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Side-by-side financial comparison of BJs RESTAURANTS INC (BJRI) 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 $355.4M, roughly 1.3× BJs RESTAURANTS INC). Frontdoor, Inc. runs the higher net margin — 9.1% vs 3.6%, a 5.5% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 3.2%). Over the past eight quarters, BJs RESTAURANTS INC's revenue compounded faster (2.6% CAGR vs -8.8%).
BJ's Restaurants Inc. operates a chain of casual dining restaurants across the United States. Its menu features signature deep-dish pizzas, craft beers, handcrafted cocktails, and a wide range of American comfort food. The brand primarily serves family groups, friend gatherings, and casual diners seeking affordable, high-quality meals in a relaxed, welcoming in-store environment.
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.
BJRI vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $355.4M | $451.0M |
| Net Profit | $12.6M | $41.0M |
| Gross Margin | 74.5% | 55.0% |
| Operating Margin | 3.1% | — |
| Net Margin | 3.6% | 9.1% |
| Revenue YoY | 3.2% | 5.9% |
| Net Profit YoY | -24.2% | 10.8% |
| EPS (diluted) | $0.58 | $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 | $355.4M | $432.0M | ||
| Q3 25 | $365.6M | $618.0M | ||
| Q2 25 | $348.0M | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | $325.7M | $383.0M | ||
| Q3 24 | $349.9M | $540.0M | ||
| Q2 24 | $337.3M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $12.6M | $1.0M | ||
| Q3 25 | $22.2M | $106.0M | ||
| Q2 25 | $13.5M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | $-2.9M | $9.0M | ||
| Q3 24 | $17.2M | $100.0M | ||
| Q2 24 | $7.7M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 74.5% | 49.3% | ||
| Q3 25 | 75.2% | 57.1% | ||
| Q2 25 | 75.0% | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | 73.4% | 48.0% | ||
| Q3 24 | 74.3% | 56.7% | ||
| Q2 24 | 74.8% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 0.5% | ||
| Q3 25 | 5.8% | 23.0% | ||
| Q2 25 | 4.3% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | -0.8% | 1.6% | ||
| Q3 24 | 3.8% | 24.8% | ||
| Q2 24 | 2.4% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 3.6% | 0.2% | ||
| Q3 25 | 6.1% | 17.2% | ||
| Q2 25 | 3.9% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | -0.9% | 2.3% | ||
| Q3 24 | 4.9% | 18.5% | ||
| Q2 24 | 2.3% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.58 | $0.03 | ||
| Q3 25 | $0.97 | $1.42 | ||
| Q2 25 | $0.58 | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | $-0.13 | $0.10 | ||
| Q3 24 | $0.72 | $1.30 | ||
| Q2 24 | $0.32 | $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 | $23.8M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $366.2M | $230.0M |
| Total Assets | $1.0B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $23.8M | $566.0M | ||
| Q3 25 | $26.0M | $563.0M | ||
| Q2 25 | $19.0M | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | $18.4M | $436.0M | ||
| Q3 24 | $16.2M | $375.0M | ||
| Q2 24 | $18.8M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $60.5M | $1.2B | ||
| Q2 25 | $85.5M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $66.5M | $1.2B | ||
| Q3 24 | $63.5M | $565.0M | ||
| Q2 24 | $58.0M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $366.2M | $242.0M | ||
| Q3 25 | $386.6M | $316.0M | ||
| Q2 25 | $371.5M | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | $376.2M | $239.0M | ||
| Q3 24 | $386.5M | $261.0M | ||
| Q2 24 | $375.4M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $1.0B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | 0.16× | 3.64× | ||
| Q2 25 | 0.23× | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | 0.18× | 4.90× | ||
| Q3 24 | 0.16× | 2.16× | ||
| Q2 24 | 0.15× | 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 | — | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | $62.3M | $64.0M | ||
| Q2 25 | $4.6M | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | $27.3M | $58.0M | ||
| Q3 24 | $20.2M | $25.0M | ||
| Q2 24 | $22.3M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | $41.9M | $58.0M | ||
| Q2 25 | $-12.1M | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | $7.6M | $50.0M | ||
| Q3 24 | $735.0K | $16.0M | ||
| Q2 24 | $448.0K | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | 11.5% | 9.4% | ||
| Q2 25 | -3.5% | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | 2.3% | 13.1% | ||
| Q3 24 | 0.2% | 3.0% | ||
| Q2 24 | 0.1% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 5.6% | 1.0% | ||
| Q2 25 | 4.8% | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | 6.0% | 2.1% | ||
| Q3 24 | 5.6% | 1.7% | ||
| Q2 24 | 6.5% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | 2.80× | 0.60× | ||
| Q2 25 | 0.34× | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | 1.18× | 0.25× | ||
| Q2 24 | 2.89× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
