vs
Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $253.4M, roughly 1.8× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 5.9%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $114.0M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
FTDR vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $253.4M |
| Net Profit | $41.0M | — |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 28.7% |
| Net Margin | 9.1% | — |
| Revenue YoY | 5.9% | 62.7% |
| Net Profit YoY | 10.8% | — |
| EPS (diluted) | $0.57 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $618.0M | $244.7M | ||
| Q2 25 | $617.0M | $203.3M | ||
| Q1 25 | $426.0M | $174.6M | ||
| Q4 24 | $383.0M | $155.8M | ||
| Q3 24 | $540.0M | $148.5M | ||
| Q2 24 | $542.0M | $131.1M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $106.0M | $51.5M | ||
| Q2 25 | $111.0M | $46.5M | ||
| Q1 25 | $37.0M | $42.9M | ||
| Q4 24 | $9.0M | — | ||
| Q3 24 | $100.0M | $30.5M | ||
| Q2 24 | $92.0M | $25.7M |
| 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% | 28.7% | ||
| Q3 25 | 23.0% | 27.4% | ||
| Q2 25 | 23.7% | 29.5% | ||
| Q1 25 | 11.3% | 30.8% | ||
| Q4 24 | 1.6% | 28.9% | ||
| Q3 24 | 24.8% | 25.9% | ||
| Q2 24 | 22.9% | 25.5% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 17.2% | 21.0% | ||
| Q2 25 | 18.0% | 22.9% | ||
| Q1 25 | 8.7% | 24.6% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 18.5% | 20.5% | ||
| Q2 24 | 17.0% | 19.6% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $2.05 | ||
| Q3 25 | $1.42 | $1.87 | ||
| Q2 25 | $1.48 | $1.68 | ||
| Q1 25 | $0.49 | $1.57 | ||
| Q4 24 | $0.10 | $1.29 | ||
| Q3 24 | $1.30 | $1.15 | ||
| Q2 24 | $1.18 | $1.00 |
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 | $106.9M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $942.7M |
| Total Assets | $2.2B | $3.1B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $106.9M | ||
| Q3 25 | $563.0M | $111.7M | ||
| Q2 25 | $562.0M | $81.3M | ||
| Q1 25 | $506.0M | $119.3M | ||
| Q4 24 | $436.0M | $80.4M | ||
| Q3 24 | $375.0M | $86.5M | ||
| Q2 24 | $419.0M | $47.8M |
| 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 | $942.7M | ||
| Q3 25 | $316.0M | $878.1M | ||
| Q2 25 | $254.0M | $847.2M | ||
| Q1 25 | $198.0M | $790.4M | ||
| Q4 24 | $239.0M | $729.0M | ||
| Q3 24 | $261.0M | $703.3M | ||
| Q2 24 | $214.0M | $532.6M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $3.1B | ||
| Q3 25 | $2.2B | $2.9B | ||
| Q2 25 | $2.2B | $2.8B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $1.2B | $2.3B | ||
| 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 | — | $409.1M |
| Free Cash FlowOCF − Capex | $114.0M | $409.0M |
| FCF MarginFCF / Revenue | 25.3% | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $409.1M | ||
| Q3 25 | $64.0M | $83.6M | ||
| Q2 25 | $127.0M | $120.9M | ||
| Q1 25 | $124.0M | $87.2M | ||
| Q4 24 | $58.0M | $261.2M | ||
| Q3 24 | $25.0M | $100.3M | ||
| Q2 24 | $103.0M | $55.1M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $409.0M | ||
| Q3 25 | $58.0M | $83.6M | ||
| Q2 25 | $120.0M | $120.8M | ||
| Q1 25 | $117.0M | $87.1M | ||
| Q4 24 | $50.0M | $260.9M | ||
| Q3 24 | $16.0M | $100.1M | ||
| Q2 24 | $91.0M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 161.4% | ||
| Q3 25 | 9.4% | 34.2% | ||
| Q2 25 | 19.4% | 59.4% | ||
| Q1 25 | 27.5% | 49.9% | ||
| Q4 24 | 13.1% | 167.5% | ||
| Q3 24 | 3.0% | 67.4% | ||
| Q2 24 | 16.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.0% | 0.0% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 1.6% | 0.0% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 1.7% | 0.1% | ||
| Q2 24 | 2.2% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | 1.63× | ||
| Q2 25 | 1.14× | 2.60× | ||
| Q1 25 | 3.35× | 2.03× | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | 3.29× | ||
| Q2 24 | 1.12× | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
