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Side-by-side financial comparison of ARROWHEAD PHARMACEUTICALS, INC. (ARWR) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.

Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $264.0M, roughly 1.7× ARROWHEAD PHARMACEUTICALS, INC.). ARROWHEAD PHARMACEUTICALS, INC. runs the higher net margin — 11.7% vs 9.1%, a 2.6% gap on every dollar of revenue. On growth, ARROWHEAD PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (10461.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $11.3M).

Arrowhead Pharmaceuticals, Inc. is a publicly traded biopharmaceutical company based in Pasadena, California. Arrowhead's products in development act through RNA interference (RNAi) mechanisms of action. The company focuses on treatments for hepatitis B, liver disease associated with alpha 1-antitrypsin deficiency and cardiovascular disease.

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.

ARWR vs FTDR — Head-to-Head

Bigger by revenue
FTDR
FTDR
1.7× larger
FTDR
$451.0M
$264.0M
ARWR
Growing faster (revenue YoY)
ARWR
ARWR
+10455.5% gap
ARWR
10461.3%
5.9%
FTDR
Higher net margin
ARWR
ARWR
2.6% more per $
ARWR
11.7%
9.1%
FTDR
More free cash flow
FTDR
FTDR
$102.7M more FCF
FTDR
$114.0M
$11.3M
ARWR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
ARWR
ARWR
FTDR
FTDR
Revenue
$264.0M
$451.0M
Net Profit
$30.8M
$41.0M
Gross Margin
55.0%
Operating Margin
15.5%
Net Margin
11.7%
9.1%
Revenue YoY
10461.3%
5.9%
Net Profit YoY
117.8%
10.8%
EPS (diluted)
$0.22
$0.57

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.

Revenue
ARWR
ARWR
FTDR
FTDR
Q1 26
$451.0M
Q4 25
$264.0M
$432.0M
Q3 25
$618.0M
Q2 25
$617.0M
Q1 25
$426.0M
Q4 24
$383.0M
Q3 24
$540.0M
Q2 24
$542.0M
Net Profit
ARWR
ARWR
FTDR
FTDR
Q1 26
$41.0M
Q4 25
$30.8M
$1.0M
Q3 25
$106.0M
Q2 25
$111.0M
Q1 25
$37.0M
Q4 24
$9.0M
Q3 24
$100.0M
Q2 24
$92.0M
Gross Margin
ARWR
ARWR
FTDR
FTDR
Q1 26
55.0%
Q4 25
49.3%
Q3 25
57.1%
Q2 25
57.7%
Q1 25
55.2%
Q4 24
48.0%
Q3 24
56.7%
Q2 24
56.5%
Operating Margin
ARWR
ARWR
FTDR
FTDR
Q1 26
Q4 25
15.5%
0.5%
Q3 25
23.0%
Q2 25
23.7%
Q1 25
11.3%
Q4 24
1.6%
Q3 24
24.8%
Q2 24
22.9%
Net Margin
ARWR
ARWR
FTDR
FTDR
Q1 26
9.1%
Q4 25
11.7%
0.2%
Q3 25
17.2%
Q2 25
18.0%
Q1 25
8.7%
Q4 24
2.3%
Q3 24
18.5%
Q2 24
17.0%
EPS (diluted)
ARWR
ARWR
FTDR
FTDR
Q1 26
$0.57
Q4 25
$0.22
$0.03
Q3 25
$1.42
Q2 25
$1.48
Q1 25
$0.49
Q4 24
$0.10
Q3 24
$1.30
Q2 24
$1.18

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARWR
ARWR
FTDR
FTDR
Cash + ST InvestmentsLiquidity on hand
$715.0M
$603.0M
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$568.4M
$230.0M
Total Assets
$1.6B
$2.2B
Debt / EquityLower = less leverage
5.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARWR
ARWR
FTDR
FTDR
Q1 26
$603.0M
Q4 25
$715.0M
$566.0M
Q3 25
$563.0M
Q2 25
$562.0M
Q1 25
$506.0M
Q4 24
$436.0M
Q3 24
$375.0M
Q2 24
$419.0M
Total Debt
ARWR
ARWR
FTDR
FTDR
Q1 26
$1.2B
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
Stockholders' Equity
ARWR
ARWR
FTDR
FTDR
Q1 26
$230.0M
Q4 25
$568.4M
$242.0M
Q3 25
$316.0M
Q2 25
$254.0M
Q1 25
$198.0M
Q4 24
$239.0M
Q3 24
$261.0M
Q2 24
$214.0M
Total Assets
ARWR
ARWR
FTDR
FTDR
Q1 26
$2.2B
Q4 25
$1.6B
$2.1B
Q3 25
$2.2B
Q2 25
$2.2B
Q1 25
$2.1B
Q4 24
$2.1B
Q3 24
$1.2B
Q2 24
$1.2B
Debt / Equity
ARWR
ARWR
FTDR
FTDR
Q1 26
5.07×
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×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARWR
ARWR
FTDR
FTDR
Operating Cash FlowLast quarter
$13.5M
Free Cash FlowOCF − Capex
$11.3M
$114.0M
FCF MarginFCF / Revenue
4.3%
25.3%
Capex IntensityCapex / Revenue
0.8%
Cash ConversionOCF / Net Profit
0.44×
TTM Free Cash FlowTrailing 4 quarters
$387.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARWR
ARWR
FTDR
FTDR
Q1 26
Q4 25
$13.5M
$101.0M
Q3 25
$64.0M
Q2 25
$127.0M
Q1 25
$124.0M
Q4 24
$58.0M
Q3 24
$25.0M
Q2 24
$103.0M
Free Cash Flow
ARWR
ARWR
FTDR
FTDR
Q1 26
$114.0M
Q4 25
$11.3M
$95.0M
Q3 25
$58.0M
Q2 25
$120.0M
Q1 25
$117.0M
Q4 24
$50.0M
Q3 24
$16.0M
Q2 24
$91.0M
FCF Margin
ARWR
ARWR
FTDR
FTDR
Q1 26
25.3%
Q4 25
4.3%
22.0%
Q3 25
9.4%
Q2 25
19.4%
Q1 25
27.5%
Q4 24
13.1%
Q3 24
3.0%
Q2 24
16.8%
Capex Intensity
ARWR
ARWR
FTDR
FTDR
Q1 26
Q4 25
0.8%
1.4%
Q3 25
1.0%
Q2 25
1.1%
Q1 25
1.6%
Q4 24
2.1%
Q3 24
1.7%
Q2 24
2.2%
Cash Conversion
ARWR
ARWR
FTDR
FTDR
Q1 26
Q4 25
0.44×
101.00×
Q3 25
0.60×
Q2 25
1.14×
Q1 25
3.35×
Q4 24
6.44×
Q3 24
0.25×
Q2 24
1.12×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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