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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($432.0M vs $270.6M, roughly 1.6× Astera Labs, Inc.). Astera Labs, Inc. runs the higher net margin — 16.6% vs 0.2%, a 16.4% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs 12.8%). Frontdoor, Inc. produced more free cash flow last quarter ($95.0M vs $76.6M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs 6.9%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ALAB vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.6M | $432.0M |
| Net Profit | $45.0M | $1.0M |
| Gross Margin | 75.6% | 49.3% |
| Operating Margin | 24.7% | 0.5% |
| Net Margin | 16.6% | 0.2% |
| Revenue YoY | 91.8% | 12.8% |
| Net Profit YoY | 82.0% | -88.9% |
| EPS (diluted) | $0.25 | $0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $270.6M | $432.0M | ||
| Q3 25 | $230.6M | $618.0M | ||
| Q2 25 | $191.9M | $617.0M | ||
| Q1 25 | $159.4M | $426.0M | ||
| Q4 24 | $141.1M | $383.0M | ||
| Q3 24 | $113.1M | $540.0M | ||
| Q2 24 | $76.8M | $542.0M | ||
| Q1 24 | $65.3M | $378.0M |
| Q4 25 | $45.0M | $1.0M | ||
| Q3 25 | $91.1M | $106.0M | ||
| Q2 25 | $51.2M | $111.0M | ||
| Q1 25 | $31.8M | $37.0M | ||
| Q4 24 | $24.7M | $9.0M | ||
| Q3 24 | $-7.6M | $100.0M | ||
| Q2 24 | $-7.5M | $92.0M | ||
| Q1 24 | $-93.0M | $34.0M |
| Q4 25 | 75.6% | 49.3% | ||
| Q3 25 | 76.2% | 57.1% | ||
| Q2 25 | 75.8% | 57.7% | ||
| Q1 25 | 74.9% | 55.2% | ||
| Q4 24 | 74.0% | 48.0% | ||
| Q3 24 | 77.7% | 56.7% | ||
| Q2 24 | 77.9% | 56.5% | ||
| Q1 24 | 77.4% | 51.6% |
| Q4 25 | 24.7% | 0.5% | ||
| Q3 25 | 24.0% | 23.0% | ||
| Q2 25 | 20.7% | 23.7% | ||
| Q1 25 | 7.1% | 11.3% | ||
| Q4 24 | 0.1% | 1.6% | ||
| Q3 24 | -7.9% | 24.8% | ||
| Q2 24 | -31.7% | 22.9% | ||
| Q1 24 | -127.1% | 11.9% |
| Q4 25 | 16.6% | 0.2% | ||
| Q3 25 | 39.5% | 17.2% | ||
| Q2 25 | 26.7% | 18.0% | ||
| Q1 25 | 20.0% | 8.7% | ||
| Q4 24 | 17.5% | 2.3% | ||
| Q3 24 | -6.7% | 18.5% | ||
| Q2 24 | -9.8% | 17.0% | ||
| Q1 24 | -142.5% | 9.0% |
| Q4 25 | $0.25 | $0.03 | ||
| Q3 25 | $0.50 | $1.42 | ||
| Q2 25 | $0.29 | $1.48 | ||
| Q1 25 | $0.18 | $0.49 | ||
| Q4 24 | $1.23 | $0.10 | ||
| Q3 24 | $-0.05 | $1.30 | ||
| Q2 24 | $-0.05 | $1.18 | ||
| Q1 24 | $-1.77 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $167.6M | $566.0M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $1.4B | $242.0M |
| Total Assets | $1.5B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.6M | $566.0M | ||
| Q3 25 | $140.4M | $563.0M | ||
| Q2 25 | $162.3M | $562.0M | ||
| Q1 25 | $86.4M | $506.0M | ||
| Q4 24 | $79.6M | $436.0M | ||
| Q3 24 | $126.1M | $375.0M | ||
| Q2 24 | $421.1M | $419.0M | ||
| Q1 24 | $696.1M | $378.0M |
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M | ||
| Q1 24 | — | $573.0M |
| Q4 25 | $1.4B | $242.0M | ||
| Q3 25 | $1.3B | $316.0M | ||
| Q2 25 | $1.1B | $254.0M | ||
| Q1 25 | $1.0B | $198.0M | ||
| Q4 24 | $964.8M | $239.0M | ||
| Q3 24 | $889.6M | $261.0M | ||
| Q2 24 | $845.3M | $214.0M | ||
| Q1 24 | $808.8M | $162.0M |
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $983.1M | $1.2B | ||
| Q2 24 | $915.5M | $1.2B | ||
| Q1 24 | $864.9M | $1.1B |
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× | ||
| Q1 24 | — | 3.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $95.3M | $101.0M |
| Free Cash FlowOCF − Capex | $76.6M | $95.0M |
| FCF MarginFCF / Revenue | 28.3% | 22.0% |
| Capex IntensityCapex / Revenue | 6.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.12× | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $101.0M | ||
| Q3 25 | $78.2M | $64.0M | ||
| Q2 25 | $135.4M | $127.0M | ||
| Q1 25 | $10.5M | $124.0M | ||
| Q4 24 | $39.7M | $58.0M | ||
| Q3 24 | $63.5M | $25.0M | ||
| Q2 24 | $29.8M | $103.0M | ||
| Q1 24 | $3.7M | $84.0M |
| Q4 25 | $76.6M | $95.0M | ||
| Q3 25 | $65.9M | $58.0M | ||
| Q2 25 | $133.3M | $120.0M | ||
| Q1 25 | $6.0M | $117.0M | ||
| Q4 24 | $24.3M | $50.0M | ||
| Q3 24 | $46.8M | $16.0M | ||
| Q2 24 | $28.5M | $91.0M | ||
| Q1 24 | $228.0K | $74.0M |
| Q4 25 | 28.3% | 22.0% | ||
| Q3 25 | 28.6% | 9.4% | ||
| Q2 25 | 69.5% | 19.4% | ||
| Q1 25 | 3.7% | 27.5% | ||
| Q4 24 | 17.2% | 13.1% | ||
| Q3 24 | 41.4% | 3.0% | ||
| Q2 24 | 37.1% | 16.8% | ||
| Q1 24 | 0.3% | 19.6% |
| Q4 25 | 6.9% | 1.4% | ||
| Q3 25 | 5.3% | 1.0% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 10.9% | 2.1% | ||
| Q3 24 | 14.8% | 1.7% | ||
| Q2 24 | 1.7% | 2.2% | ||
| Q1 24 | 5.2% | 2.6% |
| Q4 25 | 2.12× | 101.00× | ||
| Q3 25 | 0.86× | 0.60× | ||
| Q2 25 | 2.64× | 1.14× | ||
| Q1 25 | 0.33× | 3.35× | ||
| Q4 24 | 1.61× | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× | ||
| Q1 24 | — | 2.47× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALAB
Segment breakdown not available.
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
