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Our Business Affordable Housing Real Estate Services, our affordable housing real estate service derives revenue from the syndication of partnership interests in properties eligible for low-income housing tax credits, or LIHTCs. Congress could repeal or modify the LIHTC provisions at any time or modify the tax laws so that the value of LIHTC benefits is reduced.
$50.08
$1.11 (-2.17%)
EOD Jul 17, 2026
Net margin is thin at 4.56%. This may reflect rising credit costs, rate compression, or operational inefficiency.
Revenue grew 9.1% YoY. However, net income declined 48%, rising credit provisions or expenses may be eating into the top line.
At 25x earnings, the multiple is above the banking sector average. Financials rarely sustain elevated multiples through credit cycles. Net income declined 48% YoY, profitability momentum has weakened.
24.8x earnings. Above the financial-sector median (~13x). The market is pricing in above-average returns or growth, any credit deterioration would compress the multiple quickly.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.30B
▲ +9.1% YoY
Net Income (TTM)
$69M
▼ -48.0% YoY
Net Margin
5.33%
P/E
24.8x
Balance Sheet
Total Assets
$6.17B
Equity
$1.72B
Total Debt
$826M
Cash & Equiv.
$193M
5Y CAGR: +3.4%
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At a P/E of 24.8, Walker & Dunlop (WD)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in .
On quality, Walker & Dunlop scores 40/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 5.5%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Walker & Dunlop scores 40 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Walker & Dunlop pays a regular dividend of about $2.77 per share per year (typically in quarterly installments), a yield of roughly 5.5% at the current price. That is a payout ratio of about 133.3% of earnings, so the dividend is stretched at this level. Walker & Dunlop has grown the dividend at roughly 9.2% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For WD's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. you should weigh WD's valuation and scores 40/100 on quality (mixed). It also yields about 5.5%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.