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Side-by-side financial comparison of AvalonBay Communities (AVB) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
AvalonBay Communities is the larger business by last-quarter revenue ($767.9M vs $451.0M, roughly 1.7× Frontdoor, Inc.). AvalonBay Communities runs the higher net margin — 9040.6% vs 9.1%, a 9031.5% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $114.0M). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% CAGR vs -8.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
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.
AVB vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $451.0M |
| Net Profit | $166.0M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | 64.2% | — |
| Net Margin | 9040.6% | 9.1% |
| Revenue YoY | 3.7% | 5.9% |
| Net Profit YoY | -41.2% | 10.8% |
| EPS (diluted) | $1.18 | $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.
| Q1 26 | — | $451.0M | ||
| Q4 25 | $767.9M | $432.0M | ||
| Q3 25 | $766.8M | $618.0M | ||
| Q2 25 | $760.2M | $617.0M | ||
| Q1 25 | $745.9M | $426.0M | ||
| Q4 24 | $740.5M | $383.0M | ||
| Q3 24 | $734.3M | $540.0M | ||
| Q2 24 | $726.0M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $166.0M | $1.0M | ||
| Q3 25 | $381.3M | $106.0M | ||
| Q2 25 | $268.7M | $111.0M | ||
| Q1 25 | $236.6M | $37.0M | ||
| Q4 24 | $282.1M | $9.0M | ||
| Q3 24 | $372.5M | $100.0M | ||
| Q2 24 | $253.9M | $92.0M |
| 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% |
| Q1 26 | — | — | ||
| Q4 25 | 64.2% | 0.5% | ||
| Q3 25 | 65.7% | 23.0% | ||
| Q2 25 | 67.6% | 23.7% | ||
| Q1 25 | 68.5% | 11.3% | ||
| Q4 24 | 63.1% | 1.6% | ||
| Q3 24 | 65.4% | 24.8% | ||
| Q2 24 | 66.6% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 9040.6% | 0.2% | ||
| Q3 25 | 49.7% | 17.2% | ||
| Q2 25 | 35.3% | 18.0% | ||
| Q1 25 | 31.7% | 8.7% | ||
| Q4 24 | 38.1% | 2.3% | ||
| Q3 24 | 50.7% | 18.5% | ||
| Q2 24 | 35.0% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $1.18 | $0.03 | ||
| Q3 25 | $2.68 | $1.42 | ||
| Q2 25 | $1.88 | $1.48 | ||
| Q1 25 | $1.66 | $0.49 | ||
| Q4 24 | $1.99 | $0.10 | ||
| Q3 24 | $2.61 | $1.30 | ||
| Q2 24 | $1.78 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | $603.0M |
| Total DebtLower is stronger | $9.3B | $1.2B |
| Stockholders' EquityBook value | $11.6B | $230.0M |
| Total Assets | $22.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.80× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $187.2M | $566.0M | ||
| Q3 25 | $123.3M | $563.0M | ||
| Q2 25 | $102.8M | $562.0M | ||
| Q1 25 | $53.3M | $506.0M | ||
| Q4 24 | $108.6M | $436.0M | ||
| Q3 24 | $552.4M | $375.0M | ||
| Q2 24 | $545.8M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $9.3B | $1.1B | ||
| Q3 25 | $8.7B | $1.2B | ||
| Q2 25 | $8.7B | $1.2B | ||
| Q1 25 | $8.3B | $1.2B | ||
| Q4 24 | $8.1B | $1.2B | ||
| Q3 24 | $8.4B | $565.0M | ||
| Q2 24 | $8.4B | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $11.6B | $242.0M | ||
| Q3 25 | $11.9B | $316.0M | ||
| Q2 25 | $11.9B | $254.0M | ||
| Q1 25 | $11.9B | $198.0M | ||
| Q4 24 | $11.9B | $239.0M | ||
| Q3 24 | $11.9B | $261.0M | ||
| Q2 24 | $11.7B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $22.2B | $2.1B | ||
| Q3 25 | $21.9B | $2.2B | ||
| Q2 25 | $21.8B | $2.2B | ||
| Q1 25 | $21.2B | $2.1B | ||
| Q4 24 | $21.0B | $2.1B | ||
| Q3 24 | $21.3B | $1.2B | ||
| Q2 24 | $21.0B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.80× | 4.73× | ||
| Q3 25 | 0.73× | 3.64× | ||
| Q2 25 | 0.72× | 4.56× | ||
| Q1 25 | 0.70× | 5.88× | ||
| Q4 24 | 0.68× | 4.90× | ||
| Q3 24 | 0.70× | 2.16× | ||
| Q2 24 | 0.71× | 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | — |
| Free Cash FlowOCF − Capex | $1.4B | $114.0M |
| FCF MarginFCF / Revenue | 183.5% | 25.3% |
| Capex IntensityCapex / Revenue | 34.1% | — |
| Cash ConversionOCF / Net Profit | 10.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $101.0M | ||
| Q3 25 | $477.0M | $64.0M | ||
| Q2 25 | $377.8M | $127.0M | ||
| Q1 25 | $415.9M | $124.0M | ||
| Q4 24 | $1.6B | $58.0M | ||
| Q3 24 | $486.2M | $25.0M | ||
| Q2 24 | $380.0M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $1.4B | $95.0M | ||
| Q3 25 | $402.2M | $58.0M | ||
| Q2 25 | $317.1M | $120.0M | ||
| Q1 25 | $367.5M | $117.0M | ||
| Q4 24 | $1.4B | $50.0M | ||
| Q3 24 | $434.2M | $16.0M | ||
| Q2 24 | $333.0M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 183.5% | 22.0% | ||
| Q3 25 | 52.5% | 9.4% | ||
| Q2 25 | 41.7% | 19.4% | ||
| Q1 25 | 49.3% | 27.5% | ||
| Q4 24 | 191.0% | 13.1% | ||
| Q3 24 | 59.1% | 3.0% | ||
| Q2 24 | 45.9% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 1.4% | ||
| Q3 25 | 9.8% | 1.0% | ||
| Q2 25 | 8.0% | 1.1% | ||
| Q1 25 | 6.5% | 1.6% | ||
| Q4 24 | 26.1% | 2.1% | ||
| Q3 24 | 7.1% | 1.7% | ||
| Q2 24 | 6.5% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 101.00× | ||
| Q3 25 | 1.25× | 0.60× | ||
| Q2 25 | 1.41× | 1.14× | ||
| Q1 25 | 1.76× | 3.35× | ||
| Q4 24 | 5.70× | 6.44× | ||
| Q3 24 | 1.31× | 0.25× | ||
| Q2 24 | 1.50× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
