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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $324.0M, roughly 1.4× TEXAS CAPITAL BANCSHARES INC). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 9.1%, a 13.7% gap on every dollar of revenue. On growth, TEXAS CAPITAL BANCSHARES INC posted the faster year-over-year revenue change (15.5% vs 5.9%). Over the past eight quarters, TEXAS CAPITAL BANCSHARES INC's revenue compounded faster (10.2% 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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
FTDR vs TCBI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $324.0M |
| Net Profit | $41.0M | $73.8M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | — |
| Net Margin | 9.1% | 22.8% |
| Revenue YoY | 5.9% | 15.5% |
| Net Profit YoY | 10.8% | 56.8% |
| EPS (diluted) | $0.57 | $1.56 |
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 | $324.0M | ||
| Q4 25 | $432.0M | $327.5M | ||
| Q3 25 | $618.0M | $340.4M | ||
| Q2 25 | $617.0M | $307.5M | ||
| Q1 25 | $426.0M | $280.5M | ||
| Q4 24 | $383.0M | $229.6M | ||
| Q3 24 | $540.0M | $125.3M | ||
| Q2 24 | $542.0M | $267.0M |
| Q1 26 | $41.0M | $73.8M | ||
| Q4 25 | $1.0M | $100.7M | ||
| Q3 25 | $106.0M | $105.2M | ||
| Q2 25 | $111.0M | $77.3M | ||
| Q1 25 | $37.0M | $47.0M | ||
| Q4 24 | $9.0M | $71.0M | ||
| Q3 24 | $100.0M | $-61.3M | ||
| Q2 24 | $92.0M | $41.7M |
| 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% | 40.4% | ||
| Q3 25 | 23.0% | 40.5% | ||
| Q2 25 | 23.7% | 33.2% | ||
| Q1 25 | 11.3% | 21.6% | ||
| Q4 24 | 1.6% | 40.7% | ||
| Q3 24 | 24.8% | -63.8% | ||
| Q2 24 | 22.9% | 21.9% |
| Q1 26 | 9.1% | 22.8% | ||
| Q4 25 | 0.2% | 30.7% | ||
| Q3 25 | 17.2% | 30.9% | ||
| Q2 25 | 18.0% | 25.2% | ||
| Q1 25 | 8.7% | 16.8% | ||
| Q4 24 | 2.3% | 30.9% | ||
| Q3 24 | 18.5% | -48.9% | ||
| Q2 24 | 17.0% | 15.6% |
| Q1 26 | $0.57 | $1.56 | ||
| Q4 25 | $0.03 | $2.11 | ||
| Q3 25 | $1.42 | $2.18 | ||
| Q2 25 | $1.48 | $1.58 | ||
| Q1 25 | $0.49 | $0.92 | ||
| Q4 24 | $0.10 | $1.43 | ||
| Q3 24 | $1.30 | $-1.41 | ||
| Q2 24 | $1.18 | $0.80 |
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 | $878.3M |
| Stockholders' EquityBook value | $230.0M | $3.6B |
| Total Assets | $2.2B | $33.5B |
| Debt / EquityLower = less leverage | 5.07× | 0.24× |
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 | $878.3M | ||
| Q4 25 | $1.1B | $620.6M | ||
| Q3 25 | $1.2B | $620.4M | ||
| Q2 25 | $1.2B | $620.3M | ||
| Q1 25 | $1.2B | $660.5M | ||
| Q4 24 | $1.2B | $660.3M | ||
| Q3 24 | $565.0M | $660.2M | ||
| Q2 24 | $569.0M | $660.0M |
| Q1 26 | $230.0M | $3.6B | ||
| Q4 25 | $242.0M | $3.6B | ||
| Q3 25 | $316.0M | $3.6B | ||
| Q2 25 | $254.0M | $3.5B | ||
| Q1 25 | $198.0M | $3.4B | ||
| Q4 24 | $239.0M | $3.4B | ||
| Q3 24 | $261.0M | $3.4B | ||
| Q2 24 | $214.0M | $3.2B |
| Q1 26 | $2.2B | $33.5B | ||
| Q4 25 | $2.1B | $31.5B | ||
| Q3 25 | $2.2B | $32.5B | ||
| Q2 25 | $2.2B | $31.9B | ||
| Q1 25 | $2.1B | $31.4B | ||
| Q4 24 | $2.1B | $30.7B | ||
| Q3 24 | $1.2B | $31.6B | ||
| Q2 24 | $1.2B | $29.9B |
| Q1 26 | 5.07× | 0.24× | ||
| Q4 25 | 4.73× | 0.17× | ||
| Q3 25 | 3.64× | 0.17× | ||
| Q2 25 | 4.56× | 0.18× | ||
| Q1 25 | 5.88× | 0.19× | ||
| Q4 24 | 4.90× | 0.20× | ||
| Q3 24 | 2.16× | 0.20× | ||
| Q2 24 | 2.66× | 0.21× |
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 | — | — |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $360.2M | ||
| Q3 25 | $64.0M | $166.3M | ||
| Q2 25 | $127.0M | $63.0M | ||
| Q1 25 | $124.0M | $368.0K | ||
| Q4 24 | $58.0M | $480.1M | ||
| Q3 24 | $25.0M | $332.8M | ||
| Q2 24 | $103.0M | $33.3M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $347.6M | ||
| Q3 25 | $58.0M | $161.3M | ||
| Q2 25 | $120.0M | $57.5M | ||
| Q1 25 | $117.0M | $-2.0M | ||
| Q4 24 | $50.0M | $415.2M | ||
| Q3 24 | $16.0M | $317.6M | ||
| Q2 24 | $91.0M | $11.1M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 106.1% | ||
| Q3 25 | 9.4% | 47.4% | ||
| Q2 25 | 19.4% | 18.7% | ||
| Q1 25 | 27.5% | -0.7% | ||
| Q4 24 | 13.1% | 180.9% | ||
| Q3 24 | 3.0% | 253.4% | ||
| Q2 24 | 16.8% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.8% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 1.6% | 0.9% | ||
| Q4 24 | 2.1% | 28.2% | ||
| Q3 24 | 1.7% | 12.1% | ||
| Q2 24 | 2.2% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 3.58× | ||
| Q3 25 | 0.60× | 1.58× | ||
| Q2 25 | 1.14× | 0.81× | ||
| Q1 25 | 3.35× | 0.01× | ||
| Q4 24 | 6.44× | 6.76× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
