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Frontdoor, Inc. (FTDR)

POSITIVE
Consumer CyclicalPersonal ServicesUnited States

基本面

73

价格

$83.07

市值

$5.74B

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.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

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

合理估值

公允价值

$99.36

当前价格

$83.07

安全边际

+16.4%

公允价值区间

$64.58 - $134.13

估算方法

Analyst Target:$98.00
DCF:$143.20
PE-based:$57.60
Graham Growth:$168.96
EPV:$28.95
分析师共识:买入 (9B / 3H / 1S)
最近财报超预期:+7.20%

估值指标

市盈率(P/E)

21.89

ROE

105.4%

市净率(P/B)

20.07

P/FCF

14.77

毛利率

55.5%

ROIC

-

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

-

WACC

11.7%

ROIC − WACC

-

基本面分析标准

通过(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

未通过(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%

不可用(4)

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

Piotroski F-评分

8/9

财务状况强健

score
criteria

盈利质量

1.50

高质量:盈利有现金流支撑

股权稀释

-4.5%

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
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

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。

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