Get the Weekly Intelligence Brief — top committee picks every Sunday.
FTDR · NASDAQ · STOCK

Frontdoor (FTDR) Stock Analysis

Consumer Cyclical Updated October 10, 2026
$79.87
52W $48.47 – $93.43
54/100
$5.60B
20.8
1.53
AI Committee Verdict
Watch
54/100
Conviction: Contested · 50% agreement · 6 analysts
+0.5%
-12.3%
0.04:1
Contested

Is FTDR Bullish or Bearish?

Mixed. Innellis AI committee rates Frontdoor, Inc. (FTDR) Watch with a composite score of 54/100 , based on 6 analysts with 50% agreement. Last updated October 10, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.88 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 — -14.12 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. News Analyst sees a compelling case — news sentiment is positive (+0.38 across 8 articles, 14d). 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 101.9% shows genuine earnings power backing the valuation — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.38 across 8 articles, 14d) — News
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
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • High leverage (debt-to-equity 4.85) amplifies downside in a stress scenario — 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 October 10, 2026
Overall Committee Score
54/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 63%
of 178 Consumer Cyclical peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 101.9% shows genuine earnings power backing the valuation
− Price-to-book of 17.2x prices in significant intangible value
Growth Analyst neutral
52 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
30 / 100 · Low 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
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.38 across 8 articles, 14d)
Portfolio Manager bearish
30 / 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 54.5 to 54.1.

Comparing 2026-10-09 to 2026-10-10 (1 day apart).

Technical Analysis

RSI (14)
65.0
Neutral
MACD Histogram
0.646
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$70.05
Resistance
$80.31
Bollinger %B
0.74
Inside Bands
Price vs Moving Averages
EMA 9
$77.80 Above
EMA 21
$77.73 Above
EMA 50
$77.78 Above
EMA 200
$70.18 Above

Fundamental Analysis

Valuation
45
Growth
69
Profitability
86
Financial Health
33
Cash Flow
70
Valuation
P/E Ratio 20.8×
P/B Ratio 19.64×
PEG Ratio 1.84
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
P/E ratio of 20.8 (inexpensive relative to a 15-40x range); Price-to-book of 19.6x; PEG ratio of 1.8 (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); Most recent quarter beat estimates by 7.2%; 4 consecutive earnings beats; EPS growth decelerating (+217.4% -> +164.4% QoQ); Analyst estimates rising over recent quarters
Get the Full FTDR Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime