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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Hilltop Holdings Inc. (HTH). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($432.0M vs $300.5M, roughly 1.4× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 0.2%, a 12.8% gap on every dollar of revenue. Over the past eight quarters, Frontdoor, Inc.'s revenue compounded faster (6.9% CAGR vs 0.6%).
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.
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
FTDR vs HTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $432.0M | $300.5M |
| Net Profit | $1.0M | $39.0M |
| Gross Margin | 49.3% | — |
| Operating Margin | 0.5% | — |
| Net Margin | 0.2% | 13.0% |
| Revenue YoY | 12.8% | — |
| Net Profit YoY | -88.9% | -12.4% |
| EPS (diluted) | $0.03 | $0.64 |
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 | — | $300.5M | ||
| Q4 25 | $432.0M | $329.9M | ||
| Q3 25 | $618.0M | $330.2M | ||
| Q2 25 | $617.0M | $303.3M | ||
| Q1 25 | $426.0M | $318.5M | ||
| Q4 24 | $383.0M | $301.1M | ||
| Q3 24 | $540.0M | $305.5M | ||
| Q2 24 | $542.0M | $297.0M |
| Q1 26 | — | $39.0M | ||
| Q4 25 | $1.0M | $41.6M | ||
| Q3 25 | $106.0M | $45.8M | ||
| Q2 25 | $111.0M | $36.1M | ||
| Q1 25 | $37.0M | $42.1M | ||
| Q4 24 | $9.0M | $35.5M | ||
| Q3 24 | $100.0M | $29.7M | ||
| Q2 24 | $92.0M | $20.3M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 0.5% | 16.1% | ||
| Q3 25 | 23.0% | 18.4% | ||
| Q2 25 | 23.7% | 16.3% | ||
| Q1 25 | 11.3% | 18.1% | ||
| Q4 24 | 1.6% | 14.7% | ||
| Q3 24 | 24.8% | 13.9% | ||
| Q2 24 | 22.9% | 10.0% |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 0.2% | 12.6% | ||
| Q3 25 | 17.2% | 13.9% | ||
| Q2 25 | 18.0% | 11.9% | ||
| Q1 25 | 8.7% | 13.2% | ||
| Q4 24 | 2.3% | 11.8% | ||
| Q3 24 | 18.5% | 9.7% | ||
| Q2 24 | 17.0% | 6.8% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.03 | $0.68 | ||
| Q3 25 | $1.42 | $0.74 | ||
| Q2 25 | $1.48 | $0.57 | ||
| Q1 25 | $0.49 | $0.65 | ||
| Q4 24 | $0.10 | $0.55 | ||
| Q3 24 | $1.30 | $0.46 | ||
| Q2 24 | $1.18 | $0.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | — |
| Total DebtLower is stronger | $1.1B | $990.8M |
| Stockholders' EquityBook value | $242.0M | $2.2B |
| Total Assets | $2.1B | $15.7B |
| Debt / EquityLower = less leverage | 4.73× | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | — |
| Q1 26 | — | $990.8M | ||
| 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 | — | $2.2B | ||
| Q4 25 | $242.0M | $2.2B | ||
| Q3 25 | $316.0M | $2.2B | ||
| Q2 25 | $254.0M | $2.2B | ||
| Q1 25 | $198.0M | $2.2B | ||
| Q4 24 | $239.0M | $2.2B | ||
| Q3 24 | $261.0M | $2.2B | ||
| Q2 24 | $214.0M | $2.1B |
| Q1 26 | — | $15.7B | ||
| Q4 25 | $2.1B | $15.8B | ||
| Q3 25 | $2.2B | $15.6B | ||
| Q2 25 | $2.2B | $15.4B | ||
| Q1 25 | $2.1B | $15.8B | ||
| Q4 24 | $2.1B | $16.3B | ||
| Q3 24 | $1.2B | $15.9B | ||
| Q2 24 | $1.2B | $15.6B |
| Q1 26 | — | 0.46× | ||
| 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 | $101.0M | — |
| Free Cash FlowOCF − Capex | $95.0M | — |
| FCF MarginFCF / Revenue | 22.0% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | 101.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $390.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-38.7M | ||
| Q3 25 | $64.0M | $273.0M | ||
| Q2 25 | $127.0M | $-234.6M | ||
| Q1 25 | $124.0M | $5.8M | ||
| Q4 24 | $58.0M | $273.9M | ||
| Q3 24 | $25.0M | $515.6M | ||
| Q2 24 | $103.0M | $-435.3M |
| Q1 26 | — | — | ||
| Q4 25 | $95.0M | $-55.5M | ||
| Q3 25 | $58.0M | $271.0M | ||
| Q2 25 | $120.0M | $-234.6M | ||
| Q1 25 | $117.0M | $5.0M | ||
| Q4 24 | $50.0M | $266.8M | ||
| Q3 24 | $16.0M | $513.8M | ||
| Q2 24 | $91.0M | $-437.3M |
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | -16.8% | ||
| Q3 25 | 9.4% | 82.1% | ||
| Q2 25 | 19.4% | -77.4% | ||
| Q1 25 | 27.5% | 1.6% | ||
| Q4 24 | 13.1% | 88.6% | ||
| Q3 24 | 3.0% | 168.2% | ||
| Q2 24 | 16.8% | -147.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.1% | ||
| Q3 25 | 1.0% | 0.6% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 1.6% | 0.3% | ||
| Q4 24 | 2.1% | 2.4% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 2.2% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | -0.93× | ||
| Q3 25 | 0.60× | 5.96× | ||
| Q2 25 | 1.14× | -6.50× | ||
| Q1 25 | 3.35× | 0.14× | ||
| Q4 24 | 6.44× | 7.71× | ||
| Q3 24 | 0.25× | 17.36× | ||
| Q2 24 | 1.12× | -21.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
