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Upturn AI SWOT - About
WD 
Walker & Dunlop Inc (WD)
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Upturn Advisory Summary
03/27/2025: WD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 25.06% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.82B USD | Price to earnings Ratio 26.05 | 1Y Target Price 108.33 |
Price to earnings Ratio 26.05 | 1Y Target Price 108.33 | ||
Volume (30-day avg) 239903 | Beta 1.62 | 52 Weeks Range 81.07 - 116.54 | Updated Date 04/1/2025 |
52 Weeks Range 81.07 - 116.54 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.14% | Basic EPS (TTM) 3.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.28% | Operating Margin (TTM) 11.27% |
Management Effectiveness
Return on Assets (TTM) 2.39% | Return on Equity (TTM) 5.76% |
Valuation
Trailing PE 26.05 | Forward PE 10.99 | Enterprise Value 4201075611 | Price to Sales(TTM) 2.68 |
Enterprise Value 4201075611 | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 3.71 | Enterprise Value to EBITDA 11.94 | Shares Outstanding 33968200 | Shares Floating 32542647 |
Shares Outstanding 33968200 | Shares Floating 32542647 | ||
Percent Insiders 4.08 | Percent Institutions 84.73 |
Analyst Ratings
Rating 3.4 | Target Price 123.33 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Walker & Dunlop Inc
Company Overview
History and Background
Walker & Dunlop, Inc. was founded in 1937. It has grown from a local mortgage banking firm to a national commercial real estate finance company, providing financing and investment sales solutions to owners of multifamily and commercial properties.
Core Business Areas
- Capital Markets: Provides a range of debt financing, including agency lending (Fannie Mae, Freddie Mac, HUD), bridge loans, and structured finance products.
- Investment Sales: Offers brokerage services for the sale of commercial properties, including multifamily, office, retail, and industrial assets.
- Servicing: Manages a large portfolio of commercial real estate loans, providing loan administration, asset management, and borrower services.
Leadership and Structure
Willy Walker is the Chairman and CEO. The company operates with a management team overseeing the various business segments.
Top Products and Market Share
Key Offerings
- Agency Lending (Fannie Mae, Freddie Mac, HUD): Provides financing solutions for multifamily properties through government-sponsored enterprises. Significant market share within the agency lending sector. Competitors include CBRE, JLL, and Greystone.
- Investment Sales Brokerage: Offers transaction services for commercial property sales. Market share varies by region and property type. Competitors include CBRE, JLL, and Eastdil Secured.
- Loan Servicing: Manages a large portfolio of commercial real estate loans. Competitors include Midland Loan Services and Wells Fargo Commercial Mortgage Servicing.
Market Dynamics
Industry Overview
The commercial real estate finance industry is influenced by interest rates, economic growth, and property market fundamentals. Demand for financing and investment sales is driven by property values and investor sentiment.
Positioning
Walker & Dunlop is a leading provider of commercial real estate finance solutions, with a strong presence in agency lending and investment sales. Its competitive advantage lies in its expertise, relationships, and integrated platform.
Total Addressable Market (TAM)
The commercial real estate lending and investment sales market is estimated to be in the trillions of dollars. Walker & Dunlop is positioned to capture a significant portion of this TAM through its diverse product offerings and national reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive network of relationships
- Expertise in agency lending
- Integrated platform
- Large loan servicing portfolio
Weaknesses
- Sensitivity to interest rate fluctuations
- Dependence on agency lending volumes
- Competition from larger players
- Potential credit risk in loan portfolio
Opportunities
- Expansion into new markets
- Growth in investment sales business
- Increased demand for affordable housing financing
- Technological innovation
- Strategic acquisitions
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Regulatory changes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- CBRE (CBRE)
- JLL (JLL)
- Newmark Group, Inc. (NMRK)
- Greystone & Co. Inc. (Private)
Competitive Landscape
Walker & Dunlop competes with larger, more diversified real estate services firms. Its advantages include its expertise in agency lending, strong relationships, and integrated platform. Disadvantages can include greater brand recognition and marketing budget for bigger players.
Major Acquisitions
Pillar Financial
- Year: 2015
- Acquisition Price (USD millions): 235
- Strategic Rationale: Expanded Walker & Dunlop's presence in the multifamily lending market and increased its access to Fannie Mae and Freddie Mac financing.
Growth Trajectory and Initiatives
Historical Growth: Walker & Dunlop has experienced significant growth in recent years, driven by increased lending volumes and investment sales activity.
Future Projections: Future growth projections are subject to market conditions and analyst estimates. Please consult financial analysis resources for detailed forecasts.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and strategic acquisitions.
Summary
Walker & Dunlop is a strong player in the commercial real estate finance market, benefiting from its expertise in agency lending and its integrated platform. The company's sensitivity to interest rate fluctuations and economic cycles poses potential challenges. Growth opportunities lie in expanding into new markets and leveraging technology. Monitoring competitive pressures is crucial for maintaining market share.
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Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Walker & Dunlop Inc
Exchange NYSE | Headquaters Bethesda, MD, United States | ||
IPO Launch date 2010-12-15 | Chairman, President & CEO Mr. William Mallory Walker | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees 1399 | Website https://www.walkerdunlop.com |
Full time employees 1399 | Website https://www.walkerdunlop.com | ||
Walker & Dunlop, Inc., through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States. It operates through three segments: Capital Markets, Servicing & Asset Management, and Corporate. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, and small-balance loans. It also provides finance for multifamily, manufactured housing communities, student housing, affordable housing, and senior housing properties under the Fannie Mae's DUS program; and construction and permanent loans to developers and owners of multifamily housing, affordable housing, senior housing, and healthcare facilities. In addition, the company acts as a debt broker to work with life insurance companies, banks, and other institutional lenders to find debt and/or equity solution for the borrowers' needs; and offers property sales brokerage services to owners and developers of multifamily properties, and commercial real estate and multifamily property appraisals for various investors. Further, it provides multifamily appraisal and valuation services; and real estate-related investment banking and advisory services, including housing market research. Additionally, the company offers servicing and asset-managing the portfolio of loans; originates loans through its principal lending and investing activities; and manages third-party capital invested in tax credit equity funds focused on the LIHTC sector and other commercial real estate sectors. Walker & Dunlop, Inc. was founded in 1937 and is headquartered in Bethesda, Maryland.
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