Frontdoor, Inc.

NasdaqGS:FTDR Voorraadrapport

Marktkapitalisatie: US$4.5b

Frontdoor Beheer

Beheer criteriumcontroles 4/4

De CEO Frontdoor is Bill Cobb, benoemd in Jun2022, heeft een ambtstermijn van 3.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.15M, bestaande uit 9.3% salaris en 90.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.28% van de aandelen van het bedrijf, ter waarde $ 12.67M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 7.6 jaar.

Belangrijke informatie

Bill Cobb

Algemeen directeur

US$9.2m

Totale compensatie

Percentage CEO-salaris9.30%
Dienstverband CEO3.9yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn2.3yrs
Gemiddelde ambtstermijn bestuur7.6yrs

Recente managementupdates

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 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.

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
We Think Frontdoor (NASDAQ:FTDR) Can Stay On Top Of Its Debt

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 06
Should You Be Adding Frontdoor (NASDAQ:FTDR) To Your Watchlist Today?

Why Investors Shouldn't Be Surprised By Frontdoor, Inc.'s (NASDAQ:FTDR) 25% Share Price Plunge

Nov 07
Why Investors Shouldn't Be Surprised By Frontdoor, Inc.'s (NASDAQ:FTDR) 25% Share Price Plunge

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

Aug 08
Frontdoor, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

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 06
These 4 Measures Indicate That Frontdoor (NASDAQ:FTDR) Is Using Debt Reasonably Well

At US$59.93, Is It Time To Put Frontdoor, Inc. (NASDAQ:FTDR) On Your Watch List?

Jul 06
At US$59.93, Is It Time To Put Frontdoor, Inc. (NASDAQ:FTDR) On Your Watch List?

Frontdoor, Inc.'s (NASDAQ:FTDR) Business Is Yet to Catch Up With Its Share Price

Jun 21
Frontdoor, Inc.'s (NASDAQ:FTDR) Business Is Yet to Catch Up With Its Share Price

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

May 07
Shareholders May Be More Conservative With Frontdoor, Inc.'s (NASDAQ:FTDR) CEO Compensation For Now

Is Frontdoor (NASDAQ:FTDR) A Risky Investment?

Apr 27
Is Frontdoor (NASDAQ:FTDR) A Risky Investment?

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

Apr 09
Do Frontdoor's (NASDAQ:FTDR) Earnings Warrant Your Attention?

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

Mar 04
Frontdoor, Inc.'s (NASDAQ:FTDR) 32% Dip In Price Shows Sentiment Is Matching Earnings

Frontdoor: Always Bet On The Leader, Especially In An Industry Where Scale Matters

Mar 04

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

Mar 02
Frontdoor, Inc. (NASDAQ:FTDR) Just Reported Earnings, And Analysts Cut Their Target Price

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

Feb 18
Is Frontdoor, Inc. (NASDAQ:FTDR) Trading At A 41% Discount?

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

Jan 18
Should You Investigate Frontdoor, Inc. (NASDAQ:FTDR) At US$58.53?

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

Dec 31
Do Frontdoor's (NASDAQ:FTDR) Earnings Warrant Your Attention?

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

Dec 10
Does Frontdoor (NASDAQ:FTDR) Have A Healthy Balance Sheet?

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

Nov 05
Risks To Shareholder Returns Are Elevated At These Prices For Frontdoor, Inc. (NASDAQ:FTDR)

Frontdoor Is A Great Business But Not Great Value

Oct 31

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

Oct 17
Is Frontdoor, Inc. (NASDAQ:FTDR) Trading At A 44% Discount?

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

Oct 02
What Does Frontdoor, Inc.'s (NASDAQ:FTDR) Share Price Indicate?

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

Sep 17
Here's Why We Think Frontdoor (NASDAQ:FTDR) Might Deserve Your Attention Today
User avatar

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 16

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

Aug 05
Frontdoor, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Analyse CEO-vergoeding

Hoe is Bill Cobb's beloning veranderd ten opzichte van Frontdoor's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 9.15M ) Bill } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.23M ).

Compensatie versus inkomsten: De vergoeding van Bill is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Bill Cobb (68 yo)

3.9yrs
Tenure
US$9,152,204
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
William Cobb
Chairman of the Board & CEO3.9yrsUS$9.15m0.28%
$ 12.7m
Jason Bailey
Senior VP & CFOless than a yearUS$1.77m0.028%
$ 1.3m
Evan Iverson
Senior VP & COO2.3yrsUS$2.79m0.026%
$ 1.2m
Bala krishnan Ganesh
Senior VP & CTOless than a yearUS$3.43m0.016%
$ 724.9k
Jeffrey Fiarman
Senior VP7.8yrsUS$2.89m0.047%
$ 2.1m
Sally Shanks
VP, Chief Accounting Officer & Controllerless than a yeargeen gegevensgeen gegevens
Matthew Davis
VP of Investor Relations & Treasurerno datageen gegevensgeen gegevens
Meredith Diagostino
VP & Chief People Officer2.9yrsgeen gegevensgeen gegevens
Kathryn Collins
Senior VP & Chief Revenue Officer2.3yrsUS$2.18m0.029%
$ 1.3m
2.3yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van FTDR wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
William Cobb
Chairman of the Board & CEO7.6yrsUS$9.15m0.28%
$ 12.7m
Liane Pelletier
Independent Director7.7yrsUS$281.26k0.042%
$ 1.9m
Anna Catalano
Independent Director7.7yrsUS$290.01k0.048%
$ 2.1m
Peter Cella
Independent Director7.6yrsUS$281.26k0.045%
$ 2.0m
Brian McAndrews
Lead Independent Director7.6yrsUS$310.01k0.042%
$ 1.9m
Christopher Clipper
Independent Director4.6yrsUS$295.01k0%
$ 0
Darrin Boland
Independent Director4.6yrsUS$273.76k0.0071%
$ 317.9k
Dennis Howard
Independent Directorless than a yeargeen gegevens0.00068%
$ 30.5k
7.6yrs
Gemiddelde duur
66yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van FTDR wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.6 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/05 13:25
Aandelenkoers aan het einde van de dag2026/05/05 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Frontdoor, Inc. wordt gevolgd door 13 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Michael RindosBenchmark Company
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs