Frontdoor, Inc. (FTDR)
NASDAQConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
$95.98+3.36%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · FTDR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 5.2% |
| Our one-year growth estimate | diamond | 7.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 1.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 3 industry peers · Company calendar date is not available
FTDR — CFO transition
Dated 2026-09-03
Chief Accounting Officer — Sally J. Shanks: The Chief Accounting Officer is resigning to pursue other opportunities, with the CFO temporarily assuming duties, indicating a standard executive departure without reported disputes.
Why it matters: Member growth is a stated goal, and the Q2 count rose 1% year over year. Growth near 2.12 million would support the 2026 target.
Supportive ifA later quarter reports at least 2.12 million home warranty members and keeps the 2026 growth goal near 1%.
Worry ifA later quarter reports fewer than 2.11 million home warranty members or cuts the 2026 growth goal.
Why it matters: That would miss the low end of the Q3 range. It could weaken the raised 2026 revenue outlook.
Worry ifQ3 revenue is below $642 million, the low end of the company’s range.
Less concerning ifQ3 revenue is at least $642 million and full-year revenue guidance stays at $2.19 billion to $2.21 billion.
Why it matters: The CFO is covering the chief accounting role after the accounting chief left. A named successor would close that open leadership change.
Watch forA company filing or release names a permanent chief accounting officer. It may also confirm the CFO will keep the role.
Also watch forA company filing or release says the CFO has left the role and names no replacement.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$122 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $320 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,483 loss on $10,000 · 24.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.