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Side-by-side financial comparison of SOLAREDGE TECHNOLOGIES, INC. (SEDG) 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 $335.4M, roughly 1.0× SOLAREDGE TECHNOLOGIES, INC.). Walker & Dunlop, Inc. runs the higher net margin — -12.9% vs -39.4%, a 26.5% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs -0.4%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $-680.1M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 22.1%).
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
SEDG vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $335.4M | $340.0M |
| Net Profit | $-132.1M | $-13.9M |
| Gross Margin | 22.2% | — |
| Operating Margin | -14.4% | -17.2% |
| Net Margin | -39.4% | -12.9% |
| Revenue YoY | 70.9% | -0.4% |
| Net Profit YoY | 54.0% | -131.0% |
| EPS (diluted) | $-2.21 | $-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 | $335.4M | $340.0M | ||
| Q3 25 | $340.2M | $337.7M | ||
| Q2 25 | $289.4M | $319.2M | ||
| Q1 25 | $219.5M | $237.4M | ||
| Q4 24 | $196.2M | $341.5M | ||
| Q3 24 | $235.4M | $292.3M | ||
| Q2 24 | $265.4M | $270.7M | ||
| Q1 24 | $204.4M | $228.1M |
| Q4 25 | $-132.1M | $-13.9M | ||
| Q3 25 | $-50.1M | $33.5M | ||
| Q2 25 | $-124.7M | $34.0M | ||
| Q1 25 | $-98.5M | $2.8M | ||
| Q4 24 | $-287.4M | $44.8M | ||
| Q3 24 | $-1.2B | $28.8M | ||
| Q2 24 | $-130.8M | $22.7M | ||
| Q1 24 | $-157.3M | $11.9M |
| Q4 25 | 22.2% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 11.1% | — | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | -57.2% | — | ||
| Q3 24 | -309.1% | — | ||
| Q2 24 | -4.1% | — | ||
| Q1 24 | -12.8% | — |
| Q4 25 | -14.4% | -17.2% | ||
| Q3 25 | -10.3% | 13.6% | ||
| Q2 25 | -39.9% | 14.5% | ||
| Q1 25 | -46.8% | 2.2% | ||
| Q4 24 | -134.4% | 15.3% | ||
| Q3 24 | -471.8% | 12.8% | ||
| Q2 24 | -60.4% | 10.4% | ||
| Q1 24 | -85.0% | 6.0% |
| Q4 25 | -39.4% | -12.9% | ||
| Q3 25 | -14.7% | 9.9% | ||
| Q2 25 | -43.1% | 10.6% | ||
| Q1 25 | -44.9% | 1.2% | ||
| Q4 24 | -146.5% | 13.1% | ||
| Q3 24 | -522.8% | 9.9% | ||
| Q2 24 | -49.3% | 8.4% | ||
| Q1 24 | -77.0% | 5.2% |
| Q4 25 | $-2.21 | $-0.41 | ||
| Q3 25 | $-0.84 | $0.98 | ||
| Q2 25 | $-2.13 | $0.99 | ||
| Q1 25 | $-1.70 | $0.08 | ||
| Q4 24 | $-5.00 | $1.32 | ||
| Q3 24 | $-21.58 | $0.85 | ||
| Q2 24 | $-2.31 | $0.67 | ||
| Q1 24 | $-2.75 | $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 | $493.2M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $427.5M | $1.7B |
| Total Assets | $2.2B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $493.2M | $299.3M | ||
| Q3 25 | $498.6M | $274.8M | ||
| Q2 25 | $758.0M | $233.7M | ||
| Q1 25 | $651.6M | $181.0M | ||
| Q4 24 | $585.9M | $279.3M | ||
| Q3 24 | $678.8M | $179.8M | ||
| Q2 24 | $689.8M | $208.1M | ||
| Q1 24 | $680.6M | $216.5M |
| Q4 25 | $427.5M | $1.7B | ||
| Q3 25 | $479.8M | $1.8B | ||
| Q2 25 | $513.2M | $1.8B | ||
| Q1 25 | $594.2M | $1.7B | ||
| Q4 24 | $658.3M | $1.7B | ||
| Q3 24 | $930.9M | $1.7B | ||
| Q2 24 | $2.1B | $1.7B | ||
| Q1 24 | $2.2B | $1.7B |
| Q4 25 | $2.2B | $5.1B | ||
| Q3 25 | $2.2B | $5.8B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.5B | $4.5B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $3.9B | $4.2B | ||
| Q1 24 | $4.2B | $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 | $52.6M | $-664.3M |
| Free Cash FlowOCF − Capex | $43.3M | $-680.1M |
| FCF MarginFCF / Revenue | 12.9% | -200.0% |
| Capex IntensityCapex / Revenue | 2.8% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $80.8M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $52.6M | $-664.3M | ||
| Q3 25 | $25.6M | $-948.1M | ||
| Q2 25 | $-7.8M | $-238.5M | ||
| Q1 25 | $33.8M | $-281.1M | ||
| Q4 24 | $37.8M | $129.4M | ||
| Q3 24 | $-89.3M | $-202.0M | ||
| Q2 24 | $-44.8M | $-237.8M | ||
| Q1 24 | $-217.0M | $38.4M |
| Q4 25 | $43.3M | $-680.1M | ||
| Q3 25 | $22.8M | $-950.4M | ||
| Q2 25 | $-9.1M | $-241.0M | ||
| Q1 25 | $23.7M | $-284.7M | ||
| Q4 24 | $25.5M | $116.4M | ||
| Q3 24 | $-136.7M | $-204.0M | ||
| Q2 24 | $-67.0M | $-241.7M | ||
| Q1 24 | $-243.4M | $35.2M |
| Q4 25 | 12.9% | -200.0% | ||
| Q3 25 | 6.7% | -281.5% | ||
| Q2 25 | -3.1% | -75.5% | ||
| Q1 25 | 10.8% | -120.0% | ||
| Q4 24 | 13.0% | 34.1% | ||
| Q3 24 | -58.1% | -69.8% | ||
| Q2 24 | -25.2% | -89.3% | ||
| Q1 24 | -119.1% | 15.4% |
| Q4 25 | 2.8% | 4.6% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | 0.4% | 0.8% | ||
| Q1 25 | 4.6% | 1.5% | ||
| Q4 24 | 6.2% | 3.8% | ||
| Q3 24 | 20.1% | 0.7% | ||
| Q2 24 | 8.4% | 1.4% | ||
| Q1 24 | 12.9% | 1.4% |
| 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× | ||
| Q1 24 | — | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
WD
Segment breakdown not available.
