FTDR
Frontdoor, Inc.
FTDR has the edge over RIVN overall, supported by stronger fundamentals and lower modeled downside.
RIVN
Rivian Automotive, Inc.
RIVN offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
FTDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
FTDR's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
RIVN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
RIVN's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
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.
RIVN PE Valuation
RIVN has no meaningful PE right now: it lost money over the past year.
FTDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for FTDR, with profitability improving.
RIVN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RIVN's losses to shrink, with revenue growing. 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 RIVN on earnings quality, reporting a profit while its opponent remains loss making.
RIVN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.25 | +$0.83 |
| Q2 2026 | -$2.58 | +$0.62 |
| Q1 2026 | -$2.92 | +$0.77 |
| Q4 2025 | -$3.07 | +$1.62 |
| Q3 2025 | -$3.08 | +$2.52 |
| Q2 2025 | -$3.20 | +$2.76 |
| Q1 2025 | -$3.69 | +$2.08 |
| Q4 2024 | -$4.69 | +$1.05 |
RIVN is still losing money, but far less than before: $2.25 per share over the past year, against $7.40 at its worst in late 2022.
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's revenue has grown year over year every quarter since late 2020: $655M last quarter, up 6% from the same quarter a year ago.
| 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 RIVN on profitability, with a higher operating margin.
RIVN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | +38% |
| Q2 2026 | $1.7B | +27% |
| Q1 2026 | $1.4B | +11% |
| Q4 2025 | $1.3B | -26% |
| Q3 2025 | $1.6B | +78% |
| Q2 2025 | $1.3B | +13% |
| Q1 2025 | $1.2B | +3% |
| Q4 2024 | $1.7B | +32% |
RIVN's revenue is growing: $2.2B last quarter, up 38% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -41% | +22 points |
| Q2 2026 | -50% | +35 points |
| Q1 2026 | -64% | -11 points |
| Q4 2025 | -65% | -27 points |
| Q3 2025 | -63% | +71 points |
| Q2 2025 | -86% | +33 points |
| Q1 2025 | -53% | +70 points |
| Q4 2024 | -38% | +82 points |
RIVN's operating margin was −41% last quarter, up 22 points from the same quarter a year ago, near the top of its range since 2021.
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 RIVN on cash generation, producing positive trailing cash flow while its opponent burns cash.
RIVN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.1B | -$703M |
| Q2 2026 | -$849M | -$451M |
| Q1 2026 | -$1.1B | -$549M |
| Q4 2025 | -$1.1B | -234% |
| Q3 2025 | -$421M | +$732M |
| Q2 2025 | -$398M | +$639M |
| Q1 2025 | -$526M | +$997M |
| Q4 2024 | $856M | +$2.3B |
RIVN has burned cash in almost every quarter: −$4.2B over the past year, against −$489M 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 RIVN 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.
RIVN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +9.1% | +121M shares |
| 1 year | +19% | +226M shares |
| 3 years | +52% | +494M shares |
RIVN has 1.4B diluted shares, up 19% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | $6M |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
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.
RIVN Net Leverage
RIVN's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
RIVN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 25.6 | Neutral |
RIVN's weekly RSI is 41 (neutral) and its Stochastic is 26 (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.
RIVN PE vs Consumer Cyclical Sector
RIVN has no meaningful PE right now: it lost money over the past year.
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 RIVN on trend strength, trading above more of its moving averages.
RIVN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.3 | 3.9% below |
| 20 week MA | $15.1 | 15% below |
| 50 week MA | $15.9 | 19% below |
| 100 week MA | $14.7 | 13% below |
| 200 week MA | $15.1 | 15% below |
RIVN is in a downtrend: it's below all five of its weekly moving averages, and 15% 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 RIVN on returns for 2026, with the stronger performance.
RIVN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $130.0 | $96.8 | -25% |
| 2022 | $96.8 | $19.1 | -80% |
| 2023 | $19.1 | $23.5 | +23% |
| 2024 | $23.5 | $13.7 | -42% |
| 2025 | $13.7 | $20.9 | +53% |
| 2026 YTD | $20.9 | $12.8 | -39% |
RIVN has finished lower in three of the last five years. It's down 39% so far in 2026.