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Side-by-side financial comparison of Walker & Dunlop, Inc. (WD) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $249.0M, roughly 1.4× XPLR Infrastructure, LP). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs -12.9%, a 24.2% gap on every dollar of revenue. On growth, Walker & Dunlop, Inc. posted the faster year-over-year revenue change (-0.4% vs -15.3%). XPLR Infrastructure, LP produced more free cash flow last quarter ($-88.0M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% CAGR vs -1.6%).
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
WD vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $340.0M | $249.0M |
| Net Profit | $-13.9M | $28.0M |
| Gross Margin | — | — |
| Operating Margin | -17.2% | -19.3% |
| Net Margin | -12.9% | 11.2% |
| Revenue YoY | -0.4% | -15.3% |
| Net Profit YoY | -131.0% | 124.3% |
| 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 | $340.0M | $249.0M | ||
| Q3 25 | $337.7M | $315.0M | ||
| Q2 25 | $319.2M | $342.0M | ||
| Q1 25 | $237.4M | $282.0M | ||
| Q4 24 | $341.5M | $294.0M | ||
| Q3 24 | $292.3M | $319.0M | ||
| Q2 24 | $270.7M | $360.0M | ||
| Q1 24 | $228.1M | $257.0M |
| Q4 25 | $-13.9M | $28.0M | ||
| Q3 25 | $33.5M | $-37.0M | ||
| Q2 25 | $34.0M | $79.0M | ||
| Q1 25 | $2.8M | $-98.0M | ||
| Q4 24 | $44.8M | $-115.0M | ||
| Q3 24 | $28.8M | $-40.0M | ||
| Q2 24 | $22.7M | $62.0M | ||
| Q1 24 | $11.9M | $70.0M |
| Q4 25 | -17.2% | -19.3% | ||
| Q3 25 | 13.6% | 1.6% | ||
| Q2 25 | 14.5% | 26.3% | ||
| Q1 25 | 2.2% | -82.6% | ||
| Q4 24 | 15.3% | -188.1% | ||
| Q3 24 | 12.8% | 15.4% | ||
| Q2 24 | 10.4% | 18.3% | ||
| Q1 24 | 6.0% | -8.2% |
| Q4 25 | -12.9% | 11.2% | ||
| Q3 25 | 9.9% | -11.7% | ||
| Q2 25 | 10.6% | 23.1% | ||
| Q1 25 | 1.2% | -34.8% | ||
| Q4 24 | 13.1% | -39.1% | ||
| Q3 24 | 9.9% | -12.5% | ||
| Q2 24 | 8.4% | 17.2% | ||
| Q1 24 | 5.2% | 27.2% |
| Q4 25 | $-0.41 | — | ||
| Q3 25 | $0.98 | $-0.40 | ||
| Q2 25 | $0.99 | $0.84 | ||
| Q1 25 | $0.08 | $-1.05 | ||
| Q4 24 | $1.32 | — | ||
| Q3 24 | $0.85 | $-0.43 | ||
| Q2 24 | $0.67 | $0.66 | ||
| Q1 24 | $0.35 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $299.3M | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $1.7B | $10.9B |
| Total Assets | $5.1B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $299.3M | $960.0M | ||
| Q3 25 | $274.8M | $711.0M | ||
| Q2 25 | $233.7M | $880.0M | ||
| Q1 25 | $181.0M | $1.5B | ||
| Q4 24 | $279.3M | $283.0M | ||
| Q3 24 | $179.8M | $290.0M | ||
| Q2 24 | $208.1M | $281.0M | ||
| Q1 24 | $216.5M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.7B | $10.9B | ||
| Q3 25 | $1.8B | $11.0B | ||
| Q2 25 | $1.8B | $11.3B | ||
| Q1 25 | $1.7B | $12.6B | ||
| Q4 24 | $1.7B | $12.9B | ||
| Q3 24 | $1.7B | $13.6B | ||
| Q2 24 | $1.7B | $13.9B | ||
| Q1 24 | $1.7B | $14.0B |
| Q4 25 | $5.1B | $19.6B | ||
| Q3 25 | $5.8B | $19.1B | ||
| Q2 25 | $4.7B | $20.5B | ||
| Q1 25 | $4.5B | $21.4B | ||
| Q4 24 | $4.4B | $20.3B | ||
| Q3 24 | $4.6B | $20.9B | ||
| Q2 24 | $4.2B | $21.7B | ||
| Q1 24 | $3.8B | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| 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 | $-664.3M | $186.0M |
| Free Cash FlowOCF − Capex | $-680.1M | $-88.0M |
| FCF MarginFCF / Revenue | -200.0% | -35.3% |
| Capex IntensityCapex / Revenue | 4.6% | 110.0% |
| Cash ConversionOCF / Net Profit | — | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-2.2B | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-664.3M | $186.0M | ||
| Q3 25 | $-948.1M | $231.0M | ||
| Q2 25 | $-238.5M | $232.0M | ||
| Q1 25 | $-281.1M | $90.0M | ||
| Q4 24 | $129.4M | $283.0M | ||
| Q3 24 | $-202.0M | $208.0M | ||
| Q2 24 | $-237.8M | $231.0M | ||
| Q1 24 | $38.4M | $78.0M |
| Q4 25 | $-680.1M | $-88.0M | ||
| Q3 25 | $-950.4M | $-283.0M | ||
| Q2 25 | $-241.0M | $151.0M | ||
| Q1 25 | $-284.7M | $1.0M | ||
| Q4 24 | $116.4M | $231.0M | ||
| Q3 24 | $-204.0M | $152.0M | ||
| Q2 24 | $-241.7M | $162.0M | ||
| Q1 24 | $35.2M | $14.0M |
| Q4 25 | -200.0% | -35.3% | ||
| Q3 25 | -281.5% | -89.8% | ||
| Q2 25 | -75.5% | 44.2% | ||
| Q1 25 | -120.0% | 0.4% | ||
| Q4 24 | 34.1% | 78.6% | ||
| Q3 24 | -69.8% | 47.6% | ||
| Q2 24 | -89.3% | 45.0% | ||
| Q1 24 | 15.4% | 5.4% |
| Q4 25 | 4.6% | 110.0% | ||
| Q3 25 | 0.7% | 163.2% | ||
| Q2 25 | 0.8% | 23.7% | ||
| Q1 25 | 1.5% | 31.6% | ||
| Q4 24 | 3.8% | 17.7% | ||
| Q3 24 | 0.7% | 17.6% | ||
| Q2 24 | 1.4% | 19.2% | ||
| Q1 24 | 1.4% | 24.9% |
| Q4 25 | — | 6.64× | ||
| Q3 25 | -28.34× | — | ||
| Q2 25 | -7.02× | 2.94× | ||
| Q1 25 | -102.07× | — | ||
| Q4 24 | 2.89× | — | ||
| Q3 24 | -7.01× | — | ||
| Q2 24 | -10.49× | 3.73× | ||
| Q1 24 | 3.24× | 1.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
WD
Segment breakdown not available.
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
