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Side-by-side financial comparison of Douglas Elliman Inc. (DOUG) 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 $245.4M, roughly 1.8× Douglas Elliman Inc.). Douglas Elliman Inc. runs the higher net margin — 27.9% vs 9.1%, a 18.8% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 0.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-14.7M). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% CAGR vs -8.8%).
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
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.
DOUG vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $245.4M | $451.0M |
| Net Profit | $68.6M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | 27.3% | — |
| Net Margin | 27.9% | 9.1% |
| Revenue YoY | 0.9% | 5.9% |
| Net Profit YoY | 1243.4% | 10.8% |
| EPS (diluted) | $0.80 | $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 | $245.4M | $432.0M | ||
| Q3 25 | $262.8M | $618.0M | ||
| Q2 25 | $271.4M | $617.0M | ||
| Q1 25 | $253.4M | $426.0M | ||
| Q4 24 | $243.3M | $383.0M | ||
| Q3 24 | $266.3M | $540.0M | ||
| Q2 24 | $285.8M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $68.6M | $1.0M | ||
| Q3 25 | $-24.7M | $106.0M | ||
| Q2 25 | $-22.7M | $111.0M | ||
| Q1 25 | $-6.0M | $37.0M | ||
| Q4 24 | $-6.0M | $9.0M | ||
| Q3 24 | $-27.2M | $100.0M | ||
| Q2 24 | $-1.7M | $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 | 27.3% | 0.5% | ||
| Q3 25 | -4.1% | 23.0% | ||
| Q2 25 | -2.0% | 23.7% | ||
| Q1 25 | -2.1% | 11.3% | ||
| Q4 24 | -6.7% | 1.6% | ||
| Q3 24 | -2.8% | 24.8% | ||
| Q2 24 | -1.3% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 27.9% | 0.2% | ||
| Q3 25 | -9.4% | 17.2% | ||
| Q2 25 | -8.4% | 18.0% | ||
| Q1 25 | -2.4% | 8.7% | ||
| Q4 24 | -2.5% | 2.3% | ||
| Q3 24 | -10.2% | 18.5% | ||
| Q2 24 | -0.6% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.80 | $0.03 | ||
| Q3 25 | $-0.29 | $1.42 | ||
| Q2 25 | $-0.27 | $1.48 | ||
| Q1 25 | $-0.07 | $0.49 | ||
| Q4 24 | $-0.06 | $0.10 | ||
| Q3 24 | $-0.33 | $1.30 | ||
| Q2 24 | $-0.02 | $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 | $115.5M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $183.9M | $230.0M |
| Total Assets | $444.4M | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $115.5M | $566.0M | ||
| Q3 25 | $143.0M | $563.0M | ||
| Q2 25 | $136.3M | $562.0M | ||
| Q1 25 | $136.8M | $506.0M | ||
| Q4 24 | $145.5M | $436.0M | ||
| Q3 24 | $151.4M | $375.0M | ||
| Q2 24 | $92.9M | $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 | $183.9M | $242.0M | ||
| Q3 25 | $115.1M | $316.0M | ||
| Q2 25 | $137.6M | $254.0M | ||
| Q1 25 | $158.2M | $198.0M | ||
| Q4 24 | $162.2M | $239.0M | ||
| Q3 24 | $173.6M | $261.0M | ||
| Q2 24 | $196.9M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $444.4M | $2.1B | ||
| Q3 25 | $480.6M | $2.2B | ||
| Q2 25 | $489.0M | $2.2B | ||
| Q1 25 | $493.9M | $2.1B | ||
| Q4 24 | $493.9M | $2.1B | ||
| Q3 24 | $502.7M | $1.2B | ||
| Q2 24 | $463.9M | $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 | $-14.4M | — |
| Free Cash FlowOCF − Capex | $-14.7M | $114.0M |
| FCF MarginFCF / Revenue | -6.0% | 25.3% |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | -0.21× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-17.2M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-14.4M | $101.0M | ||
| Q3 25 | $5.5M | $64.0M | ||
| Q2 25 | $642.0K | $127.0M | ||
| Q1 25 | $-5.6M | $124.0M | ||
| Q4 24 | $-9.0M | $58.0M | ||
| Q3 24 | $9.0M | $25.0M | ||
| Q2 24 | $1.3M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $-14.7M | $95.0M | ||
| Q3 25 | $4.7M | $58.0M | ||
| Q2 25 | $-575.0K | $120.0M | ||
| Q1 25 | $-6.7M | $117.0M | ||
| Q4 24 | $-10.2M | $50.0M | ||
| Q3 24 | $7.7M | $16.0M | ||
| Q2 24 | $432.0K | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | -6.0% | 22.0% | ||
| Q3 25 | 1.8% | 9.4% | ||
| Q2 25 | -0.2% | 19.4% | ||
| Q1 25 | -2.6% | 27.5% | ||
| Q4 24 | -4.2% | 13.1% | ||
| Q3 24 | 2.9% | 3.0% | ||
| Q2 24 | 0.2% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.4% | ||
| Q3 25 | 0.3% | 1.0% | ||
| Q2 25 | 0.4% | 1.1% | ||
| Q1 25 | 0.4% | 1.6% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.5% | 1.7% | ||
| Q2 24 | 0.3% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | -0.21× | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
FTDR
Segment breakdown not available.
