Frontdoor: A Compelling Mix Of Momentum, Profitability, And Upside

  • Frontdoor Inc. is currently up 1.15% YTD, rebounding to ~$55 after strong Q1 results and raised full-year guidance offset the February dip from a weak Q1 outlook. Renewal revenue, the company's largest segment, rose 12% YoY, driven by a 7% increase in member count and a 3% price increase. The company has delivered 6.5% average revenue growth and 9.9% average EBIT growth over five years, indicating high-quality, profitable growth under solid management.