Frontdoor Gestion
Gestion contrôle des critères 4/4
Le PDG Frontdoor est Bill Cobb, nommé en Jun2022, a un mandat de 3.92 ans. La rémunération annuelle totale est $ 9.15M, composée du salaire de 9.3% et des bonus 90.7%, y compris les actions et options de la société. détient directement 0.28% des actions de la société, d'une valeur de $ 13.71M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 7.6 ans.
Informations clés
Bill Cobb
Directeur général
US$9.2m
Rémunération totale
| Pourcentage du salaire du PDG | 9.30% |
| Durée du mandat du directeur général | 3.9yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.6yrs |
Mises à jour récentes de la gestion
Recent updates
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.Frontdoor: The Hidden Growth The Market Is Ignoring
Apr 15FTDR: 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.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.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.
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.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.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.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).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).We Think Frontdoor (NASDAQ:FTDR) Can Stay On Top Of Its Debt
Dec 24
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).Should You Be Adding Frontdoor (NASDAQ:FTDR) To Your Watchlist Today?
Dec 06Why Investors Shouldn't Be Surprised By Frontdoor, Inc.'s (NASDAQ:FTDR) 25% Share Price Plunge
Nov 07Frontdoor, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Aug 08
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.These 4 Measures Indicate That Frontdoor (NASDAQ:FTDR) Is Using Debt Reasonably Well
Aug 06At US$59.93, Is It Time To Put Frontdoor, Inc. (NASDAQ:FTDR) On Your Watch List?
Jul 06Frontdoor, Inc.'s (NASDAQ:FTDR) Business Is Yet to Catch Up With Its Share Price
Jun 21Shareholders May Be More Conservative With Frontdoor, Inc.'s (NASDAQ:FTDR) CEO Compensation For Now
May 07Frontdoor: Always Bet On The Leader, Especially In An Industry Where Scale Matters
Mar 04Frontdoor Is A Great Business But Not Great Value
Oct 31
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.Frontdoor Continues Its Offensive Ascent, Reiterate Buy
Aug 16Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$259m |
| Dec 31 2025 | US$9m | US$851k | US$255m |
| Sep 30 2025 | n/a | n/a | US$262m |
| Jun 30 2025 | n/a | n/a | US$257m |
| Mar 31 2025 | n/a | n/a | US$238m |
| Dec 31 2024 | US$8m | US$825k | US$235m |
| Sep 30 2024 | n/a | n/a | US$234m |
| Jun 30 2024 | n/a | n/a | US$206m |
| Mar 31 2024 | n/a | n/a | US$183m |
| Dec 31 2023 | US$8m | US$825k | US$171m |
| Sep 30 2023 | n/a | n/a | US$171m |
| Jun 30 2023 | n/a | n/a | US$127m |
| Mar 31 2023 | n/a | n/a | US$91m |
| Dec 31 2022 | US$5m | US$481k | US$71m |
| Sep 30 2022 | n/a | n/a | US$69m |
| Jun 30 2022 | n/a | n/a | US$118m |
| Mar 31 2022 | n/a | n/a | US$125m |
| Dec 31 2021 | US$395k | n/a | US$128m |
| Sep 30 2021 | n/a | n/a | US$123m |
| Jun 30 2021 | n/a | n/a | US$95m |
| Mar 31 2021 | n/a | n/a | US$104m |
| Dec 31 2020 | US$370k | n/a | US$112m |
| Sep 30 2020 | n/a | n/a | US$130m |
| Jun 30 2020 | n/a | n/a | US$142m |
| Mar 31 2020 | n/a | n/a | US$153m |
| Dec 31 2019 | US$370k | n/a | US$153m |
Rémunération vs marché: La rémunération totale de Bill ($USD 9.15M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.73M ).
Rémunération et revenus: La rémunération de Bill a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bill Cobb (68 yo)
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman of the Board & CEO | 3.9yrs | US$9.15m | 0.28% $ 13.7m | |
| Senior VP & CFO | less than a year | US$1.77m | 0.028% $ 1.4m | |
| Senior VP & COO | 2.3yrs | US$2.79m | 0.026% $ 1.3m | |
| Senior VP & CTO | less than a year | US$3.43m | 0.016% $ 784.6k | |
| Senior VP | 7.8yrs | US$2.89m | 0.047% $ 2.3m | |
| VP, Chief Accounting Officer & Controller | less than a year | pas de données | pas de données | |
| VP of Investor Relations & Treasurer | no data | pas de données | pas de données | |
| VP & Chief People Officer | 2.9yrs | pas de données | pas de données | |
| Senior VP & Chief Revenue Officer | 2.3yrs | US$2.18m | 0.029% $ 1.4m |
Gestion expérimentée: L'équipe de direction de FTDR est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman of the Board & CEO | 7.6yrs | US$9.15m | 0.28% $ 13.7m | |
| Independent Director | 7.7yrs | US$281.26k | 0.042% $ 2.0m | |
| Independent Director | 7.7yrs | US$290.01k | 0.048% $ 2.3m | |
| Independent Director | 7.6yrs | US$281.26k | 0.045% $ 2.2m | |
| Lead Independent Director | 7.6yrs | US$310.01k | 0.042% $ 2.0m | |
| Independent Director | 4.6yrs | US$295.01k | 0% $ 0 | |
| Independent Director | 4.6yrs | US$273.76k | 0.0071% $ 344.0k | |
| Independent Director | less than a year | pas de données | 0.00068% $ 33.0k |
Conseil d'administration expérimenté: Les membres du conseil d'administration de FTDR sont considérés comme expérimentés (ancienneté moyenne 7.6 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 11:01 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Frontdoor, Inc. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Rindos | Benchmark Company |
| Eric Sheridan | Goldman Sachs |
| Eric Sheridan | Goldman Sachs |