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Frontdoor Inc (FTDR)



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Upturn Advisory Summary
09/17/2025: FTDR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $60.25
1 Year Target Price $60.25
3 | Strong Buy |
0 | Buy |
2 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.55% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.76B USD | Price to earnings Ratio 19.4 | 1Y Target Price 60.25 |
Price to earnings Ratio 19.4 | 1Y Target Price 60.25 | ||
Volume (30-day avg) 6 | Beta 1.35 | 52 Weeks Range 35.61 - 67.55 | Updated Date 09/16/2025 |
52 Weeks Range 35.61 - 67.55 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.07% | Operating Margin (TTM) 26.74% |
Management Effectiveness
Return on Assets (TTM) 14.16% | Return on Equity (TTM) 109.83% |
Valuation
Trailing PE 19.4 | Forward PE 17.83 | Enterprise Value 5421920836 | Price to Sales(TTM) 2.42 |
Enterprise Value 5421920836 | Price to Sales(TTM) 2.42 | ||
Enterprise Value to Revenue 2.76 | Enterprise Value to EBITDA 11.84 | Shares Outstanding 72849400 | Shares Floating 72394094 |
Shares Outstanding 72849400 | Shares Floating 72394094 | ||
Percent Insiders 0.56 | Percent Institutions 104.63 |
Upturn AI SWOT
Frontdoor Inc

Company Overview
History and Background
Frontdoor, Inc. was established in 2018 as a spin-off from ServiceMaster. Its roots are in American Home Shield, which was founded in 1971. The spin-off allowed Frontdoor to focus exclusively on home service plans and related services.
Core Business Areas
- Home Service Plans: Provides home service plans that cover the repair or replacement of major home systems and appliances, protecting homeowners from unexpected repair costs.
- On-Demand Services: Offers on-demand home repair services, connecting homeowners with qualified service professionals for specific repair needs.
Leadership and Structure
The CEO of Frontdoor Inc. is Bill Cobb. The company has a typical corporate structure with departments for finance, operations, marketing, and technology.
Top Products and Market Share
Key Offerings
- American Home Shield: American Home Shield (AHS) is the leading brand, offering comprehensive home service plans covering a wide range of appliances and systems. AHS has 2 million customers. Competitors include Cinch Home Services, Choice Home Warranty, and Select Home Warranty.
- Streem: Streem is a video-enabled home service platform that connects homeowners with experts for virtual troubleshooting and diagnostics. The market share is not available because this is a new product.
- Frontdoor App: Frontdoor is a mobile app that connects homeowners with pre-screened service pros for all their home service needs, from appliance repair to plumbing and electrical work. The market share is not available because this is a new product.
Market Dynamics
Industry Overview
The home service plan industry is characterized by increasing demand for protection against unexpected home repair costs. Factors include aging housing stock and homeowners seeking convenience and budget predictability.
Positioning
Frontdoor, through American Home Shield, holds a leading position in the home service plan market, leveraging its brand recognition and large customer base. The company is also expanding into on-demand services to capture a larger share of the home services market.
Total Addressable Market (TAM)
The TAM for home services is estimated to be $500 billion+ annually. Frontdoor is positioned to address a portion of this TAM through its service plans and on-demand offerings.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition (American Home Shield)
- Large Customer Base
- Established Network of Service Professionals
- Recurring Revenue Model
- Innovative Technology Platform (Streem)
Weaknesses
- Customer Service Issues (as reflected in reviews)
- Dependence on Renewal Rates
- Exposure to Weather-Related Events
- Price Increase due to High Claim volume
- High Marketing Expenses
Opportunities
- Expansion into New Geographic Markets
- Growth in On-Demand Services
- Partnerships with Home Builders and Retailers
- Offering Bundled Services
- Increase Market Share of Millennials/First Time Home Buyers
Threats
- Increased Competition
- Economic Downturn Impacting Consumer Spending
- Changes in Regulatory Environment
- Rising Costs of Labor and Materials
- Negative Publicity from Customer Complaints
Competitors and Market Share
Key Competitors
- CWON
- HOME
- CHW
Competitive Landscape
Frontdoor benefits from its established brand and large customer base. However, it faces competition from established players and new entrants in the on-demand services market.
Growth Trajectory and Initiatives
Historical Growth: Frontdoor's growth has been driven by increasing demand for home service plans and expansion into new service offerings.
Future Projections: Future growth is expected to be driven by continued demand for home service plans and successful expansion into on-demand services and new technologies.
Recent Initiatives: Recent initiatives include investments in technology platforms like Streem, expansion of on-demand services, and marketing campaigns to attract new customers.
Summary
Frontdoor Inc. is a leading player in the home service plan industry, leveraging its strong American Home Shield brand. While the company faces competition and customer service challenges, its expansion into on-demand services and technological innovations present opportunities for growth. It's future growth depends on addressing cost increase and claim volumes while maintaining marketing expense.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Company Website
- Analyst Reports
- Press Releases
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Financial data is not real-time and may be outdated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Frontdoor Inc
Exchange NASDAQ | Headquaters Memphis, TN, United States | ||
IPO Launch date 2018-09-13 | Chairman of the Board & CEO Mr. William C. Cobb | ||
Sector Consumer Cyclical | Industry Personal Services | Full time employees 2120 | Website https://www.frontdoorhome.com |
Full time employees 2120 | Website https://www.frontdoorhome.com |
Frontdoor, Inc. provides home and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes from costly and unplanned breakdowns of essential home systems and appliances. The company's home warranty customers subscribe to an annual service plan agreement that covers the repair or replacement of principal components of home systems and appliances, including electrical, plumbing, water heaters, refrigerators, dishwashers, and ranges/ovens/cooktops, as well as electronics, pools, and spas and pumps; and heating, ventilation, and air conditioning systems. It also offers non-warranty home services through website and app; a one-stop app experience for home repair and maintenance using video chat, augmented reality, and video collaboration tools; and insurance-backed products, including builders' coverage and surety for a home's workmanship, distribution systems, and/or load-bearing structural components. The company operates under the American Home Shield, HSA, OneGuard, Landmark, and 2-10 HBW brand names. The company was founded in 1971 and is headquartered in Memphis, Tennessee.

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