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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $420.0M, roughly 1.1× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 9.1%, a 47.9% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 5.9%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% 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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
FTDR vs GLPI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $420.0M |
| Net Profit | $41.0M | $239.4M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 79.4% |
| Net Margin | 9.1% | 57.0% |
| Revenue YoY | 5.9% | 6.3% |
| Net Profit YoY | 10.8% | 40.5% |
| 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 | $420.0M | ||
| Q4 25 | $432.0M | $407.0M | ||
| Q3 25 | $618.0M | $397.6M | ||
| Q2 25 | $617.0M | $394.9M | ||
| Q1 25 | $426.0M | $395.2M | ||
| Q4 24 | $383.0M | $389.6M | ||
| Q3 24 | $540.0M | $385.3M | ||
| Q2 24 | $542.0M | $380.6M |
| Q1 26 | $41.0M | $239.4M | ||
| Q4 25 | $1.0M | $275.4M | ||
| Q3 25 | $106.0M | $241.2M | ||
| Q2 25 | $111.0M | $151.4M | ||
| Q1 25 | $37.0M | $165.2M | ||
| Q4 24 | $9.0M | $223.6M | ||
| Q3 24 | $100.0M | $184.7M | ||
| Q2 24 | $92.0M | $208.3M |
| 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 | — | 79.4% | ||
| Q4 25 | 0.5% | 89.3% | ||
| Q3 25 | 23.0% | 84.8% | ||
| Q2 25 | 23.7% | 61.3% | ||
| Q1 25 | 11.3% | 65.5% | ||
| Q4 24 | 1.6% | 79.1% | ||
| Q3 24 | 24.8% | 70.4% | ||
| Q2 24 | 22.9% | 77.1% |
| Q1 26 | 9.1% | 57.0% | ||
| Q4 25 | 0.2% | 67.6% | ||
| Q3 25 | 17.2% | 60.7% | ||
| Q2 25 | 18.0% | 38.4% | ||
| Q1 25 | 8.7% | 41.8% | ||
| Q4 24 | 2.3% | 57.4% | ||
| Q3 24 | 18.5% | 47.9% | ||
| Q2 24 | 17.0% | 54.7% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.96 | ||
| Q3 25 | $1.42 | $0.85 | ||
| Q2 25 | $1.48 | $0.54 | ||
| Q1 25 | $0.49 | $0.60 | ||
| Q4 24 | $0.10 | $0.79 | ||
| Q3 24 | $1.30 | $0.67 | ||
| Q2 24 | $1.18 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $5.0B |
| Total Assets | $2.2B | $13.8B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | $274.5M | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | $560.8M | ||
| Q3 24 | $375.0M | $560.8M | ||
| Q2 24 | $419.0M | $560.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $7.2B | ||
| Q3 25 | $1.2B | $7.2B | ||
| Q2 25 | $1.2B | $6.9B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | $1.2B | $7.7B | ||
| Q3 24 | $565.0M | $7.4B | ||
| Q2 24 | $569.0M | $6.6B |
| Q1 26 | $230.0M | $5.0B | ||
| Q4 25 | $242.0M | $4.6B | ||
| Q3 25 | $316.0M | $4.6B | ||
| Q2 25 | $254.0M | $4.6B | ||
| Q1 25 | $198.0M | $4.2B | ||
| Q4 24 | $239.0M | $4.3B | ||
| Q3 24 | $261.0M | $4.3B | ||
| Q2 24 | $214.0M | $4.1B |
| Q1 26 | $2.2B | $13.8B | ||
| Q4 25 | $2.1B | $12.9B | ||
| Q3 25 | $2.2B | $12.8B | ||
| Q2 25 | $2.2B | $12.5B | ||
| Q1 25 | $2.1B | $12.1B | ||
| Q4 24 | $2.1B | $13.1B | ||
| Q3 24 | $1.2B | $12.7B | ||
| Q2 24 | $1.2B | $11.8B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 1.56× | ||
| Q3 25 | 3.64× | 1.57× | ||
| Q2 25 | 4.56× | 1.51× | ||
| Q1 25 | 5.88× | 1.63× | ||
| Q4 24 | 4.90× | 1.81× | ||
| Q3 24 | 2.16× | 1.74× | ||
| Q2 24 | 2.66× | 1.60× |
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 | — | — |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $1.1B | ||
| Q3 25 | $64.0M | $240.3M | ||
| Q2 25 | $127.0M | $293.4M | ||
| Q1 25 | $124.0M | $252.5M | ||
| Q4 24 | $58.0M | $1.1B | ||
| Q3 24 | $25.0M | $270.4M | ||
| Q2 24 | $103.0M | $252.1M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | $183.0M | ||
| Q2 25 | $120.0M | $272.3M | ||
| Q1 25 | $117.0M | $239.6M | ||
| Q4 24 | $50.0M | $1.1B | ||
| Q3 24 | $16.0M | $261.5M | ||
| Q2 24 | $91.0M | $245.0M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | 46.0% | ||
| Q2 25 | 19.4% | 69.0% | ||
| Q1 25 | 27.5% | 60.6% | ||
| Q4 24 | 13.1% | 275.3% | ||
| Q3 24 | 3.0% | 67.9% | ||
| Q2 24 | 16.8% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | 14.4% | ||
| Q2 25 | 1.1% | 5.3% | ||
| Q1 25 | 1.6% | 3.3% | ||
| Q4 24 | 2.1% | 0.0% | ||
| Q3 24 | 1.7% | 2.3% | ||
| Q2 24 | 2.2% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 4.10× | ||
| Q3 25 | 0.60× | 1.00× | ||
| Q2 25 | 1.14× | 1.94× | ||
| Q1 25 | 3.35× | 1.53× | ||
| Q4 24 | 6.44× | 4.80× | ||
| Q3 24 | 0.25× | 1.46× | ||
| Q2 24 | 1.12× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
