FT
FTDR.O
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NASDAQ
Diversified Consumer Services
Ftdr.O
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
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P/E
—
EV / Rev
—
Div yield
—
Op margin
—
ROE
105,4 %
Net margin
12,2 %
Debt / equity
4,85
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
2026-10-28
Ex-dividend
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TR 1Y
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About
Frontdoor Inc operates in the Diversified Consumer Services industry within the Consumer Discretionary sector, generating revenue through consumer-facing services.
Business. Frontdoor Inc operates in the Diversified Consumer Services industry within the Consumer Discretionary sector, generating revenue through consumer-facing services.
Classification85 %
SectorConsumer Discretionary
Industry groupDiversified Consumer Services
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
At a glance
Score
—
not yet scored
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership→
Arrowstreet Capital, Limited Partnership
largest disclosed fund holder
Profitability→
105,4 %
return on equity
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
Financials−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to FTDR.O. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
Frontdoor Inc operates in the Diversified Consumer Services industry within the Consumer Discretionary sector, generating revenue through consumer-facing services.
Classification85 %
SectorConsumer Discretionary
Industry groupDiversified Consumer Services
AI synthesis
GENERATEDFrontdoor Inc maintains a highly leveraged capital structure, with total long-term debt of $1.17 billion against total equity of $242 million, resulting in a debt-to-equity ratio of 4.85. The company holds $566 million in cash and equivalents, but this is insufficient to cover total debt, leading to a negative net cash position. Operating cash flow stands at $416 million, which provides a coverage buffer for debt obligations, while capital expenditures remain low at $26 million, indicating a mature or asset-light operational model. The current ratio is not explicitly provided, but the liquidity risk is assessed as medium due to the high leverage and negative net cash position.
Profitability metrics show strong returns on capital, with a return on equity of 105.37% and a return on assets of 11.9%. The gross profit of $1.16 billion on revenue of $2.09 billion indicates a gross margin of approximately 55.3%, suggesting a business model with significant pricing power or low direct costs. Net income of $255 million reflects a net margin of approximately 12.2%. These returns are notably high, likely driven by the low equity base relative to earnings, which amplifies ROE but also increases financial risk.
Segment and geographic data are not available in the provided input, preventing a detailed analysis of revenue concentration or regional exposure. The company’s activity is broadly classified as Diversified Consumer Services, but specific product lines or customer segments are not disclosed in the current dataset.
Historical growth trajectory data is absent from the input, so trends in revenue or net income over the past five years cannot be assessed. The current financial snapshot provides a single-period view, limiting the ability to evaluate momentum or cyclicality.
Key risk factors include medium liquidity risk and low dilution risk. The primary concern is the high debt load relative to equity, which could constrain financial flexibility in a downturn. The negative net cash position further exacerbates this risk, as the company relies on operating cash flow to service debt. Dilution risk is low, with basic and diluted shares outstanding being identical at 70.96 million, indicating no significant options or convertible securities currently impacting share count.
Recent news events indicate internal system reconciler activities related to coverage closure and analysis job queuing, but no material corporate actions, filings, or market-moving news are disclosed. The absence of recent material events suggests a stable operational environment, though the lack of transparency in recent disclosures limits the ability to assess emerging risks or opportunities.
Key takeaways
- High leverage with a debt-to-equity ratio of 4.85 and negative net cash position.
- Strong profitability with ROE of 105.37% and ROA of 11.9%.
- Low capital expenditure of $26 million suggests a mature or asset-light business.
- Medium liquidity risk due to high debt and reliance on operating cash flow.
- Low dilution risk with no difference between basic and diluted shares.
- Lack of segment and historical data limits comprehensive analysis.
Bull / Bear case
analysis pipeline— missing data
In focus — financials by report
Valuation
Market price
$75,99
Market cap
—
Enterprise valueⓘ
—
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
—
P / Bⓘ
—
P / Tangible bookⓘ
—
Tangible book
—
Net cashⓘ
-$607.0M
Current ratioⓘ
—
Debt / equityⓘ
4.8
ROAⓘ
11.9%
ROEⓘ
1.1%
Cash conversionⓘ
163.0%
CapEx / revenueⓘ
1.2%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 4,55 |
| Revenue | —no estimate | —no estimate | 2,2B USD |
| Operating income | —no estimate | —no estimate | 430,9M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Corporate eventM&A horizon
M&A probabilityconf 3 %
Probability
3 %
Base rate
3 %
Band
—
180-day horizon · target 2027-01-22 · 1,0× base rate
No acquirer candidates identified by the signal model.
Probabilistic model output — not investment advice. · generated 2026-07-26
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution7 analysts
Strong buy2
Buy2
Hold2
Sell1
Strong sell0
12-month price target$73,82 · Median $71,00
Low $66,11High $82,00
Operating income · consensus430,9M USD
EPS surprise
−10,1 %
reported vs consensus · miss
Revenue surprise
−4,0 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$66,11
Mean$73,82
Median$71,00
High$82,00
Spot$75,99
−2.9 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskMedium
Filing-based flags
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Net Margin12,2 %Above median
ROE105,4 %Best in class
Capex / Rev1,2 %Below median
D/E4,85Bottom quartile
Cash Conv1,63Above median
Corporate actions / M&A
M&A probabilityconf —
Probability
3 %
Base rate
3 %
Band
Low
180-day horizon · target 2027-01-22 · 1,0× base rate
No acquirer candidates identified by the signal model.
Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net disposed 17 761 sh17 exercises · 9 grants7 insiders
- SVP & Chief Technology Officer · Restricted Stock Units → Common StockDisposed 4 309exercise · 2026-07-14
- SVP & Chief Technology Officer · Restricted Stock Units → Common StockDisposed 5 746exercise · 2026-07-14
- SVP & Chief Operating Officer · Restricted Stock Units → Common StockDisposed 6 474exercise · 2026-03-31
- Director, CEO · Restricted Stock Units → Common StockDisposed 28 048exercise · 2026-03-31
- SVP & Chief Revenue Officer · Restricted Stock Units → Common StockDisposed 6 574exercise · 2026-03-31
- SVP & Chief Legal Officer · Restricted Stock Units → Common StockDisposed 7 012exercise · 2026-03-31
- SVP & Chief Financial Officer · Restricted Stock Units → Common StockDisposed 1 753exercise · 2026-03-31
- VP, Controller & CAO · Employee Stock Options (Right to Buy) → Common StockAcquired 6 432 @ $53,64grant · 2026-03-30
- Director, CEO · Restricted Stock Units → Common StockAcquired 61 521grant · 2026-03-30
- SVP & Chief Legal Officer · Restricted Stock Units → Common StockAcquired 14 914grant · 2026-03-30
- SVP & Chief Financial Officer · Restricted Stock Units → Common StockAcquired 13 982grant · 2026-03-30
- SVP & Chief Revenue Officer · Restricted Stock Units → Common StockAcquired 14 914grant · 2026-03-30
- SVP & Chief Technology Officer · Restricted Stock Units → Common StockAcquired 13 982grant · 2026-03-30
- VP, Controller & CAO · Restricted Stock Units → Common StockAcquired 2 796grant · 2026-03-30
- SVP & Chief Operating Officer · Restricted Stock Units → Common StockAcquired 13 982grant · 2026-03-30
- SVP & Chief Operating Officer · Restricted Stock Units → Common StockAcquired 3 785exercise · 2026-03-27
- SVP & Chief Legal Officer · Restricted Stock Units → Common StockDisposed 9 463exercise · 2026-03-27
- Director, CEO · Restricted Stock Units → Common StockDisposed 34 696exercise · 2026-03-27
- SVP & Chief Revenue Officer · Restricted Stock Units → Common StockDisposed 6 308exercise · 2026-03-27
- SVP & Chief Financial Officer · Restricted Stock Units → Common StockDisposed 1 893exercise · 2026-03-27
- SVP & Chief Revenue Officer · Restricted Stock Units → Common StockDisposed 6 259exercise · 2026-03-25
- SVP & Chief Financial Officer · Restricted Stock Units → Common StockDisposed 1 825exercise · 2026-03-25
- SVP & Chief Legal Officer · Restricted Stock Units → Common StockDisposed 7 824exercise · 2026-03-25
- Director, CEO · Restricted Stock Units → Common StockDisposed 32 342exercise · 2026-03-25
- SVP & Chief Operating Officer · Restricted Stock Units → Common StockDisposed 5 216exercise · 2026-03-25
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
How metrics are computed
- Cash Conversion Ratiooperating_cash_flow / net_income
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Capex To Revenuecapital_expenditure / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
Source documents
- Frontdoor, Inc. Market data — financials · 2026-07-29
- reconciler_enqueue (reconciler) on FTDR.O · 2026-07-29
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,04 %$77M
- Investment Managers · as of 2026-03-310,04 %$112M
- Institutional Investor · as of 2026-03-310,03 %$64M
- Investment Managers · as of 2024-12-310,01 %$46M
- Investment Managers · as of 2026-03-310,01 %$62M
- Investment Managers · as of 2026-03-310,01 %$0M
- Investment Managers · as of 2026-03-310,01 %$21M
- Investment Managers · as of 2024-06-300,01 %$468M
- Investment Managers · as of 2026-03-310,01 %$118M
- Investment Managers · as of 2026-03-310,01 %$47M
- Investment Managers · as of 2025-12-310,01 %$490M
- Brokerage Firms · as of 2026-03-310,01 %$21M
- Investment Managers · as of 2026-03-310,01 %$184M
- Investment Managers · as of 2026-03-310,01 %$48M
- Investment Managers · as of 2026-03-310,01 %$0M
- Institutional Investor · as of 2026-03-310,01 %$101M
- Investment Managers · as of 2026-03-310,01 %$85M
- Funds · as of 2026-03-310,01 %$33M
- Investment Managers · as of 2026-03-310,00 %$36M
- Institutional Investor · as of 2026-03-310,00 %$23M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$6M
- Institutional Investor · as of 2026-03-310,00 %$11M
- Investment Managers · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$3M
- Brokerage Firms · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Bill C. CobbChairman of the Board, Chief Executive Officer
Insider activity
Net selling0 buys · 1 sellsnet -$1,0M14 insiders · last 365d
- SVP & Chief Technology Officer · Common StockOther 4 309 · 2026-07-14
- SVP & Chief Technology Officer · Common StockOther 2 571 @ $74,79$192K · 2026-07-14
- SVP & Chief Technology Officer · Common StockOther 5 746 · 2026-07-14
- SVP & Chief Technology Officer · Common StockOther 1 928 @ $74,79$144K · 2026-07-14
- Director · Common StockOther 2 112 · 2026-06-29
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- Director · Common StockOther 2 836 · 2026-05-13
- SVP & Chief Financial Officer · Common StockOther 1 753 · 2026-03-31
- SVP & Chief Financial Officer · Common StockOther 427 @ $51,95$22K · 2026-03-31
- SVP & Chief Legal Officer · Common StockOther 7 012 · 2026-03-31
- SVP & Chief Legal Officer · Common StockOther 3 250 @ $51,95$169K · 2026-03-31
- SVP & Chief Operating Officer · Common StockOther 6 574 · 2026-03-31
- SVP & Chief Operating Officer · Common StockOther 1 798 @ $51,95$93K · 2026-03-31
- SVP & Chief Revenue Officer · Common StockOther 6 574 · 2026-03-31
- SVP & Chief Revenue Officer · Common StockOther 2 954 @ $51,95$153K · 2026-03-31
- Director, CEO · Common StockOther 28 048 · 2026-03-31
- Director, CEO · Common StockOther 12 229 @ $51,95$635K · 2026-03-31
- SVP & Chief Operating Officer · Common StockOther 1 036 @ $55,84$58K · 2026-03-27
- SVP & Chief Operating Officer · Common StockOther 3 785 · 2026-03-27
- SVP & Chief Legal Officer · Common StockOther 9 463 · 2026-03-27
Short positioning
3.1Mshares short+10.6% vs prior
4.84days to cover
58.0%short of daily vol
5.1Kfails-to-deliver
as of 2026-07-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
FTDR.OCanonical
NASDAQ · USD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskMedium
Net cash is negative after subtracting total debt.
Evidence & claims
From filings & derived data- Shareholders' equity (annual): USD 242MUnknown
- Cash & equivalents (annual): USD 566MUnknown
- Net income (annual): USD 255MUnknown
- Operating cash flow (annual): USD 416MUnknown
- EPS (diluted) (annual): USD-PER-SHARES 3Unknown
- Gross profit (annual): USD 1.16BUnknown
- Interest expense (annual): USD 79MUnknown
- Revenue (annual): USD 2.09BUnknown
- Current liabilities (annual): USD 402MUnknown
- Cost of revenue (annual): USD 936MUnknown
- Total assets (annual): USD 2.14BUnknown
- EPS (basic) (annual): USD-PER-SHARES 3Unknown
- Capex (annual): USD 26MUnknown
- Pre-tax income (annual): USD 338MUnknown
- Current assets (annual): USD 624MUnknown
- Shares outstanding (annual): 70.96MUnknown
- Long-term debt (annual): USD 1.17BUnknown
- Revenue (annual): USD 1.84BUnknown
- Long-term debt (annual): USD 1.2BUnknown
- Current assets (annual): USD 488MUnknown
- Cash & equivalents (annual): USD 421MUnknown
- Shares outstanding (annual): 75.31MUnknown
- Current liabilities (annual): USD 369MUnknown
- Interest expense (annual): USD 40MUnknown
Showing 24 of 32 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
2026-07-14INSIDERGanesh Balakrishnan A transacted 1.9k sh — SVP & Chief Technology Officer ~$144k
2026-07-14INSIDERGanesh Balakrishnan A transacted 5.7k sh — SVP & Chief Technology Officer
2026-07-14INSIDERGanesh Balakrishnan A transacted 2.6k sh — SVP & Chief Technology Officer ~$192k
2026-07-14INSIDERGanesh Balakrishnan A transacted 4.3k sh — SVP & Chief Technology Officer
2026-07-14INSIDERGanesh Balakrishnan A disposed of 5.7k sh Restricted Stock Units — SVP & Chief Technology Officer
2026-07-14INSIDERGanesh Balakrishnan A disposed of 4.3k sh Restricted Stock Units — SVP & Chief Technology Officer
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
2026-06-29INSIDERSferruzza Hilla transacted 2.1k sh — Director
2026-06-27 03:14 UTCHOLDERInstitutional holding changed
2026-06-27 03:14 UTCHOLDER1 institutional position change flagged (1 major)
2026-06-23 03:11 UTCHOLDERInstitutional holding changed
2026-06-23 03:11 UTCHOLDER1 institutional position change flagged (1 major)
2026-05-13 00:00 UTCINSIDER7 insider transactions — 2026-05
2026-05-13 00:00 UTCINSIDER7 insider transactions — 2026-05
2026-05-13INSIDERMCANDREWS BRIAN P transacted 2.8k sh — Director
2026-05-13INSIDERPELLETIER LIANE J transacted 2.8k sh — Director
2026-05-13INSIDERHoward Dennis transacted 2.8k sh — Director
2026-05-13INSIDERBoland Darrin Steve transacted 2.8k sh — Director
2026-05-13INSIDERClipper Christopher L transacted 2.8k sh — Director
2026-05-13INSIDERCatalano Anna C transacted 2.8k sh — Director
2026-05-13INSIDERCella Peter L. transacted 2.8k sh — Director
2026-03-31 00:00 UTCINSIDER55 insider transactions — 2026-03 · net sell $4.8M 23 derivative
2026-03-31 00:00 UTCINSIDER55 insider transactions — 2026-03 · net sell $4.8M 23 derivative
2026-03-31INSIDERBailey Jason L transacted 1.8k sh — SVP & Chief Financial Officer
2026-03-31INSIDERBailey Jason L transacted 427 sh — SVP & Chief Financial Officer ~$22k
2026-03-31INSIDERFiarman Jeffrey transacted 7.0k sh — SVP & Chief Legal Officer
2026-03-31INSIDERFiarman Jeffrey transacted 3.2k sh — SVP & Chief Legal Officer ~$169k
2026-03-31INSIDERIverson Evan transacted 6.6k sh — SVP & Chief Operating Officer
2026-03-31INSIDERIverson Evan transacted 1.8k sh — SVP & Chief Operating Officer ~$93k
2026-03-31INSIDERCollins Kathryn M transacted 6.6k sh — SVP & Chief Revenue Officer
2026-03-31INSIDERCollins Kathryn M transacted 3.0k sh — SVP & Chief Revenue Officer ~$153k
2026-03-31INSIDERCOBB WILLIAM C transacted 28.0k sh — Director, CEO
2026-03-31INSIDERCOBB WILLIAM C transacted 12.2k sh — Director, CEO ~$635k
2026-03-31INSIDERIverson Evan disposed of 6.6k sh Restricted Stock Units — SVP & Chief Operating Officer
2026-03-31INSIDERCollins Kathryn M disposed of 6.6k sh Restricted Stock Units — SVP & Chief Revenue Officer
2026-03-31INSIDERCOBB WILLIAM C disposed of 28.0k sh Restricted Stock Units — Director, CEO
Showing the 40 most recent of 64 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data
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