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Friday 6 November 2026
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Frontdoor Inc.
FTDR Consumer Cyclical Personal Services
Frontdoor Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.1 billion, up 13.6% from fiscal 2024.
- Revenue
- +5.99%
- EPS
- +16.6%
- Free cash flow
- +12.1%
- Total debt
- −2.20%
Quarter to September 2026, against a year earlier
94.39
1.53
+1.65%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to December
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM Sep ’26 | Trend | 10 yrs | 2026e | 2027e | 2028e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | 1,020 | 1,157 | 1,258 | 1,365 | 1,474 | 1,602 | 1,662 | 1,780 | 1,843 | 2,093 | 2,183 | +8.3% | 2,199 | 2,325 | 2,459 | +5.5% | |
| Gross margin, % | 48.43 | 49.09 | 45.47 | 49.67 | 48.58 | 48.94 | 42.72 | 49.72 | 53.77 | 55.28 | 54.97 | +6.8 pt | ||||||
| EBT | 196 | 220 | 166 | 204 | 149 | 168 | 93 | 229 | 309 | 338 | 374 | +6.2% | ||||||
| EBT margin, % | 19.22 | 19.01 | 13.20 | 14.95 | 10.11 | 10.49 | 5.60 | 12.87 | 16.77 | 16.15 | 17.13 | (3.1) pt | ||||||
| Net income | 124 | 160 | 125 | 153 | 112 | 128 | 71 | 171 | 235 | 255 | 274 | +8.3% | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | 12.07 | 13.69 | 14.89 | 16.12 | 17.30 | 18.82 | 20.32 | 22.11 | 23.94 | 28.63 | 31.78 | +10.1% | |||||
| Earnings | 1.47 | 1.89 | 1.47 | 1.81 | 1.32 | 1.51 | 0.87 | 2.13 | 3.05 | 3.48 | 4.09 | +10.1% | ||||||
| Cash flow | 1.83 | 2.30 | 2.24 | 2.36 | 2.43 | 2.17 | 1.74 | 2.51 | 3.51 | 5.69 | 6.10 | +13.4% | ||||||
| Capex | (0.13) | (0.18) | (0.32) | (0.26) | (0.38) | (0.36) | (0.49) | (0.40) | (0.51) | (0.36) | (0.38) | +11.8% | ||||||
| Free cash flow | 1.70 | 2.12 | 1.92 | 2.10 | 2.05 | 1.81 | 1.25 | 2.11 | 3.00 | 5.34 | 5.72 | +13.5% | ||||||
| Book value | 0.00 | 7.82 | (4.07) | (2.11) | (0.72) | 0.02 | 0.75 | 1.69 | 3.10 | 3.31 | 4.59 | n/m | ||||||
| Shares, m | 85 | 85 | 85 | 85 | 85 | 85 | 82 | 81 | 77 | 73 | 71 | (1.6%) | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | 72.41 | 72.41 | 18.15 | 26.34 | 38.56 | 24.43 | 24.77 | 15.93 | 17.98 | 16.58 | 23.08 | 32.8 | |||||
| P/S | 0.00 | 0.00 | 1.79 | 2.94 | 2.90 | 1.95 | 1.05 | 1.54 | 2.28 | 2.01 | 2.97 | 1.6 | ||||||
| P/B | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1,039.64 | 28.56 | 20.04 | 17.61 | 17.43 | 22.83 | 112.3 | ||||||
| EV/Sales | 0.00 | 0.00 | 2.33 | 3.34 | 3.16 | 2.17 | 1.24 | 1.69 | 2.70 | 2.30 | 3.23 | 1.9 | ||||||
| EV/FCF | 8.93 | 8.93 | 18.07 | 25.63 | 26.61 | 22.61 | 20.19 | 17.73 | 21.53 | 12.37 | 17.96 | 18.3 | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | 155 | 194 | 189 | 200 | 207 | 185 | 142 | 202 | 270 | 416 | 419 | +11.6% | |||||
| Capex | (11) | (15) | (27) | (22) | (32) | (31) | (40) | (32) | (39) | (26) | (26) | +10.0% | ||||||
| Free cash flow | 144 | 179 | 162 | 178 | 175 | 154 | 102 | 170 | 231 | 390 | 393 | +11.7% | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | 36 | (15) | 97 | 223 | (83) | (34) | 32 | 119 | 222 | 310 | +25.5% | |||||
| Net debt | — | (298) | 679 | 545 | 378 | 363 | 317 | 269 | 763 | 607 | 573 | n/m | ||||||
| Shareholders’ equity | — | 661 | (344) | (179) | (61) | 2 | 61 | 136 | 239 | 242 | 315 | (11.8%) | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | 17.51 | 22.60 | 10.18 | 13.36 | 8.44 | 10.35 | 6.60 | 15.75 | 14.71 | 12.00 | 12.72 | (5.5) pt | |||||
| ROIC | 0.00 | 38.05 | 30.97 | 34.84 | 29.38 | 33.73 | 15.54 | 35.03 | 19.46 | 24.88 | 0.00 | +24.9 pt | ||||||
| ROE | 0.00 | 100.95 | 78.62 | (58.62) | (93.33) | (441.38) | 221.88 | 172.73 | 125.00 | 106.03 | 0.00 | +106.0 pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | 2,700 | 2,200 | 2,300 | 2,190 | 2,081 | 1,712 | 1,716 | 2,120 | 2,034 | — | (3.5%) | |||||
| Revenue/emp, $m | 0.00 | 0.43 | 0.57 | 0.59 | 0.67 | 0.77 | 0.97 | 1.04 | 0.87 | 1.03 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026
Business profile
Where the money comes from and where it goes Fiscal 2025
| Renewals | 1,587 | 75.82% |
|---|---|---|
| Non-Warranty and Other | 193 | 9.22% |
| Direct-To-Consumer | 172 | 8.22% |
| Real Estate | 141 | 6.74% |
| Gross margin | 55.28% | |
| Operating margin | 16.15% | |
| Pre-tax margin | 16.15% |
Frontdoor Inc. vs peers in Personal Services (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| ROL Rollins, Inc. | $18.5B | 35.5× | 31.5× | +6.19% (above 0%: growing) | −2.94% (below 0%: shrinking) | +27.60% (above 0%: growing) | 53.49% | 20.45% | Compare |
| SCI Service Corporation International | $10.3B | 18.5× | 18.7× | +4.65% (above 0%: growing) | +23.81% (above 0%: growing) | +31.02% (above 0%: growing) | 24.59% | 22.84% | Compare |
| ANDG Andersen Group Inc. | $7.5B | — | — | +4.61% (above 0%: growing) | n/m | +517.12% (above 0%: growing) | 20.26% | (4.10%) | Compare |
| HRB H&R Block, Inc. | $6.7B | 9.6× | 8.8× | +3.05% (above 0%: growing) | +4.55% (above 0%: growing) | −1.99% (below 0%: shrinking) | 51.91% | 32.91% | Compare |
| FTDR Frontdoor Inc. | $6.6B | 23.1× | 21.6× | +5.99% (above 0%: growing) | +16.55% (above 0%: growing) | +12.07% (above 0%: growing) | 55.27% | 0.00% | |
| BFAM Bright Horizons Family Solutions Inc. | $2.7B | — (loss-making) | — (loss-making) | +4.82% (above 0%: growing) | n/m | +40.92% (above 0%: growing) | 24.34% | (22.24%) | Compare |
| CSV Carriage Services, Inc. | $448.0M | 9.5× | 10.5× | −2.42% (below 0%: shrinking) | +33.33% (above 0%: growing) | +149.08% (above 0%: growing) | 31.17% | 19.35% | Compare |
| MED MEDIFAST INC | $142.4M | — (loss-making) | — (loss-making) | −19.42% (below 0%: shrinking) | n/m | −73.32% (below 0%: shrinking) | 69.45% | (26.87%) | Compare |
| RGS Regis Corporation | $60.0M | 10.2× | — (loss-making) | −7.84% (below 0%: shrinking) | −62.50% (below 0%: shrinking) | +11.33% (above 0%: growing) | 100.00% | 9.76% | Compare |
| Median of peers | $4.7B | 10.2× | 14.6× | +3.83% | +4.55% | +29.31% | 41.54% | 14.56% |
From the latest earnings call
- On Frontdoor’s first-quarter call, CEO William Cobb said promotional pricing supported direct-to-consumer member growth, while renewal rates for promotional cohorts exceeded those of non-discounted cohorts.
- CFO Jason Bailey said Frontdoor was reaffirming its full-year outlook while watching macroeconomic developments and using pricing and contractor relationships to manage costs.
Largest institutional holders 13F, quarter to 30 June 2026
Held by institutions
103.77%
Held by the ten largest
60.23%
| Holder | Shares | Stake | Change |
|---|---|---|---|
| BlackRock | 11.08m | 15.99% | +75.54k |
| Vanguard | 8.58m | 12.38% | +83.96k |
| Boston Partners | 5.37m | 7.75% | +438.02k |
| State Street | 3.52m | 5.08% | +35.94k |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.32m | 4.79% | +676.74k |
| Geode Capital Management | 2.37m | 3.42% | +136.85k |
| AllianceBernstein | 2.03m | 2.93% | +94.83k |
| T. Rowe Price | 1.91m | 2.76% | +549.84k |
| RENAISSANCE TECHNOLOGIES LLC | 1.88m | 2.71% | +27.70k |
| REINHART PARTNERS, LLC. | 1.68m | 2.43% | +64.56k |
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.
Pay and ownership Proxy statement filed 30 March 2026
Ownership
Directors and executive officers, together
1.56%
BlackRock
14.80%
The Vanguard Group
13.94%
Boston Partners
8.41%
State Street Corporation
5.11%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement
Frontdoor Inc. (FTDR) Latest News
5 Nov
30 Sep
11 Aug
7 Aug
2 May
FTDR metrics, ten years each
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- EV/FCF
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Piotroski F-score
- Altman Z-score
- Beneish M-score
Frontdoor provides home warranties, new home builder warranties and related services in the United States. Its brands include American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW. Bill Cobb is chairman and chief executive.
A home warranty is a service agreement covering certain repairs or replacements when household systems or appliances break down, generally from normal wear and tear. Frontdoor customers usually subscribe to an annual plan. Depending on the plan, coverage can include electrical and plumbing systems, heating and air conditioning, water heaters and appliances, with optional coverage for items such as pools and spas. Customers request service through Frontdoor, which uses independent contractors to carry out repairs.