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Side-by-side financial comparison of Mobileye Global Inc. (MBLY) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $340.0M, roughly 1.6× Walker & Dunlop, Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -0.4%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 12.7%).
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
MBLY vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $340.0M |
| Net Profit | — | $-13.9M |
| Gross Margin | 49.3% | — |
| Operating Margin | -647.5% | -17.2% |
| Net Margin | — | -12.9% |
| Revenue YoY | 27.4% | -0.4% |
| Net Profit YoY | — | -131.0% |
| EPS (diluted) | — | $-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 | $558.0M | — | ||
| Q4 25 | $446.0M | $340.0M | ||
| Q3 25 | $504.0M | $337.7M | ||
| Q2 25 | $506.0M | $319.2M | ||
| Q1 25 | $438.0M | $237.4M | ||
| Q4 24 | $490.0M | $341.5M | ||
| Q3 24 | $486.0M | $292.3M | ||
| Q2 24 | $439.0M | $270.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-13.9M | ||
| Q3 25 | $-96.0M | $33.5M | ||
| Q2 25 | $-67.0M | $34.0M | ||
| Q1 25 | $-102.0M | $2.8M | ||
| Q4 24 | $-71.0M | $44.8M | ||
| Q3 24 | $-2.7B | $28.8M | ||
| Q2 24 | $-86.0M | $22.7M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | -17.2% | ||
| Q3 25 | -21.6% | 13.6% | ||
| Q2 25 | -14.6% | 14.5% | ||
| Q1 25 | -26.7% | 2.2% | ||
| Q4 24 | -17.6% | 15.3% | ||
| Q3 24 | -577.6% | 12.8% | ||
| Q2 24 | -21.4% | 10.4% |
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -12.9% | ||
| Q3 25 | -19.0% | 9.9% | ||
| Q2 25 | -13.2% | 10.6% | ||
| Q1 25 | -23.3% | 1.2% | ||
| Q4 24 | -14.5% | 13.1% | ||
| Q3 24 | -558.6% | 9.9% | ||
| Q2 24 | -19.6% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.41 | ||
| Q3 25 | $-0.12 | $0.98 | ||
| Q2 25 | $-0.08 | $0.99 | ||
| Q1 25 | $-0.13 | $0.08 | ||
| Q4 24 | $-0.09 | $1.32 | ||
| Q3 24 | $-3.35 | $0.85 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $8.2B | $1.7B |
| Total Assets | $8.7B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $299.3M | ||
| Q3 25 | $1.7B | $274.8M | ||
| Q2 25 | $1.7B | $233.7M | ||
| Q1 25 | $1.5B | $181.0M | ||
| Q4 24 | $1.4B | $279.3M | ||
| Q3 24 | $1.3B | $179.8M | ||
| Q2 24 | $1.2B | $208.1M |
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $1.7B | ||
| Q3 25 | $11.9B | $1.8B | ||
| Q2 25 | $12.1B | $1.8B | ||
| Q1 25 | $12.0B | $1.7B | ||
| Q4 24 | $12.1B | $1.7B | ||
| Q3 24 | $12.1B | $1.7B | ||
| Q2 24 | $14.7B | $1.7B |
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $5.1B | ||
| Q3 25 | $12.5B | $5.8B | ||
| Q2 25 | $12.6B | $4.7B | ||
| Q1 25 | $12.5B | $4.5B | ||
| Q4 24 | $12.6B | $4.4B | ||
| Q3 24 | $12.6B | $4.6B | ||
| Q2 24 | $15.3B | $4.2B |
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 | $75.0M | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $-664.3M | ||
| Q3 25 | $167.0M | $-948.1M | ||
| Q2 25 | $213.0M | $-238.5M | ||
| Q1 25 | $109.0M | $-281.1M | ||
| Q4 24 | $204.0M | $129.4M | ||
| Q3 24 | $126.0M | $-202.0M | ||
| Q2 24 | $30.0M | $-237.8M |
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-680.1M | ||
| Q3 25 | $143.0M | $-950.4M | ||
| Q2 25 | $199.0M | $-241.0M | ||
| Q1 25 | $95.0M | $-284.7M | ||
| Q4 24 | $191.0M | $116.4M | ||
| Q3 24 | $104.0M | $-204.0M | ||
| Q2 24 | $6.0M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -200.0% | ||
| Q3 25 | 28.4% | -281.5% | ||
| Q2 25 | 39.3% | -75.5% | ||
| Q1 25 | 21.7% | -120.0% | ||
| Q4 24 | 39.0% | 34.1% | ||
| Q3 24 | 21.4% | -69.8% | ||
| Q2 24 | 1.4% | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 4.6% | ||
| Q3 25 | 4.8% | 0.7% | ||
| Q2 25 | 2.8% | 0.8% | ||
| Q1 25 | 3.2% | 1.5% | ||
| Q4 24 | 2.7% | 3.8% | ||
| Q3 24 | 4.5% | 0.7% | ||
| Q2 24 | 5.5% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -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.
