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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Royalty Pharma plc is the larger business by last-quarter revenue ($622.0M vs $451.0M, roughly 1.4× Frontdoor, Inc.). Royalty Pharma plc runs the higher net margin — 34.4% vs 9.1%, a 25.3% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 4.8%). Over the past eight quarters, Royalty Pharma plc's revenue compounded faster (4.6% 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.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
FTDR vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $622.0M |
| Net Profit | $41.0M | $214.2M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 62.4% |
| Net Margin | 9.1% | 34.4% |
| Revenue YoY | 5.9% | 4.8% |
| Net Profit YoY | 10.8% | 2.9% |
| EPS (diluted) | $0.57 | $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 | $451.0M | — | ||
| Q4 25 | $432.0M | $622.0M | ||
| Q3 25 | $618.0M | $609.3M | ||
| Q2 25 | $617.0M | $578.7M | ||
| Q1 25 | $426.0M | $568.2M | ||
| Q4 24 | $383.0M | $593.6M | ||
| Q3 24 | $540.0M | $564.7M | ||
| Q2 24 | $542.0M | $537.3M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $214.2M | ||
| Q3 25 | $106.0M | $288.2M | ||
| Q2 25 | $111.0M | $30.2M | ||
| Q1 25 | $37.0M | $238.3M | ||
| Q4 24 | $9.0M | $208.2M | ||
| Q3 24 | $100.0M | $544.0M | ||
| Q2 24 | $92.0M | $102.0M |
| 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% | 62.4% | ||
| Q3 25 | 23.0% | 70.1% | ||
| Q2 25 | 23.7% | 36.3% | ||
| Q1 25 | 11.3% | 94.0% | ||
| Q4 24 | 1.6% | 60.9% | ||
| Q3 24 | 24.8% | — | ||
| Q2 24 | 22.9% | 50.2% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 34.4% | ||
| Q3 25 | 17.2% | 47.3% | ||
| Q2 25 | 18.0% | 5.2% | ||
| Q1 25 | 8.7% | 41.9% | ||
| Q4 24 | 2.3% | 35.1% | ||
| Q3 24 | 18.5% | 96.3% | ||
| Q2 24 | 17.0% | 19.0% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.49 | ||
| Q3 25 | $1.42 | $0.67 | ||
| Q2 25 | $1.48 | $0.07 | ||
| Q1 25 | $0.49 | $0.55 | ||
| Q4 24 | $0.10 | $0.46 | ||
| Q3 24 | $1.30 | $1.21 | ||
| Q2 24 | $1.18 | $0.23 |
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 | $618.7M |
| Total DebtLower is stronger | $1.2B | $9.0B |
| Stockholders' EquityBook value | $230.0M | $9.7B |
| Total Assets | $2.2B | $19.6B |
| Debt / EquityLower = less leverage | 5.07× | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $618.7M | ||
| Q3 25 | $563.0M | $938.9M | ||
| Q2 25 | $562.0M | $631.9M | ||
| Q1 25 | $506.0M | $1.1B | ||
| Q4 24 | $436.0M | $929.0M | ||
| Q3 24 | $375.0M | $950.1M | ||
| Q2 24 | $419.0M | $1.8B |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $9.0B | ||
| Q3 25 | $1.2B | $8.9B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $1.2B | $7.6B | ||
| Q4 24 | $1.2B | $7.6B | ||
| Q3 24 | $565.0M | $7.6B | ||
| Q2 24 | $569.0M | $7.6B |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $9.7B | ||
| Q3 25 | $316.0M | $9.6B | ||
| Q2 25 | $254.0M | $9.5B | ||
| Q1 25 | $198.0M | $9.8B | ||
| Q4 24 | $239.0M | $10.3B | ||
| Q3 24 | $261.0M | $10.3B | ||
| Q2 24 | $214.0M | $9.8B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.2B | $19.3B | ||
| Q2 25 | $2.2B | $18.3B | ||
| Q1 25 | $2.1B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $1.2B | $18.0B | ||
| Q2 24 | $1.2B | $17.7B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.92× | ||
| Q3 25 | 3.64× | 0.93× | ||
| Q2 25 | 4.56× | 0.84× | ||
| Q1 25 | 5.88× | 0.78× | ||
| Q4 24 | 4.90× | 0.74× | ||
| Q3 24 | 2.16× | 0.74× | ||
| Q2 24 | 2.66× | 0.78× |
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 | — | $827.1M |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $827.1M | ||
| Q3 25 | $64.0M | $702.6M | ||
| Q2 25 | $127.0M | $364.0M | ||
| Q1 25 | $124.0M | $596.1M | ||
| Q4 24 | $58.0M | $742.5M | ||
| Q3 24 | $25.0M | $703.6M | ||
| Q2 24 | $103.0M | $658.2M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 3.86× | ||
| Q3 25 | 0.60× | 2.44× | ||
| Q2 25 | 1.14× | 12.06× | ||
| Q1 25 | 3.35× | 2.50× | ||
| Q4 24 | 6.44× | 3.57× | ||
| Q3 24 | 0.25× | 1.29× | ||
| Q2 24 | 1.12× | 6.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
