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Side-by-side financial comparison of TG THERAPEUTICS, INC. (TGTX) 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 $192.6M, roughly 1.8× TG THERAPEUTICS, INC.). TG THERAPEUTICS, INC. runs the higher net margin — 12.0% vs -12.9%, a 24.9% gap on every dollar of revenue. On growth, TG THERAPEUTICS, INC. posted the faster year-over-year revenue change (78.0% vs -0.4%). TG THERAPEUTICS, INC. produced more free cash flow last quarter ($19.6M vs $-680.1M). Over the past eight quarters, TG THERAPEUTICS, INC.'s revenue compounded faster (74.2% CAGR vs 22.1%).
TG Therapeutics is a commercial-stage biopharmaceutical company focused on developing and commercializing innovative therapies for patients with B-cell malignancies, autoimmune diseases and neurodegenerative disorders. Its core operating markets are North America and Europe, with key product segments including targeted monoclonal antibodies and oral small molecule treatments.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
TGTX vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $192.6M | $340.0M |
| Net Profit | $23.0M | $-13.9M |
| Gross Margin | 80.2% | — |
| Operating Margin | 26.2% | -17.2% |
| Net Margin | 12.0% | -12.9% |
| Revenue YoY | 78.0% | -0.4% |
| Net Profit YoY | -1.3% | -131.0% |
| EPS (diluted) | $0.14 | $-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 | $192.6M | $340.0M | ||
| Q3 25 | $161.7M | $337.7M | ||
| Q2 25 | $141.1M | $319.2M | ||
| Q1 25 | $120.9M | $237.4M | ||
| Q4 24 | $108.2M | $341.5M | ||
| Q3 24 | $83.9M | $292.3M | ||
| Q2 24 | $73.5M | $270.7M | ||
| Q1 24 | $63.5M | $228.1M |
| Q4 25 | $23.0M | $-13.9M | ||
| Q3 25 | $390.9M | $33.5M | ||
| Q2 25 | $28.2M | $34.0M | ||
| Q1 25 | $5.1M | $2.8M | ||
| Q4 24 | $23.3M | $44.8M | ||
| Q3 24 | $3.9M | $28.8M | ||
| Q2 24 | $6.9M | $22.7M | ||
| Q1 24 | $-10.7M | $11.9M |
| Q4 25 | 80.2% | — | ||
| Q3 25 | 82.6% | — | ||
| Q2 25 | 86.6% | — | ||
| Q1 25 | 87.1% | — | ||
| Q4 24 | 85.8% | — | ||
| Q3 24 | 88.9% | — | ||
| Q2 24 | 88.7% | — | ||
| Q1 24 | 91.4% | — |
| Q4 25 | 26.2% | -17.2% | ||
| Q3 25 | 18.2% | 13.6% | ||
| Q2 25 | 24.7% | 14.5% | ||
| Q1 25 | 7.1% | 2.2% | ||
| Q4 24 | 27.7% | 15.3% | ||
| Q3 24 | 14.8% | 12.8% | ||
| Q2 24 | 12.0% | 10.4% | ||
| Q1 24 | -14.6% | 6.0% |
| Q4 25 | 12.0% | -12.9% | ||
| Q3 25 | 241.7% | 9.9% | ||
| Q2 25 | 20.0% | 10.6% | ||
| Q1 25 | 4.2% | 1.2% | ||
| Q4 24 | 21.6% | 13.1% | ||
| Q3 24 | 4.6% | 9.9% | ||
| Q2 24 | 9.4% | 8.4% | ||
| Q1 24 | -16.9% | 5.2% |
| Q4 25 | $0.14 | $-0.41 | ||
| Q3 25 | $2.43 | $0.98 | ||
| Q2 25 | $0.17 | $0.99 | ||
| Q1 25 | $0.03 | $0.08 | ||
| Q4 24 | $0.16 | $1.32 | ||
| Q3 24 | $0.02 | $0.85 | ||
| Q2 24 | $0.04 | $0.67 | ||
| Q1 24 | $-0.07 | $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 | $142.0M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $648.0M | $1.7B |
| Total Assets | $1.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.0M | $299.3M | ||
| Q3 25 | $131.6M | $274.8M | ||
| Q2 25 | $251.9M | $233.7M | ||
| Q1 25 | $276.2M | $181.0M | ||
| Q4 24 | $311.0M | $279.3M | ||
| Q3 24 | $341.0M | $179.8M | ||
| Q2 24 | $217.3M | $208.1M | ||
| Q1 24 | $209.8M | $216.5M |
| Q4 25 | $648.0M | $1.7B | ||
| Q3 25 | $607.2M | $1.8B | ||
| Q2 25 | $276.4M | $1.8B | ||
| Q1 25 | $237.3M | $1.7B | ||
| Q4 24 | $222.4M | $1.7B | ||
| Q3 24 | $192.2M | $1.7B | ||
| Q2 24 | $177.6M | $1.7B | ||
| Q1 24 | $160.1M | $1.7B |
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.0B | $5.8B | ||
| Q2 25 | $702.6M | $4.7B | ||
| Q1 25 | $656.7M | $4.5B | ||
| Q4 24 | $577.7M | $4.4B | ||
| Q3 24 | $586.0M | $4.6B | ||
| Q2 24 | $401.2M | $4.2B | ||
| Q1 24 | $373.3M | $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 | $19.7M | $-664.3M |
| Free Cash FlowOCF − Capex | $19.6M | $-680.1M |
| FCF MarginFCF / Revenue | 10.2% | -200.0% |
| Capex IntensityCapex / Revenue | 0.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 0.85× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-25.0M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.7M | $-664.3M | ||
| Q3 25 | $-23.2M | $-948.1M | ||
| Q2 25 | $7.4M | $-238.5M | ||
| Q1 25 | $-28.7M | $-281.1M | ||
| Q4 24 | $-25.6M | $129.4M | ||
| Q3 24 | $-12.2M | $-202.0M | ||
| Q2 24 | $5.5M | $-237.8M | ||
| Q1 24 | $-8.2M | $38.4M |
| Q4 25 | $19.6M | $-680.1M | ||
| Q3 25 | $-23.2M | $-950.4M | ||
| Q2 25 | $7.4M | $-241.0M | ||
| Q1 25 | $-28.7M | $-284.7M | ||
| Q4 24 | $-25.7M | $116.4M | ||
| Q3 24 | $-12.2M | $-204.0M | ||
| Q2 24 | — | $-241.7M | ||
| Q1 24 | — | $35.2M |
| Q4 25 | 10.2% | -200.0% | ||
| Q3 25 | -14.4% | -281.5% | ||
| Q2 25 | 5.2% | -75.5% | ||
| Q1 25 | -23.8% | -120.0% | ||
| Q4 24 | -23.7% | 34.1% | ||
| Q3 24 | -14.6% | -69.8% | ||
| Q2 24 | — | -89.3% | ||
| Q1 24 | — | 15.4% |
| Q4 25 | 0.0% | 4.6% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 0.0% | 1.5% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.0% | 0.7% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.0% | 1.4% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | -0.06× | -28.34× | ||
| Q2 25 | 0.26× | -7.02× | ||
| Q1 25 | -5.67× | -102.07× | ||
| Q4 24 | -1.10× | 2.89× | ||
| Q3 24 | -3.15× | -7.01× | ||
| Q2 24 | 0.80× | -10.49× | ||
| Q1 24 | — | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TGTX
| Products | $189.1M | 98% |
| License | $3.5M | 2% |
WD
Segment breakdown not available.
