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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and STAR GROUP, L.P. (SGU). Click either name above to swap in a different company.

STAR GROUP, L.P. is the larger business by last-quarter revenue ($539.3M vs $451.0M, roughly 1.2× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 6.6%, a 2.5% gap on every dollar of revenue. On growth, STAR GROUP, L.P. posted the faster year-over-year revenue change (10.5% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-59.7M).

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.

Lone Star Funds, legal name of main entity Lone Star Global Acquisitions, Ltd. is a global private equity firm that invests in corporate equity, real estate, credit, and other financial assets. The founder of Lone Star established its first fund in 1995 and Lone Star has to date organized 25 private equity funds with total capital commitments since inception of over $95 billion. Lone Star's investors include corporate and public pension funds, sovereign wealth funds, university endowments, fo...

FTDR vs SGU — Head-to-Head

Bigger by revenue
SGU
SGU
1.2× larger
SGU
$539.3M
$451.0M
FTDR
Growing faster (revenue YoY)
SGU
SGU
+4.6% gap
SGU
10.5%
5.9%
FTDR
Higher net margin
FTDR
FTDR
2.5% more per $
FTDR
9.1%
6.6%
SGU
More free cash flow
FTDR
FTDR
$173.7M more FCF
FTDR
$114.0M
$-59.7M
SGU

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
FTDR
FTDR
SGU
SGU
Revenue
$451.0M
$539.3M
Net Profit
$41.0M
$35.8M
Gross Margin
55.0%
Operating Margin
10.1%
Net Margin
9.1%
6.6%
Revenue YoY
5.9%
10.5%
Net Profit YoY
10.8%
8.8%
EPS (diluted)
$0.57

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.

Revenue
FTDR
FTDR
SGU
SGU
Q1 26
$451.0M
Q4 25
$432.0M
$539.3M
Q3 25
$618.0M
Q2 25
$617.0M
Q1 25
$426.0M
Q4 24
$383.0M
Q3 24
$540.0M
Q2 24
$542.0M
Net Profit
FTDR
FTDR
SGU
SGU
Q1 26
$41.0M
Q4 25
$1.0M
$35.8M
Q3 25
$106.0M
Q2 25
$111.0M
Q1 25
$37.0M
Q4 24
$9.0M
Q3 24
$100.0M
Q2 24
$92.0M
Gross Margin
FTDR
FTDR
SGU
SGU
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%
Operating Margin
FTDR
FTDR
SGU
SGU
Q1 26
Q4 25
0.5%
10.1%
Q3 25
23.0%
Q2 25
23.7%
Q1 25
11.3%
Q4 24
1.6%
Q3 24
24.8%
Q2 24
22.9%
Net Margin
FTDR
FTDR
SGU
SGU
Q1 26
9.1%
Q4 25
0.2%
6.6%
Q3 25
17.2%
Q2 25
18.0%
Q1 25
8.7%
Q4 24
2.3%
Q3 24
18.5%
Q2 24
17.0%
EPS (diluted)
FTDR
FTDR
SGU
SGU
Q1 26
$0.57
Q4 25
$0.03
Q3 25
$1.42
Q2 25
$1.48
Q1 25
$0.49
Q4 24
$0.10
Q3 24
$1.30
Q2 24
$1.18

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FTDR
FTDR
SGU
SGU
Cash + ST InvestmentsLiquidity on hand
$603.0M
$19.9M
Total DebtLower is stronger
$1.2B
$254.8M
Stockholders' EquityBook value
$230.0M
Total Assets
$2.2B
$1.1B
Debt / EquityLower = less leverage
5.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTDR
FTDR
SGU
SGU
Q1 26
$603.0M
Q4 25
$566.0M
$19.9M
Q3 25
$563.0M
Q2 25
$562.0M
Q1 25
$506.0M
Q4 24
$436.0M
Q3 24
$375.0M
Q2 24
$419.0M
Total Debt
FTDR
FTDR
SGU
SGU
Q1 26
$1.2B
Q4 25
$1.1B
$254.8M
Q3 25
$1.2B
Q2 25
$1.2B
Q1 25
$1.2B
Q4 24
$1.2B
Q3 24
$565.0M
Q2 24
$569.0M
Stockholders' Equity
FTDR
FTDR
SGU
SGU
Q1 26
$230.0M
Q4 25
$242.0M
Q3 25
$316.0M
Q2 25
$254.0M
Q1 25
$198.0M
Q4 24
$239.0M
Q3 24
$261.0M
Q2 24
$214.0M
Total Assets
FTDR
FTDR
SGU
SGU
Q1 26
$2.2B
Q4 25
$2.1B
$1.1B
Q3 25
$2.2B
Q2 25
$2.2B
Q1 25
$2.1B
Q4 24
$2.1B
Q3 24
$1.2B
Q2 24
$1.2B
Debt / Equity
FTDR
FTDR
SGU
SGU
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
FTDR
FTDR
SGU
SGU
Operating Cash FlowLast quarter
$-55.2M
Free Cash FlowOCF − Capex
$114.0M
$-59.7M
FCF MarginFCF / Revenue
25.3%
-11.1%
Capex IntensityCapex / Revenue
0.8%
Cash ConversionOCF / Net Profit
-1.54×
TTM Free Cash FlowTrailing 4 quarters
$387.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FTDR
FTDR
SGU
SGU
Q1 26
Q4 25
$101.0M
$-55.2M
Q3 25
$64.0M
Q2 25
$127.0M
Q1 25
$124.0M
Q4 24
$58.0M
Q3 24
$25.0M
Q2 24
$103.0M
Free Cash Flow
FTDR
FTDR
SGU
SGU
Q1 26
$114.0M
Q4 25
$95.0M
$-59.7M
Q3 25
$58.0M
Q2 25
$120.0M
Q1 25
$117.0M
Q4 24
$50.0M
Q3 24
$16.0M
Q2 24
$91.0M
FCF Margin
FTDR
FTDR
SGU
SGU
Q1 26
25.3%
Q4 25
22.0%
-11.1%
Q3 25
9.4%
Q2 25
19.4%
Q1 25
27.5%
Q4 24
13.1%
Q3 24
3.0%
Q2 24
16.8%
Capex Intensity
FTDR
FTDR
SGU
SGU
Q1 26
Q4 25
1.4%
0.8%
Q3 25
1.0%
Q2 25
1.1%
Q1 25
1.6%
Q4 24
2.1%
Q3 24
1.7%
Q2 24
2.2%
Cash Conversion
FTDR
FTDR
SGU
SGU
Q1 26
Q4 25
101.00×
-1.54×
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
FTDR

Segment breakdown not available.

SGU
SGU

Home Heating Oil And Propane$372.6M69%
Motor Fuel And Other Petroleum Products$75.4M14%
Equipment Installations$39.6M7%
Equipment Maintenance Service Contracts$30.3M6%
Billable Call Services$21.4M4%

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