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FTDR

Frontdoor, Inc.

FTDR

NASDAQ·Consumer Cyclical·Personal Products & Services·Mkt cap $5.5B

$77.62

-1.05%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$48.47 - $80.09

P/E

22.19

Fwd P/E

17.10

Beta

1.51

Div Yield

0.00%

Avg Vol

622.0K

Shares Out

70.1M

Mkt Cap

$5.5B

Price action

Price chart

Up 34.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Multi-brand portfolio with strong market recognition and customer loyalty
  • Proprietary Streem technology platform using AR and machine learning for superior diagnostics
  • Recurring revenue model with predictable cash flows and high customer lifetime value
  • Established relationships with millions of homeowners and service provider networks
  • Operational scale and efficiency in claims management and service delivery

Bear Case

1 risk

  • Above-average volatility (beta 1.5).

Growth

Stable outlook

Rising homeowner demand for protection against unexpected repair costs

Value

Fairly valued vs Home Improvement peers

Momentum

Hot

+43.7% over 3m

Quality

Strong

Exceptional business - top-tier fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.73 vs $0.66 consensus (+10.6% surprise). Revenue of $451.0M vs $442.3M expected (+2.0%). Beat on both top and bottom lines.

EPS beat +10.6%
Rev beat +2.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+10.6%

Next: Apr 29, 2026

Revenue trend · last 8Q

+4%

+13%

+14%

+14%

+13%

+6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$542.0M

$541.0M

$382.0M

$426.0M

$617.0M

$617.0M

$433.0M

$451.0M

Margins · last 8Q

Gross

50.6%

Operating

14.6%

Profit

9.1%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: Goldman Sachs · $67.00 · Mar 2, 2026

vs Industry

How FTDR stacks vs Personal Products & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.