-0.75%
13.26%
24.61%
56.92%
89.01%
70.58%
45.42%
AI Spotlight on FTDR
Company Description
Frontdoor, Inc.provides home service plans in the United States.The company's home service plans cover the repair or replacement of principal components of approximately 20 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 central heating, ventilation, and air conditioning systems.
It also offers ProConnect on-demand home services business and Streem, a technology platform that uses augmented reality, computer vision, and machine learning that helps home service professionals quickly and accurately diagnose breakdowns and complete repairs.The company serves homeowners under the American Home Shield, HSA, Landmark Home Warranty, OneGuard, Frontdoor, and Streem brands.The company was founded in 1971 and is headquartered in Memphis, Tennessee.
Market Data
| Last Price | 61.92 |
| Change Percentage | -0.75% |
| Open | 62.82 |
| Previous Close | 62.39 |
| Market Cap ( Millions) | 4695 |
| Volume | 519032 |
| Year High | 63.49 |
| Year Low | 29.41 |
| M A 50 | 57.25 |
| M A 200 | 45.63 |
Financial Ratios
| FCF Yield | 5.01% |
| Dividend Yield | 0.00% |
| ROE | 120.93% |
| Debt / Equity | 231.03% |
| Net Debt / EBIDTA | 58.31% |
| Price To Book | 18.08 |
| Price Earnings Ratio | 20.16 |
| Price To FCF | 19.98 |
| Price To sales | 2.57 |
| EV / EBITDA | 12.59 |
News
- Jan -30 - Has Frontdoor (FTDR) Outpaced Other Construction Stocks This Year?
- Jan -29 - 5 Building Products Stocks Navigating Industry Challenges
- Jan -27 - Frontdoor, Inc. to Host Investor Day and Announce Fourth-Quarter and Full-Year 2024 Results
- Jan -14 - Frontdoor, Inc. to Award Scholarships to Trade School Students, Fostering the Next Generation of Skilled Trades Talent
- Dec -20 - Frontdoor Completes Acquisition of 2-10 Home Buyers Warranty
- Dec -19 - Frontdoor, Inc. Completes Acquisition of 2-10 Home Buyers Warranty and Pricing of Previously Announced $1.47 Billion Credit Facility
- Dec -16 - FTDR Stock Trades Near 52-Week High: Is It Still Worth Buying?
- Dec -05 - Frontdoor, Inc. Launches $1.47 Billion Credit Facility to Fund Acquisition of 2-10 Home Buyers Warranty and Refinance Debt
- Nov -11 - SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Frontdoor, Inc. (NASDAQ: FTDR)
- Nov -11 - 4 Top-Ranked Liquid Stocks to Scoop Up for Solid Portfolio Returns
- Nov -07 - Best Momentum Stocks to Buy for November 7th
- Nov -07 - New Strong Buy Stocks for November 7th
- Nov -06 - Are Construction Stocks Lagging Frontdoor (FTDR) This Year?
- Nov -05 - 5 Building Products Stocks for Better Returns Despite the Industry Woes
- Nov -04 - Frontdoor, Inc. (FTDR) Q3 2024 Earnings Call Transcript
- Nov -04 - Frontdoor (FTDR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- Nov -04 - Frontdoor (FTDR) Beats Q3 Earnings Estimates
- Nov -04 - Frontdoor Announces Record Third-Quarter 2024 Results
- Nov -01 - CORRECTING and REPLACING Frontdoor, Inc. Expands Agreement With Moen to 7 Additional States
- Oct -31 - Frontdoor Is A Great Business But Not Great Value
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Renewals
Expected Growth : 4.5 %
What the company do ?
Renewals from Frontdoor, Inc. refer to the renewal of home warranty contracts, providing continued protection and maintenance for homeowners.
Why we expect these perspectives ?
Renewals from Frontdoor, Inc. exhibit 4.5% growth driven by increasing customer retention rates, expansion of service offerings, and strategic partnerships. Additionally, the company's focus on customer experience, proactive maintenance, and competitive pricing contribute to the growth. Furthermore, the rising demand for home services and the growing need for preventive maintenance also support the segment's growth.
Segment n°2 -> Direct-to-consumer
Expected Growth : 4.8 %
What the company do ?
Direct-to-consumer from Frontdoor, Inc. offers on-demand home repair and maintenance services, providing customers with a convenient and hassle-free experience.
Why we expect these perspectives ?
Frontdoor's direct-to-consumer segment growth of 4.8% is driven by increasing adoption of on-demand home services, expansion of service offerings, and strategic partnerships. Additionally, investments in digital marketing and customer experience enhancements have improved brand visibility and customer retention, contributing to the segment's growth.
Segment n°3 -> Real Estate
Expected Growth : 3.8 %
What the company do ?
Real Estate from Frontdoor, Inc. provides comprehensive real estate listings, agent connections, and home buying/selling resources to facilitate informed decisions.
Why we expect these perspectives ?
Frontdoor, Inc.'s 3.8% growth in Real Estate is driven by increasing demand for home services, expansion into new markets, and strategic partnerships. Additionally, the company's focus on customer experience, technology investments, and cost savings initiatives contribute to its growth momentum.
Segment n°4 -> Other
Expected Growth : 4.2 %
What the company do ?
Other from Frontdoor, Inc. refers to the company's non-core businesses, including its real estate brokerage and title insurance operations.
Why we expect these perspectives ?
Frontdoor's 4.2% growth in 'Other' segment is driven by increasing adoption of its on-demand home services, expansion of its contractor network, and growth in its existing customer base. Additionally, the company's focus on enhancing customer experience through technology and improving operational efficiency are contributing to this growth.
Frontdoor, Inc. Products
| Product Range | What is it ? |
|---|---|
| American Home Shield Home Warranty | A home warranty that provides protection against unexpected repair and replacement costs for major home systems and appliances. |
| HSA Home Warranty | A home warranty that provides coverage for home systems and appliances, with flexible pricing and coverage options. |
| OneGuard Home Warranty | A home warranty that provides comprehensive coverage for home systems and appliances, with a focus on customer service. |
| ProConnect Home Services | A home services platform that connects homeowners with pre-screened and qualified professionals for home repair and maintenance needs. |
| Streem Home Services | A home services platform that provides on-demand home repair and maintenance services, with a focus on convenience and speed. |
Frontdoor, Inc.'s Porter Forces
Threat Of Substitutes
Frontdoor, Inc. operates in a highly competitive market, but the threat of substitutes is mitigated by the company's strong brand recognition and customer loyalty.
Bargaining Power Of Customers
Frontdoor, Inc. has a large customer base, but the bargaining power of customers is high due to the availability of alternative service providers.
Bargaining Power Of Suppliers
Frontdoor, Inc. has a diversified supplier base, which reduces the bargaining power of suppliers.
Threat Of New Entrants
The threat of new entrants is moderate due to the high barriers to entry in the home services market, but Frontdoor, Inc. must continue to innovate to stay ahead of potential competitors.
Intensity Of Rivalry
The home services market is highly competitive, and Frontdoor, Inc. faces intense rivalry from established players and new entrants.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 81.66% |
| Debt Cost | 8.39% |
| Equity Weight | 18.34% |
| Equity Cost | 8.39% |
| WACC | 8.39% |
| Leverage | 445.26% |
Frontdoor, Inc. : Quality Control
Frontdoor, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| SCI | Service Corporation International provides deathcare products and services in the United States and Canada. The company operates through Funeral and Cemetery segments. Its funeral service and cemetery operations comprise funeral … |
| GPK | Graphic Packaging Holding Company, together with its subsidiaries, provides fiber-based packaging solutions to food, beverage, foodservice, and other consumer products companies. It operates through three segments: Paperboard Mills, Americas Paperboard … |
| HRB | H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, … |
| ROL | Rollins, Inc., through its subsidiaries, provides pest and wildlife control services to residential and commercial customers in the United States and internationally. The company offers pest control services to residential … |
| BFAM | Bright Horizons Family Solutions Inc. provides early education and child care, back-up care, educational advisory, and other workplace solutions services for employers and families. The company operates through three segments: … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
H&R Block
A-Score
1-Year Total Return ->
🥈
Graphic Packaging
A-Score
1-Year Total Return ->
🥉
SCI
A-Score
1-Year Total Return ->
4
Rollins
A-Score
1-Year Total Return ->
5
Frontdoor
A-Score
1-Year Total Return ->
6
