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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Grand Canyon Education, Inc. (LOPE). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $308.1M, roughly 1.5× Grand Canyon Education, Inc.). Grand Canyon Education, Inc. runs the higher net margin — 28.1% vs 9.1%, a 19.1% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 5.3%). Grand Canyon Education, Inc. produced more free cash flow last quarter ($122.9M vs $114.0M). Over the past eight quarters, Grand Canyon Education, Inc.'s revenue compounded faster (5.9% 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.
Grand Canyon Education, Inc. (GCE) is an American for-profit corporation that provides services to universities, specializing in program development, online education, and operational support. Formerly affiliated with Grand Canyon University (GCU), a Christian university in Arizona, GCE became a separate publicly traded company in 2008.
FTDR vs LOPE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $308.1M |
| Net Profit | $41.0M | $86.7M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 35.1% |
| Net Margin | 9.1% | 28.1% |
| Revenue YoY | 5.9% | 5.3% |
| Net Profit YoY | 10.8% | 5.9% |
| EPS (diluted) | $0.57 | $3.13 |
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 | $308.1M | ||
| Q3 25 | $618.0M | $261.1M | ||
| Q2 25 | $617.0M | $247.5M | ||
| Q1 25 | $426.0M | $289.3M | ||
| Q4 24 | $383.0M | $292.6M | ||
| Q3 24 | $540.0M | $238.3M | ||
| Q2 24 | $542.0M | $227.5M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $86.7M | ||
| Q3 25 | $106.0M | $16.3M | ||
| Q2 25 | $111.0M | $41.5M | ||
| Q1 25 | $37.0M | $71.6M | ||
| Q4 24 | $9.0M | $81.9M | ||
| Q3 24 | $100.0M | $41.5M | ||
| Q2 24 | $92.0M | $34.9M |
| 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 | — | — | ||
| Q4 25 | 0.5% | 35.1% | ||
| Q3 25 | 23.0% | 6.9% | ||
| Q2 25 | 23.7% | 20.9% | ||
| Q1 25 | 11.3% | 30.4% | ||
| Q4 24 | 1.6% | 34.2% | ||
| Q3 24 | 24.8% | 20.2% | ||
| Q2 24 | 22.9% | 18.8% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 28.1% | ||
| Q3 25 | 17.2% | 6.2% | ||
| Q2 25 | 18.0% | 16.8% | ||
| Q1 25 | 8.7% | 24.8% | ||
| Q4 24 | 2.3% | 28.0% | ||
| Q3 24 | 18.5% | 17.4% | ||
| Q2 24 | 17.0% | 15.3% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $3.13 | ||
| Q3 25 | $1.42 | $0.58 | ||
| Q2 25 | $1.48 | $1.48 | ||
| Q1 25 | $0.49 | $2.52 | ||
| Q4 24 | $0.10 | $2.83 | ||
| Q3 24 | $1.30 | $1.42 | ||
| Q2 24 | $1.18 | $1.19 |
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 | $111.8M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $746.9M |
| Total Assets | $2.2B | $992.3M |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $111.8M | ||
| Q3 25 | $563.0M | $97.3M | ||
| Q2 25 | $562.0M | $192.3M | ||
| Q1 25 | $506.0M | $144.5M | ||
| Q4 24 | $436.0M | $324.6M | ||
| Q3 24 | $375.0M | $263.6M | ||
| Q2 24 | $419.0M | $241.3M |
| 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 | $746.9M | ||
| Q3 25 | $316.0M | $758.0M | ||
| Q2 25 | $254.0M | $778.0M | ||
| Q1 25 | $198.0M | $780.7M | ||
| Q4 24 | $239.0M | $783.9M | ||
| Q3 24 | $261.0M | $764.1M | ||
| Q2 24 | $214.0M | $759.2M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $992.3M | ||
| Q3 25 | $2.2B | $1.0B | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $1.2B | $992.9M | ||
| Q2 24 | $1.2B | $992.7M |
| 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 | — | $130.5M |
| Free Cash FlowOCF − Capex | $114.0M | $122.9M |
| FCF MarginFCF / Revenue | 25.3% | 39.9% |
| Capex IntensityCapex / Revenue | — | 2.5% |
| Cash ConversionOCF / Net Profit | — | 1.50× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $238.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $130.5M | ||
| Q3 25 | $64.0M | $-48.6M | ||
| Q2 25 | $127.0M | $124.0M | ||
| Q1 25 | $124.0M | $67.6M | ||
| Q4 24 | $58.0M | $135.8M | ||
| Q3 24 | $25.0M | $-29.4M | ||
| Q2 24 | $103.0M | $98.6M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $122.9M | ||
| Q3 25 | $58.0M | $-58.3M | ||
| Q2 25 | $120.0M | $115.4M | ||
| Q1 25 | $117.0M | $58.7M | ||
| Q4 24 | $50.0M | $126.1M | ||
| Q3 24 | $16.0M | $-39.0M | ||
| Q2 24 | $91.0M | $89.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 39.9% | ||
| Q3 25 | 9.4% | -22.3% | ||
| Q2 25 | 19.4% | 46.6% | ||
| Q1 25 | 27.5% | 20.3% | ||
| Q4 24 | 13.1% | 43.1% | ||
| Q3 24 | 3.0% | -16.3% | ||
| Q2 24 | 16.8% | 39.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.5% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 1.6% | 3.1% | ||
| Q4 24 | 2.1% | 3.3% | ||
| Q3 24 | 1.7% | 4.0% | ||
| Q2 24 | 2.2% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.50× | ||
| Q3 25 | 0.60× | -2.99× | ||
| Q2 25 | 1.14× | 2.98× | ||
| Q1 25 | 3.35× | 0.94× | ||
| Q4 24 | 6.44× | 1.66× | ||
| Q3 24 | 0.25× | -0.71× | ||
| Q2 24 | 1.12× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
