Frontdoor, Inc. (FTDR)
適正価値ファンダメンタル
72
株価
$77.39
時価総額
$5.04B
パート1 · 企業の価値
概要
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 2026年9月18日 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.
貸借対照表と流動性
売上高
$2.15B
直近12か月（2026/6/30まで）
純利益
$273M
直近12か月（2026/6/30まで）
フリーキャッシュフロー
$390M
自己資本合計
$242M
負債合計
$1.90B
流動比率
1.59
利払い倍率
-
負債/EBITDA
2.28
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$96.87
現在株価
$77.39
安全マージン
+20.1%
適正価値レンジ
$62.96 - $130.77
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
19.96
ROE
105.4%
P/B レシオ
18.30
P/FCF
13.47
粗利益率
55.5%
ROIC
-
収益性レーダー
価値創造（経済的モート）
ROIC
-
WACC
12.0%
ROIC − WACC
-
ファンダメンタル分析基準
合格（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
不合格（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%
データなし（4）
- ROIC NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
Piotroski F-スコア
財務健全性が高い
利益の質
高品質：利益はキャッシュに裏付けられている
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| 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 |
監査リスク
2
取締役会リスク
4
報酬リスク
5
株主権利リスク
2
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
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