Frontdoor, Inc.

NasdaqGS:FTDR 주식 리포트

시가총액: US$5.3b

Frontdoor 대차대조표 건전성

재무 건전성 기준 점검 4/6

Frontdoor 의 총 주주 지분은 $230.0M 이고 총 부채는 $1.2B, 이는 부채 대 자기자본 비율을 512.6% 로 가져옵니다. 총자산과 총부채는 각각 $2.2B 및 $1.9B 입니다. Frontdoor 의 EBIT는 $412.0M 이며 이자보상배율은 7.1 입니다. $603.0M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

512.61%

부채/자본 비율

US$1.18b

부채

이자보상배율7.1x
현금US$603.00m
자본US$230.00m
총부채US$1.93b
총자산US$2.16b

최근 재무 건전성 업데이트

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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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

재무 상태 분석

단기부채: FTDR 의 단기 자산 ( $661.0M )이 단기 부채( $451.0M ).

장기 부채: FTDR의 단기 자산($661.0M)이 장기 부채($1.5B)를 충당하지 못합니다.


부채/자본 비율 추이 및 분석

부채 수준: FTDR 의 순부채 대 자기자본 비율( 250.4% )은 높음으로 간주됩니다.

부채 감소: FTDR는 5년 전 마이너스 주주 지분이었으나 현재 플러스로 개선되었습니다.

부채 범위: FTDR 의 부채는 영업 현금 흐름 ( 34.9% )에 의해 잘 충당되었습니다.

이자 보장: FTDR 의 부채에 대한 이자 지급EBIT(7.1x 적용 범위)로 잘 충당됩니다.


대차대조표


건전한 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/10 02:46
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Frontdoor, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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