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Frontdoor, Inc.Informe acción NasdaqGS:FTDR

Capitalización bursátil US$4.8b
Precio de las acciones
US$69.79
US$82
14.9% infravalorado descuento intrínseco
1Y21.6%
7D9.9%
1D
Valor de la cartera
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Frontdoor, Inc.

Informe acción NasdaqGS:FTDR

Capitalización de mercado: US$4.8b

Frontdoor (FTDR) Resumen de Acciones

Frontdoor, Inc. ofrece garantías para viviendas y garantías para constructores de viviendas nuevas en Estados Unidos. Saber más

Análisis fundamental de FTDR
Puntuación del snowflake
Valoración3/6
Crecimiento futuro2/6
Rendimiento pasado2/6
Salud financiera4/6
Dividendos0/6

FTDR Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Frontdoor, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Frontdoor
Precios históricos de las acciones
Precio actual de la acciónUS$69.79
Máximo en las últimas 52 semanasUS$71.63
Mínimo de 52 semanasUS$48.47
Beta1.51
Cambio en 1 mes13.48%
Variación en 3 meses8.45%
Cambio de 1 año21.59%
Variación en 3 años123.76%
Variación en 5 años38.64%
Variación desde la OPV132.63%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 12

FTDR: Housing Reset And 2026 Guidance Will Shape Return Balance

Analysts have adjusted Frontdoor's fair value estimate slightly higher to $68.00 from $67.00, citing updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following fresh research that frames the housing market as ready to reset. Analyst Commentary Recent research frames the housing market as ready to reset, and Frontdoor is being evaluated through that lens.
Actualización de narrativa May 29

FTDR: Housing Reset And 2026 Member Expansion Will Support Capital Returns

Analysts have maintained Frontdoor's fair value estimate at $82.00 and fine-tuned assumptions around the discount rate, revenue growth, profit margins, and future P/E. These adjustments reflect recent research that highlights improved operating momentum, a higher $67 price target from Goldman Sachs, and a constructive view on housing from Benchmark.
Artículo de análisis May 08

Frontdoor's (NASDAQ:FTDR) Earnings Seem To Be Promising

Frontdoor, Inc. ( NASDAQ:FTDR ) announced a healthy earnings result recently, and the market rewarded it with a strong...

Recent updates

Actualización de narrativa Jun 12

FTDR: Housing Reset And 2026 Guidance Will Shape Return Balance

Analysts have adjusted Frontdoor's fair value estimate slightly higher to $68.00 from $67.00, citing updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following fresh research that frames the housing market as ready to reset. Analyst Commentary Recent research frames the housing market as ready to reset, and Frontdoor is being evaluated through that lens.
Actualización de narrativa May 29

FTDR: Housing Reset And 2026 Member Expansion Will Support Capital Returns

Analysts have maintained Frontdoor's fair value estimate at $82.00 and fine-tuned assumptions around the discount rate, revenue growth, profit margins, and future P/E. These adjustments reflect recent research that highlights improved operating momentum, a higher $67 price target from Goldman Sachs, and a constructive view on housing from Benchmark.
Artículo de análisis May 08

Frontdoor's (NASDAQ:FTDR) Earnings Seem To Be Promising

Frontdoor, Inc. ( NASDAQ:FTDR ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Actualización de narrativa May 01

FTDR: Housing Reset And 2026 Member Gains Will Support Capital Returns

Analysts have nudged their Frontdoor price targets higher into the high $60s, citing stronger operating momentum, a healthier mix of growth and margins, and an improving housing backdrop as key supports for the updated view. Analyst Commentary Recent research has pointed to a more constructive stance on Frontdoor, with price targets moving into the high US$60 range and ratings shifting in a more neutral to positive direction.
Seeking Alpha Apr 15

Frontdoor: The Hidden Growth The Market Is Ignoring

Summary Frontdoor, Inc., a leading home service warranty provider, suffered post-Covid as its real estate channel faced serious headwinds. But FTDR pivoted to direct-to-consumer and non-warranty on-demand services. These two avenues are driving FTDR's turnaround and EBIT growth opportunities. Non-warranty revenues now comprise 9% of sales, with HVAC and other on-demand repair upsells offering significant untapped potential. The company is well positioned to monetize its 2.1 million customer list and leverage its 17K contractor network (its competitive advantages) as the U.S. housing stock ages. FTDR’s strong free cash flow, robust return on capital, and undervalued EV/EBIT multiples support a Buy Rating. Read the full article on Seeking Alpha
Actualización de narrativa Apr 15

FTDR: Housing Reset And Member Gains Will Support Stronger Capital Return Potential

Narrative Update on Frontdoor The analyst price target for Frontdoor has increased from $57 to $68. Analysts cite a combination of operating momentum, improved expectations for member growth in 2026, and a supportive view on the housing market as key reasons for the revision in their assumptions.
Actualización de narrativa Apr 01

FTDR: Housing Reset And Member Gains Will Support Stronger Long Term Returns

Analysts have lifted their Frontdoor price target by $11, to $68 from $57, citing stronger operating momentum, an improving outlook for member growth, and a mix of growth, margins, and capital returns that supports the updated view. Analyst Commentary Recent research highlights a clear shift toward a more constructive stance on Frontdoor, with several bullish analysts pointing to operating momentum, member growth prospects, and the capital return profile as key supports for current valuations.
Actualización de narrativa Mar 18

FTDR: Higher Margins And Member Growth Will Support Stronger Long Term Returns

Analysts have lifted their Frontdoor fair value estimate from $71 to $82, pointing to updated views on the mix of growth, higher profit margin expectations, a slightly higher discount rate, and a modestly lower assumed future P/E that align with recent price target increases and Neutral ratings from major firms. Analyst Commentary Recent Street research has tilted more constructive on Frontdoor, with key firms adjusting ratings and price targets in response to the latest quarterly update and refreshed outlook.
Actualización de narrativa Mar 04

FTDR: Neutral Ratings And 2026 Guidance Will Shape Future Return Potential

Analysts have lifted their price target for Frontdoor from $50 to $67, citing stronger operating momentum, updated growth expectations for home warranty members into 2026, and a mix of growth, margins and capital returns. This combination has also prompted upward revisions elsewhere, including a move to a $68 target at another firm.
Actualización de narrativa Feb 18

FTDR: Higher Assumed Future P/E Will Pressure Prospective Shareholder Returns

Analysts have nudged their price target on Frontdoor higher to $50.00, reflecting slightly adjusted assumptions around discount rate, revenue growth, profit margin, and a higher expected future P/E multiple. Valuation Changes Fair Value: Maintained at $50.00 per share, with no change to the central valuation estimate.
Actualización de narrativa Feb 03

FTDR: Ongoing Buybacks And New CFO Transition Will Weigh On Future Returns

Analysts now place Frontdoor's fair value at $50.00, broadly in line with previous assessments, with only slight adjustments to key inputs such as discount rate, revenue growth, profit margin, and future P/E informing their updated price target rationale. What's in the News Frontdoor appointed Jason Bailey as Senior Vice President and Chief Financial Officer, succeeding Jessica Ross, who resigned as CFO effective November 10, 2025.
Actualización de narrativa Jan 20

FTDR: Ongoing Buybacks And New CFO Will Constrain Future Return Potential

Analysts have kept their Frontdoor price target steady at US$50.00, with only small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E, which feed into an unchanged fair value view. What's in the News Frontdoor updated full-year 2025 earnings guidance, with revenue now indicated at US$2.075 billion to US$2.085 billion (company guidance).
Actualización de narrativa Jan 06

FTDR: Buybacks And New CFO Will Pressure Future Return Potential

Analysts have maintained their fair value estimate for Frontdoor at $50.00, with small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E guiding the updated price target narrative. What's in the News Frontdoor reported that, from July 1, 2025 to October 31, 2025, it repurchased 1,295,702 shares, or 1.77% of shares, for $80.8 million, completing a total buyback of 4,859,524 shares, or 6.52%, for $256 million under the program announced on August 1, 2024 (company filing).
Artículo de análisis Dec 24

We Think Frontdoor (NASDAQ:FTDR) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Actualización de narrativa Dec 14

FTDR: Share Repurchases And New CFO Will Shape Earnings Outlook

Analysts have modestly raised their price target on Frontdoor to reflect a slightly higher future earnings multiple, even as they factor in marginally lower long term revenue growth and profit margin expectations under a somewhat higher discount rate. What's in the News Frontdoor completed a major share repurchase program, buying back a total of 4.86 million shares, or about 6.5% of shares outstanding, for $256 million under its August 2024 authorization (Key Developments).
Artículo de análisis Dec 06

Should You Be Adding Frontdoor (NASDAQ:FTDR) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Nov 07

Why Investors Shouldn't Be Surprised By Frontdoor, Inc.'s (NASDAQ:FTDR) 25% Share Price Plunge

Frontdoor, Inc. ( NASDAQ:FTDR ) shareholders won't be pleased to see that the share price has had a very rough month...
Artículo de análisis Aug 08

Frontdoor, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

NasdaqGS:FTDR 1 Year Share Price vs Fair Value Explore Frontdoor's Fair Values from the Community and select yours As...
Actualización de narrativa Aug 07

Housing Recovery And Digital Shift Will Unlock Future Value

With consensus analyst reasoning not provided and no material shifts in revenue growth forecasts or future P/E, Frontdoor’s valuation outlook remains stable, with the price target unchanged at $59.75. What's in the News Repurchased 1,527,726 shares for $80.04 million between April and July, completing a total repurchase of 3,676,886 shares ($191 million, 4.9% of shares) under the current buyback program.
Artículo de análisis Aug 06

These 4 Measures Indicate That Frontdoor (NASDAQ:FTDR) Is Using Debt Reasonably Well

NasdaqGS:FTDR 1 Year Share Price vs Fair Value Explore Frontdoor's Fair Values from the Community and select yours...
Artículo de análisis Jul 06

At US$59.93, Is It Time To Put Frontdoor, Inc. (NASDAQ:FTDR) On Your Watch List?

While Frontdoor, Inc. ( NASDAQ:FTDR ) might not have the largest market cap around , it saw a significant share price...
Artículo de análisis Jun 21

Frontdoor, Inc.'s (NASDAQ:FTDR) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that Frontdoor, Inc.'s ( NASDAQ:FTDR ) price-to-earnings (or "P/E") ratio of 18.1x right now...
Seeking Alpha Mar 04

Frontdoor: Always Bet On The Leader, Especially In An Industry Where Scale Matters

Summary Frontdoor's American Home Shield is a leading home warranty provider in the US. While AHS competes in a commoditized industry, the business continues to demonstrate robust operating and financial performance. FTDR's market leadership will be a significant competitive advantage, especially in an industry with a limited approach to differentiate yourself. Frontdoor's acquisition of a 2-10 Home Buyers Warranty gives it access to its customer base and distribution channel, providing a cross-selling opportunity for both companies. With a forward earnings yield of around 10% at Frontdoor's current price, you are buying a market leader with profitable growth ahead of it. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

Frontdoor Is A Great Business But Not Great Value

Summary Frontdoor Inc. has strong fundamentals, consistent profitability, and the ability to finance growth and return cash to shareholders, making it a solid long-term investment. The home warranty market is poised for steady growth due to aging housing stock, rising repair costs, and increasing homeownership, positioning Frontdoor for continued expansion. Despite challenges like customer dissatisfaction and economic downturns, Frontdoor's innovative management and technological investments support stable revenue growth and market leadership. The stock price has surged 75% in the past year, making it less attractive for short-term gains but suitable for long-term, steady capital growth. Read the full article on Seeking Alpha
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Nueva narrativa Sep 03

Tactical Acquisitions And Technology Investments Propel Record Financial Growth Amidst Economic Challenges

Operational efficiency and effective cost management have led to improved profitability through margin expansion and increased free cash flow.
Seeking Alpha Aug 16

Frontdoor Continues Its Offensive Ascent, Reiterate Buy

Summary FTDR has continued to deliver strong earnings driven by pricing initiatives and operational efficiency. The company posted another robust quarter with a record gross margin of 56%, beating estimates and raising EBITDA guidance. Acquisition of 2-10 Home Buyers Warranty provides diversification and margin accretion for the business. Reiterate Buy on the back of its operational outperformance, margin uplift, shareholder initiatives and relative undervaluation. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

FTDRUS Consumer ServicesMercado US
7D9.9%2.5%0.5%
1Y21.6%-22.6%23.5%

Rentabilidad vs. Industria: FTDR superó a la industria US Consumer Services, que obtuvo un rendimiento del -22.6% el año pasado.

Rentabilidad vs. Mercado: FTDR obtuvo unos resultados inferiores a los del mercado US, que fueron del 23.5% el año pasado.

Volatilidad de los precios

Is FTDR's price volatile compared to industry and market?
FTDR volatility
FTDR Average Weekly Movement6.6%
Consumer Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: FTDR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de FTDR (7%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19712,034Bill Cobbwww.frontdoorhome.com

Frontdoor, Inc. ofrece garantías para viviendas y garantías para constructores de viviendas nuevas en Estados Unidos. La empresa ofrece garantías domésticas personalizables que ayudan a los clientes a proteger y mantener sus hogares de averías costosas e imprevistas de sistemas y electrodomésticos esenciales. Sus clientes suscriben un plan de servicio anual que cubre la reparación o sustitución de los principales componentes de los sistemas y electrodomésticos de la vivienda, como electricidad, fontanería, calentadores de agua, frigoríficos, lavavajillas y cocinas, así como piscinas, spas y bombas, y sistemas de calefacción, ventilación y aire acondicionado.

Resumen de fundamentos de Frontdoor, Inc.

¿Cómo se comparan los beneficios e ingresos de Frontdoor con su capitalización de mercado?
Estadísticas fundamentales de FTDR
Capitalización bursátilUS$4.83b
Beneficios(TTM)US$259.00m
Ingresos (TTM)US$2.12b
18.9x
Ratio precio-beneficio (PE)
2.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de FTDR
IngresosUS$2.12b
Coste de los ingresosUS$948.00m
Beneficio brutoUS$1.17b
Otros gastosUS$911.00m
BeneficiosUS$259.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.69
Margen bruto55.24%
Margen de beneficio neto12.23%
Ratio deuda/patrimonio512.6%

¿Cómo se ha desempeñado FTDR a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 02:00
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Frontdoor, Inc. está cubierta por 12 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael RindosBenchmark Company
Eric SheridanGoldman Sachs
James FullerGuggenheim Securities, LLC