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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Zscaler, Inc. (ZS). Click either name above to swap in a different company.
Zscaler, Inc. is the larger business by last-quarter revenue ($788.1M vs $451.0M, roughly 1.7× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -1.5%, a 10.6% gap on every dollar of revenue. On growth, Zscaler, Inc. posted the faster year-over-year revenue change (25.5% vs 5.9%). Zscaler, Inc. produced more free cash flow last quarter ($431.0M vs $114.0M). Over the past eight quarters, Zscaler, Inc.'s revenue compounded faster (22.5% 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.
Zscaler, Inc. is an American cloud security company based in San Jose, California. The company offers cloud-based services to protect enterprise networks and data.
FTDR vs ZS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $788.1M |
| Net Profit | $41.0M | $-11.6M |
| Gross Margin | 55.0% | 76.6% |
| Operating Margin | — | -4.6% |
| Net Margin | 9.1% | -1.5% |
| Revenue YoY | 5.9% | 25.5% |
| Net Profit YoY | 10.8% | 3.6% |
| EPS (diluted) | $0.57 | $-0.07 |
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 | $788.1M | ||
| Q3 25 | $618.0M | $719.2M | ||
| Q2 25 | $617.0M | $678.0M | ||
| Q1 25 | $426.0M | $647.9M | ||
| Q4 24 | $383.0M | $628.0M | ||
| Q3 24 | $540.0M | $592.9M | ||
| Q2 24 | $542.0M | $553.2M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-11.6M | ||
| Q3 25 | $106.0M | $-17.6M | ||
| Q2 25 | $111.0M | $-4.1M | ||
| Q1 25 | $37.0M | $-7.7M | ||
| Q4 24 | $9.0M | $-12.1M | ||
| Q3 24 | $100.0M | $-14.9M | ||
| Q2 24 | $92.0M | $19.1M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 76.6% | ||
| Q3 25 | 57.1% | 76.1% | ||
| Q2 25 | 57.7% | 77.0% | ||
| Q1 25 | 55.2% | 77.1% | ||
| Q4 24 | 48.0% | 77.5% | ||
| Q3 24 | 56.7% | 78.0% | ||
| Q2 24 | 56.5% | 78.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | -4.6% | ||
| Q3 25 | 23.0% | -4.5% | ||
| Q2 25 | 23.7% | -3.7% | ||
| Q1 25 | 11.3% | -6.2% | ||
| Q4 24 | 1.6% | -4.9% | ||
| Q3 24 | 24.8% | -4.5% | ||
| Q2 24 | 22.9% | -0.5% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -1.5% | ||
| Q3 25 | 17.2% | -2.4% | ||
| Q2 25 | 18.0% | -0.6% | ||
| Q1 25 | 8.7% | -1.2% | ||
| Q4 24 | 2.3% | -1.9% | ||
| Q3 24 | 18.5% | -2.5% | ||
| Q2 24 | 17.0% | 3.5% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-0.07 | ||
| Q3 25 | $1.42 | $-0.11 | ||
| Q2 25 | $1.48 | $-0.03 | ||
| Q1 25 | $0.49 | $-0.05 | ||
| Q4 24 | $0.10 | $-0.08 | ||
| Q3 24 | $1.30 | $-0.09 | ||
| Q2 24 | $1.18 | $0.12 |
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 | $2.0B |
| Total Assets | $2.2B | $6.5B |
| 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 | $2.4B | ||
| Q2 25 | $562.0M | $2.0B | ||
| Q1 25 | $506.0M | $1.8B | ||
| Q4 24 | $436.0M | $1.6B | ||
| Q3 24 | $375.0M | $1.4B | ||
| Q2 24 | $419.0M | $1.3B |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $565.0M | $1.1B | ||
| Q2 24 | $569.0M | $1.1B |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $2.0B | ||
| Q3 25 | $316.0M | $1.8B | ||
| Q2 25 | $254.0M | $1.8B | ||
| Q1 25 | $198.0M | $1.6B | ||
| Q4 24 | $239.0M | $1.4B | ||
| Q3 24 | $261.0M | $1.3B | ||
| Q2 24 | $214.0M | $1.1B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $6.5B | ||
| Q3 25 | $2.2B | $6.4B | ||
| Q2 25 | $2.2B | $5.3B | ||
| Q1 25 | $2.1B | $5.0B | ||
| Q4 24 | $2.1B | $4.7B | ||
| Q3 24 | $1.2B | $4.7B | ||
| Q2 24 | $1.2B | $4.2B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | 0.64× | ||
| Q1 25 | 5.88× | 0.71× | ||
| Q4 24 | 4.90× | 0.80× | ||
| Q3 24 | 2.16× | 0.90× | ||
| Q2 24 | 2.66× | 1.04× |
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 | — | $448.3M |
| Free Cash FlowOCF − Capex | $114.0M | $431.0M |
| FCF MarginFCF / Revenue | 25.3% | 54.7% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $924.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $448.3M | ||
| Q3 25 | $64.0M | $250.6M | ||
| Q2 25 | $127.0M | $211.1M | ||
| Q1 25 | $124.0M | $179.4M | ||
| Q4 24 | $58.0M | $331.3M | ||
| Q3 24 | $25.0M | $203.6M | ||
| Q2 24 | $103.0M | $173.4M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $431.0M | ||
| Q3 25 | $58.0M | $190.6M | ||
| Q2 25 | $120.0M | $138.9M | ||
| Q1 25 | $117.0M | $164.4M | ||
| Q4 24 | $50.0M | $314.3M | ||
| Q3 24 | $16.0M | $154.2M | ||
| Q2 24 | $91.0M | $137.8M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 54.7% | ||
| Q3 25 | 9.4% | 26.5% | ||
| Q2 25 | 19.4% | 20.5% | ||
| Q1 25 | 27.5% | 25.4% | ||
| Q4 24 | 13.1% | 50.1% | ||
| Q3 24 | 3.0% | 26.0% | ||
| Q2 24 | 16.8% | 24.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.2% | ||
| Q3 25 | 1.0% | 8.3% | ||
| Q2 25 | 1.1% | 10.6% | ||
| Q1 25 | 1.6% | 2.3% | ||
| Q4 24 | 2.1% | 2.7% | ||
| Q3 24 | 1.7% | 8.3% | ||
| Q2 24 | 2.2% | 6.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | 9.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
