FTDR
Frontdoor, Inc.
Technology • CIK: 0001727263
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Market Cap
$4.42B
P/E (TTM)
17.0x
Rev Growth (TTM)
—
Net Margin (TTM)
13.1%
FCF Yield (TTM)
—
FCF Margin (TTM)
15.4%
Cash Flow Health
Free Cash Flow8/8 positive
TTM$303M
Q2 '25
$120M+3%
Q1 '25
$117M+134%
FCF Margin
TTM15.4%
Q2 '2519.4%-29%
Sector: 10.0%Above Avg
OCF Margin–
OCF/NI1.30x
CapEx Coverage10.8x
FCF Yield–
FCF Growth (2Y)–
Cash Conversion Cycle
–
Capital Allocation & Returns
Total Shareholder Yield
TTM0.0%
Div Yield0.0%
Insufficient data
Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$303.0M
Stock Repurchases ()$238.0M
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders
Operational Efficiency & Returns
Return on Invested CapitalTTM
47.7%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
17.5%
Asset Turnover
1.10x
Leverage (1+D/E)
5.56x
D/E: 4.56x
DuPont: 107.2% ≈ 47.7% ROIC
Asset & CapEx Efficiency
Invested Cap Turn
2.72x
8Q:–
CapEx Intensity
4.3%
8Q:–
Asset-based ROIC formula
QUARTERLY TRENDS
Last 8 quarters + TTM
| Metric | TTM | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|
Revenue | $2.0B | $617.0M↑44.8% | $426.0M↑11.5% | $382.0M↓29.4% | $541.0M↓0.2% | $542.0M↑43.4% | $378.0M↑3.3% | $366.0M↓30.2% | $524.0M |
Operating Income | $449.0M | $184.0M↑119.0% | $84.0M↑180.0% | $30.0M↓80.3% | $152.0M↑10.1% | $138.0M↑133.9% | $59.0M↑68.6% | $35.0M↓69.8% | $116.0M |
Net Income | $257.0M | $111.0M↑200.0% | $37.0M↑311.1% | $9.0M↓91.0% | $100.0M↑8.7% | $92.0M↑170.6% | $34.0M↑325.0% | $8.0M↓88.7% | $71.0M |
Operating Cash Flow | $334.0M | $127.0M↑2.4% | $124.0M↑113.8% | $58.0M↑132.0% | $25.0M↓75.7% | $103.0M↑22.6% | $84.0M↑33.3% | $63.0M↑133.3% | $27.0M |
Free Cash Flow | $303.0M | $120.0M↑2.6% | $117.0M↑134.0% | $50.0M↑212.5% | $16.0M↓82.4% | $91.0M↑23.0% | $74.0M↑37.0% | $54.0M↑184.2% | $19.0M |
Total Equity | N/A |
Valuation Analysis
Fair Value
Price-to-EarningsTTM
17.0x
Valuation Lenses
Earnings
17.0x
vs – sector
Cash Flow
13.2x
EV/FCF vs –
Growth-Adj
–PEG
N/A
Quality-Adj
0.4P/E per %ROIC
ROIC: 47.7%
Shareholder Returns
Dividend
–
Buyback
–
Total Yield
–
Market Cap$4.42B
EV–
Multi-angle valuation analysis with sector context
Business Quality & Moat
Overall Quality Score
100/100
Exceptional
Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)
Returns on Capital
Return on Equity (ROE)Top 10%
1.1%
8Q:–
Return on Invested Capital (ROIC)Top 25%
47.7%
8Q:–
vs Sector:0.1%
DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)
NOPAT Margin: 17.5%
Asset Turnover: 1.10x
Earnings Quality
Cash Conversion
1.30x
OCF / Net Income ✓
FCF Consistency
–
Positive quarters
Competitive Moat Indicators
Pricing Power
Gross Margin55.0%
Capital Efficiency
Invested Capital Turnover2.72x
Working Capital
Cash Conversion Cycle–
Growth Quality & Momentum
Growth Rates
Revenue Growth YoY
N/A
OpInc Growth YoY
33.3%
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A
Margin Quality & Sustainability
Moderate
Profitability Cascade
Gross
55.0%
Operating
22.8%
Top 25% in sector
Net
13.1%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
+2.3 pts
FCF: 15.4% | Net: 13.1%
Quality = stability + cash conversion + low dilution
Balance Sheet & Solvency
Leveraged
Net Debt / EBITDA
–Net Debt: $595.00M
Interest Coverage
–
Leverage Metrics
Debt-to-Equity
4.56x
Balance sheet risk & solvency analysis