← BackFrontdoor, Inc. · To Dwellings & Other BuildingsFTDR
Low riskNext report: Around Nov 4 (est.)
The short versionA high-quality, profitable business with steady sales.
Going well
- Profitable every year for 10 years
- Sales up 14% last year
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 0.2% to their holdings in the quarter ending June 2026 (200 bought, 178 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$83.91-0.5% that day
- Company value
- $5.8B
- Share price times all shares
- Price vs profit (P/E)
- 22.1x
- You pay about $22 for each $1 of yearly profit
- Price vs sales
- 2.7x
- Company value is 2.7 times a year of sales
- Cash vs value
- 11%
- Cash as a share of company value
- Debt vs value
- 20%
- Debt as a share of company value
From FTDR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$645.0M+4.5% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.1B, up 9.3% from the 12 months before. Over 5 years, sales grew about 7.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.106.0%
- MissDebt under half of equityNot relying on borrowed money.4.85x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.2%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$390.0M
- PassShare count not growingNot diluting owners. Falling means buybacks.-9.1% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.55.3%
- Revenue
- $2.1B
- +13.6% vs prior year
- 5-year growth
- +7.3%/yr
- revenue, per year
- Total debt
- $1.2B
- 4.85x equity
- Current ratio
- 1.55x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $645.0M
- +4.5% YoY
- EPS
- $1.76
- vs $1.48
- Gross margin
- 58.6%
- +0.9 pts
- Free cash flow
- $120.0M
- Share count
- -4.8%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+0.2%Institutions added 0.2% to their holdings. 200 bought, 178 sold.
Shares held by institutions71.9M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-5.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
4.1x · $1.2B debtShares outstandingLatest reported
69MNext reportAround Nov 4 (est.)Estimated from the same quarter last year
- Results filedAug 6
- Results filedApr 30
- Results filedFeb 26
- Results filedNov 5, 2025
- Results filedAug 5, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Option exerciseJason L BaileySVP & Chief Financial Officer
3,126 shares
- +16% of holdings
- Now owns 22,849 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Option exerciseSally J ShanksVP, Controller & CAO
836 shares
- Now owns 836 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
SoldKathryn M CollinsSVP & Chief Revenue Officer
10,000 shares at $88.98 · $890K
- -33% of holdings
- Now owns 20,322 shares
- Not a pre-planned sale
- Filed 2 days after trade
- Also: Option exercise
SoldEvan IversonSVP & Chief Operating Officer
18,190 shares at $85.50 · $1.6M
- -99% of holdings
- Now owns 214 shares
- Not a pre-planned sale
- Filed 2 days after trade
SoldJeffrey FiarmanSVP & Chief Legal Officer
13,000 shares at $85.11 · $1.1M
- -39% of holdings
- Now owns 20,023 shares
- Not a pre-planned sale
- Filed 2 days after trade
Option exerciseBalakrishnan A GaneshSVP & Chief Technology Officer
10,055 shares
- +114% of holdings
- Now owns 18,891 shares
- 2 transactions
- Filed 2 days after trade
- Also: Shares withheld for taxes