Frontdoor, Inc. (FTDR)
合理估值基本面
72
价格
$74.80
市值
$5.04B
第一部分 · 这家公司值多少
概览
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.
资产负债表与流动性
营收
$2.15B
最近12个月（截至2026/6/30）
净利润
$273M
最近12个月（截至2026/6/30）
自由现金流
$390M
股东权益合计
$242M
负债合计
$1.90B
流动比率
1.59
利息覆盖率
-
债务/EBITDA
2.28
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$96.41
当前价格
$74.80
安全边际
+22.4%
公允价值区间
$62.67 - $130.16
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
19.34
ROE
105.4%
市净率（P/B）
17.74
P/FCF
13.05
毛利率
55.5%
ROIC
-
盈利能力雷达图
价值创造（经济护城河）
ROIC
-
WACC
12.0%
ROIC − WACC
-
基本面分析标准
通过（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
未通过（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%
不可用（4）
- ROIC NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
Piotroski F-评分
财务状况强健
盈利质量
高质量：盈利有现金流支撑
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 |
审计风险
2
董事会风险
4
薪酬风险
5
股东权利风险
2
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
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