Frontdoor Inc logo

Frontdoor Inc(FTDR)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
2-STAR RATING
Consider higher Upturn Star rating
BUY for 6 days
PROFIT SINCE LAST BUY
+3.89% ▲
LAST CLOSE
$87.62
10/30/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for FTDR

10/30/2026: FTDR (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Frontdoor Inc is a prominent provider of home service plans and on-demand repair solutions in the U.S. market. The company operates a robust, recurring-revenue model underpinned by its American Home Shield brand and an extensive, nationwide network of service contractors. Its primary growth story centers on the transition to a digital-first model via the Frontdoor mobile app, aimed at modernizing the homeowner experience. Key risks include exposure to rising repair and labor costs, as well as competition from broader home-protection platforms. The stock may suit investors seeking stable, service-based businesses, though its lack of dividends and reliance on successful digital adoption are important considerations.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers steady, predictable growth rather than rapid, high-beta expansion.
Momentum investorMixed fitMomentum potential depends on positive news cycles regarding app adoption or housing market stability.
Value investorStrong fitThe stock often trades at valuations that may appeal to investors looking for steady, cash-generative businesses.
Dividend investorWeak fitFrontdoor currently does not pay a dividend, making it unsuitable for income-focused portfolios.
Low-risk investorStrong fitThe recurring nature of the business model provides a level of defensibility during market volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe stock can react significantly to housing market news and interest rate trends.
Valuation riskMediumInvestors must monitor how the market prices the company's transition to a digital-services platform.
Competition riskMedium / highNew entrants in the property-tech space could pressure margins or market share.
Business qualityStrongThe company has a durable, cash-flow-generative business model with significant market presence.
Dividend incomeLow / noneThere is no dividend income to provide a buffer for total returns.
Execution riskMediumSuccessfully shifting consumer behavior toward the Frontdoor app is critical for long-term growth.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -14.75%
Avg. Invested days 36
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/30/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
FTDR receives a 4-star rating, supported by solid unit economics, and solid company fundamentals. The rating is constrained by weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
FTDR has solid overall fundamentals (4 stars), with solid financial health, solid growth momentum, and solid ownership. In FY2025 versus FY2024, moderate earnings growth (+8.5%) and strong cash generation (FCF margin 18.6%) are partially offset by very low insider ownership of 0.73%.

Financial Health Rating

★★★★★
FTDR's financial health is supported by solid cash strength, including free-cash-flow generation (18.6% of revenue). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is FTDR's strongest growth driver at +68.4% FY2025 versus FY2024 (strong, 5 stars). By comparison, revenue growth (+13.6%, solid) is also solid, while earnings growth (+8.5%, moderate) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 108.9% and approximately 99.2% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.73%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 16.08%
Boston Partners Global Investors, Inc 7.79%
Vanguard Portfolio Management, LLC 6.95%
State Street Corp 5.10%
Fuller & Thaler Asset Management Inc 4.82%

Unit Economics (Per $1K Revenue)

★★★★★
FTDR generates approximately $510 of gross profit, $194 of operating income, and $186 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Solid margins, cash conversion, and capital efficiency support the rating.

Economic Dimensions

★★★★★
Effective Tax Rate: 24.56%

Quantitative Style Profile

★★★★★
FTDR has a high-quality, liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedQuality TiltHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.02B USD
Price to earnings Ratio 23.05
1Y Target Price 95.4
Price to earnings Ratio 23.05
1Y Target Price 95.4
Volume (30-day avg) 648.5K shares
Beta 1.53
52 Weeks Range 48.47 - 93.43
Updated Date 10/29/2026
52 Weeks Range 48.47 - 93.43
Updated Date 10/29/2026
Dividends yield (FY) -
Basic EPS (TTM) 3.79

How Company Makes Money

Business areaWhat it includesRetail investor read
Home Service PlansAnnual subscription fees for American Home Shield plans covering appliance and system repairs.This is the primary, predictable revenue driver for the company.
On-Demand ServicesIndividual, pay-per-service repairs and expert video diagnostic sessions via the Frontdoor app.This represents the company's future growth engine, aimed at younger, digital-native customers.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2026-11-05
When Before Market
Estimate 1.76
Actual -

Profitability

Profit Margin 12.77%
Operating Margin (TTM) 28.22%

Management Effectiveness

Return on Assets (TTM) 12.36%
Return on Equity (TTM) 101.86%

Valuation

Trailing PE 23.05
Forward PE 16.5
Enterprise Value 6.35B
Price to Sales(TTM) 2.8
Enterprise Value 6.35B
Price to Sales(TTM) 2.8
Enterprise Value to Revenue 2.96
Enterprise Value to EBITDA 12.09
Shares Outstanding 68.89M
Shares Floating 68.37M
Shares Outstanding 68.89M
Shares Floating 68.37M
Percent Insiders 0.73
Percent Institutions 108.95

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.