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Side-by-side financial comparison of EZCORP INC (EZPW) 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 $382.0M, roughly 1.2× EZCORP INC). EZCORP INC runs the higher net margin — 11.6% vs 9.1%, a 2.5% gap on every dollar of revenue. On growth, EZCORP INC posted the faster year-over-year revenue change (19.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $31.7M). Over the past eight quarters, EZCORP INC's revenue compounded faster (15.6% CAGR vs -8.8%).
EZCORP, Inc. is an American pawn shop operator based in Austin, Texas which provides services across the United States and Latin America. It is a publicly traded company listed on the NASDAQ stock exchange and is the second largest pawn shop operator in the U.S. after Cash America International.
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.
EZPW vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $382.0M | $451.0M |
| Net Profit | $44.3M | $41.0M |
| Gross Margin | 58.4% | 55.0% |
| Operating Margin | 15.9% | — |
| Net Margin | 11.6% | 9.1% |
| Revenue YoY | 19.3% | 5.9% |
| Net Profit YoY | 42.8% | 10.8% |
| EPS (diluted) | $0.55 | $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 | $382.0M | $432.0M | ||
| Q3 25 | $336.8M | $618.0M | ||
| Q2 25 | $311.0M | $617.0M | ||
| Q1 25 | $306.3M | $426.0M | ||
| Q4 24 | $320.2M | $383.0M | ||
| Q3 24 | $294.6M | $540.0M | ||
| Q2 24 | $281.4M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $44.3M | $1.0M | ||
| Q3 25 | $26.7M | $106.0M | ||
| Q2 25 | $26.5M | $111.0M | ||
| Q1 25 | $25.4M | $37.0M | ||
| Q4 24 | $31.0M | $9.0M | ||
| Q3 24 | $15.2M | $100.0M | ||
| Q2 24 | $17.9M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 58.4% | 49.3% | ||
| Q3 25 | 59.0% | 57.1% | ||
| Q2 25 | 59.1% | 57.7% | ||
| Q1 25 | 58.3% | 55.2% | ||
| Q4 24 | 57.9% | 48.0% | ||
| Q3 24 | 59.5% | 56.7% | ||
| Q2 24 | 59.2% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 15.9% | 0.5% | ||
| Q3 25 | 11.0% | 23.0% | ||
| Q2 25 | 11.6% | 23.7% | ||
| Q1 25 | 11.2% | 11.3% | ||
| Q4 24 | 13.1% | 1.6% | ||
| Q3 24 | 8.8% | 24.8% | ||
| Q2 24 | 7.9% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 11.6% | 0.2% | ||
| Q3 25 | 7.9% | 17.2% | ||
| Q2 25 | 8.5% | 18.0% | ||
| Q1 25 | 8.3% | 8.7% | ||
| Q4 24 | 9.7% | 2.3% | ||
| Q3 24 | 5.2% | 18.5% | ||
| Q2 24 | 6.4% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.55 | $0.03 | ||
| Q3 25 | $0.35 | $1.42 | ||
| Q2 25 | $0.34 | $1.48 | ||
| Q1 25 | $0.33 | $0.49 | ||
| Q4 24 | $0.40 | $0.10 | ||
| Q3 24 | $0.20 | $1.30 | ||
| Q2 24 | $0.25 | $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 | $465.9M | $603.0M |
| Total DebtLower is stronger | $518.6M | $1.2B |
| Stockholders' EquityBook value | $1.1B | $230.0M |
| Total Assets | $2.0B | $2.2B |
| Debt / EquityLower = less leverage | 0.48× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $465.9M | $566.0M | ||
| Q3 25 | $469.5M | $563.0M | ||
| Q2 25 | $472.1M | $562.0M | ||
| Q1 25 | $505.2M | $506.0M | ||
| Q4 24 | $174.5M | $436.0M | ||
| Q3 24 | $170.5M | $375.0M | ||
| Q2 24 | $218.0M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $518.6M | $1.1B | ||
| Q3 25 | $518.1M | $1.2B | ||
| Q2 25 | $517.6M | $1.2B | ||
| Q1 25 | $620.5M | $1.2B | ||
| Q4 24 | $327.7M | $1.2B | ||
| Q3 24 | $327.3M | $565.0M | ||
| Q2 24 | $361.3M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $1.1B | $242.0M | ||
| Q3 25 | $1.0B | $316.0M | ||
| Q2 25 | $990.1M | $254.0M | ||
| Q1 25 | $851.6M | $198.0M | ||
| Q4 24 | $823.9M | $239.0M | ||
| Q3 24 | $804.6M | $261.0M | ||
| Q2 24 | $801.5M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.48× | 4.73× | ||
| Q3 25 | 0.51× | 3.64× | ||
| Q2 25 | 0.52× | 4.56× | ||
| Q1 25 | 0.73× | 5.88× | ||
| Q4 24 | 0.40× | 4.90× | ||
| Q3 24 | 0.41× | 2.16× | ||
| Q2 24 | 0.45× | 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 | $39.1M | — |
| Free Cash FlowOCF − Capex | $31.7M | $114.0M |
| FCF MarginFCF / Revenue | 8.3% | 25.3% |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 0.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | $121.7M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $39.1M | $101.0M | ||
| Q3 25 | $51.3M | $64.0M | ||
| Q2 25 | $34.8M | $127.0M | ||
| Q1 25 | $36.9M | $124.0M | ||
| Q4 24 | $26.0M | $58.0M | ||
| Q3 24 | $43.3M | $25.0M | ||
| Q2 24 | $33.7M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $31.7M | $95.0M | ||
| Q3 25 | $35.7M | $58.0M | ||
| Q2 25 | $25.7M | $120.0M | ||
| Q1 25 | $28.6M | $117.0M | ||
| Q4 24 | $20.4M | $50.0M | ||
| Q3 24 | $24.4M | $16.0M | ||
| Q2 24 | $30.5M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 8.3% | 22.0% | ||
| Q3 25 | 10.6% | 9.4% | ||
| Q2 25 | 8.3% | 19.4% | ||
| Q1 25 | 9.3% | 27.5% | ||
| Q4 24 | 6.4% | 13.1% | ||
| Q3 24 | 8.3% | 3.0% | ||
| Q2 24 | 10.8% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 4.6% | 1.0% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 2.7% | 1.6% | ||
| Q4 24 | 1.8% | 2.1% | ||
| Q3 24 | 6.4% | 1.7% | ||
| Q2 24 | 1.1% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 101.00× | ||
| Q3 25 | 1.92× | 0.60× | ||
| Q2 25 | 1.31× | 1.14× | ||
| Q1 25 | 1.45× | 3.35× | ||
| Q4 24 | 0.84× | 6.44× | ||
| Q3 24 | 2.85× | 0.25× | ||
| Q2 24 | 1.88× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
FTDR
Segment breakdown not available.
