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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Paylocity Holding Corp (PCTY). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $387.0M, roughly 1.2× Paylocity Holding Corp). Paylocity Holding Corp runs the higher net margin — 13.0% vs 9.1%, a 3.9% gap on every dollar of revenue. On growth, Paylocity Holding Corp posted the faster year-over-year revenue change (11.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $113.6M). Over the past eight quarters, Paylocity Holding Corp's revenue compounded faster (2.7% 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.
Paylocity Holding Corporation is an American provider of cloud-based payroll, , spend management, and human capital management (HCM) software.
FTDR vs PCTY — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $387.0M |
| Net Profit | $41.0M | $50.2M |
| Gross Margin | 55.0% | 72.9% |
| Operating Margin | — | 18.2% |
| Net Margin | 9.1% | 13.0% |
| Revenue YoY | 5.9% | 11.3% |
| Net Profit YoY | 10.8% | 34.0% |
| EPS (diluted) | $0.57 | $0.92 |
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 | $387.0M | ||
| Q3 25 | $618.0M | $378.9M | ||
| Q2 25 | $617.0M | $369.9M | ||
| Q1 25 | $426.0M | $421.1M | ||
| Q4 24 | $383.0M | $347.7M | ||
| Q3 24 | $540.0M | $333.1M | ||
| Q2 24 | $542.0M | $324.7M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $50.2M | ||
| Q3 25 | $106.0M | $48.0M | ||
| Q2 25 | $111.0M | $48.6M | ||
| Q1 25 | $37.0M | $91.5M | ||
| Q4 24 | $9.0M | $37.5M | ||
| Q3 24 | $100.0M | $49.6M | ||
| Q2 24 | $92.0M | $48.8M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 72.9% | ||
| Q3 25 | 57.1% | 73.9% | ||
| Q2 25 | 57.7% | 73.5% | ||
| Q1 25 | 55.2% | 77.1% | ||
| Q4 24 | 48.0% | 72.6% | ||
| Q3 24 | 56.7% | 74.4% | ||
| Q2 24 | 56.5% | 74.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 18.2% | ||
| Q3 25 | 23.0% | 19.6% | ||
| Q2 25 | 23.7% | 17.9% | ||
| Q1 25 | 11.3% | 30.2% | ||
| Q4 24 | 1.6% | 13.4% | ||
| Q3 24 | 24.8% | 19.3% | ||
| Q2 24 | 22.9% | 19.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 13.0% | ||
| Q3 25 | 17.2% | 12.7% | ||
| Q2 25 | 18.0% | 13.1% | ||
| Q1 25 | 8.7% | 21.7% | ||
| Q4 24 | 2.3% | 10.8% | ||
| Q3 24 | 18.5% | 14.9% | ||
| Q2 24 | 17.0% | 15.0% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.92 | ||
| Q3 25 | $1.42 | $0.86 | ||
| Q2 25 | $1.48 | $0.87 | ||
| Q1 25 | $0.49 | $1.61 | ||
| Q4 24 | $0.10 | $0.66 | ||
| Q3 24 | $1.30 | $0.88 | ||
| Q2 24 | $1.18 | $0.85 |
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 | $162.5M |
| Total DebtLower is stronger | $1.2B | $81.3M |
| Stockholders' EquityBook value | $230.0M | $1.1B |
| Total Assets | $2.2B | $7.0B |
| Debt / EquityLower = less leverage | 5.07× | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $162.5M | ||
| Q3 25 | $563.0M | $165.2M | ||
| Q2 25 | $562.0M | $398.1M | ||
| Q1 25 | $506.0M | $477.8M | ||
| Q4 24 | $436.0M | $482.4M | ||
| Q3 24 | $375.0M | $778.5M | ||
| Q2 24 | $419.0M | $401.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $81.3M | ||
| Q3 25 | $1.2B | $81.3M | ||
| Q2 25 | $1.2B | $162.5M | ||
| Q1 25 | $1.2B | $243.8M | ||
| Q4 24 | $1.2B | $325.0M | ||
| Q3 24 | $565.0M | $325.0M | ||
| Q2 24 | $569.0M | $0 |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $1.1B | ||
| Q3 25 | $316.0M | $1.1B | ||
| Q2 25 | $254.0M | $1.2B | ||
| Q1 25 | $198.0M | $1.2B | ||
| Q4 24 | $239.0M | $1.2B | ||
| Q3 24 | $261.0M | $1.1B | ||
| Q2 24 | $214.0M | $1.0B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $7.0B | ||
| Q3 25 | $2.2B | $4.2B | ||
| Q2 25 | $2.2B | $4.4B | ||
| Q1 25 | $2.1B | $5.2B | ||
| Q4 24 | $2.1B | $5.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $4.2B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.07× | ||
| Q3 25 | 3.64× | 0.07× | ||
| Q2 25 | 4.56× | 0.13× | ||
| Q1 25 | 5.88× | 0.20× | ||
| Q4 24 | 4.90× | 0.28× | ||
| Q3 24 | 2.16× | 0.29× | ||
| Q2 24 | 2.66× | 0.00× |
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 | — | $117.0M |
| Free Cash FlowOCF − Capex | $114.0M | $113.6M |
| FCF MarginFCF / Revenue | 25.3% | 29.4% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $461.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $117.0M | ||
| Q3 25 | $64.0M | $86.5M | ||
| Q2 25 | $127.0M | $86.6M | ||
| Q1 25 | $124.0M | $186.0M | ||
| Q4 24 | $58.0M | $54.2M | ||
| Q3 24 | $25.0M | $91.5M | ||
| Q2 24 | $103.0M | $79.9M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $113.6M | ||
| Q3 25 | $58.0M | $82.7M | ||
| Q2 25 | $120.0M | $81.1M | ||
| Q1 25 | $117.0M | $183.7M | ||
| Q4 24 | $50.0M | $51.2M | ||
| Q3 24 | $16.0M | $89.1M | ||
| Q2 24 | $91.0M | $73.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 29.4% | ||
| Q3 25 | 9.4% | 21.8% | ||
| Q2 25 | 19.4% | 21.9% | ||
| Q1 25 | 27.5% | 43.6% | ||
| Q4 24 | 13.1% | 14.7% | ||
| Q3 24 | 3.0% | 26.8% | ||
| Q2 24 | 16.8% | 22.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.9% | ||
| Q3 25 | 1.0% | 1.0% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 1.6% | 0.5% | ||
| Q4 24 | 2.1% | 0.9% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 2.2% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 2.33× | ||
| Q3 25 | 0.60× | 1.80× | ||
| Q2 25 | 1.14× | 1.78× | ||
| Q1 25 | 3.35× | 2.03× | ||
| Q4 24 | 6.44× | 1.45× | ||
| Q3 24 | 0.25× | 1.84× | ||
| Q2 24 | 1.12× | 1.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
