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Side-by-side financial comparison of MASIMO CORP (MASI) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
MASIMO CORP is the larger business by last-quarter revenue ($371.5M vs $340.0M, roughly 1.1× Walker & Dunlop, Inc.). Walker & Dunlop, Inc. runs the higher net margin — -12.9% vs -27.0%, a 14.1% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -26.4%). MASIMO CORP produced more free cash flow last quarter ($50.9M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -17.7%).
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
MASI vs WD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $340.0M |
| Net Profit | $-100.4M | $-13.9M |
| Gross Margin | 62.1% | — |
| Operating Margin | 22.5% | -17.2% |
| Net Margin | -27.0% | -12.9% |
| Revenue YoY | -26.4% | -0.4% |
| Net Profit YoY | -1124.5% | -131.0% |
| EPS (diluted) | $-1.84 | $-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 | $371.5M | $337.7M | ||
| Q2 25 | $370.9M | $319.2M | ||
| Q1 25 | $372.0M | $237.4M | ||
| Q4 24 | $600.7M | $341.5M | ||
| Q3 24 | $504.6M | $292.3M | ||
| Q2 24 | $496.3M | $270.7M | ||
| Q1 24 | $492.8M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $-100.4M | $33.5M | ||
| Q2 25 | $51.3M | $34.0M | ||
| Q1 25 | $-170.7M | $2.8M | ||
| Q4 24 | $-349.6M | $44.8M | ||
| Q3 24 | $9.8M | $28.8M | ||
| Q2 24 | $16.0M | $22.7M | ||
| Q1 24 | $18.9M | $11.9M |
| Q4 25 | — | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 62.9% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 51.3% | — | ||
| Q1 24 | 49.0% | — |
| Q4 25 | — | -17.2% | ||
| Q3 25 | 22.5% | 13.6% | ||
| Q2 25 | 17.4% | 14.5% | ||
| Q1 25 | 21.0% | 2.2% | ||
| Q4 24 | -59.8% | 15.3% | ||
| Q3 24 | 6.0% | 12.8% | ||
| Q2 24 | 5.7% | 10.4% | ||
| Q1 24 | 6.9% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | -27.0% | 9.9% | ||
| Q2 25 | 13.8% | 10.6% | ||
| Q1 25 | -45.9% | 1.2% | ||
| Q4 24 | -58.2% | 13.1% | ||
| Q3 24 | 1.9% | 9.9% | ||
| Q2 24 | 3.2% | 8.4% | ||
| Q1 24 | 3.8% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $-1.84 | $0.98 | ||
| Q2 25 | $0.94 | $0.99 | ||
| Q1 25 | $-3.12 | $0.08 | ||
| Q4 24 | $-6.54 | $1.32 | ||
| Q3 24 | $0.18 | $0.85 | ||
| Q2 24 | $0.29 | $0.67 | ||
| Q1 24 | $0.35 | $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 | $312.3M | $299.3M |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $1.7B |
| Total Assets | $1.8B | $5.1B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $299.3M | ||
| Q3 25 | $312.3M | $274.8M | ||
| Q2 25 | $149.6M | $233.7M | ||
| Q1 25 | $130.8M | $181.0M | ||
| Q4 24 | $177.6M | $279.3M | ||
| Q3 24 | $158.5M | $179.8M | ||
| Q2 24 | $129.6M | $208.1M | ||
| Q1 24 | $157.6M | $216.5M |
| Q4 25 | — | — | ||
| Q3 25 | $559.1M | — | ||
| Q2 25 | $613.7M | — | ||
| Q1 25 | $651.0M | — | ||
| Q4 24 | $765.2M | — | ||
| Q3 24 | $772.6M | — | ||
| Q2 24 | $781.6M | — | ||
| Q1 24 | $876.0M | — |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $810.0M | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $946.4M | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.4B | $1.7B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.8B | $5.8B | ||
| Q2 25 | $2.4B | $4.7B | ||
| Q1 25 | $2.3B | $4.5B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $2.9B | $4.2B | ||
| Q1 24 | $3.0B | $3.8B |
| Q4 25 | — | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.64× | — |
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 | $56.8M | $-664.3M |
| Free Cash FlowOCF − Capex | $50.9M | $-680.1M |
| FCF MarginFCF / Revenue | 13.7% | -200.0% |
| Capex IntensityCapex / Revenue | 1.6% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-664.3M | ||
| Q3 25 | $56.8M | $-948.1M | ||
| Q2 25 | $69.4M | $-238.5M | ||
| Q1 25 | $31.1M | $-281.1M | ||
| Q4 24 | $50.5M | $129.4M | ||
| Q3 24 | $25.6M | $-202.0M | ||
| Q2 24 | $74.5M | $-237.8M | ||
| Q1 24 | $45.8M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | $50.9M | $-950.4M | ||
| Q2 25 | $65.6M | $-241.0M | ||
| Q1 25 | $28.5M | $-284.7M | ||
| Q4 24 | $46.0M | $116.4M | ||
| Q3 24 | $16.9M | $-204.0M | ||
| Q2 24 | $66.9M | $-241.7M | ||
| Q1 24 | $37.6M | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | 13.7% | -281.5% | ||
| Q2 25 | 17.7% | -75.5% | ||
| Q1 25 | 7.7% | -120.0% | ||
| Q4 24 | 7.7% | 34.1% | ||
| Q3 24 | 3.3% | -69.8% | ||
| Q2 24 | 13.5% | -89.3% | ||
| Q1 24 | 7.6% | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | 1.6% | 0.7% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 0.7% | 1.5% | ||
| Q4 24 | 0.7% | 3.8% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 1.5% | 1.4% | ||
| Q1 24 | 1.7% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | 1.35× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | 2.61× | -7.01× | ||
| Q2 24 | 4.66× | -10.49× | ||
| Q1 24 | 2.42× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
