FTDR
Frontdoor, Inc.
FTDR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
NKE
NIKE, Inc.
NKE has a slight edge over FTDR overall, supported by stronger valuation and stronger modeled upside.
FTDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
FTDR's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
NKE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
NKE's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
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.
NKE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $37.76 | — |
| Cheap | 23x | $47.70 | +26% |
| Forward | 30x | $37.76 | — |
| Fair | 33x | $68.16 | +80% |
| Expensive | 47x | $97.86 | +159% |
Historical ranges are pointers, not guarantees.
NKE has the edge over FTDR in the historical PE scenario, which offers more potential upside but is not a forecast.
FTDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
FTDR has the edge over NKE on the outlook, with more favorable valuation and earnings expectations.
NKE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Decline | |
| Improving | |
| Moderate | |
| Low |
Analysts expect NKE's profitability to improve, but its revenue to decline. However, they disagree widely on these estimates.
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 NKE on earnings, with more consistent year-over-year improvement.
NKE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.27 | -39% |
| Q3 2026 | $2.09 | +7.2% |
| Q2 2026 | $2.10 | -2.8% |
| Q1 2026 | $1.51 | -50% |
| Q4 2025 | $1.70 | -48% |
| Q3 2025 | $1.95 | -44% |
| Q2 2025 | $2.16 | -42% |
| Q1 2025 | $3.01 | -11% |
| Q4 2024 | $3.24 | -5.3% |
NKE's earnings per share have fallen from their peak: $2.09 over the past year, against $3.82 in late 2021.
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 NKE 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 NKE on profitability, with a higher operating margin.
NKE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11.2B | -4.3% |
| Q2 2026 | $11B | -1.1% |
| Q1 2026 | $11.3B | +0.1% |
| Q4 2025 | $12.4B | +0.6% |
| Q3 2025 | $11.7B | +1.1% |
| Q2 2025 | $11.1B | -12% |
| Q1 2025 | $11.3B | -9.3% |
| Q4 2024 | $12.4B | -7.7% |
NKE's revenue fell from its 2023 peak and has held roughly level since: $11.2B last quarter, down 4.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.2% | +0.3 points |
| Q2 2026 | 12% | +9.2 points |
| Q1 2026 | 5.8% | -1.7 points |
| Q4 2025 | 8% | -3.4 points |
| Q3 2025 | 7.9% | -3.4 points |
| Q2 2025 | 2.9% | -11 points |
| Q1 2025 | 7.5% | -3.8 points |
| Q4 2024 | 11% | -2.9 points |
NKE's operating margin was 8.2% last quarter, about level with the same quarter a year ago.
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 has the edge over NKE on cash flow, with more consistent year-over-year improvement.
NKE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$64M | -527% |
| Q2 2026 | $1.5B | +313% |
| Q1 2026 | $284M | -83% |
| Q4 2025 | $386M | -58% |
| Q3 2025 | $15M | -95% |
| Q2 2025 | $363M | -85% |
| Q1 2025 | $1.7B | -11% |
| Q4 2024 | $920M | -65% |
NKE usually generates cash, though not every quarter: the latest was −$64M, but it generated $2.1B over the past year.
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 NKE 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.
NKE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +3.2M shares |
| 1 year | +0.4% | +5.2M shares |
| 3 years | -3.8% | -59.1M shares |
| 5 years | -8.4% | -135M shares |
| Available history | -6.9% | -110M shares |
NKE has 1.5B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $20M |
| Q3 2025 | $126M |
| Q2 2025 | $199M |
| Q1 2025 | $506M |
| Q4 2024 | $1.1B |
NKE has spent almost nothing on buybacks in the past year.
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.
NKE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.2x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | 0.2x | Very low |
| Q3 2024 | 0.1x | Very low |
| Q2 2024 | -0.1x | Net Cash |
| Q1 2024 | -0.0x | Very low |
| Q4 2023 | 0.1x | Very low |
NKE has the edge over FTDR on leverage, with a lower net debt burden relative to earnings.
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).
NKE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.0 | Neutral |
| Stochastic | 57.5 | Neutral |
NKE's weekly RSI is 40 (neutral) and its Stochastic is 58 (neutral).
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.
NKE PE vs Consumer Cyclical Sector
| Metric | NKE | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 0.3% above |
| PE % | 2 | 47 | 45 pts below |
NKE has the edge over FTDR on valuation relative to its sector.
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 NKE on trend strength, trading above more of its moving averages.
NKE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $36.7 | 2.8% above |
| 20 week MA | $39.2 | 3.6% below |
| 50 week MA | $48.0 | 21% below |
| 100 week MA | $58.4 | 35% below |
| 200 week MA | $79.2 | 52% below |
NKE has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 52% below its 200-week average.
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 NKE on returns for 2026, with the stronger performance.
NKE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $101.6 | $141.6 | +39% |
| 2021 | $141.6 | $165.7 | +17% |
| 2022 | $165.7 | $116.3 | -30% |
| 2023 | $116.3 | $108.6 | -6.6% |
| 2024 | $108.6 | $76.4 | -30% |
| 2025 | $76.4 | $60.9 | -20% |
| 2026 YTD | $60.9 | $37.8 | -38% |
NKE has finished four years in a row lower, and it's down 38% so far in 2026.