WDWalker & Dunlop, Inc.
Finance Services
- Revenue
- $320M
- 21% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.2B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-12× net incomeCash flow under 80% of net income
- Dilutive SBCClear8% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-15% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $364M | $430M | $258M | $265M | $320M | 21% |
| Net income | $266M | $214M | $107M | $108M | $56M | 48% |
| Operating cash flow | $870M | $1.6B | −$518K | $129M | −$664M | 614% |
| Capex | $9M | $22M | $16M | $13M | $16M | 22% |
| Stock-based comp | $37M | $34M | $28M | $27M | $27M | 2.1% |
| Buybacks | $19M | $42M | $21M | $12M | $10M | 16% |
| Dividends | $64M | $80M | $85M | $89M | $92M | 3.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.