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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and StepStone Group Inc. (STEP). Click either name above to swap in a different company.
StepStone Group Inc. is the larger business by last-quarter revenue ($586.5M vs $451.0M, roughly 1.3× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -21.0%, a 30.1% gap on every dollar of revenue. On growth, StepStone Group Inc. posted the faster year-over-year revenue change (73.0% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $26.7M). Over the past eight quarters, StepStone Group Inc.'s revenue compounded faster (28.2% 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.
Rosetta Stone Inc. is an American education technology software company that develops language, literacy and brain-fitness software. Best known for its language-learning products, in 2013, the company expanded beyond language into education-technology with its acquisitions of Livemocha, Lexia Learning, Fit Brains, and Tell Me More. In 2021, it became a subsidiary of IXL Learning.
FTDR vs STEP — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $586.5M |
| Net Profit | $41.0M | $-123.5M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | -33.2% |
| Net Margin | 9.1% | -21.0% |
| Revenue YoY | 5.9% | 73.0% |
| Net Profit YoY | 10.8% | 35.7% |
| EPS (diluted) | $0.57 | $-1.55 |
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 | $586.5M | ||
| Q3 25 | $618.0M | $454.2M | ||
| Q2 25 | $617.0M | $364.3M | ||
| Q1 25 | $426.0M | $377.7M | ||
| Q4 24 | $383.0M | $339.0M | ||
| Q3 24 | $540.0M | $271.7M | ||
| Q2 24 | $542.0M | $186.4M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-123.5M | ||
| Q3 25 | $106.0M | $-366.1M | ||
| Q2 25 | $111.0M | $-38.4M | ||
| Q1 25 | $37.0M | $-18.5M | ||
| Q4 24 | $9.0M | $-192.0M | ||
| Q3 24 | $100.0M | $17.6M | ||
| Q2 24 | $92.0M | $13.3M |
| 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% | -33.2% | ||
| Q3 25 | 23.0% | -148.8% | ||
| Q2 25 | 23.7% | -5.6% | ||
| Q1 25 | 11.3% | 2.6% | ||
| Q4 24 | 1.6% | -101.7% | ||
| Q3 24 | 24.8% | 21.3% | ||
| Q2 24 | 22.9% | 29.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -21.0% | ||
| Q3 25 | 17.2% | -80.6% | ||
| Q2 25 | 18.0% | -10.5% | ||
| Q1 25 | 8.7% | -4.9% | ||
| Q4 24 | 2.3% | -56.6% | ||
| Q3 24 | 18.5% | 6.5% | ||
| Q2 24 | 17.0% | 7.2% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-1.55 | ||
| Q3 25 | $1.42 | $-4.66 | ||
| Q2 25 | $1.48 | $-0.49 | ||
| Q1 25 | $0.49 | $-0.37 | ||
| Q4 24 | $0.10 | $-2.61 | ||
| Q3 24 | $1.30 | $0.26 | ||
| Q2 24 | $1.18 | $0.20 |
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 | — |
| Total DebtLower is stronger | $1.2B | $270.2M |
| Stockholders' EquityBook value | $230.0M | $-378.8M |
| Total Assets | $2.2B | $5.2B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $270.2M | ||
| Q3 25 | $1.2B | $269.9M | ||
| Q2 25 | $1.2B | $269.6M | ||
| Q1 25 | $1.2B | $269.3M | ||
| Q4 24 | $1.2B | $168.9M | ||
| Q3 24 | $565.0M | $172.3M | ||
| Q2 24 | $569.0M | $172.1M |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $-378.8M | ||
| Q3 25 | $316.0M | $-233.5M | ||
| Q2 25 | $254.0M | $153.9M | ||
| Q1 25 | $198.0M | $179.4M | ||
| Q4 24 | $239.0M | $209.8M | ||
| Q3 24 | $261.0M | $397.5M | ||
| Q2 24 | $214.0M | $366.9M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $5.2B | ||
| Q3 25 | $2.2B | $5.3B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.1B | $4.6B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $3.8B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | 1.75× | ||
| Q1 25 | 5.88× | 1.50× | ||
| Q4 24 | 4.90× | 0.81× | ||
| Q3 24 | 2.16× | 0.43× | ||
| Q2 24 | 2.66× | 0.47× |
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 | — | $27.2M |
| Free Cash FlowOCF − Capex | $114.0M | $26.7M |
| FCF MarginFCF / Revenue | 25.3% | 4.6% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $18.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $27.2M | ||
| Q3 25 | $64.0M | $16.2M | ||
| Q2 25 | $127.0M | $46.3M | ||
| Q1 25 | $124.0M | $-66.5M | ||
| Q4 24 | $58.0M | $27.6M | ||
| Q3 24 | $25.0M | $53.7M | ||
| Q2 24 | $103.0M | $50.2M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $26.7M | ||
| Q3 25 | $58.0M | $15.9M | ||
| Q2 25 | $120.0M | $45.2M | ||
| Q1 25 | $117.0M | $-69.2M | ||
| Q4 24 | $50.0M | $27.0M | ||
| Q3 24 | $16.0M | $52.4M | ||
| Q2 24 | $91.0M | $49.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 4.6% | ||
| Q3 25 | 9.4% | 3.5% | ||
| Q2 25 | 19.4% | 12.4% | ||
| Q1 25 | 27.5% | -18.3% | ||
| Q4 24 | 13.1% | 8.0% | ||
| Q3 24 | 3.0% | 19.3% | ||
| Q2 24 | 16.8% | 26.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.0% | 0.1% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 1.6% | 0.7% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 1.7% | 0.5% | ||
| Q2 24 | 2.2% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | 3.05× | ||
| Q2 24 | 1.12× | 3.76× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
STEP
| Other | $210.1M | 36% |
| Management And Advisory Fees Net Focused Commingled Funds | $143.3M | 24% |
| Carried Interest Allocation Focused Commingled Funds | $85.1M | 15% |
| Carried Interest Allocation Separately Managed Accounts | $63.6M | 11% |
| Carried Interest Allocation Realized | $46.7M | 8% |
| Management And Advisory Fees Net Advisory And Other Services | $18.3M | 3% |
| Legacy Carried Interest Allocation Focused Commingled Funds | $10.3M | 2% |
| Income Based Incentive Fees | $6.0M | 1% |
| Management And Advisory Fees Net Fund Reimbursement Revenues | $3.1M | 1% |
