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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and PEGASYSTEMS INC (PEGA). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $430.0M, roughly 1.0× PEGASYSTEMS INC). Frontdoor, Inc. runs the higher net margin — 9.1% vs 7.6%, a 1.5% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $114.0M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% 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.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
FTDR vs PEGA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $430.0M |
| Net Profit | $41.0M | $32.8M |
| Gross Margin | 55.0% | 75.2% |
| Operating Margin | — | 8.6% |
| Net Margin | 9.1% | 7.6% |
| Revenue YoY | 5.9% | -9.6% |
| Net Profit YoY | 10.8% | — |
| EPS (diluted) | $0.57 | $0.18 |
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 | $430.0M | ||
| Q4 25 | $432.0M | $504.3M | ||
| Q3 25 | $618.0M | $381.4M | ||
| Q2 25 | $617.0M | $384.5M | ||
| Q1 25 | $426.0M | $475.6M | ||
| Q4 24 | $383.0M | $490.8M | ||
| Q3 24 | $540.0M | $325.1M | ||
| Q2 24 | $542.0M | $351.2M |
| Q1 26 | $41.0M | $32.8M | ||
| Q4 25 | $1.0M | $234.6M | ||
| Q3 25 | $106.0M | $43.4M | ||
| Q2 25 | $111.0M | $30.1M | ||
| Q1 25 | $37.0M | $85.4M | ||
| Q4 24 | $9.0M | $119.1M | ||
| Q3 24 | $100.0M | $-14.4M | ||
| Q2 24 | $92.0M | $6.6M |
| Q1 26 | 55.0% | 75.2% | ||
| Q4 25 | 49.3% | 79.5% | ||
| Q3 25 | 57.1% | 72.2% | ||
| Q2 25 | 57.7% | 71.5% | ||
| Q1 25 | 55.2% | 78.5% | ||
| Q4 24 | 48.0% | 79.1% | ||
| Q3 24 | 56.7% | 70.2% | ||
| Q2 24 | 56.5% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 0.5% | 20.7% | ||
| Q3 25 | 23.0% | 3.8% | ||
| Q2 25 | 23.7% | 4.5% | ||
| Q1 25 | 11.3% | 26.7% | ||
| Q4 24 | 1.6% | 29.1% | ||
| Q3 24 | 24.8% | -3.6% | ||
| Q2 24 | 22.9% | 3.7% |
| Q1 26 | 9.1% | 7.6% | ||
| Q4 25 | 0.2% | 46.5% | ||
| Q3 25 | 17.2% | 11.4% | ||
| Q2 25 | 18.0% | 7.8% | ||
| Q1 25 | 8.7% | 18.0% | ||
| Q4 24 | 2.3% | 24.3% | ||
| Q3 24 | 18.5% | -4.4% | ||
| Q2 24 | 17.0% | 1.9% |
| Q1 26 | $0.57 | $0.18 | ||
| Q4 25 | $0.03 | $0.81 | ||
| Q3 25 | $1.42 | $0.24 | ||
| Q2 25 | $1.48 | $0.17 | ||
| Q1 25 | $0.49 | $0.91 | ||
| Q4 24 | $0.10 | $1.35 | ||
| Q3 24 | $1.30 | $-0.17 | ||
| Q2 24 | $1.18 | $0.07 |
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 | $270.0M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $705.9M |
| Total Assets | $2.2B | $1.6B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | $270.0M | ||
| Q4 25 | $566.0M | $425.8M | ||
| Q3 25 | $563.0M | $351.4M | ||
| Q2 25 | $562.0M | $411.6M | ||
| Q1 25 | $506.0M | $371.7M | ||
| Q4 24 | $436.0M | $740.0M | ||
| Q3 24 | $375.0M | $703.0M | ||
| Q2 24 | $419.0M | $665.1M |
| 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 | $705.9M | ||
| Q4 25 | $242.0M | $787.4M | ||
| Q3 25 | $316.0M | $596.8M | ||
| Q2 25 | $254.0M | $624.5M | ||
| Q1 25 | $198.0M | $611.3M | ||
| Q4 24 | $239.0M | $585.5M | ||
| Q3 24 | $261.0M | $473.0M | ||
| Q2 24 | $214.0M | $435.4M |
| Q1 26 | $2.2B | $1.6B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
| 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 | — | — |
| Free Cash FlowOCF − Capex | $114.0M | $206.5M |
| FCF MarginFCF / Revenue | 25.3% | 48.0% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $158.4M | ||
| Q3 25 | $64.0M | $56.3M | ||
| Q2 25 | $127.0M | $86.3M | ||
| Q1 25 | $124.0M | $204.2M | ||
| Q4 24 | $58.0M | $95.2M | ||
| Q3 24 | $25.0M | $30.5M | ||
| Q2 24 | $103.0M | $40.1M |
| Q1 26 | $114.0M | $206.5M | ||
| Q4 25 | $95.0M | $152.4M | ||
| Q3 25 | $58.0M | $51.8M | ||
| Q2 25 | $120.0M | $84.1M | ||
| Q1 25 | $117.0M | $202.3M | ||
| Q4 24 | $50.0M | $92.4M | ||
| Q3 24 | $16.0M | $27.4M | ||
| Q2 24 | $91.0M | $38.8M |
| Q1 26 | 25.3% | 48.0% | ||
| Q4 25 | 22.0% | 30.2% | ||
| Q3 25 | 9.4% | 13.6% | ||
| Q2 25 | 19.4% | 21.9% | ||
| Q1 25 | 27.5% | 42.5% | ||
| Q4 24 | 13.1% | 18.8% | ||
| Q3 24 | 3.0% | 8.4% | ||
| Q2 24 | 16.8% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 1.0% | 1.2% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 1.6% | 0.4% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 1.7% | 0.9% | ||
| Q2 24 | 2.2% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 0.68× | ||
| Q3 25 | 0.60× | 1.30× | ||
| Q2 25 | 1.14× | 2.87× | ||
| Q1 25 | 3.35× | 2.39× | ||
| Q4 24 | 6.44× | 0.80× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | 6.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
