# Frontdoor, Inc. (FTDR)

> Source: Nexqual · https://nexqual.com/FTDR · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Frontdoor, Inc. (FTDR), nexqual.com/FTDR" · informational, not investment advice.

**Price:** USD 86.03 (+6.41% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 80.85 · day 80.17–86.96 · 52w 48.47–93.43 · market cap $5.93B · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $2.15B, net income $274M (12.8% margin), free cash flow $386M (SEC filings).
- Valuation: P/E 21.6x (avg 17.2x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $3.6M; 3 not under a Rule 10b5-1 plan ($3.6M); 0 by opportunistic insiders, 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.43 on a 1–5 scale) (7 analysts), mean target USD 95.4 (range 81–105).
- Total return with dividends: 1Y +24.0% vs S&P 500 +14.9%; 5Y +96.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.77, revenue estimate $648M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.60B | $1.66B | $1.78B | $1.84B | $2.09B | $2.15B |
| Gross profit | $784M | $710M | $885M | $991M | $1.16B | — |
| Net income | $128M | $71.0M | $171M | $235M | $255M | $274M |
| EPS (diluted) | $1.50 | $0.87 | $2.12 | $3.01 | $3.42 | — |
| Free cash flow | $154M | $102M | $170M | $231M | $390M | $386M |
| Gross margin | 48.9% | 42.7% | 49.7% | 53.8% | 55.3% | — |
| Net margin | 8.0% | 4.3% | 9.6% | 12.8% | 12.2% | 12.8% |
| Revenue growth | +8.7% | +3.7% | +7.1% | +3.5% | +13.6% | — |
| Cash + short-term investments | — | $292M | $325M | $436M | $566M | — |
| Total debt | $608M | $609M | $593M | $1.20B | $1.17B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 21.6x · P/S 2.8x · P/FCF 15.4x · P/B 20.9x · FCF yield 6.51% · Earnings yield 4.62% · Buyback yield (TTM) 5.06%
P/E at fiscal year-ends: Dec 2025 16.9x, Dec 2024 18.1x, Dec 2023 16.7x.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Fiarman Jeffrey | SVP & Chief Legal Officer | 13,000 | $1.1M | 39.4% | No | Routine (sold in Aug each year 2023–2025) |
| 2026-08-10 | Iverson Evan | SVP & Chief Operating Officer | 18,190 | $1.6M | 98.8% | No | Too little history (no open-market trades in 2023) |
| 2026-08-10 | Collins Kathryn M | SVP & Chief Revenue Officer | 10,000 | $890K | 33% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.43 on a 1–5 scale), 7 analysts; mean target USD 95.4 (low 81, high 105).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Goldman Sachs | Target lowered | Neutral | $91 → $81 |
| 2026-08-07 | Benchmark | Target raised | Buy | $80 → $96 |
| 2026-08-07 | Oppenheimer | Target raised | Outperform | $70 → $100 |
| 2026-08-07 | Truist Securities | Target raised | Buy | $82 → $105 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +24.0% | +96.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +24.1% | +14.5% |
| Volatility (annualized) | 46.7% | 41.0% |
| Max drawdown | -29.2% (Oct 2025→Nov 2025) | -55.3% (Oct 2021→Dec 2022) |

## Peers (Personal Services)
HRB (H&R Block, Inc.) USD 50.08 +4.70% · BFAM (Bright Horizons Family Solution) USD 70.94 +6.01% · SCI (Service Corporation Internation) USD 83.69 +3.12% · ROL (Rollins, Inc.) USD 35.31 +5.56% · ANDG (Andersen Group Inc.) USD 63.54 +4.30% · CSV (Carriage Services, Inc.) USD 36.98 +3.64%

## More
Full page: https://nexqual.com/FTDR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Renewals | $479.0M | 74.3% | +3.9% |
| Non-Warranty & Other | $67.0M | 10.4% | +19.6% |
| Direct To Consumer Home Service Plan Contracts | $55.0M | 8.5% | -1.8% |
| Real Estate Home Service Plan Contracts | $45.0M | 7.0% | +2.3% |
| Total revenue | $645.0M | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.77 | $1.75 | +1.4% | $647.8M | 5 |
| Next quarter (ends 2026-12-31) | $0.25 | $0.29 | -16.3% | $455.0M | 5 |
| Current fiscal year (ends 2026-12-31) | $4.68 | $4.55 | +2.9% | $2.20B | 5 |
| Next fiscal year (ends 2027-12-31) | $5.13 | $5.05 | +1.5% | $2.32B | 5 |