Frontdoor, Inc.

Report azionario NasdaqGS:FTDR

Capitalizzazione di mercato: US$4.4b

Frontdoor Salute del bilancio

Criteri Salute finanziaria verificati 4/6

Frontdoor ha un patrimonio netto totale di $230.0M e un debito totale di $1.2B, che porta il suo rapporto debito/patrimonio netto a 512.6%. Le sue attività totali e le sue passività totali sono rispettivamente $2.2B e $1.9B. L'EBIT di Frontdoor è $412.0M rendendo il suo rapporto di copertura degli interessi 7.1. Ha liquidità e investimenti a breve termine pari a $603.0M.

Informazioni chiave

512.61%

Rapporto debito/patrimonio netto

US$1.18b

Debito

Indice di copertura degli interessi7.1x
ContantiUS$603.00m
Patrimonio nettoUS$230.00m
Totale passivitàUS$1.93b
Totale attivitàUS$2.16b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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
Articolo di analisi 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...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $661.0M ) di FTDR superano le sue passività a breve termine ( $451.0M ).

Passività a lungo termine: Le attività a breve termine di FTDR ( $661.0M ) non coprono le sue passività a lungo termine ( $1.5B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 250.4% ) di FTDR è considerato alto.

Riduzione del debito: Cinque anni fa, FTDR aveva un patrimonio netto negativo, ma ora è positivo e quindi è migliorato.

Copertura del debito: Il debito di FTDR è ben coperto dal flusso di cassa operativo ( 34.9% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di FTDR sono ben coperti dall'EBIT ( 7.1 x copertura).


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/14 07:50
Prezzo dell'azione a fine giornata2026/05/14 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Frontdoor, Inc. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael RindosBenchmark Company
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs