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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and PROCORE TECHNOLOGIES, INC. (PCOR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $349.1M, roughly 1.3× PROCORE TECHNOLOGIES, INC.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -10.8%, a 19.9% gap on every dollar of revenue. On growth, PROCORE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (15.6% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $109.2M). Over the past eight quarters, PROCORE TECHNOLOGIES, INC.'s revenue compounded faster (13.8% 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.
Procore Technologies is an American construction management software as a service company founded in 2002, with headquarters in Carpinteria, California. Procore hosts a platform to connect those involved in the construction industry on a global platform. The software allows for the creation of simplified workflows and displays a consolidated view of construction products that includes the tracking of tasks, management of project workflows, and scheduling.
FTDR vs PCOR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $349.1M |
| Net Profit | $41.0M | $-37.6M |
| Gross Margin | 55.0% | 80.1% |
| Operating Margin | — | -12.3% |
| Net Margin | 9.1% | -10.8% |
| Revenue YoY | 5.9% | 15.6% |
| Net Profit YoY | 10.8% | 39.6% |
| EPS (diluted) | $0.57 | $-0.25 |
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 | $349.1M | ||
| Q3 25 | $618.0M | $338.9M | ||
| Q2 25 | $617.0M | $323.9M | ||
| Q1 25 | $426.0M | $310.6M | ||
| Q4 24 | $383.0M | $302.0M | ||
| Q3 24 | $540.0M | $295.9M | ||
| Q2 24 | $542.0M | $284.3M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-37.6M | ||
| Q3 25 | $106.0M | $-9.1M | ||
| Q2 25 | $111.0M | $-21.1M | ||
| Q1 25 | $37.0M | $-33.0M | ||
| Q4 24 | $9.0M | $-62.3M | ||
| Q3 24 | $100.0M | $-26.4M | ||
| Q2 24 | $92.0M | $-6.3M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 80.1% | ||
| Q3 25 | 57.1% | 79.7% | ||
| Q2 25 | 57.7% | 79.1% | ||
| Q1 25 | 55.2% | 79.1% | ||
| Q4 24 | 48.0% | 81.2% | ||
| Q3 24 | 56.7% | 81.4% | ||
| Q2 24 | 56.5% | 83.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | -12.3% | ||
| Q3 25 | 23.0% | -4.4% | ||
| Q2 25 | 23.7% | -9.3% | ||
| Q1 25 | 11.3% | -11.7% | ||
| Q4 24 | 1.6% | -21.9% | ||
| Q3 24 | 24.8% | -12.3% | ||
| Q2 24 | 22.9% | -5.2% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -10.8% | ||
| Q3 25 | 17.2% | -2.7% | ||
| Q2 25 | 18.0% | -6.5% | ||
| Q1 25 | 8.7% | -10.6% | ||
| Q4 24 | 2.3% | -20.6% | ||
| Q3 24 | 18.5% | -8.9% | ||
| Q2 24 | 17.0% | -2.2% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-0.25 | ||
| Q3 25 | $1.42 | $-0.06 | ||
| Q2 25 | $1.48 | $-0.14 | ||
| Q1 25 | $0.49 | $-0.22 | ||
| Q4 24 | $0.10 | $-0.42 | ||
| Q3 24 | $1.30 | $-0.18 | ||
| Q2 24 | $1.18 | $-0.04 |
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 | $768.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $1.3B |
| 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 | $768.5M | ||
| Q3 25 | $563.0M | $684.0M | ||
| Q2 25 | $562.0M | $620.9M | ||
| Q1 25 | $506.0M | $566.7M | ||
| Q4 24 | $436.0M | $775.4M | ||
| Q3 24 | $375.0M | $756.9M | ||
| Q2 24 | $419.0M | $735.4M |
| 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 | $1.3B | ||
| Q3 25 | $316.0M | $1.2B | ||
| Q2 25 | $254.0M | $1.2B | ||
| Q1 25 | $198.0M | $1.2B | ||
| Q4 24 | $239.0M | $1.3B | ||
| Q3 24 | $261.0M | $1.3B | ||
| Q2 24 | $214.0M | $1.3B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B |
| 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 | — | $114.9M |
| Free Cash FlowOCF − Capex | $114.0M | $109.2M |
| FCF MarginFCF / Revenue | 25.3% | 31.3% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $282.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $114.9M | ||
| Q3 25 | $64.0M | $88.5M | ||
| Q2 25 | $127.0M | $30.8M | ||
| Q1 25 | $124.0M | $66.0M | ||
| Q4 24 | $58.0M | $29.1M | ||
| Q3 24 | $25.0M | $39.3M | ||
| Q2 24 | $103.0M | $58.7M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $109.2M | ||
| Q3 25 | $58.0M | $83.1M | ||
| Q2 25 | $120.0M | $27.9M | ||
| Q1 25 | $117.0M | $62.0M | ||
| Q4 24 | $50.0M | $17.4M | ||
| Q3 24 | $16.0M | $35.7M | ||
| Q2 24 | $91.0M | $56.8M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 31.3% | ||
| Q3 25 | 9.4% | 24.5% | ||
| Q2 25 | 19.4% | 8.6% | ||
| Q1 25 | 27.5% | 20.0% | ||
| Q4 24 | 13.1% | 5.8% | ||
| Q3 24 | 3.0% | 12.1% | ||
| Q2 24 | 16.8% | 20.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.6% | ||
| Q3 25 | 1.0% | 1.6% | ||
| Q2 25 | 1.1% | 0.9% | ||
| Q1 25 | 1.6% | 1.3% | ||
| Q4 24 | 2.1% | 3.9% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 2.2% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
