Frontdoor, Inc.

NasdaqGS:FTDR Stock Report

Market Cap: US$4.5b

Frontdoor Balance Sheet Health

Financial Health criteria checks 4/6

Frontdoor has a total shareholder equity of $230.0M and total debt of $1.2B, which brings its debt-to-equity ratio to 512.6%. Its total assets and total liabilities are $2.2B and $1.9B respectively. Frontdoor's EBIT is $412.0M making its interest coverage ratio 7.1. It has cash and short-term investments of $603.0M.

Key information

512.61%

Debt to equity ratio

US$1.18b

Debt

Interest coverage ratio7.1x
CashUS$603.00m
EquityUS$230.00m
Total liabilitiesUS$1.93b
Total assetsUS$2.16b

Recent financial health updates

Recent updates

Analysis Article 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...
Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Analysis Article 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...
Narrative Update 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).
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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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New Narrative 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
Analysis Article 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...

Financial Position Analysis

Short Term Liabilities: FTDR's short term assets ($661.0M) exceed its short term liabilities ($451.0M).

Long Term Liabilities: FTDR's short term assets ($661.0M) do not cover its long term liabilities ($1.5B).


Debt to Equity History and Analysis

Debt Level: FTDR's net debt to equity ratio (250.4%) is considered high.

Reducing Debt: FTDR had negative shareholder equity 5 years ago, but is now positive and has therefore improved.

Debt Coverage: FTDR's debt is well covered by operating cash flow (34.9%).

Interest Coverage: FTDR's interest payments on its debt are well covered by EBIT (7.1x coverage).


Balance Sheet


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/12 21:49
End of Day Share Price 2026/05/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Frontdoor, Inc. is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael RindosBenchmark Company
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs