Added to YB: 2026-05-08
Pitch date: 2026-05-06
WD [neutral]
Walker & Dunlop, Inc.
+0.13%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$1.8B
Pitch Price
$54.76
Price Target
N/A
Dividend
5.32%
EV/EBITDA
N/A
P/E
31.20
EV/Sales
N/A
Sector
Financial Services
Category
value
Watchlist Radar - Walker & Dunlop, Inc.
WD (watchlist): Commercial RE loan broker w/ Fannie/Freddie licenses (regulatory moat). Earns ~1% origination + ~0.24% annual servicing fee (non-terminable, 5-10yr duration) = predictable recurring revenue. Down on slow housing & credit concerns (5% first loss, max 20% exposure). Credit risk small vs EV even in worst case. 7% avg earnings growth despite downturn. 7.5x EV/EBITDA vs 10-20x historical range.
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