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Side-by-side financial comparison of Five9, Inc. (FIVN) 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 $300.3M, roughly 1.5× Five9, Inc.). On growth, Five9, Inc. posted the faster year-over-year revenue change (7.8% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $77.3M). Over the past eight quarters, Five9, Inc.'s revenue compounded faster (10.3% CAGR vs -8.8%).
Five9, Inc. is a leading global provider of cloud-native contact center software and solutions. It serves enterprises of all sizes across retail, healthcare, financial services, and technology sectors, offering omnichannel customer engagement tools, AI-powered automation, workforce management, and analytics to boost customer experience and operational efficiency.
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.
FIVN vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $300.3M | $451.0M |
| Net Profit | — | $41.0M |
| Gross Margin | 55.4% | 55.0% |
| Operating Margin | 6.6% | — |
| Net Margin | — | 9.1% |
| Revenue YoY | 7.8% | 5.9% |
| Net Profit YoY | — | 10.8% |
| EPS (diluted) | $0.22 | $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 | $300.3M | $432.0M | ||
| Q3 25 | $285.8M | $618.0M | ||
| Q2 25 | $283.3M | $617.0M | ||
| Q1 25 | $279.7M | $426.0M | ||
| Q4 24 | $278.7M | $383.0M | ||
| Q3 24 | $264.2M | $540.0M | ||
| Q2 24 | $252.1M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | — | $1.0M | ||
| Q3 25 | $18.0M | $106.0M | ||
| Q2 25 | $1.2M | $111.0M | ||
| Q1 25 | $576.0K | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | $-4.5M | $100.0M | ||
| Q2 24 | $-12.8M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 55.4% | 49.3% | ||
| Q3 25 | 55.0% | 57.1% | ||
| Q2 25 | 54.9% | 57.7% | ||
| Q1 25 | 55.0% | 55.2% | ||
| Q4 24 | 56.0% | 48.0% | ||
| Q3 24 | 53.8% | 56.7% | ||
| Q2 24 | 53.0% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 0.5% | ||
| Q3 25 | 5.6% | 23.0% | ||
| Q2 25 | -0.6% | 23.7% | ||
| Q1 25 | -1.9% | 11.3% | ||
| Q4 24 | 1.5% | 1.6% | ||
| Q3 24 | -5.8% | 24.8% | ||
| Q2 24 | -7.7% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 6.3% | 17.2% | ||
| Q2 25 | 0.4% | 18.0% | ||
| Q1 25 | 0.2% | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | -1.7% | 18.5% | ||
| Q2 24 | -5.1% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.22 | $0.03 | ||
| Q3 25 | $0.21 | $1.42 | ||
| Q2 25 | $0.01 | $1.48 | ||
| Q1 25 | $0.01 | $0.49 | ||
| Q4 24 | $0.16 | $0.10 | ||
| Q3 24 | $-0.06 | $1.30 | ||
| Q2 24 | $-0.17 | $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 | $232.1M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $785.8M | $230.0M |
| Total Assets | $1.8B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $232.1M | $566.0M | ||
| Q3 25 | $193.4M | $563.0M | ||
| Q2 25 | $205.5M | $562.0M | ||
| Q1 25 | $370.3M | $506.0M | ||
| Q4 24 | $362.5M | $436.0M | ||
| Q3 24 | $291.0M | $375.0M | ||
| Q2 24 | $175.7M | $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 | $785.8M | $242.0M | ||
| Q3 25 | $775.3M | $316.0M | ||
| Q2 25 | $717.4M | $254.0M | ||
| Q1 25 | $664.3M | $198.0M | ||
| Q4 24 | $622.2M | $239.0M | ||
| Q3 24 | $565.6M | $261.0M | ||
| Q2 24 | $525.9M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $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 | $83.6M | — |
| Free Cash FlowOCF − Capex | $77.3M | $114.0M |
| FCF MarginFCF / Revenue | 25.8% | 25.3% |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $201.2M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $83.6M | $101.0M | ||
| Q3 25 | $59.2M | $64.0M | ||
| Q2 25 | $35.1M | $127.0M | ||
| Q1 25 | $48.4M | $124.0M | ||
| Q4 24 | $49.8M | $58.0M | ||
| Q3 24 | $41.1M | $25.0M | ||
| Q2 24 | $19.9M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $77.3M | $95.0M | ||
| Q3 25 | $48.7M | $58.0M | ||
| Q2 25 | $31.6M | $120.0M | ||
| Q1 25 | $43.7M | $117.0M | ||
| Q4 24 | $40.5M | $50.0M | ||
| Q3 24 | $26.7M | $16.0M | ||
| Q2 24 | $13.1M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 25.8% | 22.0% | ||
| Q3 25 | 17.0% | 9.4% | ||
| Q2 25 | 11.1% | 19.4% | ||
| Q1 25 | 15.6% | 27.5% | ||
| Q4 24 | 14.5% | 13.1% | ||
| Q3 24 | 10.1% | 3.0% | ||
| Q2 24 | 5.2% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.4% | ||
| Q3 25 | 3.7% | 1.0% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 3.3% | 2.1% | ||
| Q3 24 | 5.4% | 1.7% | ||
| Q2 24 | 2.7% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | 3.29× | 0.60× | ||
| Q2 25 | 30.38× | 1.14× | ||
| Q1 25 | 84.00× | 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.
