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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Savers Value Village, Inc. (SVV). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $426.9M, roughly 1.1× Savers Value Village, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -3.3%, a 12.4% gap on every dollar of revenue. On growth, Savers Value Village, Inc. posted the faster year-over-year revenue change (8.1% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-6.3M). Over the past eight quarters, Savers Value Village, Inc.'s revenue compounded faster (4.3% 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.
Value Village Stores, Inc. was a Midwestern United States chain of retail stores aimed at the discount department-store market. Henry Horney, formerly of F.W. Woolworth Company founded a small, regional chain of discount stores located in the two states of Wisconsin and Illinois that opened in 1961 and operated into 1989. Horney also had a real estate company and often built small shopping malls adjoining the discount stores. The chain had no relation to the Savers Value Village chain of thri...
FTDR vs SVV — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $426.9M |
| Net Profit | $41.0M | $-14.0M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 8.5% |
| Net Margin | 9.1% | -3.3% |
| Revenue YoY | 5.9% | 8.1% |
| Net Profit YoY | 10.8% | -164.6% |
| EPS (diluted) | $0.57 | $-0.09 |
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 | — | ||
| Q3 25 | $618.0M | $426.9M | ||
| Q2 25 | $617.0M | $417.2M | ||
| Q1 25 | $426.0M | $370.1M | ||
| Q4 24 | $383.0M | $402.0M | ||
| Q3 24 | $540.0M | $394.8M | ||
| Q2 24 | $542.0M | $386.7M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $106.0M | $-14.0M | ||
| Q2 25 | $111.0M | $18.9M | ||
| Q1 25 | $37.0M | $-4.7M | ||
| Q4 24 | $9.0M | $-1.9M | ||
| Q3 24 | $100.0M | $21.7M | ||
| Q2 24 | $92.0M | $9.7M |
| 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% | 25.6% | ||
| Q2 24 | 56.5% | 26.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 23.0% | 8.5% | ||
| Q2 25 | 23.7% | 8.2% | ||
| Q1 25 | 11.3% | 2.8% | ||
| Q4 24 | 1.6% | 8.2% | ||
| Q3 24 | 24.8% | 12.3% | ||
| Q2 24 | 22.9% | 8.3% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 17.2% | -3.3% | ||
| Q2 25 | 18.0% | 4.5% | ||
| Q1 25 | 8.7% | -1.3% | ||
| Q4 24 | 2.3% | -0.5% | ||
| Q3 24 | 18.5% | 5.5% | ||
| Q2 24 | 17.0% | 2.5% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $1.42 | $-0.09 | ||
| Q2 25 | $1.48 | $0.12 | ||
| Q1 25 | $0.49 | $-0.03 | ||
| Q4 24 | $0.10 | $-0.02 | ||
| Q3 24 | $1.30 | $0.13 | ||
| Q2 24 | $1.18 | $0.06 |
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 | $63.5M |
| Total DebtLower is stronger | $1.2B | $750.0M |
| Stockholders' EquityBook value | $230.0M | $414.6M |
| Total Assets | $2.2B | $2.0B |
| Debt / EquityLower = less leverage | 5.07× | 1.81× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | $63.5M | ||
| Q2 25 | $562.0M | $70.5M | ||
| Q1 25 | $506.0M | $73.0M | ||
| Q4 24 | $436.0M | $150.0M | ||
| Q3 24 | $375.0M | $137.7M | ||
| Q2 24 | $419.0M | $160.7M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $750.0M | ||
| 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 | — | ||
| Q3 25 | $316.0M | $414.6M | ||
| Q2 25 | $254.0M | $423.5M | ||
| Q1 25 | $198.0M | $413.8M | ||
| Q4 24 | $239.0M | $421.7M | ||
| Q3 24 | $261.0M | $432.9M | ||
| Q2 24 | $214.0M | $419.5M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.2B | $1.9B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | 1.81× | ||
| 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 | — | $21.6M |
| Free Cash FlowOCF − Capex | $114.0M | $-6.3M |
| FCF MarginFCF / Revenue | 25.3% | -1.5% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $25.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $64.0M | $21.6M | ||
| Q2 25 | $127.0M | $54.4M | ||
| Q1 25 | $124.0M | $419.0K | ||
| Q4 24 | $58.0M | $55.8M | ||
| Q3 24 | $25.0M | $23.9M | ||
| Q2 24 | $103.0M | $60.4M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | $-6.3M | ||
| Q2 25 | $120.0M | $21.9M | ||
| Q1 25 | $117.0M | $-20.2M | ||
| Q4 24 | $50.0M | $30.1M | ||
| Q3 24 | $16.0M | $-3.0M | ||
| Q2 24 | $91.0M | $29.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | -1.5% | ||
| Q2 25 | 19.4% | 5.2% | ||
| Q1 25 | 27.5% | -5.4% | ||
| Q4 24 | 13.1% | 7.5% | ||
| Q3 24 | 3.0% | -0.8% | ||
| Q2 24 | 16.8% | 7.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | 6.5% | ||
| Q2 25 | 1.1% | 7.8% | ||
| Q1 25 | 1.6% | 5.6% | ||
| Q4 24 | 2.1% | 6.4% | ||
| Q3 24 | 1.7% | 6.8% | ||
| Q2 24 | 2.2% | 8.0% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | 2.88× | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | 1.10× | ||
| Q2 24 | 1.12× | 6.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
SVV
| Sales Channel Directly To Consumer | $408.3M | 96% |
| Sales Channel Through Intermediary | $18.6M | 4% |
