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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $451.0M, roughly 1.1× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -12.3%, a 21.4% gap on every dollar of revenue. Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $69.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs -8.8%).
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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
FTDR vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $510.9M |
| Net Profit | $41.0M | $-63.0M |
| Gross Margin | 55.0% | 25.2% |
| Operating Margin | — | -11.5% |
| Net Margin | 9.1% | -12.3% |
| Revenue YoY | 5.9% | — |
| Net Profit YoY | 10.8% | — |
| EPS (diluted) | $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 | $432.0M | $510.9M | ||
| Q3 25 | $618.0M | $335.4M | ||
| Q2 25 | $617.0M | $215.2M | ||
| Q1 25 | $426.0M | $119.7M | ||
| Q4 24 | $383.0M | $413.0M | ||
| Q3 24 | $540.0M | $285.8M | ||
| Q2 24 | $542.0M | $184.1M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-63.0M | ||
| Q3 25 | $106.0M | — | ||
| Q2 25 | $111.0M | $-47.3M | ||
| Q1 25 | $37.0M | $-25.5M | ||
| Q4 24 | $9.0M | $-85.5M | ||
| Q3 24 | $100.0M | $-47.1M | ||
| Q2 24 | $92.0M | $-35.5M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 25.2% | ||
| Q3 25 | 57.1% | 24.2% | ||
| Q2 25 | 57.7% | 19.1% | ||
| Q1 25 | 55.2% | 10.7% | ||
| Q4 24 | 48.0% | 16.7% | ||
| Q3 24 | 56.7% | 20.5% | ||
| Q2 24 | 56.5% | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | -11.5% | ||
| Q3 25 | 23.0% | -15.3% | ||
| Q2 25 | 23.7% | -21.0% | ||
| Q1 25 | 11.3% | -20.3% | ||
| Q4 24 | 1.6% | -18.0% | ||
| Q3 24 | 24.8% | -13.9% | ||
| Q2 24 | 22.9% | -16.8% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -12.3% | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 18.0% | -22.0% | ||
| Q1 25 | 8.7% | -21.3% | ||
| Q4 24 | 2.3% | -20.7% | ||
| Q3 24 | 18.5% | -16.5% | ||
| Q2 24 | 17.0% | -19.3% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $1.42 | — | ||
| Q2 25 | $1.48 | — | ||
| Q1 25 | $0.49 | — | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $1.30 | — | ||
| Q2 24 | $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 | $603.0M | $280.6M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $724.5M |
| Total Assets | $2.2B | $1.1B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $280.6M | ||
| Q3 25 | $563.0M | $110.2M | ||
| Q2 25 | $562.0M | $110.2M | ||
| Q1 25 | $506.0M | $110.2M | ||
| Q4 24 | $436.0M | $100.3M | ||
| Q3 24 | $375.0M | $100.3M | ||
| Q2 24 | $419.0M | $100.3M |
| 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 | $242.0M | $724.5M | ||
| Q3 25 | $316.0M | $572.4M | ||
| Q2 25 | $254.0M | $572.4M | ||
| Q1 25 | $198.0M | $572.4M | ||
| Q4 24 | $239.0M | $573.0M | ||
| Q3 24 | $261.0M | $573.0M | ||
| Q2 24 | $214.0M | $573.0M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.2B | $792.3M | ||
| Q2 25 | $2.2B | $792.3M | ||
| Q1 25 | $2.1B | $792.3M | ||
| Q4 24 | $2.1B | $775.7M | ||
| Q3 24 | $1.2B | $775.7M | ||
| Q2 24 | $1.2B | $775.7M |
| 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 | — | $81.9M |
| Free Cash FlowOCF − Capex | $114.0M | $69.6M |
| FCF MarginFCF / Revenue | 25.3% | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $81.9M | ||
| Q3 25 | $64.0M | $-4.8M | ||
| Q2 25 | $127.0M | $-1.2M | ||
| Q1 25 | $124.0M | $-14.6M | ||
| Q4 24 | $58.0M | $14.9M | ||
| Q3 24 | $25.0M | $-9.2M | ||
| Q2 24 | $103.0M | — |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $69.6M | ||
| Q3 25 | $58.0M | $-14.2M | ||
| Q2 25 | $120.0M | $-5.8M | ||
| Q1 25 | $117.0M | $-16.0M | ||
| Q4 24 | $50.0M | $11.3M | ||
| Q3 24 | $16.0M | $-11.6M | ||
| Q2 24 | $91.0M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 13.6% | ||
| Q3 25 | 9.4% | -4.2% | ||
| Q2 25 | 19.4% | -2.7% | ||
| Q1 25 | 27.5% | -13.4% | ||
| Q4 24 | 13.1% | 2.7% | ||
| Q3 24 | 3.0% | -4.1% | ||
| Q2 24 | 16.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.4% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 2.1% | 0.9% | ||
| Q3 24 | 1.7% | 0.9% | ||
| Q2 24 | 2.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 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.
