Tearsheet

Frontdoor (FTDR)

Market Price (12/29/2025): $58.62 | Market Cap: $4.3 Bil
Sector: Consumer Discretionary | Industry: Specialized Consumer Services

Frontdoor (FTDR)

Market Price (12/29/2025): $58.62
Market Cap: $4.3 Bil
Sector: Consumer Discretionary
Industry: Specialized Consumer Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%, FCF Yield is 8.1%	Key risks FTDR key risks include [1] significant indebtedness of approximately $2.5 billion that limits financial flexibility and [2] a heavy operational dependence on its large network of independent contractors for service delivery.
1	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12%
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%
3	Low stock price volatility Vol 12M is 43%
4	Megatrend and thematic drivers Megatrends include Smart Buildings & Proptech. Themes include IoT for Buildings, Building Management Systems, and Real Estate Data Analytics.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%, FCF Yield is 8.1%
1	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12%
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%
3	Low stock price volatility Vol 12M is 43%
4	Megatrend and thematic drivers Megatrends include Smart Buildings & Proptech. Themes include IoT for Buildings, Building Management Systems, and Real Estate Data Analytics.
5	Key risks FTDR key risks include [1] significant indebtedness of approximately $2.5 billion that limits financial flexibility and [2] a heavy operational dependence on its large network of independent contractors for service delivery.

Valuation, Metrics & Events

	12/29/25	2024	2023	2022	2021
Share Price CYE	$58.62	$54.67	$35.22	$20.80	$36.65
Market Cap CYE ($ Bil)	4.3	4.1	2.8	1.7	3.1
Total Debt ($ Bil)	1.2	1.2	0.6	0.6	0.6
Total Cash ($ Bil)	0.6	0.4	0.3	0.3	0.3
Enterprise Value ($ Bil)	4.9	5.3	3.4	2.3	3.7
Valuation Ratios
P/S TTM	2.1	2.3	1.6	1.0	1.9
P/EBIT TTM	10.4	12.1	10.5	13.7	15.1
P/E TTM	16.2	17.9	16.6	24.0	24.4
P/FCF TTM	12.4	18.2	16.7	16.7	20.3
Sector Ratios
P/S TTM (Sector)	0.8	0.8	0.9	0.8	1.4
P/EBIT TTM (Sector)	7.8	8.3	7.8	6.5	8.4
P/E TTM (Sector)	10.5	11.1	10.4	8.4	10.7
P/FCF TTM (Sector)	11.2	12.4	9.6	7.3	10.5

	12/29/25	2024	2023
Share Price CYE	$58.62	$54.67	$35.22
Market Cap CYE ($ Bil)	4.3	4.1	2.8
Total Debt ($ Bil)	1.2	1.2	0.6
Total Cash ($ Bil)	0.6	0.4	0.3
Enterprise Value ($ Bil)	4.9	5.3	3.4
Valuation Ratios
P/S TTM	2.1	2.3	1.6
P/EBIT TTM	10.4	12.1	10.5
P/E TTM	16.2	17.9	16.6
P/FCF TTM	12.4	18.2	16.7
Sector Ratios
P/S TTM (Sector)	0.8	0.8	0.9
P/EBIT TTM (Sector)	7.8	8.3	7.8
P/E TTM (Sector)	10.5	11.1	10.4
P/FCF TTM (Sector)	11.2	12.4	9.6

	FTDR	S&P 500
REVENUE GROWTH	GOOD
Rev LTM ($ Bil)	2.0
Rev Chg Q	14.0%	7.3%
Rev Chg LTM	11.8%	6.1%
Rev Chg 3Y Avg	7.1%	5.5%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.4
CFO LTM ($ Bil)	0.4
Net Inc LTM ($ Bil)	0.3
Op Mgn LTM	19.5%	18.8%
CFO/Rev LTM	18.3%	20.4%
Net Inc Mgn	12.9%	13.1%
VALUATION	MODERATE
P/S	2.1	3.3
P/CFO	11.4	15.8
P/FCF	12.4	20.7
P/E	16.2	23.7
STABILITY	VERY GOOD
Debt/Equity	0.28	0.21
Cash/Assets	0.25	0.07

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Metric	Value	Date	Source
Customer Retention Rate	79.4%	9302025	Link
Home Warranties	2.11 million	9302025	Link
Organic Direct-to-Consumer Ending Member Count Growth	8%	11052025	Link
Non-Warranty Revenue Growth (Year-over-Year)	73%	11052025	Link
Preferred Contractor Utilization	84%	11052025	Link
Real Estate Member Count	Sequential increase	11062025	Link

Upcoming
2/26/2026	Earnings Release	Rev: - EPS: -

FTDR Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Here are the key points explaining Frontdoor's (FTDR) stock movement by -3.5% from approximately August 31, 2025, to December 29, 2025:

1. Despite strong Q3 2025 financial results, Frontdoor's shares experienced a significant decline on the earnings announcement date. The company reported a 14% year-over-year increase in revenue and an 18% jump in adjusted EBITDA for the third quarter of 2025, with EPS beating analyst estimates. However, the stock fell 5.72% in regular trading and 3.47% in premarket activity on November 5, 2025, suggesting investor expectations for even stronger performance or concerns over other aspects of the outlook.

2. Frontdoor's Q3 2025 revenue of $618 million, while showing growth, slightly missed the analyst consensus estimate of $623.3 million.

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Stock Movement Drivers

Fundamental Drivers

The -12.5% change in FTDR stock from 9/28/2025 to 12/28/2025 was primarily driven by a -15.3% change in the company's P/E Multiple.

	9282025	12282025	Change
Stock Price ($)	66.96	58.61	-12.47%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1966.00	2042.00	3.87%
Net Income Margin (%)	13.07%	12.88%	-1.47%
P/E Multiple	19.15	16.22	-15.28%
Shares Outstanding (Mil)	73.50	72.80	0.95%
Cumulative Contribution			-12.48%

LTM = Last Twelve Months as of date shown

Market Drivers

9/28/2025 to 12/28/2025

	Return	Correlation
FTDR	-12.5%
Market (SPY)	4.3%	21.2%
Sector (XLY)	1.8%	20.3%

Fundamental Drivers

The 0.0% change in FTDR stock from 6/29/2025 to 12/28/2025 was primarily driven by a 8.0% change in the company's Total Revenues ($ Mil).

	6292025	12282025	Change
Stock Price ($)	58.59	58.61	0.03%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1891.00	2042.00	7.99%
Net Income Margin (%)	12.59%	12.88%	2.33%
P/E Multiple	18.39	16.22	-11.78%
Shares Outstanding (Mil)	74.70	72.80	2.54%
Cumulative Contribution			-0.03%

LTM = Last Twelve Months as of date shown

Market Drivers

6/29/2025 to 12/28/2025

	Return	Correlation
FTDR	0.0%
Market (SPY)	12.6%	23.9%
Sector (XLY)	11.9%	27.0%

Fundamental Drivers

The 5.3% change in FTDR stock from 12/28/2024 to 12/28/2025 was primarily driven by a 11.8% change in the company's Total Revenues ($ Mil).

	12282024	12282025	Change
Stock Price ($)	55.68	58.61	5.26%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1826.00	2042.00	11.83%
Net Income Margin (%)	12.81%	12.88%	0.50%
P/E Multiple	18.13	16.22	-10.52%
Shares Outstanding (Mil)	76.20	72.80	4.46%
Cumulative Contribution			5.05%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2024 to 12/28/2025

	Return	Correlation
FTDR	5.3%
Market (SPY)	17.0%	35.1%
Sector (XLY)	7.0%	37.3%

Fundamental Drivers

The 181.5% change in FTDR stock from 12/29/2022 to 12/28/2025 was primarily driven by a 210.4% change in the company's Net Income Margin (%).

	12292022	12282025	Change
Stock Price ($)	20.82	58.61	181.51%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1663.00	2042.00	22.79%
Net Income Margin (%)	4.15%	12.88%	210.42%
P/E Multiple	24.59	16.22	-34.03%
Shares Outstanding (Mil)	81.50	72.80	10.67%
Cumulative Contribution			178.30%

LTM = Last Twelve Months as of date shown

Market Drivers

12/29/2023 to 12/28/2025

	Return	Correlation
FTDR	66.4%
Market (SPY)	48.4%	34.9%
Sector (XLY)	38.6%	35.5%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
FTDR Return	6%	-27%	-43%	69%	55%	6%	22%
Peers Return	16%	38%	-12%	21%	26%	16%	150%
S&P 500 Return	16%	27%	-19%	24%	23%	18%	114%
Monthly Win Rates [3]
FTDR Win Rate	50%	33%	33%	58%	50%	58%
Peers Win Rate	52%	65%	42%	68%	57%	52%
S&P 500 Win Rate	58%	75%	42%	67%	75%	73%
Max Drawdowns [4]
FTDR Max Drawdown	-36%	-35%	-47%	0%	-16%	-32%
Peers Max Drawdown	-34%	-5%	-26%	-7%	-9%	-23%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See FTDR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique Key	Event	FTDR	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-66.4%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	197.5%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	686 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-36.9%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	58.6%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	221 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-56.6%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	130.4%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	265 days	120 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Frontdoor's stock fell -66.4% during the 2022 Inflation Shock from a high on 2/12/2021. A -66.4% loss requires a 197.5% gain to breakeven.

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About Frontdoor (FTDR)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Frontdoor, Inc. provides home service plans in the United States. The company's home service plans cover the repair or replacement of principal components of approximately 20 home systems and appliances, including electrical, plumbing, water heaters, refrigerators, dishwashers, and ranges/ovens/cooktops, as well as electronics, pools, and spas and pumps; and central heating, ventilation, and air conditioning systems. It also offers ProConnect on-demand home services business and Streem, a technology platform that uses augmented reality, computer vision, and machine learning that helps home service professionals quickly and accurately diagnose breakdowns and complete repairs. The company serves homeowners under the American Home Shield, HSA, Landmark Home Warranty, OneGuard, Frontdoor, and Streem brands. The company was founded in 1971 and is headquartered in Memphis, Tennessee.

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AAA for your home's major systems and appliances.
ADT for your home's vital systems.
Best Buy's Geek Squad Protection Plan, but for an entire house.

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Home Service Plans (Home Warranties): These service contracts cover the repair or replacement of major home systems and appliances that break down due to normal wear and tear, connecting customers with a network of pre-qualified service professionals.

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Major Customers of Frontdoor (FTDR)

Frontdoor (FTDR) primarily sells home service plans (home warranties) directly to individuals, making its business model predominantly Business-to-Consumer (B2C). Its major brands include American Home Shield, HSA Home Warranty, Landmark Home Warranty, and OneGuard Home Warranties.

The company serves the following categories of individual customers:

Existing Homeowners: These are individuals who currently own and reside in a home and proactively purchase a home warranty to protect against the cost of unexpected repairs or replacements for their home's major systems and appliances (e.g., HVAC, plumbing, electrical, refrigerators, washers, dryers). They seek to mitigate financial risk and gain peace of mind.
Home Sellers: Individuals who are in the process of selling their property often purchase a home warranty, typically for a one-year term, to offer to the buyer. This acts as an incentive and a layer of protection against potential post-sale issues, which can help facilitate the sale and provide assurance to the prospective buyer.
Home Buyers: These are individuals who are purchasing a home and either receive a home warranty as part of their real estate transaction (often paid for by the seller or real estate agent) or choose to purchase one themselves. They seek financial protection against unforeseen breakdowns of home systems and appliances shortly after moving into their new property, especially for older homes.

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William C. Cobb, Chairman and Chief Executive Officer

Bill Cobb became Chief Executive Officer of Frontdoor in June 2022, in addition to his role as Chairman of the Board of Directors, which he has held since October 2018. He is recognized for his expertise in consumer-focused, technology, and online-focused businesses. Prior to joining Frontdoor, Cobb served as President and CEO of H&R Block, Inc. from May 2011 through July 2017. He also held various leadership roles at eBay, Inc. from 2000 to 2008, including president of eBay Marketplaces North America. Earlier in his career, from 1987 to 2000, Cobb held marketing and executive positions at PepsiCo and Tricon Global Restaurants (now Yum! Brands), including senior vice president and chief marketing officer for Tricon International and Pizza Hut.

Jason Bailey, Senior Vice President and Chief Financial Officer

Jason Bailey was appointed Senior Vice President and Chief Financial Officer of Frontdoor, effective November 10, 2025. He has over 25 years of progressive leadership experience in finance and public accounting, including more than 15 years of service with Frontdoor and its former publicly traded parent, ServiceMaster. Most recently, Bailey served as VP, Finance, for Frontdoor. His professional experience also includes 11 years of public accounting experience at Deloitte and Arthur Andersen.

Evan Iverson, Senior Vice President and Chief Operating Officer

Evan Iverson was promoted to Senior Vice President and Chief Operating Officer in August 2024. He is responsible for overseeing all aspects of the day-to-day operational functions for the American Home Shield and Frontdoor brands, focusing on enhancing contractor and member experiences. He also manages relationships with approximately 16,000 independent contractors and provides oversight of the company's technology strategy. Iverson joined Frontdoor in January 2019 as Vice President, Operations. Before Frontdoor, he worked at Amazon for over three years, leading product and business teams in solving operations problems with technology and overseeing $3.5 billion in revenue for Fulfillment By Amazon (FBA). He also spent six years at McKinsey leading operations transformations.

Jeffrey A. Fiarman, Senior Vice President, Chief Legal Officer and Corporate Secretary

Jeffrey Fiarman joined Frontdoor in August 2018 as senior vice president, general counsel and corporate secretary. He is described as an entrepreneurial-minded company builder and a strong legal advisor with a track record in business development and leadership. Prior to Frontdoor, Fiarman served as executive vice president, general counsel, and secretary of IDEXX Laboratories. He also held several leadership roles with WW International, Inc. (formerly Weight Watchers International, Inc.), including seven years as executive vice president, general counsel, and secretary, and was a member of the founding leadership team for WW's internet business. Fiarman co-founded a consumer wearable technology company and advised startups and new business ventures. He began his career as an attorney specializing in corporate and tax law at Gibson, Dunn & Crutcher.

Dr. Bala Ganesh, Senior Vice President and Chief Technology Officer

Dr. Bala Ganesh assumed the role of Frontdoor's Senior Vice President and Chief Technology Officer in July 2025. He previously served as a Frontdoor, Inc. board director from July 2023 to June 2025. In his current role, Ganesh is responsible for overseeing all technical aspects of Frontdoor's brands, including strategy, development, and implementation of technology, with a focus on strategic direction and oversight for scalable solutions. He brings extensive experience in digital transformation, cybersecurity, and product development. Prior to Frontdoor, Ganesh was the Chief Technology Officer of OnTrac Logistics and a Partner at AKF Consulting LLC. He also served at United Parcel Service (UPS) for over 10 years in various roles, including Vice President of Engineering, where he managed UPS's global technology innovation strategy, and Vice President of Advanced Technology, where he led the strategy for aerial drones, robotics, sensors, artificial intelligence, and autonomous vehicles. Ganesh served for six years as a fighter pilot in the Indian Air Force.

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The key risks to Frontdoor's business (FTDR) include:

Macroeconomic Headwinds and Housing Market Sensitivity: Frontdoor's business is highly sensitive to macroeconomic conditions, including rising interest rates, inflation, and a slowdown in home purchases. Weakness in the housing market or discretionary consumer spending can negatively impact plan renewals and new sales. The company's stock has historically demonstrated "very weak downturn resilience," with significant drops during past market corrections, reflecting its high sensitivity to housing market slowdowns and investor sentiment.
Significant Indebtedness: The company carries approximately $2.5 billion in debt, largely due to acquisitions. This substantial indebtedness can limit Frontdoor's financial flexibility and increase its vulnerability during economic downturns. Additionally, Frontdoor is exposed to interest rate risks because of its variable-rate indebtedness, which could adversely affect its interest expenses and overall profitability.
Reliance on and Challenges within the Contractor Network: Frontdoor's service delivery is heavily dependent on a vast network of around 17,000 independent contractor firms. Any disruptions in this network, or difficulties in maintaining and expanding it, could negatively impact service quality and customer satisfaction, which are crucial for the company's operations and customer retention.

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The emergence of tech giants (e.g., Amazon, Google) leveraging their smart home ecosystems and existing service marketplaces to offer comprehensive, subscription-based "Home Care as a Service" solutions represents a clear emerging threat to Frontdoor. These platforms have the potential to integrate predictive maintenance capabilities (using data from smart home devices), direct dispatch of vetted service professionals, and bundled cost coverage into a single, proactive offering that could diminish the value proposition of traditional, reactive home warranty plans.

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Frontdoor (FTDR) operates primarily in the home warranty and on-demand home services markets.

Home Warranty Market:
- The United States home warranty market was valued at approximately $4.26 billion in 2024 and is projected to reach about $5.68 billion by 2032.
- North America represented the largest share of the home warranty service market, accounting for $3.56 billion in 2024.
- The global market for home warranty services is estimated to reach $13.6 billion by 2030.
On-Demand Home Services Market:
- The global online on-demand home services market was estimated at $3.71 billion in 2021 and is anticipated to reach $14.7 billion by 2030.
- Another estimate places the global online on-demand home services market size at $5.15 billion in 2024, projected to grow to $19.65 billion by 2033.
- North America held the largest share of the global online on-demand home services market, with 35.4% in 2021 and 44.63% in 2023. The U.S. online on-demand home services market is experiencing significant growth.

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Frontdoor (FTDR) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

Expansion of Non-Warranty Services: Frontdoor anticipates significant growth from its non-warranty offerings, particularly new HVAC sales, with a projected 44% increase in non-warranty revenue. The company also plans to expand into new categories, such as a nationwide appliance replacement pilot in 2026, further diversifying its revenue streams.
Customer Growth and Retention: The company is focused on increasing its member base, reporting an 8% growth in its first-year organic direct-to-consumer ending member count and a sequential increase in real estate member count, a milestone not seen in five years. Additionally, Frontdoor has shown improved customer retention rates, which contribute to sustained revenue.
Strategic Pricing Initiatives: Frontdoor's revenue growth has been positively impacted by strategic price increases, with pricing contributing to a portion of its overall revenue increase.
Synergies from the 2-10 Home Buyers Warranty Acquisition: The acquisition of 2-10 Home Buyers Warranty has been a significant contributor to revenue growth, primarily by increasing volume. The company expects continued contributions and accelerated synergies from this acquisition.

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Share Repurchases

Frontdoor completed its previous three-year, $400 million share repurchase authorization in August 2024.
The company announced a new three-year, $650 million share repurchase authorization that commenced on September 4, 2024.
Frontdoor utilized $160 million to repurchase approximately 4 million shares in full-year 2024.

Share Issuance

No significant share issuances by the company for capital raising purposes were identified within the last 3-5 years, beyond routine employee stock awards.

Inbound Investments

No large inbound investments by third parties (e.g., strategic partners or private equity firms) in Frontdoor were identified within the last 3-5 years.

Outbound Investments

Frontdoor entered into an agreement to acquire 2-10 Home Buyers Warranty for $585 million in an all-cash transaction, which was completed in December 2024.
The acquisition of 2-10 Home Buyers Warranty was partially financed by a new $1.47 billion credit facility that also refinanced existing debt.

Capital Expenditures

Capital expenditures were $39 million for the full year 2024, an increase from $32 million in 2023.
The primary focus of capital expenditures has been on technology projects.
Expected capital expenditures for 2025 are approximately $35 million to $45 million.

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DAL (10.8% | 7.6x)

Delta Air Lines

OKE (16.4% | 7.8x)

ONEOK

EXC (8.9% | 8.7x)

Exelon

Higher Rev Chg LTM (Value for FTDR: 11.8%)

NVDA (65.2%)

NVIDIA

AVGO (23.9%)

Broadcom

META (21.3%)

Meta Platforms

MSFT (15.6%)

Microsoft

GOOGL (13.4%)

Alphabet

Higher Rev Chg 3Y Avg (Value for FTDR: 7.1%)

NVDA (91.6%)

NVIDIA

AVGO (25.2%)

Broadcom

META (17.3%)

Meta Platforms

MSFT (13.2%)

Microsoft

GOOGL (11.0%)

Alphabet

Higher Op Mgn LTM (Value for FTDR: 19.5%)

NVDA (58.8%)

NVIDIA

MSFT (46.3%)

Microsoft

META (43.2%)

Meta Platforms

GOOGL (32.2%)

Alphabet

AAPL (31.9%)

Apple

Higher CFO/Rev LTM (Value for FTDR: 18.3%)

META (56.8%)

Meta Platforms

MSFT (50.0%)

Microsoft

NVDA (44.4%)

NVIDIA

GOOGL (39.3%)

Alphabet

AAPL (26.6%)

Apple

Higher FCF/Rev LTM (Value for FTDR: 16.9%)

NVDA (41.3%)

NVIDIA

MSFT (26.6%)

Microsoft

META (23.7%)

Meta Platforms

AAPL (23.5%)

Apple

GOOGL (19.1%)

Alphabet

Higher Total Yield (Value for FTDR: 6.2%)

XOM (9.2%)

Exxon Mobil

JNJ (7.5%)

Johnson & Johnson

BAC (7.1%)

Bank of America

JPM (6.4%)

JPMorgan Chase

BRK-B (6.3%)

Berkshire Hathaway

		Best Bets In Consumer Discretionary Sector
	FTDR	ABNB	BKNG	DUOL	MCD	ETSY	LOPE	ALSN	GRMN	CROX	WH
What You Pay
P/E	16.2	31.8	34.9	21.6	26.3	30.4	22.1	12.1	25.2	21.6	17.3
P/EBIT	10.4	30.9	21.0	78.7	18.1	13.4	14.7	8.9	22.2	18.8	10.2
What You Get
Rev Chg Q	14.0%	9.7%	12.7%	41.1%	3.0%	2.4%	9.6%	-15.9%	11.7%	3.4%	-3.5%
Rev Chg LTM	11.8%	10.2%	13.0%	39.9%	1.2%	2.0%	7.0%	-4.2%	16.6%	2.0%	3.4%
Rev Chg 3Y Avg	7.1%	14.2%	17.8%	41.7%	4.2%	4.9%	6.5%	4.6%	12.2%	14.5%	-2.5%
FCF/Rev 3Y Avg	13.1%	40.2%	35.6%	30.3%	27.4%	23.8%	21.8%	21.0%	20.5%	19.8%	19.0%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 14%, alpha of 2.9%, and sharpe of 0.61

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	Frontdoor Earnings Notes
2	Frontdoor Earnings Notes
3	Frontdoor Earnings Notes
4	Is 21.8% Fall In Frontdoor (FTDR) Stock A Buying Opportunity?	Actionable
5	Is 28.8% Fall In Frontdoor (FTDR) Stock A Buying Opportunity?	Actionable
6	Is 20.4% Fall In Frontdoor (FTDR) Stock A Buying Opportunity?	Actionable
7	Would You Still Hold Frontdoor Stock If It Fell 30%?	Return
8	Frontdoor vs Newmont: Which Is A Better Investment?	Counter-Intuitive Comparisons
9	How Does Frontdoor Stock Stack Up Against Its Peers?	Peer Comparison
10	Better Bet Than FTDR Stock: Pay Less Than Frontdoor To Get More From OKE, CCL

	Title
0	ARTICLES

Trade Ideas

Select ideas related to FTDR. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE	11302025	BBWI	Bath & Body Works	Dip Buy	DB \| Insider Buys \| Low D/EDip Buy with Strong Insider Buying Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap	13.7%	13.7%	0.0%
HRB_11262025_Dip_Buyer_FCFYield	11262025	HRB	H&R Block	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	6.0%	6.0%	-0.1%
LRN_11262025_Dip_Buyer_FCFYield	11262025	LRN	Stride	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	3.8%	3.8%	-4.4%
ABNB_11212025_Dip_Buyer_FCFYield	11212025	ABNB	Airbnb	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	19.7%	19.7%	0.0%
MTN_11212025_Dip_Buyer_FCFYield	11212025	MTN	Vail Resorts	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	2.3%	2.3%	-1.6%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ZETA	Zeta Global	4.6	8.3%	15.1%
SGML	Sigma Lithium	1.6	7.3%	29.2%
USAS	Americas Gold And Silver	1.6	6.6%	557.6%
CPNG	Coupang	44.2	6.4%	10.4%
LION	Lionsgate Studios	2.7	4.6%	-69.9%
BBW	Build-A-Bear Workshop	0.8	4.4%	37.8%
XRAY	Dentsply Sirona	2.3	4.2%	-36.3%
BLMN	Bloomin Brands	0.6	3.8%	-41.2%
FUN	Six Flags Entertainment	1.5	3.8%	-69.1%
SVM	Silvercorp Metals	1.9	3.6%	198.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
FLY	Firefly Aerospace	3.3	-13.7%	-61.3%
TMC	TMC The Metals	2.5	-10.5%	508.9%
ORGO	Organogenesis	0.7	-10.1%	64.8%
AAOI	Applied Optoelectronics	2.4	-9.3%	0.8%
BKSY	BlackSky Technology	0.7	-9.0%	79.0%
LUNR	Intuitive Machines	1.8	-8.7%	-16.0%
RCAT	Red Cat	0.8	-8.7%	-35.4%
RGTI	Rigetti Computing	6.7	-8.7%	46.7%
RDW	Redwire	1.0	-8.6%	-56.6%
RKLB	Rocket Lab	36.4	-8.5%	177.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
OMER	Omeros	0.9	71.5%	59.0%
RZLT	Rezolute	0.3	44.3%	-45.5%
DVAX	Dynavax Technologies	1.8	41.5%	20.4%
LUNR	Intuitive Machines	1.8	40.6%	-16.0%
UAMY	United States Antimony	0.7	39.0%	252.5%
FOLD	Amicus Therapeutics	4.4	30.9%	51.3%
ADEA	Adeia	1.9	30.3%	23.0%
HUT	Hut 8	5.2	28.6%	142.3%
AAOI	Applied Optoelectronics	2.4	27.1%	0.8%
SGML	Sigma Lithium	1.6	24.9%	29.2%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TPL	Texas Pacific Land	6.6	-67.9%	-21.5%
LW	Lamb Weston	5.9	-29.0%	-35.3%
TLRY	Tilray Brands	10.2	-22.2%	-27.8%
TDUP	ThredUp	0.8	-18.2%	348.2%
LAB	Standard BioTools	0.5	-16.9%	-21.1%
OLMA	Olema Pharmaceuticals	2.2	-14.9%	349.9%
EVEX	Eve	1.4	-12.0%	-21.9%
IRON	Disc Medicine	2.8	-11.2%	26.7%
AVO	Mission Produce	0.8	-11.1%	-18.8%
CABO	Cable One	0.7	-10.6%	-67.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
TLRY	Tilray Brands	10.2	876.4%	-27.8%
HPP	Hudson Pacific Properties	4.7	452.7%	-51.0%
WVE	WAVE Life Sciences	2.9	139.2%	43.7%
TE	T1 Energy	1.1	106.7%	400.0%
VERA	Vera Therapeutics	3.4	82.1%	26.7%
OMER	Omeros	0.9	66.2%	59.0%
RKLB	Rocket Lab	36.4	65.8%	177.4%
PL	Planet Labs PBC	5.9	65.0%	379.2%
AAOI	Applied Optoelectronics	2.4	63.5%	0.8%
LUNR	Intuitive Machines	1.8	62.4%	-16.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
RZLT	Rezolute	0.3	-72.0%	-45.5%
JANX	Janux Therapeutics	0.9	-59.0%	-73.4%
FRMI	Fermi	5.3	-46.0%	-76.6%
LENZ	LENZ Therapeutics	0.5	-43.5%	-41.6%
GOGO	Gogo	0.6	-35.3%	-43.0%
HPK	HighPeak Energy	0.5	-33.9%	-70.4%
PACB	Pacific Biosciences of California	0.5	-32.7%	-3.3%
LDI	loanDepot	0.4	-29.6%	3.9%
ORIC	ORIC Pharmaceuticals	0.6	-29.0%	2.2%
LW	Lamb Weston	5.9	-28.6%	-35.3%

Peer Comparisons for Frontdoor

Peers to compare with:

Financials

	FTDR	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Frontdoor	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Price	58.61	23.26	24.49	305.09	78.16	273.40	68.38
Mkt Cap	4.3	21.9	32.6	284.9	309.2	4,074.4	158.8
Rev LTM	2,042	55,295	34,296	65,402	57,696	408,625	56,496
Op Inc LTM	399	3,624	1,644	11,544	12,991	130,214	7,584
FCF LTM	345	2,800	627	11,854	12,733	96,184	7,327
FCF 3Y Avg	249	2,978	1,400	11,753	13,879	100,503	7,366
CFO LTM	373	3,697	2,919	13,483	13,744	108,565	8,590
CFO 3Y Avg	283	3,672	3,896	13,498	14,736	111,559	8,697

Growth & Margins

	FTDR	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Frontdoor	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Rev Chg LTM	11.8%	3.2%	13.8%	4.5%	8.9%	6.0%	7.4%
Rev Chg 3Y Avg	7.1%	-3.9%	6.5%	2.6%	3.7%	1.8%	3.2%
Rev Chg Q	14.0%	4.2%	14.4%	9.1%	7.5%	9.6%	9.4%
QoQ Delta Rev Chg LTM	3.9%	1.1%	3.7%	2.1%	1.8%	2.1%	2.1%
Op Mgn LTM	19.5%	6.6%	4.8%	17.7%	22.5%	31.9%	18.6%
Op Mgn 3Y Avg	17.8%	7.4%	7.2%	16.4%	24.2%	30.8%	17.1%
QoQ Delta Op Mgn LTM	0.1%	-0.2%	-1.4%	0.6%	0.4%	0.1%	0.1%
CFO/Rev LTM	18.3%	6.7%	8.5%	20.6%	23.8%	26.6%	19.4%
CFO/Rev 3Y Avg	14.9%	6.8%	12.7%	21.4%	26.1%	28.4%	18.2%
FCF/Rev LTM	16.9%	5.1%	1.8%	18.1%	22.1%	23.5%	17.5%
FCF/Rev 3Y Avg	13.1%	5.5%	4.6%	18.6%	24.6%	25.6%	15.9%

Valuation

	FTDR	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Frontdoor	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Cap	4.3	21.9	32.6	284.9	309.2	4,074.4	158.8
P/S	2.1	0.4	1.0	4.4	5.4	10.0	3.2
P/EBIT	10.4	6.8	19.9	25.1	22.5	31.3	21.2
P/E	16.2	8.6	572.7	36.0	29.9	41.0	33.0
P/CFO	11.4	5.9	11.2	21.1	22.5	37.5	16.3
Total Yield	6.2%	14.1%	2.3%	5.0%	5.4%	2.8%	5.2%
Dividend Yield	0.0%	2.5%	2.1%	2.2%	2.1%	0.4%	2.1%
FCF Yield 3Y Avg	6.8%	10.6%	5.5%	6.4%	6.0%	3.1%	6.2%
D/E	0.3	0.5	0.7	0.2	0.1	0.0	0.3
Net D/E	0.1	0.3	0.6	0.2	0.0	0.0	0.2

Returns

	FTDR	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Frontdoor	HP	Hewlett .	Internat.	Cisco Sy.	Apple
1M Rtn	8.7%	-3.6%	12.7%	-1.1%	1.6%	-2.0%	0.2%
3M Rtn	-12.5%	-11.9%	2.7%	7.9%	17.0%	7.1%	4.9%
6M Rtn	0.0%	-4.0%	34.5%	6.6%	15.2%	36.3%	10.9%
12M Rtn	5.3%	-27.0%	16.2%	40.5%	34.5%	7.5%	11.8%
3Y Rtn	181.5%	-3.7%	67.3%	141.3%	79.6%	114.1%	96.9%
1M Excs Rtn	6.2%	-5.6%	12.9%	-2.2%	-0.0%	-3.7%	-1.1%
3M Excs Rtn	-16.8%	-16.2%	-1.7%	3.6%	12.7%	2.8%	0.6%
6M Excs Rtn	-12.2%	-16.3%	22.3%	-5.7%	3.0%	24.0%	-1.3%
12M Excs Rtn	-10.4%	-42.9%	-0.7%	25.0%	19.9%	-8.4%	-4.6%
3Y Excs Rtn	110.0%	-83.5%	-11.2%	59.6%	-1.2%	28.4%	13.6%

Comparison Analyses

	Title
0	How Does Frontdoor Stock Stack Up Against Its Peers?
1	Frontdoor vs. Copart: With Return Forecast Of 33%, Copart Is A Better Bet
2	frontdoor vs. Laureate Education: With Return Forecast Of 35%, frontdoor Is A Better Bet
3	Why FCEL With 25% Upside May Beat FTDR?
4	FTDR Could Deliver 19% Returns And Outperform DLX
5	With 19% Gains On The Table, FTDR May Outshine KAR

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	9/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	11/5/2025	2/27/2025	2/28/2024	3/1/2023	2/25/2022	2/23/2021	2/28/2020
Key Financials
Total Revenue	2,042	1,844	1,779	1,662	1,602	1,475	1,364
EBITDA	489	388	306	158	242	241	290
Operating Income	399	340	267	155	238	215	262
Net Income	263	235	171	71	128	112	153
EPS	3.59	3.05	2.13	0.87	1.51	1.32	1.81
Growth Rates
Total Revenue Growth	11.8%	3.7%	7.0%	3.7%	8.6%	8.1%	8.4%
EBITDA Growth	24.7%	26.8%	93.7%	-34.7%	0.4%	-16.9%	38.1%
Operating Income Growth	14.7%	27.3%	72.3%	-34.9%	10.7%	-17.9%	23.0%
Net Income Growth	12.4%	37.4%	140.8%	-44.5%	14.3%	-26.8%	22.4%
Margins
EBITDA Margin	23.9%	21.0%	17.2%	9.5%	15.1%	16.3%	21.3%
Operating Income Margin	19.5%	18.4%	15.0%	9.3%	14.9%	14.6%	19.2%
Net Income Margin	12.9%	12.7%	9.6%	4.3%	8.0%	7.6%	11.2%
Cash & Debt
Total Cash	563	436	325	292	262	597	435
Total Debt	1,198	1,219	610	627	644	993	1,000
Net Debt / (Cash)	635	783	285	335	382	396	565
Cash Flows
Net Cash from Operations	373	270	202	142	185	207	200
Free Cash from Operations	345	231	170	102	154	175	178
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	236	161	121	59	103	-0	-0

$ Mil \| FY: 12/31	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022
Filing Date	11/5/2025	8/5/2025	5/1/2025	2/27/2025	11/4/2024	8/1/2024	5/2/2024	2/28/2024	11/1/2023	8/2/2023	5/4/2023	3/1/2023
Key Financials Quarterly
Total Revenue	617	617	425	383	541	542	378	365	524	522	366	340
Ebitda	184	187	90	28	154	143	64	31	116	112	48	26
Operating Income	157	162	61	19	141	131	50	26	107	99	36	17
Net Income	106	111	37	9	100	92	34	8	71	70	22	8
EPS	1.45	1.51	0.50	0.13	1.32	1.18	0.43	0.12	0.89	0.86	0.27	0.10
Key Financials TTM
Total Revenue TTM	2,042	1,966	1,891	1,844	1,826	1,809	1,789	1,777	1,752	1,712	1,678	1,663
Ebitda TTM	489	459	415	389	392	354	323	307	302	241	188	158
Operating Income TTM	399	383	352	341	348	314	282	268	259	218	182	157
Net Income TTM	263	257	238	235	234	205	183	171	171	128	91	71
Growth Rates Quarterly
Total Revenue Growth	14.0%	13.8%	12.4%	4.9%	3.2%	3.8%	3.3%	7.4%	8.3%	7.0%	4.3%	0.0%
EBITDA Growth	19.5%	30.8%	40.6%	-9.7%	32.8%	27.7%	33.3%	19.2%	110.9%	89.8%	166.7%	18.2%
Operating Income Growth	11.3%	23.7%	22.0%	-26.9%	31.8%	32.3%	38.9%	52.9%	62.1%	57.1%	227.3%	30.8%
Net Income Growth	6.0%	20.7%	8.8%	12.5%	40.8%	31.4%	54.5%	0.0%	153.6%	112.1%	1000.0%	33.3%
Margins Quarterly
EBITDA Margin	29.8%	30.3%	21.2%	7.3%	28.5%	26.4%	16.9%	8.5%	22.1%	21.5%	13.1%	7.6%
Operating Income Margin	25.4%	26.3%	14.4%	5.0%	26.1%	24.2%	13.2%	7.1%	20.4%	19.0%	9.8%	5.0%
Net Income Margin	17.2%	18.0%	8.7%	2.3%	18.5%	17.0%	9.0%	2.2%	13.5%	13.4%	6.0%	2.4%
Cash & Debt
Total Cash	563	562	506	436	375	419	378	325	320	344	337	292
Total Debt	1,198	1,205	1,213	1,219	603	607	610	610	613	617	622	627
Net Debt / (Cash)	635	643	707	783	228	188	232	285	293	273	285	335
Cash Flows Quarterly
FCF from Operations	64	127	124	58	25	103	84	63	27	52	60	62
Cash Flows TTM
FCF from Operations TTM	373	334	310	270	275	277	226	202	201	160	155	142
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	60	64	71	41	62	45	13	45	42	34	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	73.1%	75.9%	26.6%	9.7%	184.6%	206.8%	65.1%	27.4%	109.6%	109.2%	38.3%	20.3%
Return on Invested Capital (ROIC) TTM
ROIC TTM	48.0%	45.7%	38.0%	33.1%	113.9%	124.8%	91.4%	70.7%	67.7%	61.0%	49.4%	35.8%

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Single Segment	1,780	1,662	1,602	1,474	1,365
Total	1,780	1,662	1,602	1,474	1,365

Net Income by Segment

$ Mil	2024	2023	2022	2021	2020
Single Segment	171
Total	171

Assets by Segment

$ Mil	2024	2023	2022	2021	2020
Single Segment	1,089
Total	1,089

Price Behavior

Price Behavior

Market Price	$58.61
Market Cap ($ Bil)	4.3
First Trading Date	10/01/2018
Distance from 52W High	-15.5%
	50 Days	200 Days
DMA Price	$57.20	$55.34
DMA Trend	indeterminate	down
Distance from DMA	2.5%	5.9%
	3M	1YR
Volatility	46.4%	43.8%
Downside Capture	83.05	94.32
Upside Capture	2.13	84.59
Correlation (SPY)	21.1%	35.5%

FTDR Betas & Captures as of 11/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.05	0.75	0.85	0.88	0.80	0.87
Up Beta	1.90	1.64	1.69	1.50	0.75	0.85
Down Beta	-0.24	0.73	0.75	0.73	0.69	0.74
Up Capture	-87%	-39%	18%	50%	73%	104%
Bmk +ve Days	12	25	38	73	141	426
Stock +ve Days	9	22	34	69	130	392
Down Capture	204%	119%	102%	94%	102%	97%
Bmk -ve Days	7	16	24	52	107	323
Stock -ve Days	10	19	28	54	115	352

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

		Comparison of FTDR With Other Asset Classes (Last 1Y)
	FTDR	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	4.5%	7.5%	17.8%	72.1%	8.6%	4.4%	-8.2%
Annualized Volatility	43.5%	24.3%	19.4%	19.3%	15.2%	17.0%	35.0%
Sharpe Ratio	0.23	0.24	0.72	2.70	0.34	0.09	-0.08
Correlation With Other Assets		37.7%	35.5%	-4.5%	3.5%	30.1%	18.6%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data

		Comparison of FTDR With Other Asset Classes (Last 5Y)
	FTDR	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	2.9%	9.6%	14.7%	18.7%	11.5%	4.6%	30.8%
Annualized Volatility	36.6%	23.8%	17.1%	15.5%	18.7%	18.9%	48.6%
Sharpe Ratio	0.17	0.36	0.70	0.97	0.50	0.16	0.57
Correlation With Other Assets		39.1%	38.7%	4.0%	5.5%	35.9%	17.1%

Based On 10-Year Data

		Comparison of FTDR With Other Asset Classes (Last 10Y)
	FTDR	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	4.7%	13.2%	14.8%	15.3%	7.0%	5.3%	69.2%
Annualized Volatility	40.2%	21.9%	18.0%	14.7%	17.6%	20.8%	55.8%
Sharpe Ratio	0.25	0.55	0.71	0.86	0.32	0.22	0.90
Correlation With Other Assets		37.8%	37.9%	0.9%	10.7%	34.8%	12.1%

Short Interest

Short Interest: As Of Date	12152025
Short Interest: Shares Quantity	2,071,479
Short Interest: % Change Since 11302025	-4.6%
Average Daily Volume	642,894
Days-to-Cover Short Interest	3.22
Basic Shares Quantity	72,800,000
Short % of Basic Shares	2.8%

Returns Analyses

	Title
0	Would You Still Hold Frontdoor Stock If It Fell 30%?
1	Frontdoor Stock Return Comparison

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
11/5/2025	-15.9%	-21.5%	-19.3%
8/5/2025	-4.0%	-4.2%	6.3%
5/1/2025	13.2%	28.9%	33.8%
11/4/2024	6.9%	17.9%	18.0%
8/1/2024	12.8%	11.1%	20.5%
2/28/2024	-5.8%	-8.7%	-2.2%
11/1/2023	15.1%	23.0%	18.7%
8/2/2023	5.7%	1.9%	-5.2%
...
SUMMARY STATS
# Positive	12	11	11
# Negative	9	10	10
Median Positive	6.3%	8.0%	9.3%
Median Negative	-8.4%	-9.0%	-13.1%
Max Positive	16.8%	28.9%	33.8%
Max Negative	-15.9%	-21.5%	-21.3%

	Forward Returns
11/5/2025	-15.9%	-21.5%	-19.3%
8/5/2025	-4.0%	-4.2%	6.3%
5/1/2025	13.2%	28.9%	33.8%
11/4/2024	6.9%	17.9%	18.0%
8/1/2024	12.8%	11.1%	20.5%
2/28/2024	-5.8%	-8.7%	-2.2%
11/1/2023	15.1%	23.0%	18.7%
8/2/2023	5.7%	1.9%	-5.2%
3/1/2023	5.3%	-1.1%	-2.9%
11/3/2022	16.8%	10.9%	12.8%
8/4/2022	-4.4%	-2.3%	-12.7%
5/5/2022	-10.3%	-10.5%	-19.8%
2/24/2022	-8.4%	-10.3%	-13.6%
10/28/2021	-10.9%	-9.3%	-16.0%
8/4/2021	-11.6%	-10.3%	-11.8%
5/6/2021	3.4%	2.1%	3.2%
2/18/2021	-0.8%	-7.1%	0.3%
11/4/2020	2.7%	4.1%	7.8%
8/5/2020	11.0%	8.0%	9.3%
5/6/2020	2.2%	6.3%	9.2%
2/26/2020	2.9%	0.6%	-21.3%
SUMMARY STATS
# Positive	12	11	11
# Negative	9	10	10
Median Positive	6.3%	8.0%	9.3%
Median Negative	-8.4%	-9.0%	-13.1%
Max Positive	16.8%	28.9%	33.8%
Max Negative	-15.9%	-21.5%	-21.3%

SEC Filings

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Report Date	Filing Date	Filing
9302025	11052025	10-Q 9/30/2025
6302025	8052025	10-Q 6/30/2025
3312025	5012025	10-Q 3/31/2025
12312024	2272025	10-K 12/31/2024
9302024	11042024	10-Q 9/30/2024
6302024	8012024	10-Q 6/30/2024
3312024	5022024	10-Q 3/31/2024
12312023	2282024	10-K 12/31/2023
9302023	11012023	10-Q 9/30/2023
6302023	8022023	10-Q 6/30/2023
3312023	5042023	10-Q 3/31/2023
12312022	3012023	10-K 12/31/2022
9302022	11032022	10-Q 9/30/2022
6302022	8042022	10-Q 6/30/2022
3312022	5062022	10-Q 3/31/2022
12312021	2252022	10-K 12/31/2021

Insider Activity

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	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Collins Kathryn M	SVP & Chief Revenue Officer	8192025	Sell	59.02	9,429	556,484	577,377	Form
1	Boland Darrin Steve		3052025	Buy	42.75	5,000	213,750	213,750	Form
2	COBB WILLIAM C	CEO	3032025	Buy	42.22	5,000	211,120	633,360	Form
3	Iverson Evan	SVP & Chief Operating Officer	12122024	Sell	58.84	16,000	941,494	291,569	Form

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Frontdoor (FTDR)

Market Price (12/29/2025): $58.62 | Market Cap: $4.3 BilSector: Consumer Discretionary | Industry: Specialized Consumer Services

Frontdoor (FTDR)

Market Price (12/29/2025): $58.62Market Cap: $4.3 BilSector: Consumer DiscretionaryIndustry: Specialized Consumer Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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FTDR Stock

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About Frontdoor (FTDR)

Major Customers of Frontdoor (FTDR)

Interactive Breakdown

Better Bets than Frontdoor (FTDR)

INDUSTRY: Specialized Consumer Services

Higher Rev Chg 3Y Avg | Lower P/S (Values for FTDR: 7.1% | 2.1x)

Higher Rev Chg LTM (Value for FTDR: 11.8%)

Higher Rev Chg 3Y Avg (Value for FTDR: 7.1%)

Higher Op Mgn LTM (Value for FTDR: 19.5%)

Higher CFO/Rev LTM (Value for FTDR: 18.3%)

Higher Total Yield (Value for FTDR: 6.2%)

SECTOR: Consumer Discretionary

Higher Rev Chg 3Y Avg | Lower P/S (Values for FTDR: 7.1% | 2.1x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FTDR: 7.1% | 10.7x)

Higher Rev Chg LTM (Value for FTDR: 11.8%)

Higher Rev Chg 3Y Avg (Value for FTDR: 7.1%)

Higher Op Mgn LTM (Value for FTDR: 19.5%)

Higher CFO/Rev LTM (Value for FTDR: 18.3%)

Higher FCF/Rev LTM (Value for FTDR: 16.9%)

Higher Total Yield (Value for FTDR: 6.2%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for FTDR: 7.1% | 2.1x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FTDR: 7.1% | 10.7x)

Higher Rev Chg LTM (Value for FTDR: 11.8%)

Higher Rev Chg 3Y Avg (Value for FTDR: 7.1%)

Higher Op Mgn LTM (Value for FTDR: 19.5%)

Higher CFO/Rev LTM (Value for FTDR: 18.3%)

Higher FCF/Rev LTM (Value for FTDR: 16.9%)

Higher Total Yield (Value for FTDR: 6.2%)

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Market Price (12/29/2025): $58.62 | Market Cap: $4.3 Bil
Sector: Consumer Discretionary | Industry: Specialized Consumer Services

Market Price (12/29/2025): $58.62
Market Cap: $4.3 Bil
Sector: Consumer Discretionary
Industry: Specialized Consumer Services