vs
Side-by-side financial comparison of F5, Inc. (FFIV) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $451.0M, roughly 1.8× Frontdoor, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 9.1%, a 9.1% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 5.9%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% CAGR vs -8.8%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
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.
FFIV vs FTDR — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $451.0M |
| Net Profit | $148.0M | $41.0M |
| Gross Margin | 81.4% | 55.0% |
| Operating Margin | 22.1% | — |
| Net Margin | 18.2% | 9.1% |
| Revenue YoY | 11.0% | 5.9% |
| Net Profit YoY | 1.5% | 10.8% |
| EPS (diluted) | $2.58 | $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 | $811.7M | $451.0M | ||
| Q4 25 | $822.5M | $432.0M | ||
| Q3 25 | $810.1M | $618.0M | ||
| Q2 25 | $780.4M | $617.0M | ||
| Q1 25 | $731.1M | $426.0M | ||
| Q4 24 | $766.5M | $383.0M | ||
| Q3 24 | $746.7M | $540.0M | ||
| Q2 24 | $695.5M | $542.0M |
| Q1 26 | $148.0M | $41.0M | ||
| Q4 25 | $180.1M | $1.0M | ||
| Q3 25 | $190.5M | $106.0M | ||
| Q2 25 | $189.9M | $111.0M | ||
| Q1 25 | $145.5M | $37.0M | ||
| Q4 24 | $166.4M | $9.0M | ||
| Q3 24 | $165.3M | $100.0M | ||
| Q2 24 | $144.1M | $92.0M |
| Q1 26 | 81.4% | 55.0% | ||
| Q4 25 | 81.5% | 49.3% | ||
| Q3 25 | 82.2% | 57.1% | ||
| Q2 25 | 81.0% | 57.7% | ||
| Q1 25 | 80.7% | 55.2% | ||
| Q4 24 | 81.7% | 48.0% | ||
| Q3 24 | 80.8% | 56.7% | ||
| Q2 24 | 80.4% | 56.5% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 0.5% | ||
| Q3 25 | 25.4% | 23.0% | ||
| Q2 25 | 25.2% | 23.7% | ||
| Q1 25 | 21.7% | 11.3% | ||
| Q4 24 | 26.8% | 1.6% | ||
| Q3 24 | 25.6% | 24.8% | ||
| Q2 24 | 23.4% | 22.9% |
| Q1 26 | 18.2% | 9.1% | ||
| Q4 25 | 21.9% | 0.2% | ||
| Q3 25 | 23.5% | 17.2% | ||
| Q2 25 | 24.3% | 18.0% | ||
| Q1 25 | 19.9% | 8.7% | ||
| Q4 24 | 21.7% | 2.3% | ||
| Q3 24 | 22.1% | 18.5% | ||
| Q2 24 | 20.7% | 17.0% |
| Q1 26 | $2.58 | $0.57 | ||
| Q4 25 | $3.10 | $0.03 | ||
| Q3 25 | $3.25 | $1.42 | ||
| Q2 25 | $3.25 | $1.48 | ||
| Q1 25 | $2.48 | $0.49 | ||
| Q4 24 | $2.82 | $0.10 | ||
| Q3 24 | $2.79 | $1.30 | ||
| Q2 24 | $2.44 | $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 | $1.4B | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $3.6B | $230.0M |
| Total Assets | $6.5B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | $603.0M | ||
| Q4 25 | $1.2B | $566.0M | ||
| Q3 25 | $1.3B | $563.0M | ||
| Q2 25 | $1.4B | $562.0M | ||
| Q1 25 | $1.3B | $506.0M | ||
| Q4 24 | $1.2B | $436.0M | ||
| Q3 24 | $1.1B | $375.0M | ||
| Q2 24 | $935.6M | $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 | $3.6B | $230.0M | ||
| Q4 25 | $3.5B | $242.0M | ||
| Q3 25 | $3.6B | $316.0M | ||
| Q2 25 | $3.5B | $254.0M | ||
| Q1 25 | $3.3B | $198.0M | ||
| Q4 24 | $3.2B | $239.0M | ||
| Q3 24 | $3.1B | $261.0M | ||
| Q2 24 | $3.0B | $214.0M |
| Q1 26 | $6.5B | $2.2B | ||
| Q4 25 | $6.3B | $2.1B | ||
| Q3 25 | $6.3B | $2.2B | ||
| Q2 25 | $6.1B | $2.2B | ||
| Q1 25 | $5.9B | $2.1B | ||
| Q4 24 | $5.9B | $2.1B | ||
| Q3 24 | $5.6B | $1.2B | ||
| Q2 24 | $5.4B | $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 | $525.1M | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.55× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $101.0M | ||
| Q3 25 | $208.1M | $64.0M | ||
| Q2 25 | $282.2M | $127.0M | ||
| Q1 25 | $256.6M | $124.0M | ||
| Q4 24 | $202.8M | $58.0M | ||
| Q3 24 | $246.5M | $25.0M | ||
| Q2 24 | $159.0M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $149.5M | $95.0M | ||
| Q3 25 | $191.9M | $58.0M | ||
| Q2 25 | $273.7M | $120.0M | ||
| Q1 25 | $246.1M | $117.0M | ||
| Q4 24 | $194.7M | $50.0M | ||
| Q3 24 | $240.4M | $16.0M | ||
| Q2 24 | $153.1M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 18.2% | 22.0% | ||
| Q3 25 | 23.7% | 9.4% | ||
| Q2 25 | 35.1% | 19.4% | ||
| Q1 25 | 33.7% | 27.5% | ||
| Q4 24 | 25.4% | 13.1% | ||
| Q3 24 | 32.2% | 3.0% | ||
| Q2 24 | 22.0% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.4% | ||
| Q3 25 | 2.0% | 1.0% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 1.4% | 1.6% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 0.8% | 1.7% | ||
| Q2 24 | 0.8% | 2.2% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 101.00× | ||
| Q3 25 | 1.09× | 0.60× | ||
| Q2 25 | 1.49× | 1.14× | ||
| Q1 25 | 1.76× | 3.35× | ||
| Q4 24 | 1.22× | 6.44× | ||
| Q3 24 | 1.49× | 0.25× | ||
| Q2 24 | 1.10× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
