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Side-by-side financial comparison of MARTEN TRANSPORT LTD (MRTN) 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 $210.1M, roughly 1.6× MARTEN TRANSPORT LTD). MARTEN TRANSPORT LTD runs the higher net margin — 1.8% vs -12.9%, a 14.7% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -8.8%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -8.3%).
Marten Transport, Ltd. is an American trucking company headquartered in Mondovi, Wisconsin. The company offers refrigerated and dry van freight transport services across the United States, Canada, and Mexico.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
MRTN vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $210.1M | $340.0M |
| Net Profit | $3.7M | $-13.9M |
| Gross Margin | — | — |
| Operating Margin | 2.2% | -17.2% |
| Net Margin | 1.8% | -12.9% |
| Revenue YoY | -8.8% | -0.4% |
| Net Profit YoY | -34.4% | -131.0% |
| EPS (diluted) | $0.04 | $-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 | $210.1M | $340.0M | ||
| Q3 25 | $220.5M | $337.7M | ||
| Q2 25 | $229.9M | $319.2M | ||
| Q1 25 | $223.2M | $237.4M | ||
| Q4 24 | $230.4M | $341.5M | ||
| Q3 24 | $237.4M | $292.3M | ||
| Q2 24 | $246.2M | $270.7M | ||
| Q1 24 | $249.7M | $228.1M |
| Q4 25 | $3.7M | $-13.9M | ||
| Q3 25 | $2.2M | $33.5M | ||
| Q2 25 | $7.2M | $34.0M | ||
| Q1 25 | $4.3M | $2.8M | ||
| Q4 24 | $5.6M | $44.8M | ||
| Q3 24 | $3.8M | $28.8M | ||
| Q2 24 | $7.9M | $22.7M | ||
| Q1 24 | $9.6M | $11.9M |
| Q4 25 | 2.2% | -17.2% | ||
| Q3 25 | 1.2% | 13.6% | ||
| Q2 25 | 4.2% | 14.5% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 2.9% | 15.3% | ||
| Q3 24 | 1.8% | 12.8% | ||
| Q2 24 | 4.1% | 10.4% | ||
| Q1 24 | 4.9% | 6.0% |
| Q4 25 | 1.8% | -12.9% | ||
| Q3 25 | 1.0% | 9.9% | ||
| Q2 25 | 3.1% | 10.6% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 2.4% | 13.1% | ||
| Q3 24 | 1.6% | 9.9% | ||
| Q2 24 | 3.2% | 8.4% | ||
| Q1 24 | 3.9% | 5.2% |
| Q4 25 | $0.04 | $-0.41 | ||
| Q3 25 | $0.03 | $0.98 | ||
| Q2 25 | $0.09 | $0.99 | ||
| Q1 25 | $0.05 | $0.08 | ||
| Q4 24 | $0.06 | $1.32 | ||
| Q3 24 | $0.05 | $0.85 | ||
| Q2 24 | $0.10 | $0.67 | ||
| Q1 24 | $0.12 | $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 | $43.3M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $767.6M | $1.7B |
| Total Assets | $949.8M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.3M | $299.3M | ||
| Q3 25 | $49.5M | $274.8M | ||
| Q2 25 | $35.1M | $233.7M | ||
| Q1 25 | $39.9M | $181.0M | ||
| Q4 24 | $17.3M | $279.3M | ||
| Q3 24 | $43.0M | $179.8M | ||
| Q2 24 | $77.2M | $208.1M | ||
| Q1 24 | $73.7M | $216.5M |
| Q4 25 | $767.6M | $1.7B | ||
| Q3 25 | $768.2M | $1.8B | ||
| Q2 25 | $770.7M | $1.8B | ||
| Q1 25 | $767.5M | $1.7B | ||
| Q4 24 | $767.9M | $1.7B | ||
| Q3 24 | $766.5M | $1.7B | ||
| Q2 24 | $766.8M | $1.7B | ||
| Q1 24 | $762.4M | $1.7B |
| Q4 25 | $949.8M | $5.1B | ||
| Q3 25 | $975.7M | $5.8B | ||
| Q2 25 | $991.8M | $4.7B | ||
| Q1 25 | $983.3M | $4.5B | ||
| Q4 24 | $968.8M | $4.4B | ||
| Q3 24 | $1.0B | $4.6B | ||
| Q2 24 | $1.0B | $4.2B | ||
| Q1 24 | $993.0M | $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 | $5.6M | $-664.3M |
| Free Cash FlowOCF − Capex | — | $-680.1M |
| FCF MarginFCF / Revenue | — | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 1.51× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.6M | $-664.3M | ||
| Q3 25 | $18.5M | $-948.1M | ||
| Q2 25 | $33.2M | $-238.5M | ||
| Q1 25 | $36.2M | $-281.1M | ||
| Q4 24 | $23.8M | $129.4M | ||
| Q3 24 | $29.5M | $-202.0M | ||
| Q2 24 | $35.8M | $-237.8M | ||
| Q1 24 | $45.7M | $38.4M |
| Q4 25 | — | $-680.1M | ||
| Q3 25 | — | $-950.4M | ||
| Q2 25 | — | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | — | $-241.7M | ||
| Q1 24 | — | $35.2M |
| Q4 25 | — | -200.0% | ||
| Q3 25 | — | -281.5% | ||
| Q2 25 | — | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | — | -89.3% | ||
| Q1 24 | — | 15.4% |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 8.33× | -28.34× | ||
| Q2 25 | 4.61× | -7.02× | ||
| Q1 25 | 8.35× | -102.07× | ||
| Q4 24 | 4.22× | 2.89× | ||
| Q3 24 | 7.85× | -7.01× | ||
| Q2 24 | 4.54× | -10.49× | ||
| Q1 24 | 4.74× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MRTN
| Revenue Net Of Fuel Surcharge | $91.2M | 43% |
| Dedicated | $65.9M | 31% |
| Brokerage | $38.2M | 18% |
| Truckload Fuel Surcharge Revenue | $14.8M | 7% |
| Fuel Surcharge Revenue | $9.8M | 5% |
WD
Segment breakdown not available.
