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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Natural Grocers by Vitamin Cottage, Inc. (NGVC). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($433.0M vs $335.6M, roughly 1.3× Natural Grocers by Vitamin Cottage, Inc.). Natural Grocers by Vitamin Cottage, Inc. runs the higher net margin — 3.4% vs 0.2%, a 3.1% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 1.6%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $11.6M). Over the past eight quarters, Natural Grocers by Vitamin Cottage, Inc.'s revenue compounded faster (4.4% CAGR vs -10.6%).
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.
Natural Grocers by Vitamin Cottage, Inc. is a U.S.-based specialty retail chain that offers certified organic groceries, dietary supplements, natural personal care items, and eco-friendly household products. It serves health-conscious consumers across multiple U.S. states, following strict quality standards that exclude artificial preservatives, colors, flavors and harmful additives.
FTDR vs NGVC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $433.0M | $335.6M |
| Net Profit | $1.0M | $11.3M |
| Gross Margin | 49.2% | 29.5% |
| Operating Margin | — | 4.4% |
| Net Margin | 0.2% | 3.4% |
| Revenue YoY | 13.1% | 1.6% |
| Net Profit YoY | — | 14.0% |
| EPS (diluted) | $0.02 | $0.49 |
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 | $433.0M | — | ||
| Q4 25 | $432.0M | $335.6M | ||
| Q3 25 | $618.0M | $336.1M | ||
| Q2 25 | $617.0M | $328.7M | ||
| Q1 25 | $426.0M | $335.8M | ||
| Q4 24 | $383.0M | $330.2M | ||
| Q3 24 | $540.0M | $322.7M | ||
| Q2 24 | $542.0M | $309.1M |
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.0M | $11.3M | ||
| Q3 25 | $106.0M | $11.8M | ||
| Q2 25 | $111.0M | $11.6M | ||
| Q1 25 | $37.0M | $13.1M | ||
| Q4 24 | $9.0M | $9.9M | ||
| Q3 24 | $100.0M | $9.0M | ||
| Q2 24 | $92.0M | $9.2M |
| Q1 26 | 49.2% | — | ||
| Q4 25 | 49.3% | 29.5% | ||
| Q3 25 | 57.1% | 29.5% | ||
| Q2 25 | 57.7% | 29.9% | ||
| Q1 25 | 55.2% | 30.3% | ||
| Q4 24 | 48.0% | 29.9% | ||
| Q3 24 | 56.7% | 29.6% | ||
| Q2 24 | 56.5% | 29.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.4% | ||
| Q3 25 | 23.0% | 4.6% | ||
| Q2 25 | 23.7% | 4.7% | ||
| Q1 25 | 11.3% | 5.2% | ||
| Q4 24 | 1.6% | 4.0% | ||
| Q3 24 | 24.8% | 3.7% | ||
| Q2 24 | 22.9% | 4.2% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 3.4% | ||
| Q3 25 | 17.2% | 3.5% | ||
| Q2 25 | 18.0% | 3.5% | ||
| Q1 25 | 8.7% | 3.9% | ||
| Q4 24 | 2.3% | 3.0% | ||
| Q3 24 | 18.5% | 2.8% | ||
| Q2 24 | 17.0% | 3.0% |
| Q1 26 | $0.02 | — | ||
| Q4 25 | $0.03 | $0.49 | ||
| Q3 25 | $1.42 | $0.51 | ||
| Q2 25 | $1.48 | $0.50 | ||
| Q1 25 | $0.49 | $0.56 | ||
| Q4 24 | $0.10 | $0.43 | ||
| Q3 24 | $1.30 | $0.38 | ||
| Q2 24 | $1.18 | $0.40 |
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 | $23.2M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $242.0M | $220.0M |
| Total Assets | $2.1B | $668.6M |
| Debt / EquityLower = less leverage | 4.85× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $23.2M | ||
| Q3 25 | $563.0M | $17.1M | ||
| Q2 25 | $562.0M | $13.2M | ||
| Q1 25 | $506.0M | $21.2M | ||
| Q4 24 | $436.0M | $6.3M | ||
| Q3 24 | $375.0M | $8.9M | ||
| Q2 24 | $419.0M | $13.9M |
| 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 | $242.0M | — | ||
| Q4 25 | $242.0M | $220.0M | ||
| Q3 25 | $316.0M | $212.4M | ||
| Q2 25 | $254.0M | $202.5M | ||
| Q1 25 | $198.0M | $193.0M | ||
| Q4 24 | $239.0M | $181.9M | ||
| Q3 24 | $261.0M | $174.3M | ||
| Q2 24 | $214.0M | $167.8M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $668.6M | ||
| Q3 25 | $2.2B | $670.5M | ||
| Q2 25 | $2.2B | $659.0M | ||
| Q1 25 | $2.1B | $664.6M | ||
| Q4 24 | $2.1B | $648.9M | ||
| Q3 24 | $1.2B | $655.5M | ||
| Q2 24 | $1.2B | $654.4M |
| Q1 26 | 4.85× | — | ||
| 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 | — | $21.1M |
| Free Cash FlowOCF − Capex | $94.0M | $11.6M |
| FCF MarginFCF / Revenue | 21.7% | 3.4% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 1.86× |
| TTM Free Cash FlowTrailing 4 quarters | $367.0M | $42.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $21.1M | ||
| Q3 25 | $64.0M | $15.6M | ||
| Q2 25 | $127.0M | $2.9M | ||
| Q1 25 | $124.0M | $34.1M | ||
| Q4 24 | $58.0M | $2.7M | ||
| Q3 24 | $25.0M | $24.5M | ||
| Q2 24 | $103.0M | $12.4M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $95.0M | $11.6M | ||
| Q3 25 | $58.0M | $7.5M | ||
| Q2 25 | $120.0M | $-4.2M | ||
| Q1 25 | $117.0M | $27.6M | ||
| Q4 24 | $50.0M | $-6.9M | ||
| Q3 24 | $16.0M | $18.0M | ||
| Q2 24 | $91.0M | $3.6M |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 22.0% | 3.4% | ||
| Q3 25 | 9.4% | 2.2% | ||
| Q2 25 | 19.4% | -1.3% | ||
| Q1 25 | 27.5% | 8.2% | ||
| Q4 24 | 13.1% | -2.1% | ||
| Q3 24 | 3.0% | 5.6% | ||
| Q2 24 | 16.8% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.9% | ||
| Q3 25 | 1.0% | 2.4% | ||
| Q2 25 | 1.1% | 2.2% | ||
| Q1 25 | 1.6% | 1.9% | ||
| Q4 24 | 2.1% | 2.9% | ||
| Q3 24 | 1.7% | 2.0% | ||
| Q2 24 | 2.2% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.86× | ||
| Q3 25 | 0.60× | 1.32× | ||
| Q2 25 | 1.14× | 0.25× | ||
| Q1 25 | 3.35× | 2.60× | ||
| Q4 24 | 6.44× | 0.27× | ||
| Q3 24 | 0.25× | 2.72× | ||
| Q2 24 | 1.12× | 1.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
