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Side-by-side financial comparison of Nutanix, Inc. (NTNX) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Nutanix, Inc. is the larger business by last-quarter revenue ($670.6M vs $340.0M, roughly 2.0× Walker & Dunlop, Inc.). Nutanix, Inc. runs the higher net margin — 9.3% vs -12.9%, a 22.2% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs -0.4%). Nutanix, Inc. produced more free cash flow last quarter ($174.5M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs 8.9%).
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
NTNX vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $670.6M | $340.0M |
| Net Profit | $62.1M | $-13.9M |
| Gross Margin | 87.0% | — |
| Operating Margin | 7.4% | -17.2% |
| Net Margin | 9.3% | -12.9% |
| Revenue YoY | 13.5% | -0.4% |
| Net Profit YoY | 107.5% | -131.0% |
| EPS (diluted) | $0.21 | $-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 | $670.6M | $340.0M | ||
| Q3 25 | $653.3M | $337.7M | ||
| Q2 25 | $639.0M | $319.2M | ||
| Q1 25 | $654.7M | $237.4M | ||
| Q4 24 | $591.0M | $341.5M | ||
| Q3 24 | $548.0M | $292.3M | ||
| Q2 24 | $524.6M | $270.7M | ||
| Q1 24 | $565.2M | $228.1M |
| Q4 25 | $62.1M | $-13.9M | ||
| Q3 25 | $38.6M | $33.5M | ||
| Q2 25 | $63.4M | $34.0M | ||
| Q1 25 | $56.4M | $2.8M | ||
| Q4 24 | $29.9M | $44.8M | ||
| Q3 24 | $-126.1M | $28.8M | ||
| Q2 24 | $-15.6M | $22.7M | ||
| Q1 24 | $32.8M | $11.9M |
| Q4 25 | 87.0% | — | ||
| Q3 25 | 87.2% | — | ||
| Q2 25 | 87.0% | — | ||
| Q1 25 | 87.0% | — | ||
| Q4 24 | 86.0% | — | ||
| Q3 24 | 85.2% | — | ||
| Q2 24 | 84.8% | — | ||
| Q1 24 | 85.6% | — |
| Q4 25 | 7.4% | -17.2% | ||
| Q3 25 | 4.8% | 13.6% | ||
| Q2 25 | 7.6% | 14.5% | ||
| Q1 25 | 10.0% | 2.2% | ||
| Q4 24 | 4.6% | 15.3% | ||
| Q3 24 | -2.2% | 12.8% | ||
| Q2 24 | -2.2% | 10.4% | ||
| Q1 24 | 6.6% | 6.0% |
| Q4 25 | 9.3% | -12.9% | ||
| Q3 25 | 5.9% | 9.9% | ||
| Q2 25 | 9.9% | 10.6% | ||
| Q1 25 | 8.6% | 1.2% | ||
| Q4 24 | 5.1% | 13.1% | ||
| Q3 24 | -23.0% | 9.9% | ||
| Q2 24 | -3.0% | 8.4% | ||
| Q1 24 | 5.8% | 5.2% |
| Q4 25 | $0.21 | $-0.41 | ||
| Q3 25 | $0.14 | $0.98 | ||
| Q2 25 | $0.22 | $0.99 | ||
| Q1 25 | $0.19 | $0.08 | ||
| Q4 24 | $0.10 | $1.32 | ||
| Q3 24 | $-0.50 | $0.85 | ||
| Q2 24 | $-0.06 | $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 | $780.4M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-668.6M | $1.7B |
| Total Assets | $3.3B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $780.4M | $299.3M | ||
| Q3 25 | $769.5M | $274.8M | ||
| Q2 25 | $872.6M | $233.7M | ||
| Q1 25 | $1.1B | $181.0M | ||
| Q4 24 | $716.6M | $279.3M | ||
| Q3 24 | $655.3M | $179.8M | ||
| Q2 24 | $598.0M | $208.1M | ||
| Q1 24 | $679.2M | $216.5M |
| Q4 25 | $-668.6M | $1.7B | ||
| Q3 25 | $-694.5M | $1.8B | ||
| Q2 25 | $-711.4M | $1.8B | ||
| Q1 25 | $-807.7M | $1.7B | ||
| Q4 24 | $-685.3M | $1.7B | ||
| Q3 24 | $-728.1M | $1.7B | ||
| Q2 24 | $-619.5M | $1.7B | ||
| Q1 24 | $-611.7M | $1.7B |
| Q4 25 | $3.3B | $5.1B | ||
| Q3 25 | $3.3B | $5.8B | ||
| Q2 25 | $3.1B | $4.7B | ||
| Q1 25 | $3.0B | $4.5B | ||
| Q4 24 | $2.2B | $4.4B | ||
| Q3 24 | $2.1B | $4.6B | ||
| Q2 24 | $2.8B | $4.2B | ||
| Q1 24 | $2.7B | $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 | $196.8M | $-664.3M |
| Free Cash FlowOCF − Capex | $174.5M | $-680.1M |
| FCF MarginFCF / Revenue | 26.0% | -200.0% |
| Capex IntensityCapex / Revenue | 3.3% | 4.6% |
| Cash ConversionOCF / Net Profit | 3.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $772.8M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.8M | $-664.3M | ||
| Q3 25 | $219.5M | $-948.1M | ||
| Q2 25 | $218.5M | $-238.5M | ||
| Q1 25 | $221.7M | $-281.1M | ||
| Q4 24 | $161.8M | $129.4M | ||
| Q3 24 | $244.7M | $-202.0M | ||
| Q2 24 | $96.4M | $-237.8M | ||
| Q1 24 | $186.4M | $38.4M |
| Q4 25 | $174.5M | $-680.1M | ||
| Q3 25 | $207.8M | $-950.4M | ||
| Q2 25 | $203.4M | $-241.0M | ||
| Q1 25 | $187.1M | $-284.7M | ||
| Q4 24 | $151.9M | $116.4M | ||
| Q3 24 | $224.3M | $-204.0M | ||
| Q2 24 | $78.3M | $-241.7M | ||
| Q1 24 | $162.6M | $35.2M |
| Q4 25 | 26.0% | -200.0% | ||
| Q3 25 | 31.8% | -281.5% | ||
| Q2 25 | 31.8% | -75.5% | ||
| Q1 25 | 28.6% | -120.0% | ||
| Q4 24 | 25.7% | 34.1% | ||
| Q3 24 | 40.9% | -69.8% | ||
| Q2 24 | 14.9% | -89.3% | ||
| Q1 24 | 28.8% | 15.4% |
| Q4 25 | 3.3% | 4.6% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 2.4% | 0.8% | ||
| Q1 25 | 5.3% | 1.5% | ||
| Q4 24 | 1.7% | 3.8% | ||
| Q3 24 | 3.7% | 0.7% | ||
| Q2 24 | 3.4% | 1.4% | ||
| Q1 24 | 4.2% | 1.4% |
| Q4 25 | 3.17× | — | ||
| Q3 25 | 5.68× | -28.34× | ||
| Q2 25 | 3.45× | -7.02× | ||
| Q1 25 | 3.93× | -102.07× | ||
| Q4 24 | 5.41× | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | 5.68× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
WD
Segment breakdown not available.
