vs
Side-by-side financial comparison of CALERES INC (CAL) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $433.0M, roughly 1.8× Frontdoor, Inc.). CALERES INC runs the higher net margin — 0.3% vs 0.2%, a 0.1% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 6.6%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $-12.4M). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs -10.6%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
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.
CAL vs FTDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $433.0M |
| Net Profit | $2.4M | $1.0M |
| Gross Margin | 41.8% | 49.2% |
| Operating Margin | 1.5% | — |
| Net Margin | 0.3% | 0.2% |
| Revenue YoY | 6.6% | 13.1% |
| Net Profit YoY | -94.2% | — |
| EPS (diluted) | $0.07 | $0.02 |
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 | — | $433.0M | ||
| Q4 25 | $790.1M | $432.0M | ||
| Q3 25 | $658.5M | $618.0M | ||
| Q2 25 | $614.2M | $617.0M | ||
| Q1 25 | $639.2M | $426.0M | ||
| Q4 24 | $740.9M | $383.0M | ||
| Q3 24 | $683.3M | $540.0M | ||
| Q2 24 | $659.2M | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | $2.4M | $1.0M | ||
| Q3 25 | $6.7M | $106.0M | ||
| Q2 25 | $6.9M | $111.0M | ||
| Q1 25 | $4.9M | $37.0M | ||
| Q4 24 | $41.4M | $9.0M | ||
| Q3 24 | $30.0M | $100.0M | ||
| Q2 24 | $30.9M | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | 41.8% | 49.3% | ||
| Q3 25 | 43.4% | 57.1% | ||
| Q2 25 | 45.4% | 57.7% | ||
| Q1 25 | 43.0% | 55.2% | ||
| Q4 24 | 44.1% | 48.0% | ||
| Q3 24 | 45.5% | 56.7% | ||
| Q2 24 | 46.9% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.5% | ||
| Q3 25 | 1.4% | 23.0% | ||
| Q2 25 | 1.9% | 23.7% | ||
| Q1 25 | 1.2% | 11.3% | ||
| Q4 24 | 7.7% | 1.6% | ||
| Q3 24 | 6.2% | 24.8% | ||
| Q2 24 | 6.5% | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | 0.3% | 0.2% | ||
| Q3 25 | 1.0% | 17.2% | ||
| Q2 25 | 1.1% | 18.0% | ||
| Q1 25 | 0.8% | 8.7% | ||
| Q4 24 | 5.6% | 2.3% | ||
| Q3 24 | 4.4% | 18.5% | ||
| Q2 24 | 4.7% | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.07 | $0.03 | ||
| Q3 25 | $0.20 | $1.42 | ||
| Q2 25 | $0.21 | $1.48 | ||
| Q1 25 | $0.17 | $0.49 | ||
| Q4 24 | $1.19 | $0.10 | ||
| Q3 24 | $0.85 | $1.30 | ||
| Q2 24 | $0.88 | $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 | $34.0M | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $616.8M | $242.0M |
| Total Assets | $2.1B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $34.0M | $566.0M | ||
| Q3 25 | $191.5M | $563.0M | ||
| Q2 25 | $33.1M | $562.0M | ||
| Q1 25 | $29.6M | $506.0M | ||
| Q4 24 | $33.7M | $436.0M | ||
| Q3 24 | $51.8M | $375.0M | ||
| Q2 24 | $30.7M | $419.0M |
| 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 |
| Q1 26 | — | $242.0M | ||
| Q4 25 | $616.8M | $242.0M | ||
| Q3 25 | $613.3M | $316.0M | ||
| Q2 25 | $605.2M | $254.0M | ||
| Q1 25 | $599.0M | $198.0M | ||
| Q4 24 | $598.3M | $239.0M | ||
| Q3 24 | $606.1M | $261.0M | ||
| Q2 24 | $570.3M | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | 4.85× | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | — |
| Free Cash FlowOCF − Capex | $-12.4M | $94.0M |
| FCF MarginFCF / Revenue | -1.6% | 21.7% |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | -0.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-1.2M | $101.0M | ||
| Q3 25 | $47.3M | $64.0M | ||
| Q2 25 | $-5.7M | $127.0M | ||
| Q1 25 | $28.7M | $124.0M | ||
| Q4 24 | $-39.8M | $58.0M | ||
| Q3 24 | $79.6M | $25.0M | ||
| Q2 24 | $36.1M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $-12.4M | $95.0M | ||
| Q3 25 | $35.0M | $58.0M | ||
| Q2 25 | $-26.2M | $120.0M | ||
| Q1 25 | $18.0M | $117.0M | ||
| Q4 24 | $-57.4M | $50.0M | ||
| Q3 24 | $68.5M | $16.0M | ||
| Q2 24 | $26.3M | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | -1.6% | 22.0% | ||
| Q3 25 | 5.3% | 9.4% | ||
| Q2 25 | -4.3% | 19.4% | ||
| Q1 25 | 2.8% | 27.5% | ||
| Q4 24 | -7.7% | 13.1% | ||
| Q3 24 | 10.0% | 3.0% | ||
| Q2 24 | 4.0% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.4% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 3.3% | 1.1% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 2.4% | 2.1% | ||
| Q3 24 | 1.6% | 1.7% | ||
| Q2 24 | 1.5% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | -0.50× | 101.00× | ||
| Q3 25 | 7.05× | 0.60× | ||
| Q2 25 | -0.81× | 1.14× | ||
| Q1 25 | 5.82× | 3.35× | ||
| Q4 24 | -0.96× | 6.44× | ||
| Q3 24 | 2.66× | 0.25× | ||
| Q2 24 | 1.17× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
FTDR
Segment breakdown not available.
