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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $340.0M, roughly 1.3× Walker & Dunlop, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -12.9%, a 22.0% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs -0.4%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
FTDR vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $340.0M |
| Net Profit | $41.0M | $-13.9M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | -17.2% |
| Net Margin | 9.1% | -12.9% |
| Revenue YoY | 5.9% | -0.4% |
| Net Profit YoY | 10.8% | -131.0% |
| EPS (diluted) | $0.57 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $618.0M | $337.7M | ||
| Q2 25 | $617.0M | $319.2M | ||
| Q1 25 | $426.0M | $237.4M | ||
| Q4 24 | $383.0M | $341.5M | ||
| Q3 24 | $540.0M | $292.3M | ||
| Q2 24 | $542.0M | $270.7M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-13.9M | ||
| Q3 25 | $106.0M | $33.5M | ||
| Q2 25 | $111.0M | $34.0M | ||
| Q1 25 | $37.0M | $2.8M | ||
| Q4 24 | $9.0M | $44.8M | ||
| Q3 24 | $100.0M | $28.8M | ||
| Q2 24 | $92.0M | $22.7M |
| 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% | -17.2% | ||
| Q3 25 | 23.0% | 13.6% | ||
| Q2 25 | 23.7% | 14.5% | ||
| Q1 25 | 11.3% | 2.2% | ||
| Q4 24 | 1.6% | 15.3% | ||
| Q3 24 | 24.8% | 12.8% | ||
| Q2 24 | 22.9% | 10.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -12.9% | ||
| Q3 25 | 17.2% | 9.9% | ||
| Q2 25 | 18.0% | 10.6% | ||
| Q1 25 | 8.7% | 1.2% | ||
| Q4 24 | 2.3% | 13.1% | ||
| Q3 24 | 18.5% | 9.9% | ||
| Q2 24 | 17.0% | 8.4% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-0.41 | ||
| Q3 25 | $1.42 | $0.98 | ||
| Q2 25 | $1.48 | $0.99 | ||
| Q1 25 | $0.49 | $0.08 | ||
| Q4 24 | $0.10 | $1.32 | ||
| Q3 24 | $1.30 | $0.85 | ||
| Q2 24 | $1.18 | $0.67 |
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 | $299.3M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $1.7B |
| Total Assets | $2.2B | $5.1B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $299.3M | ||
| Q3 25 | $563.0M | $274.8M | ||
| Q2 25 | $562.0M | $233.7M | ||
| Q1 25 | $506.0M | $181.0M | ||
| Q4 24 | $436.0M | $279.3M | ||
| Q3 24 | $375.0M | $179.8M | ||
| Q2 24 | $419.0M | $208.1M |
| 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 | $1.7B | ||
| Q3 25 | $316.0M | $1.8B | ||
| Q2 25 | $254.0M | $1.8B | ||
| Q1 25 | $198.0M | $1.7B | ||
| Q4 24 | $239.0M | $1.7B | ||
| Q3 24 | $261.0M | $1.7B | ||
| Q2 24 | $214.0M | $1.7B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.2B | $5.8B | ||
| Q2 25 | $2.2B | $4.7B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.1B | $4.4B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.2B | $4.2B |
| 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 | — | $-664.3M |
| Free Cash FlowOCF − Capex | $114.0M | $-680.1M |
| FCF MarginFCF / Revenue | 25.3% | -200.0% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-664.3M | ||
| Q3 25 | $64.0M | $-948.1M | ||
| Q2 25 | $127.0M | $-238.5M | ||
| Q1 25 | $124.0M | $-281.1M | ||
| Q4 24 | $58.0M | $129.4M | ||
| Q3 24 | $25.0M | $-202.0M | ||
| Q2 24 | $103.0M | $-237.8M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-680.1M | ||
| Q3 25 | $58.0M | $-950.4M | ||
| Q2 25 | $120.0M | $-241.0M | ||
| Q1 25 | $117.0M | $-284.7M | ||
| Q4 24 | $50.0M | $116.4M | ||
| Q3 24 | $16.0M | $-204.0M | ||
| Q2 24 | $91.0M | $-241.7M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -200.0% | ||
| Q3 25 | 9.4% | -281.5% | ||
| Q2 25 | 19.4% | -75.5% | ||
| Q1 25 | 27.5% | -120.0% | ||
| Q4 24 | 13.1% | 34.1% | ||
| Q3 24 | 3.0% | -69.8% | ||
| Q2 24 | 16.8% | -89.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 4.6% | ||
| Q3 25 | 1.0% | 0.7% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 1.6% | 1.5% | ||
| Q4 24 | 2.1% | 3.8% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 2.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | -28.34× | ||
| Q2 25 | 1.14× | -7.02× | ||
| Q1 25 | 3.35× | -102.07× | ||
| Q4 24 | 6.44× | 2.89× | ||
| Q3 24 | 0.25× | -7.01× | ||
| Q2 24 | 1.12× | -10.49× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
