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Side-by-side financial comparison of ServiceTitan, Inc. (TTAN) 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 $249.2M, roughly 1.4× ServiceTitan, Inc.). Walker & Dunlop, Inc. runs the higher net margin — -12.9% vs -15.9%, a 3.0% gap on every dollar of revenue. On growth, ServiceTitan, Inc. posted the faster year-over-year revenue change (25.0% vs -0.4%). ServiceTitan, Inc. produced more free cash flow last quarter ($42.2M vs $-680.1M).
Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent holding company of Google and several former Google subsidiaries. Alphabet is listed on the large-cap section of the Nasdaq under the ticker symbols GOOGL and GOOG; both classes of stock are components of major stock market indices such as the S&P 500 and Nasdaq-100. Alphabet ha...
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
TTAN vs WD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $249.2M | $340.0M |
| Net Profit | $-39.5M | $-13.9M |
| Gross Margin | 70.8% | — |
| Operating Margin | -16.9% | -17.2% |
| Net Margin | -15.9% | -12.9% |
| Revenue YoY | 25.0% | -0.4% |
| Net Profit YoY | 14.9% | -131.0% |
| EPS (diluted) | $-0.42 | $-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 | $249.2M | $340.0M | ||
| Q3 25 | $242.1M | $337.7M | ||
| Q2 25 | $215.7M | $319.2M | ||
| Q1 25 | $209.3M | $237.4M | ||
| Q4 24 | $199.3M | $341.5M | ||
| Q3 24 | — | $292.3M | ||
| Q2 24 | $170.3M | $270.7M | ||
| Q1 24 | — | $228.1M |
| Q4 25 | $-39.5M | $-13.9M | ||
| Q3 25 | $-32.2M | $33.5M | ||
| Q2 25 | $-46.4M | $34.0M | ||
| Q1 25 | $-100.9M | $2.8M | ||
| Q4 24 | $-46.5M | $44.8M | ||
| Q3 24 | — | $28.8M | ||
| Q2 24 | $-56.0M | $22.7M | ||
| Q1 24 | — | $11.9M |
| Q4 25 | 70.8% | — | ||
| Q3 25 | 70.8% | — | ||
| Q2 25 | 68.8% | — | ||
| Q1 25 | 66.0% | — | ||
| Q4 24 | 65.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | — | — |
| Q4 25 | -16.9% | -17.2% | ||
| Q3 25 | -14.4% | 13.6% | ||
| Q2 25 | -23.0% | 14.5% | ||
| Q1 25 | -47.7% | 2.2% | ||
| Q4 24 | -22.1% | 15.3% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | -31.4% | 10.4% | ||
| Q1 24 | — | 6.0% |
| Q4 25 | -15.9% | -12.9% | ||
| Q3 25 | -13.3% | 9.9% | ||
| Q2 25 | -21.5% | 10.6% | ||
| Q1 25 | -48.2% | 1.2% | ||
| Q4 24 | -23.3% | 13.1% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | -32.9% | 8.4% | ||
| Q1 24 | — | 5.2% |
| Q4 25 | $-0.42 | $-0.41 | ||
| Q3 25 | $-0.35 | $0.98 | ||
| Q2 25 | $-0.51 | $0.99 | ||
| Q1 25 | $-3.34 | $0.08 | ||
| Q4 24 | $-1.74 | $1.32 | ||
| Q3 24 | — | $0.85 | ||
| Q2 24 | $-2.02 | $0.67 | ||
| Q1 24 | — | $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 | $103.6M | — |
| Stockholders' EquityBook value | $1.5B | $1.7B |
| Total Assets | $1.8B | $5.1B |
| Debt / EquityLower = less leverage | 0.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $493.2M | $299.3M | ||
| Q3 25 | $471.5M | $274.8M | ||
| Q2 25 | $420.3M | $233.7M | ||
| Q1 25 | $441.8M | $181.0M | ||
| Q4 24 | $133.8M | $279.3M | ||
| Q3 24 | — | $179.8M | ||
| Q2 24 | $116.2M | $208.1M | ||
| Q1 24 | — | $216.5M |
| Q4 25 | $103.6M | — | ||
| Q3 25 | $103.7M | — | ||
| Q2 25 | $103.9M | — | ||
| Q1 25 | $104.0M | — | ||
| Q4 24 | $174.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | $1.7B | ||
| Q4 24 | $-576.8M | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $-506.0M | $1.7B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | $1.8B | $5.1B | ||
| Q3 25 | $1.8B | $5.8B | ||
| Q2 25 | $1.7B | $4.7B | ||
| Q1 25 | $1.8B | $4.5B | ||
| Q4 24 | $1.5B | $4.4B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $43.8M | $-664.3M |
| Free Cash FlowOCF − Capex | $42.2M | $-680.1M |
| FCF MarginFCF / Revenue | 16.9% | -200.0% |
| Capex IntensityCapex / Revenue | 0.6% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.8M | $-664.3M | ||
| Q3 25 | $40.3M | $-948.1M | ||
| Q2 25 | $-14.6M | $-238.5M | ||
| Q1 25 | — | $-281.1M | ||
| Q4 24 | $15.5M | $129.4M | ||
| Q3 24 | — | $-202.0M | ||
| Q2 24 | $-19.2M | $-237.8M | ||
| Q1 24 | — | $38.4M |
| Q4 25 | $42.2M | $-680.1M | ||
| Q3 25 | $39.2M | $-950.4M | ||
| Q2 25 | $-15.9M | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | $14.5M | $116.4M | ||
| Q3 24 | — | $-204.0M | ||
| Q2 24 | $-19.9M | $-241.7M | ||
| Q1 24 | — | $35.2M |
| Q4 25 | 16.9% | -200.0% | ||
| Q3 25 | 16.2% | -281.5% | ||
| Q2 25 | -7.4% | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | 7.3% | 34.1% | ||
| Q3 24 | — | -69.8% | ||
| Q2 24 | -11.7% | -89.3% | ||
| Q1 24 | — | 15.4% |
| Q4 25 | 0.6% | 4.6% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 0.6% | 0.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 0.5% | 3.8% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | 0.4% | 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 | — | -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
TTAN
| Subscription Revenue | $182.8M | 73% |
| Usage Revenue | $56.8M | 23% |
| Professional Services And Other Revenue | $9.6M | 4% |
WD
Segment breakdown not available.
