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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($846.8M vs $451.0M, roughly 1.9× Frontdoor, Inc.). Trade Desk (The) runs the higher net margin — 22.1% vs 9.1%, a 13.0% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 5.9%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $114.0M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
FTDR vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $846.8M |
| Net Profit | $41.0M | $186.9M |
| Gross Margin | 55.0% | 80.7% |
| Operating Margin | — | 30.3% |
| Net Margin | 9.1% | 22.1% |
| Revenue YoY | 5.9% | 14.3% |
| Net Profit YoY | 10.8% | 2.6% |
| EPS (diluted) | $0.57 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $618.0M | $739.4M | ||
| Q2 25 | $617.0M | $694.0M | ||
| Q1 25 | $426.0M | $616.0M | ||
| Q4 24 | $383.0M | $741.0M | ||
| Q3 24 | $540.0M | $628.0M | ||
| Q2 24 | $542.0M | $584.5M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $186.9M | ||
| Q3 25 | $106.0M | $115.5M | ||
| Q2 25 | $111.0M | $90.1M | ||
| Q1 25 | $37.0M | $50.7M | ||
| Q4 24 | $9.0M | $182.2M | ||
| Q3 24 | $100.0M | $94.2M | ||
| Q2 24 | $92.0M | $85.0M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 80.7% | ||
| Q3 25 | 57.1% | 78.1% | ||
| Q2 25 | 57.7% | 78.2% | ||
| Q1 25 | 55.2% | 76.8% | ||
| Q4 24 | 48.0% | 81.7% | ||
| Q3 24 | 56.7% | 80.5% | ||
| Q2 24 | 56.5% | 81.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 30.3% | ||
| Q3 25 | 23.0% | 21.8% | ||
| Q2 25 | 23.7% | 16.8% | ||
| Q1 25 | 11.3% | 8.8% | ||
| Q4 24 | 1.6% | 26.4% | ||
| Q3 24 | 24.8% | 17.3% | ||
| Q2 24 | 22.9% | 16.2% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 22.1% | ||
| Q3 25 | 17.2% | 15.6% | ||
| Q2 25 | 18.0% | 13.0% | ||
| Q1 25 | 8.7% | 8.2% | ||
| Q4 24 | 2.3% | 24.6% | ||
| Q3 24 | 18.5% | 15.0% | ||
| Q2 24 | 17.0% | 14.5% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.39 | ||
| Q3 25 | $1.42 | $0.23 | ||
| Q2 25 | $1.48 | $0.18 | ||
| Q1 25 | $0.49 | $0.10 | ||
| Q4 24 | $0.10 | $0.36 | ||
| Q3 24 | $1.30 | $0.19 | ||
| Q2 24 | $1.18 | $0.17 |
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 | $1.3B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $2.5B |
| Total Assets | $2.2B | $6.2B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $1.3B | ||
| Q3 25 | $563.0M | $1.4B | ||
| Q2 25 | $562.0M | $1.7B | ||
| Q1 25 | $506.0M | $1.7B | ||
| Q4 24 | $436.0M | $1.9B | ||
| Q3 24 | $375.0M | $1.7B | ||
| Q2 24 | $419.0M | $1.5B |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| 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 | $2.5B | ||
| Q3 25 | $316.0M | $2.6B | ||
| Q2 25 | $254.0M | $2.7B | ||
| Q1 25 | $198.0M | $2.7B | ||
| Q4 24 | $239.0M | $2.9B | ||
| Q3 24 | $261.0M | $2.6B | ||
| Q2 24 | $214.0M | $2.4B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $6.2B | ||
| Q3 25 | $2.2B | $5.9B | ||
| Q2 25 | $2.2B | $6.0B | ||
| Q1 25 | $2.1B | $5.7B | ||
| Q4 24 | $2.1B | $6.1B | ||
| Q3 24 | $1.2B | $5.5B | ||
| Q2 24 | $1.2B | $5.2B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $311.6M |
| Free Cash FlowOCF − Capex | $114.0M | $285.3M |
| FCF MarginFCF / Revenue | 25.3% | 33.7% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $311.6M | ||
| Q3 25 | $64.0M | $224.7M | ||
| Q2 25 | $127.0M | $165.0M | ||
| Q1 25 | $124.0M | $291.4M | ||
| Q4 24 | $58.0M | $199.4M | ||
| Q3 24 | $25.0M | $273.3M | ||
| Q2 24 | $103.0M | $81.3M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $285.3M | ||
| Q3 25 | $58.0M | $158.3M | ||
| Q2 25 | $120.0M | $119.8M | ||
| Q1 25 | $117.0M | $232.3M | ||
| Q4 24 | $50.0M | $179.2M | ||
| Q3 24 | $16.0M | $224.6M | ||
| Q2 24 | $91.0M | $59.1M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 33.7% | ||
| Q3 25 | 9.4% | 21.4% | ||
| Q2 25 | 19.4% | 17.3% | ||
| Q1 25 | 27.5% | 37.7% | ||
| Q4 24 | 13.1% | 24.2% | ||
| Q3 24 | 3.0% | 35.8% | ||
| Q2 24 | 16.8% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.1% | ||
| Q3 25 | 1.0% | 9.0% | ||
| Q2 25 | 1.1% | 6.5% | ||
| Q1 25 | 1.6% | 9.6% | ||
| Q4 24 | 2.1% | 2.7% | ||
| Q3 24 | 1.7% | 7.8% | ||
| Q2 24 | 2.2% | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.67× | ||
| Q3 25 | 0.60× | 1.94× | ||
| Q2 25 | 1.14× | 1.83× | ||
| Q1 25 | 3.35× | 5.75× | ||
| Q4 24 | 6.44× | 1.09× | ||
| Q3 24 | 0.25× | 2.90× | ||
| Q2 24 | 1.12× | 0.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
