F
Ford Motor Company
F offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
FTDR
Frontdoor, Inc.
FTDR has the edge over F overall, supported by stronger fundamentals and lower modeled downside.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
FTDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
FTDR's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
FTDR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $64.94 | -32% |
| Forward | 19x | $95.42 | — |
| Fair | 20x | $81.26 | -15% |
| Current | 24x | $95.42 | — |
| Expensive | 31x | $123 | +29% |
Historical ranges are pointers, not guarantees.
FTDR's PE is in its fair range at 24x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
FTDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
FTDR has the edge over F on the outlook, with more favorable revenue expectations.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
FTDR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.15 | +28% |
| Q3 2026 | $4.01 | +15% |
| Q2 2026 | $3.78 | +12% |
| Q1 2026 | $3.50 | +14% |
| Q4 2025 | $3.42 | +14% |
| Q3 2025 | $3.49 | +16% |
| Q2 2025 | $3.37 | +29% |
| Q1 2025 | $3.07 | +35% |
| Q4 2024 | $3.01 | +42% |
FTDR has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
FTDR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $655M | +6% |
| Q2 2026 | $645M | +4.5% |
| Q1 2026 | $451M | +5.9% |
| Q4 2025 | $433M | +13% |
| Q3 2025 | $618M | +14% |
| Q2 2025 | $617M | +14% |
| Q1 2025 | $426M | +13% |
| Q4 2024 | $382M | +4.4% |
FTDR has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +0.5 points |
| Q2 2026 | 26% | +2.2 points |
| Q1 2026 | 11% | 0 points |
| Q4 2025 | 0.5% | -1.1 points |
| Q3 2025 | 23% | -1.8 points |
| Q2 2025 | 24% | +0.8 points |
| Q1 2025 | 11% | -0.6 points |
| Q4 2024 | 1.6% | -1.7 points |
FTDR has the edge over F on profitability, with a higher operating margin.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F still generates free cash flow, though less than at its 2020 peak: $5.1B over the past year.
FTDR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $65M | +12% |
| Q2 2026 | $120M | 0% |
| Q1 2026 | $113M | -3.4% |
| Q4 2025 | $95M | +90% |
| Q3 2025 | $58M | +263% |
| Q2 2025 | $120M | +32% |
| Q1 2025 | $117M | +58% |
| Q4 2024 | $50M | -7.4% |
FTDR generated $393M in free cash flow over the past year, up 14% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
FTDR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -800K shares |
| 1 year | -5.5% | -4.1M shares |
| 3 years | -13% | -10.3M shares |
| 5 years | -18% | -15.6M shares |
| Available history | -17% | -14.6M shares |
FTDR has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $109M |
| Q2 2026 | $91M |
| Q1 2026 | $61M |
| Q4 2025 | $88M |
| Q3 2025 | $60M |
| Q2 2025 | $64M |
| Q1 2025 | $71M |
| Q4 2024 | $41M |
FTDR spent $349M buying back its own shares over the past year, up 48% from the year before.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over FTDR on leverage, with a lower net debt burden relative to earnings.
FTDR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.6x | Healthy |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 2.2x | Moderate |
FTDR's net debt is about 1.3 years of its operating earnings (EBITDA), down from 1.5 years a year ago.
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
FTDR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.1 | Neutral |
| Stochastic | 77.8 | Neutral |
FTDR's weekly RSI is 68 (neutral) and its Stochastic is 78 (neutral).
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
FTDR PE vs Consumer Cyclical Sector
| Metric | FTDR | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 18x | 32% above |
| PE % | 61 | 47 | 14 pts above |
FTDR is trading at 24x earnings, a 32% premium to the Consumer Cyclical sector's median of 18x.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
FTDR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $84.3 | 13% above |
| 20 week MA | $81.6 | 17% above |
| 50 week MA | $69.3 | 38% above |
| 100 week MA | $62.3 | 53% above |
| 200 week MA | $49.0 | 95% above |
FTDR has the edge over F on trend strength, trading above more of its moving averages.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F's yearly returns have swung widely, from +129% in 2021 to −44% in 2022. It's down 11% so far in 2026.
FTDR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.3 | $50.6 | +7% |
| 2021 | $50.6 | $35.6 | -30% |
| 2022 | $35.6 | $19.6 | -45% |
| 2023 | $19.6 | $35.2 | +80% |
| 2024 | $35.2 | $55.7 | +58% |
| 2025 | $55.7 | $58.6 | +5.3% |
| 2026 YTD | $58.6 | $95.4 | +63% |
FTDR has the edge over F on returns for 2026, with the stronger performance.