Greystone Housing Impact Investors LP (GHI)vsWalker & Dunlop Inc (WD)
GHI
Greystone Housing Impact Investors LP
$4.96
-1.78%
FINANCIAL SERVICES · Cap: $126.17M
WD
Walker & Dunlop Inc
$45.07
+2.48%
FINANCIAL SERVICES · Cap: $1.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Walker & Dunlop Inc generates 4505% more annual revenue ($1.16B vs $25.19M). WD leads profitability with a 4.9% profit margin vs -30.8%. GHI appears more attractively valued with a PEG of 1.04. WD earns a higher WallStSmart Score of 59/100 (C).
GHI
Avoid33
out of 100
Grade: F
WD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-564.7%
Fair Value
$1.16
Current Price
$4.96
$3.80 premium
Margin of Safety
-21.1%
Fair Value
$50.77
Current Price
$45.07
$5.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Moderate valuation
0.0% revenue growth
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : GHI
The strongest argument for GHI centers on Price/Book. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bull Case : WD
The strongest argument for WD centers on Price/Book. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bear Case : GHI
The primary concerns for GHI are P/E Ratio, Market Cap, Piotroski F-Score. Debt-to-equity of 2.73 is elevated, increasing financial risk.
Bear Case : WD
The primary concerns for WD are P/E Ratio, Revenue Growth, Market Cap. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
GHI profiles as a turnaround stock while WD is a value play — different risk/reward profiles.
WD carries more volatility with a beta of 1.56 — expect wider price swings.
WD is growing revenue faster at 0.0% — sustainability is the question.
WD generates stronger free cash flow (796M), providing more financial flexibility.
Bottom Line
WD scores higher overall (59/100 vs 33/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Greystone Housing Impact Investors LP
FINANCIAL SERVICES · MORTGAGE FINANCE · USA
Greystone Housing Impact Investors LP acquires, holds, sells, and deals in a portfolio of mortgage revenue bonds (MRBs) that are issued to provide construction and/or permanent financing for multifamily and student housing, and residential and commercial properties. The company is headquartered in Omaha, Nebraska.
Visit Website →Walker & Dunlop Inc
FINANCIAL SERVICES · MORTGAGE FINANCE · USA
Walker & Dunlop, Inc. originates, sells and services a variety of commercial and multifamily real estate financing products and services for real estate owners and developers in the United States. The company is headquartered in Bethesda, Maryland.
Compare with Other MORTGAGE FINANCE Stocks
Want to dig deeper into these stocks?