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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $451.0M, roughly 1.8× Frontdoor, Inc.). MSCI Inc. runs the higher net margin — 34.6% vs 9.1%, a 25.5% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs 5.9%). MSCI Inc. produced more free cash flow last quarter ($488.7M vs $114.0M). Over the past eight quarters, MSCI Inc.'s revenue compounded faster (10.0% 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.
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
FTDR vs MSCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $822.5M |
| Net Profit | $41.0M | $284.7M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 56.4% |
| Net Margin | 9.1% | 34.6% |
| Revenue YoY | 5.9% | 10.6% |
| Net Profit YoY | 10.8% | -6.8% |
| EPS (diluted) | $0.57 | $3.81 |
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 | $822.5M | ||
| Q3 25 | $618.0M | $793.4M | ||
| Q2 25 | $617.0M | $772.7M | ||
| Q1 25 | $426.0M | $745.8M | ||
| Q4 24 | $383.0M | $743.5M | ||
| Q3 24 | $540.0M | $724.7M | ||
| Q2 24 | $542.0M | $707.9M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $284.7M | ||
| Q3 25 | $106.0M | $325.4M | ||
| Q2 25 | $111.0M | $303.6M | ||
| Q1 25 | $37.0M | $288.6M | ||
| Q4 24 | $9.0M | $305.5M | ||
| Q3 24 | $100.0M | $280.9M | ||
| Q2 24 | $92.0M | $266.8M |
| 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% | 56.4% | ||
| Q3 25 | 23.0% | 56.4% | ||
| Q2 25 | 23.7% | 55.0% | ||
| Q1 25 | 11.3% | 50.6% | ||
| Q4 24 | 1.6% | 54.5% | ||
| Q3 24 | 24.8% | 55.4% | ||
| Q2 24 | 22.9% | 54.0% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 34.6% | ||
| Q3 25 | 17.2% | 41.0% | ||
| Q2 25 | 18.0% | 39.3% | ||
| Q1 25 | 8.7% | 38.7% | ||
| Q4 24 | 2.3% | 41.1% | ||
| Q3 24 | 18.5% | 38.8% | ||
| Q2 24 | 17.0% | 37.7% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $3.81 | ||
| Q3 25 | $1.42 | $4.25 | ||
| Q2 25 | $1.48 | $3.92 | ||
| Q1 25 | $0.49 | $3.71 | ||
| Q4 24 | $0.10 | $3.89 | ||
| Q3 24 | $1.30 | $3.57 | ||
| Q2 24 | $1.18 | $3.37 |
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 | $515.3M |
| Total DebtLower is stronger | $1.2B | $6.2B |
| Stockholders' EquityBook value | $230.0M | $-2.7B |
| Total Assets | $2.2B | $5.7B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $515.3M | ||
| Q3 25 | $563.0M | $400.1M | ||
| Q2 25 | $562.0M | $347.3M | ||
| Q1 25 | $506.0M | $360.7M | ||
| Q4 24 | $436.0M | $409.4M | ||
| Q3 24 | $375.0M | $501.0M | ||
| Q2 24 | $419.0M | $451.4M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $6.2B | ||
| Q3 25 | $1.2B | $5.5B | ||
| Q2 25 | $1.2B | $4.5B | ||
| Q1 25 | $1.2B | $4.5B | ||
| Q4 24 | $1.2B | $4.5B | ||
| Q3 24 | $565.0M | $4.5B | ||
| Q2 24 | $569.0M | $4.5B |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $-2.7B | ||
| Q3 25 | $316.0M | $-1.9B | ||
| Q2 25 | $254.0M | $-886.2M | ||
| Q1 25 | $198.0M | $-958.6M | ||
| Q4 24 | $239.0M | $-940.0M | ||
| Q3 24 | $261.0M | $-751.0M | ||
| Q2 24 | $214.0M | $-734.5M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $5.7B | ||
| Q3 25 | $2.2B | $5.4B | ||
| Q2 25 | $2.2B | $5.4B | ||
| Q1 25 | $2.1B | $5.3B | ||
| Q4 24 | $2.1B | $5.4B | ||
| Q3 24 | $1.2B | $5.4B | ||
| Q2 24 | $1.2B | $5.5B |
| 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 | — | $501.1M |
| Free Cash FlowOCF − Capex | $114.0M | $488.7M |
| FCF MarginFCF / Revenue | 25.3% | 59.4% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $501.1M | ||
| Q3 25 | $64.0M | $449.4M | ||
| Q2 25 | $127.0M | $336.1M | ||
| Q1 25 | $124.0M | $301.7M | ||
| Q4 24 | $58.0M | $430.6M | ||
| Q3 24 | $25.0M | $421.6M | ||
| Q2 24 | $103.0M | $349.2M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $488.7M | ||
| Q3 25 | $58.0M | $445.5M | ||
| Q2 25 | $120.0M | $324.7M | ||
| Q1 25 | $117.0M | $290.2M | ||
| Q4 24 | $50.0M | $416.4M | ||
| Q3 24 | $16.0M | $415.0M | ||
| Q2 24 | $91.0M | $340.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 59.4% | ||
| Q3 25 | 9.4% | 56.2% | ||
| Q2 25 | 19.4% | 42.0% | ||
| Q1 25 | 27.5% | 38.9% | ||
| Q4 24 | 13.1% | 56.0% | ||
| Q3 24 | 3.0% | 57.3% | ||
| Q2 24 | 16.8% | 48.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.5% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 1.6% | 1.5% | ||
| Q4 24 | 2.1% | 1.9% | ||
| Q3 24 | 1.7% | 0.9% | ||
| Q2 24 | 2.2% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.76× | ||
| Q3 25 | 0.60× | 1.38× | ||
| Q2 25 | 1.14× | 1.11× | ||
| Q1 25 | 3.35× | 1.05× | ||
| Q4 24 | 6.44× | 1.41× | ||
| Q3 24 | 0.25× | 1.50× | ||
| Q2 24 | 1.12× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
