% |
| Q4 25 | $1.53 | $-0.41 | ||
| Q3 25 | $1.59 | $0.98 | ||
| Q2 25 | $1.15 | $0.99 | ||
| Q1 25 | $1.72 | $0.08 | ||
| Q4 24 | $1.16 | $1.32 | ||
| Q3 24 | $1.00 | $0.85 | ||
| Q2 24 | $0.85 | $0.67 | ||
| Q1 24 | $1.15 | $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 | $2.4M | $299.3M |
| Total DebtLower is stronger | $28.8M | — |
| Stockholders' EquityBook value | $370.1M | $1.7B |
| Total Assets | $617.7M | $5.1B |
| Debt / EquityLower = less leverage | 0.08× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4M | $299.3M | ||
| Q3 25 | $714.0K | $274.8M | ||
| Q2 25 | $585.0K | $233.7M | ||
| Q1 25 | $1.3M | $181.0M | ||
| Q4 24 | $336.0K | $279.3M | ||
| Q3 24 | $442.0K | $179.8M | ||
| Q2 24 | $484.0K | $208.1M | ||
| Q1 24 | $377.0K | $216.5M |
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $6.6M | — |
| Q4 25 | $370.1M | $1.7B | ||
| Q3 25 | $362.8M | $1.8B | ||
| Q2 25 | $360.7M | $1.8B | ||
| Q1 25 | $346.6M | $1.7B | ||
| Q4 24 | $325.6M | $1.7B | ||
| Q3 24 | $310.8M | $1.7B | ||
| Q2 24 | $322.6M | $1.7B | ||
| Q1 24 | $321.8M | $1.7B |
| Q4 25 | $617.7M | $5.1B | ||
| Q3 25 | $598.7M | $5.8B | ||
| Q2 25 | $597.6M | $4.7B | ||
| Q1 25 | $590.0M | $4.5B | ||
| Q4 24 | $545.3M | $4.4B | ||
| Q3 24 | $519.4M | $4.6B | ||
| Q2 24 | $515.6M | $4.2B | ||
| Q1 24 | $491.9M | $3.8B |
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
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 | $62.5M | $-664.3M |
| Free Cash FlowOCF − Capex | $40.0M | $-680.1M |
| FCF MarginFCF / Revenue | 12.7% | -200.0% |
| Capex IntensityCapex / Revenue | 7.1% | 4.6% |
| Cash ConversionOCF / Net Profit | 3.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $32.8M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $62.5M | $-664.3M | ||
| Q3 25 | $32.1M | $-948.1M | ||
| Q2 25 | $36.5M | $-238.5M | ||
| Q1 25 | $-25.9M | $-281.1M | ||
| Q4 24 | $11.0M | $129.4M | ||
| Q3 24 | $8.9M | $-202.0M | ||
| Q2 24 | $35.2M | $-237.8M | ||
| Q1 24 | $5.3M | $38.4M |
| Q4 25 | $40.0M | $-680.1M | ||
| Q3 25 | $7.3M | $-950.4M | ||
| Q2 25 | $23.0M | $-241.0M | ||
| Q1 25 | $-37.6M | $-284.7M | ||
| Q4 24 | $-2.7M | $116.4M | ||
| Q3 24 | $-3.0M | $-204.0M | ||
| Q2 24 | $24.4M | $-241.7M | ||
| Q1 24 | $-1.3M | $35.2M |
| Q4 25 | 12.7% | -200.0% | ||
| Q3 25 | 2.4% | -281.5% | ||
| Q2 25 | 8.6% | -75.5% | ||
| Q1 25 | -14.4% | -120.0% | ||
| Q4 24 | -0.9% | 34.1% | ||
| Q3 24 | -1.1% | -69.8% | ||
| Q2 24 | 9.0% | -89.3% | ||
| Q1 24 | -0.5% | 15.4% |
| Q4 25 | 7.1% | 4.6% | ||
| Q3 25 | 8.3% | 0.7% | ||
| Q2 25 | 5.0% | 0.8% | ||
| Q1 25 | 4.5% | 1.5% | ||
| Q4 24 | 4.5% | 3.8% | ||
| Q3 24 | 4.3% | 0.7% | ||
| Q2 24 | 4.0% | 1.4% | ||
| Q1 24 | 2.4% | 1.4% |
| Q4 25 | 3.48× | — | ||
| Q3 25 | 1.72× | -28.34× | ||
| Q2 25 | 2.70× | -7.02× | ||
| Q1 25 | -1.29× | -102.07× | ||
| Q4 24 | 0.81× | 2.89× | ||
| Q3 24 | 0.77× | -7.01× | ||
| Q2 24 | 3.52× | -10.49× | ||
| Q1 24 | 0.39× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
WD
Segment breakdown not available.
