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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $394.6M, roughly 1.1× Zeta Global Holdings Corp.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 1.7%, a 7.4% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% 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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
FTDR vs ZETA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $394.6M |
| Net Profit | $41.0M | $6.5M |
| Gross Margin | 55.0% | 59.5% |
| Operating Margin | — | 4.5% |
| Net Margin | 9.1% | 1.7% |
| Revenue YoY | 5.9% | 25.4% |
| Net Profit YoY | 10.8% | -57.1% |
| EPS (diluted) | $0.57 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $618.0M | $337.2M | ||
| Q2 25 | $617.0M | $308.4M | ||
| Q1 25 | $426.0M | $264.4M | ||
| Q4 24 | $383.0M | $314.7M | ||
| Q3 24 | $540.0M | $268.3M | ||
| Q2 24 | $542.0M | $227.8M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $6.5M | ||
| Q3 25 | $106.0M | $-3.6M | ||
| Q2 25 | $111.0M | $-12.8M | ||
| Q1 25 | $37.0M | $-21.6M | ||
| Q4 24 | $9.0M | $15.2M | ||
| Q3 24 | $100.0M | $-17.4M | ||
| Q2 24 | $92.0M | $-28.1M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 59.5% | ||
| Q3 25 | 57.1% | 60.5% | ||
| Q2 25 | 57.7% | 62.1% | ||
| Q1 25 | 55.2% | 60.9% | ||
| Q4 24 | 48.0% | 60.0% | ||
| Q3 24 | 56.7% | 60.6% | ||
| Q2 24 | 56.5% | 60.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.5% | ||
| Q3 25 | 23.0% | 2.6% | ||
| Q2 25 | 23.7% | -1.7% | ||
| Q1 25 | 11.3% | -6.1% | ||
| Q4 24 | 1.6% | 2.2% | ||
| Q3 24 | 24.8% | -4.6% | ||
| Q2 24 | 22.9% | -11.7% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 1.7% | ||
| Q3 25 | 17.2% | -1.1% | ||
| Q2 25 | 18.0% | -4.2% | ||
| Q1 25 | 8.7% | -8.2% | ||
| Q4 24 | 2.3% | 4.8% | ||
| Q3 24 | 18.5% | -6.5% | ||
| Q2 24 | 17.0% | -12.3% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.04 | ||
| Q3 25 | $1.42 | $-0.02 | ||
| Q2 25 | $1.48 | $-0.06 | ||
| Q1 25 | $0.49 | $-0.10 | ||
| Q4 24 | $0.10 | $0.10 | ||
| Q3 24 | $1.30 | $-0.09 | ||
| Q2 24 | $1.18 | $-0.16 |
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 | $319.8M |
| Total DebtLower is stronger | $1.2B | $197.1M |
| Stockholders' EquityBook value | $230.0M | $804.6M |
| Total Assets | $2.2B | $1.5B |
| Debt / EquityLower = less leverage | 5.07× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $319.8M | ||
| Q3 25 | $563.0M | $385.2M | ||
| Q2 25 | $562.0M | $365.3M | ||
| Q1 25 | $506.0M | $364.4M | ||
| Q4 24 | $436.0M | $366.2M | ||
| Q3 24 | $375.0M | $418.5M | ||
| Q2 24 | $419.0M | $154.7M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $197.1M | ||
| Q3 25 | $1.2B | $196.9M | ||
| Q2 25 | $1.2B | $196.7M | ||
| Q1 25 | $1.2B | $196.5M | ||
| Q4 24 | $1.2B | $196.3M | ||
| Q3 24 | $565.0M | $196.1M | ||
| Q2 24 | $569.0M | $184.4M |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $804.6M | ||
| Q3 25 | $316.0M | $689.2M | ||
| Q2 25 | $254.0M | $673.3M | ||
| Q1 25 | $198.0M | $676.6M | ||
| Q4 24 | $239.0M | $676.8M | ||
| Q3 24 | $261.0M | $474.9M | ||
| Q2 24 | $214.0M | $217.0M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $1.2B | $869.1M | ||
| Q2 24 | $1.2B | $583.9M |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.24× | ||
| Q3 25 | 3.64× | 0.29× | ||
| Q2 25 | 4.56× | 0.29× | ||
| Q1 25 | 5.88× | 0.29× | ||
| Q4 24 | 4.90× | 0.29× | ||
| Q3 24 | 2.16× | 0.41× | ||
| Q2 24 | 2.66× | 0.85× |
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 | — | $64.1M |
| Free Cash FlowOCF − Capex | $114.0M | $60.9M |
| FCF MarginFCF / Revenue | 25.3% | 15.4% |
| Capex IntensityCapex / Revenue | — | 0.8% |
| Cash ConversionOCF / Net Profit | — | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $64.1M | ||
| Q3 25 | $64.0M | $57.9M | ||
| Q2 25 | $127.0M | $42.0M | ||
| Q1 25 | $124.0M | $34.8M | ||
| Q4 24 | $58.0M | $43.7M | ||
| Q3 24 | $25.0M | $34.4M | ||
| Q2 24 | $103.0M | $31.1M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $60.9M | ||
| Q3 25 | $58.0M | $52.4M | ||
| Q2 25 | $120.0M | $39.7M | ||
| Q1 25 | $117.0M | $32.1M | ||
| Q4 24 | $50.0M | $35.4M | ||
| Q3 24 | $16.0M | $29.5M | ||
| Q2 24 | $91.0M | $24.4M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 15.4% | ||
| Q3 25 | 9.4% | 15.6% | ||
| Q2 25 | 19.4% | 12.9% | ||
| Q1 25 | 27.5% | 12.1% | ||
| Q4 24 | 13.1% | 11.3% | ||
| Q3 24 | 3.0% | 11.0% | ||
| Q2 24 | 16.8% | 10.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.8% | ||
| Q3 25 | 1.0% | 1.6% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 2.2% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 9.81× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | 2.87× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
