Frontdoor, Inc.

NasdaqGS:FTDR 株式レポート

時価総額:US$5.1b

Frontdoor バランスシートの健全性

財務の健全性 基準チェック /46

Frontdoorの総株主資本は$230.0M 、総負債は$1.2Bで、負債比率は512.6%となります。総資産と総負債はそれぞれ$2.2Bと$1.9Bです。 Frontdoorの EBIT は$412.0Mで、利息カバレッジ比率7.1です。現金および短期投資は$603.0Mです。

主要情報

512.61%

負債資本比率

US$1.18b

負債

インタレスト・カバレッジ・レシオ7.1x
現金US$603.00m
エクイティUS$230.00m
負債合計US$1.93b
総資産US$2.16b

財務の健全性に関する最新情報

Recent updates

Seeking Alpha Jun 30

Frontdoor's Business Is Still Strong, But Competition Is Heating Up (Rating Downgrade)

Summary Integration of 2-10 and expansion with SkySlope have enhanced Frontdoor's real estate channel, supporting attach rate and organic growth despite macro headwinds. Frontdoor's pricing power, high retention, and non-warranty upsell growth drive a projected 5% revenue CAGR and improved EBITDA margin targets. Competitive threats, notably from Assurant, warrant caution; with shares at all-time highs and no near-term catalysts, I would wait for a better entry. Read the full article on Seeking Alpha
ナラティブの更新 Jun 27

FTDR: Earnings Beat And Buybacks Will Offset Softer Profitability Outlook

Analysts have raised their fair value estimate for Frontdoor from $60.25 to $74.20, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current outlook. What’s in the News for Frontdoor Frontdoor reported Q1 2026 revenue of $451 million, up 5.9% year over year and about 1.9% above consensus expectations, with earnings per share also ahead of analyst estimates, according to recent earnings reports.
分析記事 Jun 21

Frontdoor (FTDR) Stock Could Be 12.7% Undervalued After Its 4.1% Price Move

Frontdoor (FTDR) is back in focus after a 4.1% share price move on 18 June 2026, drawing attention to how its financial strength, valuation signals, and risk profile line up for investors. See our latest analysis for Frontdoor. That 4.1% 1 day share price return on 18 June sits on top of a strong run, with Frontdoor posting a 16.7% 30 day share price return and a 131.4% 3 year total shareholder return. This suggests momentum has been building as investors weigh its financial strength, risk...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
分析記事 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...
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
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

財務状況分析

短期負債: FTDRの 短期資産 ( $661.0M ) が 短期負債 ( $451.0M ) を超えています。

長期負債: FTDRの短期資産 ( $661.0M ) は 長期負債 ( $1.5B ) をカバーしていません。


デット・ツー・エクイティの歴史と分析

負債レベル: FTDRの 純負債対資本比率 ( 250.4% ) は 高い と見なされます。

負債の削減: FTDRは 5 年前には株主資本がマイナスでしたが、現在はプラスになっており、改善されています。

債務返済能力: FTDRの負債は 営業キャッシュフロー によって 十分にカバー されています ( 34.9% )。

インタレストカバレッジ: FTDRの負債に対する 利息支払いEBIT ( 7.1 x coverage) によって 十分にカバーされています


貸借対照表


健全な企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/09 07:04
終値2026/07/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Frontdoor, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Michael RindosBenchmark Company
Eric SheridanGoldman Sachs
James FullerGuggenheim Securities, LLC