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Frontdoor, Inc.

Consumer Cyclical Updated August 11, 2026
$83.57
52W $48.47 – $93.43
59/100
$5.87B
21.8
1.47
AI Committee Verdict
Watch
59/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is FTDR Bullish or Bearish?

Mixed. Innellis AI committee rates Frontdoor, Inc. (FTDR) Watch with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.86 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -19.14 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

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 & Bear Case

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
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
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
  • Bollinger bandwidth of 30.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 44%
of 178 Consumer Cyclical peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 98.7% shows genuine earnings power backing the valuation
− Price-to-book of 17.2x prices in significant intangible value
Growth Analyst bullish
65 / 100 · Low confidence
Strong, accelerating growth with consistent execution
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.85) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
61 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
60.4
Neutral
MACD Histogram
1.153
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.80
Inside Bands
Price vs Moving Averages
EMA 9
$81.62 Above
EMA 21
$78.15 Above
EMA 50
$73.90 Above
EMA 200
$65.28 Above

Fundamental Analysis

Valuation
42
Profitability
86
Financial Health
33
Cash Flow
70
Valuation
P/E Ratio 21.8×
P/B Ratio 20.57×
PEG Ratio 1.93
Dividend Yield 0.00%
52W High $93.43
52W Low $48.47
Quality & Growth
ROE 10537.2%
ROA 1190.5%
Gross Margin 5253.8%
Operating Margin 1998.1%
Revenue Growth YoY
Debt / Equity 4.14
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 21.8 (inexpensive relative to a 15-40x range); Price-to-book of 20.6x; PEG ratio of 1.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 105.4%; Return on assets of 11.9%; Net margin of 12.8%; Gross margin of 52.5%; Current ratio of 1.59 (healthy short-term liquidity); Debt-to-equity of 4.14; Free cash flow per share is positive (5.52); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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