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Frontdoor, Inc. (FTDR)

POSITIVE
Consumer CyclicalPersonal ServicesUnited States

Fundamental

73

Kurs

$83.83

Marktkapitalisierung

$5.74B

Teil 1 · Was das Unternehmen wert ist

Übersicht

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.

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Direct competitors

Who this company fights with for the same customers

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Bilanz & Liquidität

Umsatz

$2.15B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$273M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$390M

Gesamtes Eigenkapital

$242M

Gesamtverbindlichkeiten

$1.90B

Current Ratio

1.59

Zinsdeckungsgrad

-

Schulden/EBITDA

2.28

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

General caseFair bewertet

Innerer Wert

$99.66

Aktueller Kurs

$83.83

Sicherheitsmarge

+15.9%

Innerer-Wert-Spanne

$64.78 - $134.54

Bewertungsmethoden

Analyst price target:$98.00
Discounted cash flow (DCF):$143.20
Earnings multiple (P/E):$58.21
Graham growth formula:$170.74
Earnings power value (EPV):$28.95
Justified P/B:$31.46
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:$25.18
Analystenkonsens:Kaufen (9B / 3H / 1S)
Letzte Gewinnüberraschung:+7.20%

Bewertungskennzahlen

P/E-Verhältnis

22.10

ROE

105.4%

P/B-Verhältnis

20.26

P/FCF

14.91

Bruttomarge

55.5%

ROIC

-

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

-

WACC

11.7%

ROIC − WACC

-

Fundamentalanalyse-Kriterien

Bestanden (18)

  • EPS shows upward trend
  • EPS CAGR 9.84%
  • Price CAGR 15.21%
  • Gross Margin 55.5%
  • P/FCF 14.91
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 98.7%
  • Revenue Growth 5Y 7.3%
  • Analyst Consensus 69% Buy
  • Earnings Surprise avg 21.6%
  • PEG Ratio 1.09
  • Earnings Quality (OCF/NI) 1.50
  • Share Dilution -4.5%
  • Piotroski F-Score 8/9

Nicht bestanden (6)

  • P/B Ratio 20.26
  • Debt/Equity ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 12.7% vs 13.1%

Nicht verfügbar (4)

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

Piotroski F-Score

8/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

1.50

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-4.5%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. William C. CobbChairman of the Board & CEO68
Mr. Jason L. BaileySenior VP & CFO51
Mr. Evan A. IversonSenior VP & COO48
Dr. Bala krishnan A. GaneshSenior VP & CTO53
Ms. Sally J. ShanksVP, Chief Accounting Officer & Controller48
Mr. Matthew S. DavisVP of Investor Relations & Treasurer-
Ms. Meredith DiagostinoVP & Chief People Officer-
Ms. Kathryn M. CollinsSenior VP & Chief Revenue Officer61

Prüfungsrisiko

2

Vorstandsrisiko

4

Vergütungsrisiko

5

Aktionärsrechterisiko

2

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

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