FTDRFrontdoor, Inc.
Services-To Dwellings & Other Buildings
- Revenue
- $2.1B
- 14% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $504M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear163% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowFired101% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired44% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.6B | $1.7B | $1.8B | $1.8B | $2.1B | 14% |
| Net income | $128M | $71M | $171M | $235M | $255M | 8.5% |
| Operating cash flow | $185M | $142M | $202M | $270M | $416M | 54% |
| Capex | $31M | $40M | $32M | $39M | $26M | 33% |
| Stock-based comp | $25M | $22M | $26M | $26M | $34M | 31% |
| Buybacks | $103M | $59M | $121M | $161M | $283M | 76% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.