Frontdoor, Inc. (FTDR)

Valor Justo

Consumer CyclicalPersonal ServicesUnited States

Fundamental

Precio

$77.39

Capitalización Bursátil

$5.04B

Yahoo Finance TradingView Noticias Sitio web

Parte 1 · Cuánto vale la empresa

Resumen

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 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

First American Financial CorporationFAF

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.

Old Republic International CorporationORI

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.

Choice Home WarrantyNot tracked

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.

Cinch Home Services, Inc.Not tracked

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.

HomeServe USA Corp.Not tracked

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.

Fuentes: Frontdoor, Inc. — Form 10-K, FY2023 (Business and Competition)Home Warranty of America Joins the Choice Home Warranty Family Old Republic Home Protection Company — Old Republic operating companies HomeServe — Wikipedia

Balance y Liquidez

Ingresos

$2.15B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$273M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$390M

Patrimonio Neto Total

$242M

Pasivo Total

$1.90B

Ratio de Liquidez

1.59

Cobertura de Intereses

Deuda/EBITDA

2.28

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$96.87

Precio Actual

$77.39

Margen de Seguridad

+20.1%

Rango de Valor Justo

$62.96 - $130.77

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$97.40

Flujo de caja descontado (DCF):$132.93

Múltiplo sobre beneficios (P/E):$58.37

Fórmula de crecimiento de Graham:$169.41

Valor de la capacidad de generar beneficios (EPV):$29.50

P/B justificado:$30.55

Descuento de dividendos (Gordon):Datos insuficientes para calcularlo

P/FFO, fondos de operaciones:$79.89

Beneficios de mitad de ciclo:Datos insuficientes para calcularlo

Múltiplo sobre ingresos:$51.87

Consenso de Analistas:Comprar (9B / 5H / 0S)

Última Sorpresa de Resultados:+7.20%

Métricas de Valoración

Ratio P/E

19.96

ROE

105.4%

Ratio P/B

18.30

P/FCF

13.47

Margen Bruto

55.5%

ROIC

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

WACC

12.0%

ROIC − WACC

Criterios de Análisis Fundamental

Superado (18)

EPS shows upward trend
EPS CAGR 9.84%
Price CAGR 13.63%
Gross Margin 55.5%
P/FCF 13.47
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

Fallido (6)

P/B Ratio 18.30
Debt/Equity ratio
Low reliance on intangibles
Price below Graham Number
DCF valuation (Overvalued)
Net Margin Trend 12.7% vs 13.1%

No disponible (4)

ROIC NaN%
Dividend Payout NaN%
Operating Margin NaN%
Interest Coverage

Piotroski F-Score

8/9

Solidez financiera fuerte

score

criteria

Calidad de los Beneficios

1.50

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-4.5%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

Nombre	Cargo	Edad
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

Riesgo de Auditoría

Riesgo del Consejo

Riesgo de Compensación

Riesgo de Derechos del Accionista

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-26
Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-08-06
Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-03
Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for FTDR, sourced from Markets Gazette.

2/26/2026NEUTRAL
Earnings 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.
2/21/2026POSITIVE
New $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