FTDR vs TOL
Frontdoor, Inc. vs Toll Brothers — AI-powered side-by-side comparison
FTDR
Frontdoor, Inc.
59
Watch
VS
| Metric | FTDR | TOL |
|---|
| AI Score |
59
|
73
|
| Price |
$83.57
|
$152.94
|
| P/E Ratio |
21.77×
|
11.48×
|
| ROE |
105.4%
|
16.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.5%
|
24.9%
|
| Debt / Equity |
4.14×
|
0.34×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
60.4
|
46.8
|
| Beta |
1.473
|
1.34
|
| Expected Upside |
—
|
+2.4%
|
AI Committee View
Current Innellis committee reasoning for FTDR versus TOL.
TOL leads by 14 points.
TOL scores 73/100 (Buy) versus FTDR at 59/100 (Watch).
FTDR Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 4.85) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 98.7% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 17.2x prices in significant intangible value — Value
- Debt-to-equity of 4.85 adds balance-sheet risk to the value case — Value
- High leverage (debt-to-equity 4.85) amplifies downside in a stress scenario — Risk
TOL Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 7.7% downside vs 2.4% upside.