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Frontdoor, Inc. (FTDR)

POSITIVE
Consumer CyclicalPersonal ServicesUnited States

Fondamentale

73

Prezzo

$82.66

Capitalizzazione

$5.74B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Per questa società non c'è ancora una scheda redazionale

Per questa società non c'è ancora un elenco di concorrenti.

Stato Patrimoniale e Liquidità

Ricavi

$2.15B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$273M

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

$390M

Patrimonio Netto Totale

$242M

Passività Totali

$1.90B

Rapporto di Liquidità

1.59

Copertura Interessi

-

Debito/EBITDA

2.28

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Correttamente Valutato

Fair Value

$99.36

Prezzo Attuale

$82.66

Margine di Sicurezza

+16.8%

Range Fair Value

$64.58 - $134.13

Metodi di Stima

Analyst Target:$98.00
DCF:$143.20
PE-based:$57.60
Graham Growth:$168.96
EPV:$28.95
Consenso Analisti:Buy (9B / 3H / 1S)
Ultima Sorpresa Utili:+7.20%

Metriche di Valutazione

Rapporto P/E

21.89

ROE

105.4%

Rapporto P/B

20.07

P/FCF

14.77

Margine Lordo

55.5%

ROIC

-

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

-

WACC

11.7%

ROIC − WACC

-

Criteri di Analisi Fondamentale

Superati (18)

  • EPS shows upward trend
  • EPS CAGR 9.84%
  • Price CAGR 15.21%
  • Gross Margin 55.5%
  • P/FCF 14.77
  • 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

Non superati (6)

  • P/B Ratio 20.07
  • Debt/Equity ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 12.7% vs 13.1%

Non disponibili (4)

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

Piotroski F-Score

8/9

Salute finanziaria forte

score
criteria

Qualità degli Utili

1.50

Alta qualità: utili supportati da cash

Diluizione Azionaria

-4.5%

Riacquisto azioni. Favorevole agli azionisti

Governance

Team Dirigenziale

NomeRuoloEtà
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

Rischio Audit

2

Rischio CdA

4

Rischio Compensi

5

Rischio Diritti Azionisti

2

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Ultime Notizie

Ultime notizie per FTDR, da 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