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Side-by-side financial comparison of Essex Property Trust (ESS) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $451.0M, roughly 1.1× Frontdoor, Inc.). Essex Property Trust runs the higher net margin — 17.9% vs 9.1%, a 8.8% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 5.5%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% CAGR vs -8.8%).
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
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.
ESS vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $479.6M | $451.0M |
| Net Profit | $85.7M | $41.0M |
| Gross Margin | 70.0% | 55.0% |
| Operating Margin | 31.7% | — |
| Net Margin | 17.9% | 9.1% |
| Revenue YoY | 5.5% | 5.9% |
| Net Profit YoY | -71.6% | 10.8% |
| EPS (diluted) | $1.24 | $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 | $479.6M | $432.0M | ||
| Q3 25 | $473.3M | $618.0M | ||
| Q2 25 | $469.8M | $617.0M | ||
| Q1 25 | $464.6M | $426.0M | ||
| Q4 24 | $454.5M | $383.0M | ||
| Q3 24 | $450.7M | $540.0M | ||
| Q2 24 | $442.4M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $85.7M | $1.0M | ||
| Q3 25 | $172.7M | $106.0M | ||
| Q2 25 | $231.5M | $111.0M | ||
| Q1 25 | $212.8M | $37.0M | ||
| Q4 24 | $301.7M | $9.0M | ||
| Q3 24 | $125.5M | $100.0M | ||
| Q2 24 | $99.0M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 70.0% | 49.3% | ||
| Q3 25 | 69.2% | 57.1% | ||
| Q2 25 | 70.7% | 57.7% | ||
| Q1 25 | 69.6% | 55.2% | ||
| Q4 24 | 70.0% | 48.0% | ||
| Q3 24 | 69.5% | 56.7% | ||
| Q2 24 | 70.8% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 0.5% | ||
| Q3 25 | 44.5% | 23.0% | ||
| Q2 25 | 59.5% | 23.7% | ||
| Q1 25 | 55.3% | 11.3% | ||
| Q4 24 | 67.0% | 1.6% | ||
| Q3 24 | 28.6% | 24.8% | ||
| Q2 24 | 31.1% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 17.9% | 0.2% | ||
| Q3 25 | 36.5% | 17.2% | ||
| Q2 25 | 49.3% | 18.0% | ||
| Q1 25 | 45.8% | 8.7% | ||
| Q4 24 | 66.4% | 2.3% | ||
| Q3 24 | 27.8% | 18.5% | ||
| Q2 24 | 22.4% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $1.24 | $0.03 | ||
| Q3 25 | $2.56 | $1.42 | ||
| Q2 25 | $3.44 | $1.48 | ||
| Q1 25 | $3.16 | $0.49 | ||
| Q4 24 | $4.00 | $0.10 | ||
| Q3 24 | $1.84 | $1.30 | ||
| Q2 24 | $1.45 | $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 | $76.2M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $5.5B | $230.0M |
| Total Assets | $13.2B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $76.2M | $566.0M | ||
| Q3 25 | $66.0M | $563.0M | ||
| Q2 25 | $58.7M | $562.0M | ||
| Q1 25 | $98.7M | $506.0M | ||
| Q4 24 | $66.8M | $436.0M | ||
| Q3 24 | $71.3M | $375.0M | ||
| Q2 24 | $55.2M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $6.4B | $1.2B | ||
| Q2 25 | $6.4B | $1.2B | ||
| Q1 25 | $6.8B | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $6.4B | $565.0M | ||
| Q2 24 | $6.2B | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $5.5B | $242.0M | ||
| Q3 25 | $5.6B | $316.0M | ||
| Q2 25 | $5.6B | $254.0M | ||
| Q1 25 | $5.6B | $198.0M | ||
| Q4 24 | $5.5B | $239.0M | ||
| Q3 24 | $5.4B | $261.0M | ||
| Q2 24 | $5.5B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.2B | $2.2B | ||
| Q2 25 | $13.2B | $2.2B | ||
| Q1 25 | $13.2B | $2.1B | ||
| Q4 24 | $12.9B | $2.1B | ||
| Q3 24 | $12.6B | $1.2B | ||
| Q2 24 | $12.5B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | 1.15× | 3.64× | ||
| Q2 25 | 1.14× | 4.56× | ||
| Q1 25 | 1.22× | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | 1.18× | 2.16× | ||
| Q2 24 | 1.13× | 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 | $1.1B | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 12.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $101.0M | ||
| Q3 25 | $342.6M | $64.0M | ||
| Q2 25 | $216.1M | $127.0M | ||
| Q1 25 | $281.5M | $124.0M | ||
| Q4 24 | $1.1B | $58.0M | ||
| Q3 24 | $316.2M | $25.0M | ||
| Q2 24 | $218.9M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 101.00× | ||
| Q3 25 | 1.98× | 0.60× | ||
| Q2 25 | 0.93× | 1.14× | ||
| Q1 25 | 1.32× | 3.35× | ||
| Q4 24 | 3.54× | 6.44× | ||
| Q3 24 | 2.52× | 0.25× | ||
| Q2 24 | 2.21× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
