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Side-by-side financial comparison of Simpson Manufacturing Co., Inc. (SSD) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $340.0M, roughly 1.7× Walker & Dunlop, Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -12.9%, a 27.9% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs -0.4%). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -0.8%).
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
SSD vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $588.0M | $340.0M |
| Net Profit | $88.2M | $-13.9M |
| Gross Margin | 45.2% | — |
| Operating Margin | 19.5% | -17.2% |
| Net Margin | 15.0% | -12.9% |
| Revenue YoY | 9.1% | -0.4% |
| Net Profit YoY | 13.3% | -131.0% |
| EPS (diluted) | $2.13 | $-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 | $588.0M | — | ||
| Q4 25 | $539.3M | $340.0M | ||
| Q3 25 | $623.5M | $337.7M | ||
| Q2 25 | $631.1M | $319.2M | ||
| Q1 25 | $538.9M | $237.4M | ||
| Q4 24 | $517.4M | $341.5M | ||
| Q3 24 | $587.2M | $292.3M | ||
| Q2 24 | $597.0M | $270.7M |
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | $-13.9M | ||
| Q3 25 | $107.4M | $33.5M | ||
| Q2 25 | $103.5M | $34.0M | ||
| Q1 25 | $77.9M | $2.8M | ||
| Q4 24 | $55.4M | $44.8M | ||
| Q3 24 | $93.5M | $28.8M | ||
| Q2 24 | $97.8M | $22.7M |
| Q1 26 | 45.2% | — | ||
| Q4 25 | 43.4% | — | ||
| Q3 25 | 46.4% | — | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | 46.8% | — | ||
| Q4 24 | 44.0% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 46.7% | — |
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | -17.2% | ||
| Q3 25 | 22.6% | 13.6% | ||
| Q2 25 | 22.2% | 14.5% | ||
| Q1 25 | 19.0% | 2.2% | ||
| Q4 24 | 14.8% | 15.3% | ||
| Q3 24 | 21.3% | 12.8% | ||
| Q2 24 | 22.1% | 10.4% |
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | -12.9% | ||
| Q3 25 | 17.2% | 9.9% | ||
| Q2 25 | 16.4% | 10.6% | ||
| Q1 25 | 14.5% | 1.2% | ||
| Q4 24 | 10.7% | 13.1% | ||
| Q3 24 | 15.9% | 9.9% | ||
| Q2 24 | 16.4% | 8.4% |
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | $-0.41 | ||
| Q3 25 | $2.58 | $0.98 | ||
| Q2 25 | $2.47 | $0.99 | ||
| Q1 25 | $1.85 | $0.08 | ||
| Q4 24 | $1.31 | $1.32 | ||
| Q3 24 | $2.21 | $0.85 | ||
| Q2 24 | $2.31 | $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 | $341.0M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $1.7B |
| Total Assets | $3.0B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | $299.3M | ||
| Q3 25 | $297.3M | $274.8M | ||
| Q2 25 | $190.4M | $233.7M | ||
| Q1 25 | $150.3M | $181.0M | ||
| Q4 24 | $239.4M | $279.3M | ||
| Q3 24 | $339.4M | $179.8M | ||
| Q2 24 | $354.9M | $208.1M |
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | — | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | — | ||
| Q3 24 | $393.8M | — | ||
| Q2 24 | $399.4M | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | $5.1B | ||
| Q3 25 | $3.0B | $5.8B | ||
| Q2 25 | $3.0B | $4.7B | ||
| Q1 25 | $2.8B | $4.5B | ||
| Q4 24 | $2.7B | $4.4B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.8B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.23× | — |
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 | — | $-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 | — | — | ||
| Q4 25 | $155.7M | $-664.3M | ||
| Q3 25 | $170.2M | $-948.1M | ||
| Q2 25 | $125.2M | $-238.5M | ||
| Q1 25 | $7.6M | $-281.1M | ||
| Q4 24 | $115.8M | $129.4M | ||
| Q3 24 | $103.3M | $-202.0M | ||
| Q2 24 | $111.1M | $-237.8M |
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | $-680.1M | ||
| Q3 25 | $133.9M | $-950.4M | ||
| Q2 25 | $87.3M | $-241.0M | ||
| Q1 25 | $-42.6M | $-284.7M | ||
| Q4 24 | $60.3M | $116.4M | ||
| Q3 24 | $58.1M | $-204.0M | ||
| Q2 24 | $70.9M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | -200.0% | ||
| Q3 25 | 21.5% | -281.5% | ||
| Q2 25 | 13.8% | -75.5% | ||
| Q1 25 | -7.9% | -120.0% | ||
| Q4 24 | 11.7% | 34.1% | ||
| Q3 24 | 9.9% | -69.8% | ||
| Q2 24 | 11.9% | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 5.8% | 0.7% | ||
| Q2 25 | 6.0% | 0.8% | ||
| Q1 25 | 9.3% | 1.5% | ||
| Q4 24 | 10.7% | 3.8% | ||
| Q3 24 | 7.7% | 0.7% | ||
| Q2 24 | 6.7% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | 1.58× | -28.34× | ||
| Q2 25 | 1.21× | -7.02× | ||
| Q1 25 | 0.10× | -102.07× | ||
| Q4 24 | 2.09× | 2.89× | ||
| Q3 24 | 1.10× | -7.01× | ||
| Q2 24 | 1.14× | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
