Frontdoor, Inc.

FTDR

CIK 0001727263 · Quarterly mode · latest period FY2026 (Q1) (ending 2026-03-31) · sourced from SEC EDGAR

At a glance · FY2026 (Q1)

Revenue
$451M
↑+5.9% +$25Mvs FY2025 (Q1)
Operating Income
$66M
↑+8.2% +$5Mvs FY2025 (Q1)
Net Income
$41M
↑+10.8% +$4Mvs FY2025 (Q1)
Gross Profit
$248M
↑+5.5% +$13Mvs FY2025 (Q1)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Poor
25/100
  • Profitability
    0Insufficient data
  • Liquidity
    53Current Ratio 1.55 (above 1.5 = solid)
  • Leverage
    0D/E 4.85 (under 0.5 = conservative)
  • Efficiency
    60Asset Turnover 0.99x (1.0+ = capital-efficient)
  • Growth
    36Revenue YoY +5.9% (10% = solid, 25%+ = elite)
  • Margin Trend
    0Insufficient data

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project FTDR's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 56.4%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$174.61
Total enterprise IV
$13.01B
Diluted shares
0.07B
Terminal PV
$10.10B (78% of total)
Year-5 FCF
$1.19B
YearProjected FCFDiscounted PV
+1$488M$443M
+2$609M$504M
+3$762M$572M
+4$952M$650M
+5$1.19B$739M
Terminal$16.27B$10.10B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$25M
investment in PP&E
Dividends paid (TTM)
cash returned to holders
Stock buybacks (TTM)
$273M
share count reduction
Stock-based comp (TTM)
$36M
non-cash dilution

Balance sheet · 2026-03-31

latest filed snapshot
Total assets
$2.16B
everything owned
Total liabilities
$1.39B
everything owed
Stockholders' equity
$230M
shareholder claim
Net debt
$564M
LT debt minus cash

Recent performance · 38 quarters

Revenue↑+5.9% +$25M
$451M
Net Income↑+10.8% +$4M
$41M
Free Cash Flow↓-3.4% -$4M
$113M

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