Frontdoor, Inc.

Informe acción NasdaqGS:FTDR

Capitalización de mercado: US$4.3b

Frontdoor Dirección

Dirección controles de criterios 3/4

El CEO de Frontdoor es Bill Cobb , nombrado en Jun 2022, tiene una permanencia de 3.92 años. compensación anual total es $9.15M, compuesta por 9.3% salario y 90.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.28% de las acciones de la empresa, por valor de $12.22M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 7.6 años, respectivamente.

Información clave

Bill Cobb

Chief Executive Officer (CEO)

US$9.2m

Compensación total

Porcentaje del salario del CEO9.30%
Permanencia del CEO3.9yrs
Participación del CEO0.3%
Permanencia media de la dirección2.3yrs
Promedio de permanencia en la Junta Directiva7.6yrs

Actualizaciones recientes de la dirección

Recent updates

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...
Artículo de análisis May 07

Shareholders May Be More Conservative With Frontdoor, Inc.'s (NASDAQ:FTDR) CEO Compensation For Now

Key Insights Frontdoor's Annual General Meeting to take place on 14th of May Total pay for CEO Bill Cobb includes...
Artículo de análisis Apr 27

Is Frontdoor (NASDAQ:FTDR) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Apr 09

Do Frontdoor's (NASDAQ:FTDR) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Mar 04

Frontdoor, Inc.'s (NASDAQ:FTDR) 32% Dip In Price Shows Sentiment Is Matching Earnings

Frontdoor, Inc. ( NASDAQ:FTDR ) shareholders that were waiting for something to happen have been dealt a blow with a...
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
Artículo de análisis Mar 02

Frontdoor, Inc. (NASDAQ:FTDR) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how Frontdoor, Inc. ( NASDAQ:FTDR ) shares plunged 20% in the week since...
Artículo de análisis Feb 18

Is Frontdoor, Inc. (NASDAQ:FTDR) Trading At A 41% Discount?

Key Insights Frontdoor's estimated fair value is US$101 based on 2 Stage Free Cash Flow to Equity Current share price...
Artículo de análisis Jan 18

Should You Investigate Frontdoor, Inc. (NASDAQ:FTDR) At US$58.53?

Frontdoor, Inc. ( NASDAQ:FTDR ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...
Artículo de análisis Dec 31

Do Frontdoor's (NASDAQ:FTDR) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Dec 10

Does Frontdoor (NASDAQ:FTDR) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Nov 05

Risks To Shareholder Returns Are Elevated At These Prices For Frontdoor, Inc. (NASDAQ:FTDR)

It's not a stretch to say that Frontdoor, Inc.'s ( NASDAQ:FTDR ) price-to-earnings (or "P/E") ratio of 17.3x right now...
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
Artículo de análisis Oct 17

Is Frontdoor, Inc. (NASDAQ:FTDR) Trading At A 44% Discount?

Key Insights Frontdoor's estimated fair value is US$92.32 based on 2 Stage Free Cash Flow to Equity Frontdoor is...
Artículo de análisis Oct 02

What Does Frontdoor, Inc.'s (NASDAQ:FTDR) Share Price Indicate?

Frontdoor, Inc. ( NASDAQ:FTDR ), is not the largest company out there, but it saw a significant share price rise of 43...
Artículo de análisis Sep 17

Here's Why We Think Frontdoor (NASDAQ:FTDR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
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
Artículo de análisis Aug 05

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

Shareholders of Frontdoor, Inc. ( NASDAQ:FTDR ) will be pleased this week, given that the stock price is up 11% to...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bill Cobb en comparación con los beneficios de Frontdoor?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$259m

Dec 31 2025US$9mUS$851k

US$255m

Sep 30 2025n/an/a

US$263m

Jun 30 2025n/an/a

US$257m

Mar 31 2025n/an/a

US$238m

Dec 31 2024US$8mUS$825k

US$235m

Sep 30 2024n/an/a

US$234m

Jun 30 2024n/an/a

US$206m

Mar 31 2024n/an/a

US$183m

Dec 31 2023US$8mUS$825k

US$171m

Sep 30 2023n/an/a

US$171m

Jun 30 2023n/an/a

US$127m

Mar 31 2023n/an/a

US$91m

Dec 31 2022US$5mUS$481k

US$71m

Sep 30 2022n/an/a

US$69m

Jun 30 2022n/an/a

US$118m

Mar 31 2022n/an/a

US$125m

Dec 31 2021US$395kn/a

US$128m

Sep 30 2021n/an/a

US$123m

Jun 30 2021n/an/a

US$95m

Mar 31 2021n/an/a

US$104m

Dec 31 2020US$370kn/a

US$112m

Sep 30 2020n/an/a

US$130m

Jun 30 2020n/an/a

US$142m

Mar 31 2020n/an/a

US$153m

Dec 31 2019US$370kn/a

US$153m

Compensación vs. Mercado: La compensación total de Bill($USD9.15M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.02M).

Compensación vs. Ingresos: La compensación de Bill ha sido consistente con los resultados de la empresa en el último año.


CEO

Bill Cobb (68 yo)

3.9yrs
Permanencia
US$9,152,204
Compensación

Mr. William C. Cobb, also known as Bill, has been Chairman of the Board at Frontdoor, Inc. since October 1, 2018 and has been its Director since October 2018 and has been its Chief Executive Officer since...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
William Cobb
Chairman of the Board & CEO3.9yrsUS$9.15m0.28%
$ 12.2m
Jason Bailey
Senior VP & CFOless than a yearUS$1.77m0.028%
$ 1.2m
Evan Iverson
Senior VP & COO2.3yrsUS$2.79m0.026%
$ 1.1m
Bala krishnan Ganesh
Senior VP & CTOless than a yearUS$3.43m0.016%
$ 699.2k
Jeffrey Fiarman
Senior VP7.8yrsUS$2.89m0.047%
$ 2.0m
Sally Shanks
VP, Chief Accounting Officer & Controllerless than a yearsin datossin datos
Matthew Davis
VP of Investor Relations & Treasurerno datasin datossin datos
Meredith Diagostino
VP & Chief People Officer2.9yrssin datossin datos
Kathryn Collins
Senior VP & Chief Revenue Officer2.3yrsUS$2.18m0.029%
$ 1.2m
2.3yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de FTDR se considera experimentado (2.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
William Cobb
Chairman of the Board & CEO7.6yrsUS$9.15m0.28%
$ 12.2m
Liane Pelletier
Independent Director7.7yrsUS$281.26k0.046%
$ 2.0m
Anna Catalano
Independent Director7.7yrsUS$290.01k0.052%
$ 2.2m
Peter Cella
Independent Director7.6yrsUS$281.26k0.045%
$ 1.9m
Brian McAndrews
Lead Independent Director7.6yrsUS$310.01k0.046%
$ 2.0m
Christopher Clipper
Independent Director4.6yrsUS$295.01k0.033%
$ 1.4m
Darrin Boland
Independent Director4.6yrsUS$273.76k0.040%
$ 1.7m
Dennis Howard
Independent Directorless than a yearsin datos0.0047%
$ 203.2k
7.6yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de FTDR se considera experimentada (7.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 12:31
Precio de las acciones al final del día2026/05/22 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 13 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
Eric SheridanGoldman Sachs