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Side-by-side financial comparison of DELUXE CORP (DLX) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $451.0M, roughly 1.2× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 2.2%, a 6.9% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 2.8%). Over the past eight quarters, DELUXE CORP's revenue compounded faster (0.0% CAGR vs -8.8%).
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
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.
DLX vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $451.0M |
| Net Profit | $12.0M | $41.0M |
| Gross Margin | 52.2% | 55.0% |
| Operating Margin | 8.9% | — |
| Net Margin | 2.2% | 9.1% |
| Revenue YoY | 2.8% | 5.9% |
| Net Profit YoY | -5.0% | 10.8% |
| EPS (diluted) | $0.25 | $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 | $535.2M | $432.0M | ||
| Q3 25 | $540.2M | $618.0M | ||
| Q2 25 | $521.3M | $617.0M | ||
| Q1 25 | $536.5M | $426.0M | ||
| Q4 24 | $520.6M | $383.0M | ||
| Q3 24 | $528.4M | $540.0M | ||
| Q2 24 | $537.8M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $12.0M | $1.0M | ||
| Q3 25 | $33.7M | $106.0M | ||
| Q2 25 | $22.4M | $111.0M | ||
| Q1 25 | $14.0M | $37.0M | ||
| Q4 24 | $12.6M | $9.0M | ||
| Q3 24 | $8.9M | $100.0M | ||
| Q2 24 | $20.5M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 52.2% | 49.3% | ||
| Q3 25 | 53.9% | 57.1% | ||
| Q2 25 | 53.6% | 57.7% | ||
| Q1 25 | 52.4% | 55.2% | ||
| Q4 24 | 52.3% | 48.0% | ||
| Q3 24 | 53.3% | 56.7% | ||
| Q2 24 | 53.7% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 0.5% | ||
| Q3 25 | 14.0% | 23.0% | ||
| Q2 25 | 11.7% | 23.7% | ||
| Q1 25 | 9.0% | 11.3% | ||
| Q4 24 | 9.0% | 1.6% | ||
| Q3 24 | 7.9% | 24.8% | ||
| Q2 24 | 11.0% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 2.2% | 0.2% | ||
| Q3 25 | 6.2% | 17.2% | ||
| Q2 25 | 4.3% | 18.0% | ||
| Q1 25 | 2.6% | 8.7% | ||
| Q4 24 | 2.4% | 2.3% | ||
| Q3 24 | 1.7% | 18.5% | ||
| Q2 24 | 3.8% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.25 | $0.03 | ||
| Q3 25 | $0.74 | $1.42 | ||
| Q2 25 | $0.50 | $1.48 | ||
| Q1 25 | $0.31 | $0.49 | ||
| Q4 24 | $0.28 | $0.10 | ||
| Q3 24 | $0.20 | $1.30 | ||
| Q2 24 | $0.46 | $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 | $36.9M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $680.7M | $230.0M |
| Total Assets | $2.9B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $36.9M | $566.0M | ||
| Q3 25 | $25.8M | $563.0M | ||
| Q2 25 | $26.0M | $562.0M | ||
| Q1 25 | $30.3M | $506.0M | ||
| Q4 24 | $34.4M | $436.0M | ||
| Q3 24 | $41.3M | $375.0M | ||
| Q2 24 | $23.1M | $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 | — | $230.0M | ||
| Q4 25 | $680.7M | $242.0M | ||
| Q3 25 | $664.1M | $316.0M | ||
| Q2 25 | $638.7M | $254.0M | ||
| Q1 25 | $622.5M | $198.0M | ||
| Q4 24 | $620.9M | $239.0M | ||
| Q3 24 | $612.7M | $261.0M | ||
| Q2 24 | $620.5M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.8B | $2.1B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.7B | $1.2B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $102.1M | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 8.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $102.1M | $101.0M | ||
| Q3 25 | $67.1M | $64.0M | ||
| Q2 25 | $51.1M | $127.0M | ||
| Q1 25 | $50.3M | $124.0M | ||
| Q4 24 | $60.2M | $58.0M | ||
| Q3 24 | $67.9M | $25.0M | ||
| Q2 24 | $39.6M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | $27.8M | $120.0M | ||
| Q1 25 | $24.3M | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | $46.7M | $16.0M | ||
| Q2 24 | $11.4M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | 5.3% | 19.4% | ||
| Q1 25 | 4.5% | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 8.8% | 3.0% | ||
| Q2 24 | 2.1% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | 4.5% | 1.1% | ||
| Q1 25 | 4.8% | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | 4.0% | 1.7% | ||
| Q2 24 | 5.2% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 8.53× | 101.00× | ||
| Q3 25 | 1.99× | 0.60× | ||
| Q2 25 | 2.28× | 1.14× | ||
| Q1 25 | 3.59× | 3.35× | ||
| Q4 24 | 4.77× | 6.44× | ||
| Q3 24 | 7.60× | 0.25× | ||
| Q2 24 | 1.94× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
FTDR
Segment breakdown not available.
