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Upturn stock rating
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Frontdoor Inc (FTDR)

Upturn stock rating
$65.74
Last Close (24-hour delay)
Profit since last BUY-5.25%
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Upturn Advisory Summary

11/04/2025: FTDR (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $60.25

1 Year Target Price $60.25

Analysts Price Target For last 52 week
$60.25 Target price
52w Low $35.61
Current$65.74
52w High $70.14

Analysis of Past Performance

Type Stock
Historic Profit 16.88%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 11/04/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.77B USD
Price to earnings Ratio 19.43
1Y Target Price 60.25
Price to earnings Ratio 19.43
1Y Target Price 60.25
Volume (30-day avg) 6
Beta 1.34
52 Weeks Range 35.61 - 70.14
Updated Date 11/3/2025
52 Weeks Range 35.61 - 70.14
Updated Date 11/3/2025
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 2025-10-30
When -
Estimate 1.46
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 19.43
Forward PE 18.55
Enterprise Value 5620071212
Price to Sales(TTM) 2.43
Enterprise Value 5620071212
Price to Sales(TTM) 2.43
Enterprise Value to Revenue 2.86
Enterprise Value to EBITDA 12.27
Shares Outstanding 72849403
Shares Floating 72394094
Shares Outstanding 72849403
Shares Floating 72394094
Percent Insiders 0.56
Percent Institutions 104.04

ai summary icon Upturn AI SWOT

Frontdoor Inc

stock logo

Company Overview

overview logo History and Background

Frontdoor Inc. was established in 2018 as a spin-off from ServiceMaster Global Holdings, Inc. It provides home service plans. Its evolution has focused on expanding its service offerings and leveraging technology to improve customer experience.

business area logo Core Business Areas

  • Home Service Plans: Provides service contracts covering repair or replacement of major home systems and appliances.

leadership logo Leadership and Structure

The leadership team includes a CEO, CFO, and various VPs overseeing different operational areas. The organizational structure is hierarchical, with departments focusing on customer service, sales, marketing, and technology.

Top Products and Market Share

overview logo Key Offerings

  • American Home Shield: Provides comprehensive home service plans covering a wide range of appliances and systems. American Home Shield has a significant market share, estimated to be around 46-48% based on 2023 estimates. Competitors include Cinch Home Services, Choice Home Warranty, and Select Home Warranty.
  • Frontdoor: A platform connecting homeowners with qualified service professionals for various home repairs and maintenance tasks. Frontdoor does not have a direct market share equivalent to American Home Shield, but rather revenue generated by this platform is ~$157 million. Competitors include Angi (ANGI) and Thumbtack.

Market Dynamics

industry overview logo Industry Overview

The home service plan industry is competitive and fragmented, with growth driven by increasing homeownership and aging housing stock. Demand is also influenced by consumer awareness of the costs and inconvenience of unexpected repairs.

Positioning

Frontdoor Inc. holds a leading position due to its established brand (American Home Shield) and large customer base. Its competitive advantages include brand recognition, scale, and a network of service providers.

Total Addressable Market (TAM)

The total addressable market for home service plans is estimated to be ~$50 billion in the US. Frontdoor is positioned well to capture more of this market through expanding its service offerings and focusing on customer acquisition and retention.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition (American Home Shield)
  • Large customer base
  • Extensive network of service providers
  • Scalable business model
  • Technology Platform (Frontdoor)

Weaknesses

  • Customer service issues and complaints
  • High customer acquisition costs
  • Dependence on third-party service providers
  • Potential for price competition
  • Fluctuations in weather patterns can affect service request volumes

Opportunities

  • Expanding service offerings (e.g., smart home integration)
  • Increasing market penetration in underserved areas
  • Leveraging technology to improve customer experience
  • Partnerships with real estate companies and mortgage lenders
  • Growth in the aging housing stock

Threats

  • Economic downturn affecting consumer spending
  • Increasing competition from new entrants
  • Changes in regulations affecting the home service industry
  • Rising costs of labor and materials
  • Negative publicity related to customer complaints

Competitors and Market Share

competitor logo Key Competitors

  • ANGI
  • CWON
  • HSAC

Competitive Landscape

Frontdoor Inc. holds a leading position due to its established brand (American Home Shield) and large customer base. However, it faces competition from other large players and smaller, regional providers.

Growth Trajectory and Initiatives

Historical Growth: Frontdoor Inc. has demonstrated consistent revenue growth over the past years, driven by its established market position and expansion efforts.

Future Projections: Analysts project continued revenue growth for Frontdoor Inc., driven by increasing demand for home service plans and the company's strategic initiatives. EPS growth is also expected to be positive, reflecting improved profitability.

Recent Initiatives: Recent initiatives include expanding its Frontdoor platform, enhancing its technology infrastructure, and focusing on customer acquisition and retention.

Summary

Frontdoor Inc. has a strong position in the home service plan market with consistent revenue growth. However, customer service concerns and rising operating expenses require attention. Focusing on technology and strategic partnerships will be crucial for future success. Continued growth will depend on improving customer satisfaction and expanding service offerings to drive new sales.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings (10-K, 10-Q)
  • Analyst reports
  • Industry reports
  • Company Investor Relations

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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
Full time employees 2120

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.