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Side-by-side financial comparison of PATHWARD FINANCIAL, INC. (CASH) 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 $276.3M, roughly 1.6× PATHWARD FINANCIAL, INC.). PATHWARD FINANCIAL, INC. runs the higher net margin — 26.4% vs 9.1%, a 17.3% gap on every dollar of revenue. Over the past eight quarters, PATHWARD FINANCIAL, INC.'s revenue compounded faster (21.0% CAGR vs -8.8%).
Pathward Financial, Inc. is a U.S.-based banking and financial services company. It adopted its current name in 2022 after its parent, Meta Financial Group, sold the "Meta" trademark to Meta Platforms.
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.
CASH vs FTDR — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $276.3M | $451.0M |
| Net Profit | $72.9M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | — | — |
| Net Margin | 26.4% | 9.1% |
| Revenue YoY | — | 5.9% |
| Net Profit YoY | — | 10.8% |
| EPS (diluted) | $3.35 | $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 | $276.3M | $451.0M | ||
| Q4 25 | $173.1M | $432.0M | ||
| Q3 25 | $186.7M | $618.0M | ||
| Q2 25 | $195.8M | $617.0M | ||
| Q1 25 | $274.8M | $426.0M | ||
| Q4 24 | $182.6M | $383.0M | ||
| Q3 24 | $179.5M | $540.0M | ||
| Q2 24 | $188.6M | $542.0M |
| Q1 26 | $72.9M | $41.0M | ||
| Q4 25 | $35.2M | $1.0M | ||
| Q3 25 | $38.8M | $106.0M | ||
| Q2 25 | $42.1M | $111.0M | ||
| Q1 25 | $75.0M | $37.0M | ||
| Q4 24 | $30.0M | $9.0M | ||
| Q3 24 | $33.5M | $100.0M | ||
| Q2 24 | $44.9M | $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 | 24.6% | 0.5% | ||
| Q3 25 | 25.9% | 23.0% | ||
| Q2 25 | 24.1% | 23.7% | ||
| Q1 25 | 33.2% | 11.3% | ||
| Q4 24 | 19.8% | 1.6% | ||
| Q3 24 | 20.9% | 24.8% | ||
| Q2 24 | 27.1% | 22.9% |
| Q1 26 | 26.4% | 9.1% | ||
| Q4 25 | 20.3% | 0.2% | ||
| Q3 25 | 20.8% | 17.2% | ||
| Q2 25 | 21.5% | 18.0% | ||
| Q1 25 | 27.3% | 8.7% | ||
| Q4 24 | 16.4% | 2.3% | ||
| Q3 24 | 18.7% | 18.5% | ||
| Q2 24 | 23.8% | 17.0% |
| Q1 26 | $3.35 | $0.57 | ||
| Q4 25 | $1.57 | $0.03 | ||
| Q3 25 | $1.69 | $1.42 | ||
| Q2 25 | $1.81 | $1.48 | ||
| Q1 25 | $3.14 | $0.49 | ||
| Q4 24 | $1.23 | $0.10 | ||
| Q3 24 | $1.34 | $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 | $157.6M | $603.0M |
| Total DebtLower is stronger | $59.5M | $1.2B |
| Stockholders' EquityBook value | $850.7M | $230.0M |
| Total Assets | $7.1B | $2.2B |
| Debt / EquityLower = less leverage | 0.07× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $157.6M | $603.0M | ||
| Q4 25 | $331.2M | $566.0M | ||
| Q3 25 | $120.6M | $563.0M | ||
| Q2 25 | $258.3M | $562.0M | ||
| Q1 25 | $254.2M | $506.0M | ||
| Q4 24 | $597.4M | $436.0M | ||
| Q3 24 | $158.3M | $375.0M | ||
| Q2 24 | $298.9M | $419.0M |
| Q1 26 | $59.5M | $1.2B | ||
| Q4 25 | $33.5M | $1.1B | ||
| Q3 25 | $33.5M | $1.2B | ||
| Q2 25 | $33.4M | $1.2B | ||
| Q1 25 | $33.4M | $1.2B | ||
| Q4 24 | $33.4M | $1.2B | ||
| Q3 24 | $33.4M | $565.0M | ||
| Q2 24 | $33.3M | $569.0M |
| Q1 26 | $850.7M | $230.0M | ||
| Q4 25 | $854.5M | $242.0M | ||
| Q3 25 | $858.0M | $316.0M | ||
| Q2 25 | $819.0M | $254.0M | ||
| Q1 25 | $814.7M | $198.0M | ||
| Q4 24 | $758.3M | $239.0M | ||
| Q3 24 | $822.5M | $261.0M | ||
| Q2 24 | $748.4M | $214.0M |
| Q1 26 | $7.1B | $2.2B | ||
| Q4 25 | $7.6B | $2.1B | ||
| Q3 25 | $7.2B | $2.2B | ||
| Q2 25 | $7.2B | $2.2B | ||
| Q1 25 | $7.0B | $2.1B | ||
| Q4 24 | $7.6B | $2.1B | ||
| Q3 24 | $7.5B | $1.2B | ||
| Q2 24 | $7.5B | $1.2B |
| Q1 26 | 0.07× | 5.07× | ||
| Q4 25 | 0.04× | 4.73× | ||
| Q3 25 | 0.04× | 3.64× | ||
| Q2 25 | 0.04× | 4.56× | ||
| Q1 25 | 0.04× | 5.88× | ||
| Q4 24 | 0.04× | 4.90× | ||
| Q3 24 | 0.04× | 2.16× | ||
| Q2 24 | 0.04× | 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 | $108.3M | $101.0M | ||
| Q3 25 | $303.7M | $64.0M | ||
| Q2 25 | $30.4M | $127.0M | ||
| Q1 25 | $188.3M | $124.0M | ||
| Q4 24 | $-71.7M | $58.0M | ||
| Q3 24 | $143.1M | $25.0M | ||
| Q2 24 | $113.2M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $104.1M | $95.0M | ||
| Q3 25 | $300.3M | $58.0M | ||
| Q2 25 | $27.7M | $120.0M | ||
| Q1 25 | $184.7M | $117.0M | ||
| Q4 24 | $-73.8M | $50.0M | ||
| Q3 24 | $138.8M | $16.0M | ||
| Q2 24 | $111.0M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 60.1% | 22.0% | ||
| Q3 25 | 160.9% | 9.4% | ||
| Q2 25 | 14.1% | 19.4% | ||
| Q1 25 | 67.2% | 27.5% | ||
| Q4 24 | -40.4% | 13.1% | ||
| Q3 24 | 77.3% | 3.0% | ||
| Q2 24 | 58.8% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 1.4% | ||
| Q3 25 | 1.8% | 1.0% | ||
| Q2 25 | 1.4% | 1.1% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 2.4% | 1.7% | ||
| Q2 24 | 1.2% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.08× | 101.00× | ||
| Q3 25 | 7.83× | 0.60× | ||
| Q2 25 | 0.72× | 1.14× | ||
| Q1 25 | 2.51× | 3.35× | ||
| Q4 24 | -2.39× | 6.44× | ||
| Q3 24 | 4.27× | 0.25× | ||
| Q2 24 | 2.52× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASH
| Noninterest Income | $151.2M | 55% |
| Net Interest Income | $125.1M | 45% |
FTDR
Segment breakdown not available.
