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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Hims & Hers Health, Inc. is the larger business by last-quarter revenue ($617.8M vs $451.0M, roughly 1.4× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 3.3%, a 5.8% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% 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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
FTDR vs HIMS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $617.8M |
| Net Profit | $41.0M | $20.6M |
| Gross Margin | 55.0% | 71.9% |
| Operating Margin | — | 1.5% |
| Net Margin | 9.1% | 3.3% |
| Revenue YoY | 5.9% | 28.4% |
| Net Profit YoY | 10.8% | -20.8% |
| EPS (diluted) | $0.57 | $0.08 |
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 | $617.8M | ||
| Q3 25 | $618.0M | $599.0M | ||
| Q2 25 | $617.0M | $544.8M | ||
| Q1 25 | $426.0M | $586.0M | ||
| Q4 24 | $383.0M | $481.1M | ||
| Q3 24 | $540.0M | $401.6M | ||
| Q2 24 | $542.0M | $315.6M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $20.6M | ||
| Q3 25 | $106.0M | $15.8M | ||
| Q2 25 | $111.0M | $42.5M | ||
| Q1 25 | $37.0M | $49.5M | ||
| Q4 24 | $9.0M | $26.0M | ||
| Q3 24 | $100.0M | $75.6M | ||
| Q2 24 | $92.0M | $13.3M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 71.9% | ||
| Q3 25 | 57.1% | 73.8% | ||
| Q2 25 | 57.7% | 76.4% | ||
| Q1 25 | 55.2% | 73.5% | ||
| Q4 24 | 48.0% | 76.8% | ||
| Q3 24 | 56.7% | 79.2% | ||
| Q2 24 | 56.5% | 81.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.5% | ||
| Q3 25 | 23.0% | 2.0% | ||
| Q2 25 | 23.7% | 4.9% | ||
| Q1 25 | 11.3% | 9.9% | ||
| Q4 24 | 1.6% | 3.9% | ||
| Q3 24 | 24.8% | 5.6% | ||
| Q2 24 | 22.9% | 3.5% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 3.3% | ||
| Q3 25 | 17.2% | 2.6% | ||
| Q2 25 | 18.0% | 7.8% | ||
| Q1 25 | 8.7% | 8.4% | ||
| Q4 24 | 2.3% | 5.4% | ||
| Q3 24 | 18.5% | 18.8% | ||
| Q2 24 | 17.0% | 4.2% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.08 | ||
| Q3 25 | $1.42 | $0.06 | ||
| Q2 25 | $1.48 | $0.17 | ||
| Q1 25 | $0.49 | $0.20 | ||
| Q4 24 | $0.10 | $0.10 | ||
| Q3 24 | $1.30 | $0.32 | ||
| Q2 24 | $1.18 | $0.06 |
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 | $228.6M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $540.9M |
| Total Assets | $2.2B | $2.2B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $228.6M | ||
| Q3 25 | $563.0M | $345.8M | ||
| Q2 25 | $562.0M | $1.1B | ||
| Q1 25 | $506.0M | $273.7M | ||
| Q4 24 | $436.0M | $220.6M | ||
| Q3 24 | $375.0M | $165.5M | ||
| Q2 24 | $419.0M | $129.3M |
| 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 | $540.9M | ||
| Q3 25 | $316.0M | $581.0M | ||
| Q2 25 | $254.0M | $562.7M | ||
| Q1 25 | $198.0M | $549.3M | ||
| Q4 24 | $239.0M | $476.7M | ||
| Q3 24 | $261.0M | $440.1M | ||
| Q2 24 | $214.0M | $362.0M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.1B | $891.7M | ||
| Q4 24 | $2.1B | $707.5M | ||
| Q3 24 | $1.2B | $602.3M | ||
| Q2 24 | $1.2B | $480.5M |
| 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 | — | $61.3M |
| Free Cash FlowOCF − Capex | $114.0M | $-2.5M |
| FCF MarginFCF / Revenue | 25.3% | -0.4% |
| Capex IntensityCapex / Revenue | — | 10.3% |
| Cash ConversionOCF / Net Profit | — | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $61.3M | ||
| Q3 25 | $64.0M | $148.7M | ||
| Q2 25 | $127.0M | $-19.1M | ||
| Q1 25 | $124.0M | $109.1M | ||
| Q4 24 | $58.0M | $86.4M | ||
| Q3 24 | $25.0M | $85.3M | ||
| Q2 24 | $103.0M | $53.6M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-2.5M | ||
| Q3 25 | $58.0M | $79.3M | ||
| Q2 25 | $120.0M | $-69.5M | ||
| Q1 25 | $117.0M | $50.1M | ||
| Q4 24 | $50.0M | $59.5M | ||
| Q3 24 | $16.0M | $79.4M | ||
| Q2 24 | $91.0M | $47.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -0.4% | ||
| Q3 25 | 9.4% | 13.2% | ||
| Q2 25 | 19.4% | -12.8% | ||
| Q1 25 | 27.5% | 8.5% | ||
| Q4 24 | 13.1% | 12.4% | ||
| Q3 24 | 3.0% | 19.8% | ||
| Q2 24 | 16.8% | 15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 10.3% | ||
| Q3 25 | 1.0% | 11.6% | ||
| Q2 25 | 1.1% | 9.3% | ||
| Q1 25 | 1.6% | 10.1% | ||
| Q4 24 | 2.1% | 5.6% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 2.2% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 2.98× | ||
| Q3 25 | 0.60× | 9.43× | ||
| Q2 25 | 1.14× | -0.45× | ||
| Q1 25 | 3.35× | 2.20× | ||
| Q4 24 | 6.44× | 3.32× | ||
| Q3 24 | 0.25× | 1.13× | ||
| Q2 24 | 1.12× | 4.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
