Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FTDR
Strong BuyPremium GrowerFLAGFrontdoor, Inc. · Consumer Cyclical · United States · $5.7B · Avg Vol: $41M/d
Frontdoor has strong quality Q76 and momentum M77 with a buyback retiring 3.42% of shares, substantial corroboration, but value at V33 is well below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
Frontdoor, Inc. is the leading provider of home service plans (home warranties) in the United States, connecting homeowners with qualified service professionals for repairs and replacements of major home systems and appliances. The company benefits from significant scale, a vast network of vetted contractors, and proprietary technology to efficiently manage service requests. Frontdoor is the undisputed market leader in the U.S. home warranty industry, primarily through its American Home Shield brand.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 1.8B | 1.8B | 2.1B | 8.0% | 2.1B | 2.2B | 2.3B | 5.6% |
| EPS | 0.87 | 2.13 | 3.05 | 3.48 | 58.7% | 3.79 | 4.01 | 4.42 | 12.7% |
| Shares | 81.5M | 78.4M | 75.3M | 71.0M | -13.0% | 68.9M | — | — | — |
| Debt | 627.0M | 610.0M | 1.2B | 1.2B | 23.8% | 1.2B | — | — | — |
| Equity | 61.0M | 137.0M | 239.0M | 242.0M | 58.3% | — | — | — | — |
| Op CF | 142.0M | 202.0M | 270.0M | 416.0M | 43.1% | 410.0M | — | — | — |
| Inv CF | -35.0M | -32.0M | -622.0M | 31.0M | — | — | — | — | — |
| Fin CF | -77.0M | -137.0M | 447.0M | -302.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of FTDR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FTDR | Frontdoor, Inc.(you) | $5.7B | 85 | Strong Buy |
| HRB | H&R Block, Inc. | $6.5B | 97 | Strong Buy |
| ANDG | Andersen Group Inc. | $6.3B | 37 | Hold |
| BFAM | Bright Horizons Family Solutions Inc. | $3.6B | 38 | Hold |
| SCI | Service Corporation International | $11.4B | 32 | Sell |
| ROL | Rollins, Inc. | $17.5B | 26 | Sell |
| CSV | Carriage Services, Inc. | $541M | 33 | Sell |
| GNTX | Gentex Corporation | $4.8B | 84 | Strong Buy |
| GTX | Garrett Motion Inc. | $5.0B | 89 | Strong Buy |
| MED | Medifast, Inc. | $136M | 54 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%