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Side-by-side financial comparison of FirstCash Holdings, Inc. (FCFS) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
FirstCash Holdings, Inc. is the larger business by last-quarter revenue ($501.3M vs $451.0M, roughly 1.1× Frontdoor, Inc.). FirstCash Holdings, Inc. runs the higher net margin — 20.8% vs 9.1%, a 11.7% gap on every dollar of revenue. On growth, FirstCash Holdings, Inc. posted the faster year-over-year revenue change (21.2% vs 5.9%). Over the past eight quarters, FirstCash Holdings, Inc.'s revenue compounded faster (16.9% CAGR vs -8.8%).
FirstCash Holdings, Inc. is an American pawnshop company headquartered in Fort Worth, Texas which operates retail pawn stores in the U.S. and Latin America. It is a publicly traded company listed on the Nasdaq stock exchange.
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.
FCFS vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $501.3M | $451.0M |
| Net Profit | $104.2M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | 28.5% | — |
| Net Margin | 20.8% | 9.1% |
| Revenue YoY | 21.2% | 5.9% |
| Net Profit YoY | 24.7% | 10.8% |
| EPS (diluted) | $2.35 | $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 | — | $451.0M | ||
| Q4 25 | $501.3M | $432.0M | ||
| Q3 25 | $411.0M | $618.0M | ||
| Q2 25 | $385.1M | $617.0M | ||
| Q1 25 | $371.1M | $426.0M | ||
| Q4 24 | $413.7M | $383.0M | ||
| Q3 24 | $363.1M | $540.0M | ||
| Q2 24 | $363.5M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $104.2M | $1.0M | ||
| Q3 25 | $82.8M | $106.0M | ||
| Q2 25 | $59.8M | $111.0M | ||
| Q1 25 | $83.6M | $37.0M | ||
| Q4 24 | $83.5M | $9.0M | ||
| Q3 24 | $64.8M | $100.0M | ||
| Q2 24 | $49.1M | $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 | 28.5% | 0.5% | ||
| Q3 25 | 27.4% | 23.0% | ||
| Q2 25 | 21.1% | 23.7% | ||
| Q1 25 | 30.0% | 11.3% | ||
| Q4 24 | 26.5% | 1.6% | ||
| Q3 24 | 23.5% | 24.8% | ||
| Q2 24 | 18.2% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 20.8% | 0.2% | ||
| Q3 25 | 20.1% | 17.2% | ||
| Q2 25 | 15.5% | 18.0% | ||
| Q1 25 | 22.5% | 8.7% | ||
| Q4 24 | 20.2% | 2.3% | ||
| Q3 24 | 17.9% | 18.5% | ||
| Q2 24 | 13.5% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $2.35 | $0.03 | ||
| Q3 25 | $1.86 | $1.42 | ||
| Q2 25 | $1.34 | $1.48 | ||
| Q1 25 | $1.87 | $0.49 | ||
| Q4 24 | $1.86 | $0.10 | ||
| Q3 24 | $1.44 | $1.30 | ||
| Q2 24 | $1.08 | $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 | $125.2M | $603.0M |
| Total DebtLower is stronger | $2.2B | $1.2B |
| Stockholders' EquityBook value | $2.3B | $230.0M |
| Total Assets | $5.3B | $2.2B |
| Debt / EquityLower = less leverage | 0.98× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $125.2M | $566.0M | ||
| Q3 25 | $130.2M | $563.0M | ||
| Q2 25 | $101.5M | $562.0M | ||
| Q1 25 | $146.0M | $506.0M | ||
| Q4 24 | $175.1M | $436.0M | ||
| Q3 24 | $106.3M | $375.0M | ||
| Q2 24 | $113.7M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $565.0M | ||
| Q2 24 | $1.7B | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $2.3B | $242.0M | ||
| Q3 25 | $2.2B | $316.0M | ||
| Q2 25 | $2.1B | $254.0M | ||
| Q1 25 | $2.1B | $198.0M | ||
| Q4 24 | $2.1B | $239.0M | ||
| Q3 24 | $2.0B | $261.0M | ||
| Q2 24 | $2.0B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $5.3B | $2.1B | ||
| Q3 25 | $5.2B | $2.2B | ||
| Q2 25 | $4.5B | $2.2B | ||
| Q1 25 | $4.4B | $2.1B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $4.4B | $1.2B | ||
| Q2 24 | $4.3B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.98× | 4.73× | ||
| Q3 25 | 1.01× | 3.64× | ||
| Q2 25 | 0.79× | 4.56× | ||
| Q1 25 | 0.83× | 5.88× | ||
| Q4 24 | 0.85× | 4.90× | ||
| Q3 24 | 0.87× | 2.16× | ||
| Q2 24 | 0.85× | 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 | $206.6M | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $206.6M | $101.0M | ||
| Q3 25 | $135.8M | $64.0M | ||
| Q2 25 | $116.9M | $127.0M | ||
| Q1 25 | $126.6M | $124.0M | ||
| Q4 24 | $198.1M | $58.0M | ||
| Q3 24 | $113.1M | $25.0M | ||
| Q2 24 | $106.2M | $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 | 1.98× | 101.00× | ||
| Q3 25 | 1.64× | 0.60× | ||
| Q2 25 | 1.95× | 1.14× | ||
| Q1 25 | 1.51× | 3.35× | ||
| Q4 24 | 2.37× | 6.44× | ||
| Q3 24 | 1.74× | 0.25× | ||
| Q2 24 | 2.16× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
FTDR
Segment breakdown not available.
