Frontdoor, Inc. (FTDR)
Fair ValueFundamental
72
Price
$73.12
Market Cap
$5.04B
Part 1 · What the company is worth
Overview
Frontdoor, Inc. provides home warranties and new home builder warranties in the United States. The company offers customizable home warranties that help customers to protect and maintain their homes from costly and unplanned breakdowns of essential home systems and appliances. Its home warranty customers subscribe to an annual service plan agreement that covers the repair or replacement of principal components of home systems and appliances, including electrical, plumbing, water heaters, refrigerators, dishwashers, and ranges/ovens/cooktops, as well as pools, spas, and pumps; and heating, ventilation, and air conditioning systems. It also offers non-warranty home services through website and application; a one-stop app experience for home repair and maintenance using video chat, augmented reality, and computer vision and machining learning. The company operates under the American Home Shield, HSA, OneGuard, Landmark, and 2-10 HBW brand names. Frontdoor, Inc. was founded in 1971 and is headquartered in Memphis, Tennessee.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on September 18, 2026 with claude-haiku-4-5 — shared with all users
Its First American Home Warranty segment sells the same residential service contracts on systems and appliances and courts the same real-estate-agent referral channel that drives much of American Home Shield's new business.
Through Old Republic Home Protection it is one of the three largest US home warranty providers, competing plan-for-plan with American Home Shield, especially in California and the western states.
A private, direct-to-consumer home warranty provider that after absorbing Home Warranty of America claims third place nationally, chasing the same homeowners Frontdoor reaches online.
A privately held provider of home service plans covering systems and appliances, sold both directly and through real estate and utility partnerships, the same two routes to market Frontdoor uses.
Now private under Brookfield, it sells subscription repair plans for plumbing, heating and electrical systems to millions of US households through utility partnerships, an alternative to a home warranty for the same recurring spend.
Balance Sheet & Liquidity
Revenue
$2.15B
Trailing 12 months (through 6/30/2026)
Net Income
$273M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$390M
Total Equity
$242M
Total Liabilities
$1.90B
Current Ratio
1.59
Interest Coverage
-
Debt/EBITDA
2.28
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$96.41
Current Price
$73.12
Margin of Safety
+24.2%
Fair Value Range
$62.67 - $130.16
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
19.34
ROE
105.4%
P/B Ratio
17.74
P/FCF
13.05
Gross Margin
55.5%
ROIC
-
Profitability Radar
Value Creation (Economic Moat)
ROIC
-
WACC
12.0%
ROIC − WACC
-
Fundamental Analysis Criteria
Passed (18)
- EPS shows upward trend
- EPS CAGR 9.84%
- Price CAGR 13.63%
- Gross Margin 55.5%
- P/FCF 13.05
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Debt/EBITDA
- Return on Tangible Assets
- ROE 101.9%
- Revenue Growth 5Y 7.3%
- Analyst Consensus 64% Buy
- Earnings Surprise avg 21.6%
- PEG Ratio 0.88
- Earnings Quality (OCF/NI) 1.50
- Share Dilution -4.5%
- Piotroski F-Score 8/9
Failed (6)
- P/B Ratio 17.74
- Debt/Equity ratio
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Net Margin Trend 12.7% vs 13.1%
Unavailable (4)
- ROIC NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. William C. Cobb | Chairman of the Board & CEO | 68 |
| Mr. Evan A. Iverson | Senior VP & COO | 48 |
| Dr. Bala krishnan A. Ganesh | Senior VP & CTO | 53 |
| Mr. Jeffrey A. Fiarman J.D. | Senior VP & Chief Legal Officer | 56 |
Audit Risk
2
Board Risk
4
Compensation Risk
5
Shareholder Rights Risk
2
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-26
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-06
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-09-03
via SEC EDGAR
Income History
via SEC EDGAR
Latest News
Recent headlines for FTDR, sourced from Markets Gazette.
- 2/26/2026NEUTRALEarnings Breakdown: Frontdoor Q4
Frontdoor Inc. has announced the release of its fourth-quarter earnings breakdown, a pivotal event for investors keen to assess the company's operational and financial performance. While specific details of the results have not yet been disclosed at this initial stage, the market is eagerly anticipating a comprehensive analysis. Quarterly earnings serve as a crucial barometer for a company's health, influencing investment decisions and future projections. Analysts and shareholders will closely monitor figures related to revenue, profits, and, critically, the guidance for upcoming periods, which will dictate the direction of the FTDR stock. The significance of this breakdown lies in its ability to provide clarity on corporate strategies and their effectiveness within a dynamic market environment.
- 2/21/2026POSITIVENew $10 Million Stake in Frontdoor Signals Conviction as Firm Posts 14% Revenue Growth
A new $10 million stake in Frontdoor, a company providing home service plans and on-demand repair solutions, signals strong investor conviction. This, coupled with a reported 14% revenue growth, suggests a positive outlook for the stock.
via Markets Gazette