vs
Side-by-side financial comparison of Seadrill Ltd (SDRL) 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 $273.0M, roughly 1.2× Seadrill Ltd). Seadrill Ltd runs the higher net margin — -3.7% vs -12.9%, a 9.2% gap on every dollar of revenue. Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -8.9%).
Seadrill is an offshore drilling contractor providing worldwide offshore drilling services to the oil and gas industry. Its primary business is the ownership and operation of drillships, semi-submersible rigs, and jack-up rigs for operations in shallow to ultra-deep water in both benign and harsh environments. It provides a contract-based service and primarily serves the oil super-majors, integrated oil and gas, state-owned national oil, and independent oil and gas companies.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
SDRL vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $273.0M | $340.0M |
| Net Profit | $-10.0M | $-13.9M |
| Gross Margin | — | — |
| Operating Margin | -1.1% | -17.2% |
| Net Margin | -3.7% | -12.9% |
| Revenue YoY | — | -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.
| Q4 25 | $273.0M | $340.0M | ||
| Q3 25 | $280.0M | $337.7M | ||
| Q2 25 | $288.0M | $319.2M | ||
| Q1 25 | $248.0M | $237.4M | ||
| Q4 24 | — | $341.5M | ||
| Q3 24 | $263.0M | $292.3M | ||
| Q2 24 | $267.0M | $270.7M | ||
| Q1 24 | $275.0M | $228.1M |
| Q4 25 | $-10.0M | $-13.9M | ||
| Q3 25 | $-11.0M | $33.5M | ||
| Q2 25 | $-42.0M | $34.0M | ||
| Q1 25 | $-14.0M | $2.8M | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $32.0M | $28.8M | ||
| Q2 24 | $253.0M | $22.7M | ||
| Q1 24 | $60.0M | $11.9M |
| Q4 25 | -1.1% | -17.2% | ||
| Q3 25 | 9.3% | 13.6% | ||
| Q2 25 | 2.1% | 14.5% | ||
| Q1 25 | 7.3% | 2.2% | ||
| Q4 24 | — | 15.3% | ||
| Q3 24 | 17.9% | 12.8% | ||
| Q2 24 | — | 10.4% | ||
| Q1 24 | 29.1% | 6.0% |
| Q4 25 | -3.7% | -12.9% | ||
| Q3 25 | -3.9% | 9.9% | ||
| Q2 25 | -14.6% | 10.6% | ||
| Q1 25 | -5.6% | 1.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 12.2% | 9.9% | ||
| Q2 24 | 94.8% | 8.4% | ||
| Q1 24 | 21.8% | 5.2% |
| Q4 25 | — | $-0.41 | ||
| Q3 25 | $-0.17 | $0.98 | ||
| Q2 25 | $-0.68 | $0.99 | ||
| Q1 25 | $-0.23 | $0.08 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | $0.49 | $0.85 | ||
| Q2 24 | $3.49 | $0.67 | ||
| Q1 24 | $0.81 | $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 | $339.0M | $299.3M |
| Total DebtLower is stronger | $613.0M | — |
| Stockholders' EquityBook value | $2.9B | $1.7B |
| Total Assets | $3.9B | $5.1B |
| Debt / EquityLower = less leverage | 0.21× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $339.0M | $299.3M | ||
| Q3 25 | $402.0M | $274.8M | ||
| Q2 25 | $393.0M | $233.7M | ||
| Q1 25 | $404.0M | $181.0M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | — | $179.8M | ||
| Q2 24 | $835.0M | $208.1M | ||
| Q1 24 | — | $216.5M |
| Q4 25 | $613.0M | — | ||
| Q3 25 | $612.0M | — | ||
| Q2 25 | $612.0M | — | ||
| Q1 25 | $611.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $609.0M | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $2.9B | $1.7B | ||
| Q2 24 | $3.1B | $1.7B | ||
| Q1 24 | $2.9B | $1.7B |
| Q4 25 | $3.9B | $5.1B | ||
| Q3 25 | $4.1B | $5.8B | ||
| Q2 25 | $4.1B | $4.7B | ||
| Q1 25 | $4.1B | $4.5B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $4.3B | $4.2B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | 0.21× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.20× | — | ||
| Q1 24 | — | — |
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 | $-40.0M | $-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.
| Q4 25 | $-40.0M | $-664.3M | ||
| Q3 25 | $28.0M | $-948.1M | ||
| Q2 25 | $11.0M | $-238.5M | ||
| Q1 25 | $-27.0M | $-281.1M | ||
| Q4 24 | — | $129.4M | ||
| Q3 24 | $-27.0M | $-202.0M | ||
| Q2 24 | $79.0M | $-237.8M | ||
| Q1 24 | $29.0M | $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 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | -0.84× | -7.01× | ||
| Q2 24 | 0.31× | -10.49× | ||
| Q1 24 | 0.48× | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
