Voltar à classificação

Frontdoor, Inc. (FTDR)

Valor Justo
Consumer CyclicalPersonal ServicesUnited States

Fundamental

72

Preço

$77.39

Capitalização de Mercado

$5.04B

Parte 1 · Quanto vale a empresa

Visão Geral

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 setembro 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.

Balanço & Liquidez

Receita

$2.15B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$273M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$390M

Capital Próprio Total

$242M

Passivo Total

$1.90B

Rácio de Liquidez

1.59

Cobertura de Juros

-

Dívida/EBITDA

2.28

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Caso geralJustamente Valorizada

Valor Justo

$96.87

Preço Atual

$77.39

Margem de Segurança

+20.1%

Intervalo de Valor Justo

$62.96 - $130.77

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$97.40
Fluxo de caixa descontado (DCF):$132.93
Multiplicador de lucros (P/E):$58.37
Fórmula de crescimento de Graham:$169.41
Valor da capacidade de gerar lucro (EPV):$29.50
P/B justificado:$30.55
Desconto de dividendos (Gordon):Dados insuficientes para o calcular
P/FFO, fundos de operações:$79.89
Lucros de meio de ciclo:Dados insuficientes para o calcular
Multiplicador sobre as receitas:$51.87
Consenso dos Analistas:Comprar (9B / 5H / 0S)
Última Surpresa de Resultados:+7.20%

Métricas de Avaliação

Rácio P/E

19.96

ROE

105.4%

Rácio P/B

18.30

P/FCF

13.47

Margem Bruta

55.5%

ROIC

-

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

-

WACC

12.0%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (4)

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

Piotroski F-Score

8/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

1.50

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-4.5%

A recomprar ações. Favorável ao acionista

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
Mr. William C. CobbChairman of the Board & CEO68
Mr. Evan A. IversonSenior VP & COO48
Dr. Bala krishnan A. GaneshSenior VP & CTO53
Mr. Jeffrey A. Fiarman J.D.Senior VP & Chief Legal Officer56

Risco de Auditoria

2

Risco do Conselho

4

Risco de Remuneração

5

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-26

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-08-06

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-09-03

    Ver documento

via SEC EDGAR

Histórico 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