Frontdoor
FTDR Β· Specialized Consumer Services
$84.34
2.0%Matthews International
MATW Β· Specialized Consumer Services
$19.26
0.2%The short version
- Frontdoor is the larger business, with $2.1B of revenue in fiscal 2025 against $1.5B for Matthews International.
- Frontdoor grew revenue faster (13.6%, against β16.6%).
- Frontdoor turned more of its sales into free cash flow (18.6% FCF margin, against β4.0% FCF margin).
- Frontdoor earned a higher return on the capital invested in it (33.9%, against 3.2%).
| Latest fiscal year | FTDR Β· FY25 | MATW Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.0B | $605M |
| Revenue | $2.1B | $1.5B |
| Free cash flow | $390M | β$59.4M |
| Net income | $255M | β$24.5M |
| Growth | ||
| Revenue growth | 13.6% | β16.6% |
| 5-year growth | 7.3% | β0.0% |
| Share count change | β4.5% | 0.6% |
| Profitability | ||
| Gross margin | 55.3% | 33.9% |
| Operating margin | β | 5.0% |
| Net margin | 12.2% | β1.6% |
| FCF margin | 18.6% | β4.0% |
| Return on capital | 33.9% | 3.2% |
| Return on equity | 106.0% | β5.3% |
| Balance sheet | ||
| Net debt | $607M | $678M |
| Net debt / EBITDA | 1.2x | 4.6x |
| Dividends and buybacks | $283M | $45.0M |
| Valuation & quality | ||
| P/E | 22.3x | β |
| Piotroski F-score | 7 | 5 |
FY16
FTDR $1.0B
MATW $1.5B
FY17
FTDR $1.2B
MATW $1.5B
FY18
FTDR $1.3B
MATW $1.6B
FY19
FTDR $1.4B
MATW $1.5B
FY20
FTDR $1.5B
MATW $1.5B
FY21
FTDR $1.6B
MATW $1.7B
FY22
FTDR $1.7B
MATW $1.8B
FY23
FTDR $1.8B
MATW $1.9B
FY24
FTDR $1.8B
MATW $1.8B
FY25
FTDR $2.1B
MATW $1.5B
FTDR
MATW
FY16
FTDR β
MATW 8.0%
FY17
FTDR β
MATW 8.0%
FY18
FTDR β
MATW 8.7%
FY19
FTDR β
MATW 0.7%
FY20
FTDR β
MATW β4.3%
FY21
FTDR β
MATW 2.5%
FY22
FTDR β
MATW β2.5%
FY23
FTDR β
MATW 4.7%
FY24
FTDR β
MATW β0.7%
FY25
FTDR β
MATW 5.0%
FTDR
MATW
FY16
FTDR $144M
MATW $98.6M
FY17
FTDR $179M
MATW $104M
FY18
FTDR $162M
MATW $104M
FY19
FTDR $178M
MATW $93.4M
FY20
FTDR $175M
MATW $146M
FY21
FTDR $154M
MATW $129M
FY22
FTDR $102M
MATW $65.5M
FY23
FTDR $170M
MATW $28.9M
FY24
FTDR $231M
MATW $34.1M
FY25
FTDR $390M
MATW β$59.4M
FTDR
MATW
FY16
FTDR β
MATW 5.3%
FY17
FTDR β
MATW 5.9%
FY18
FTDR β
MATW 8.1%
FY19
FTDR 56.9%
MATW 0.5%
FY20
FTDR 45.3%
MATW β3.4%
FY21
FTDR 46.6%
MATW 1.5%
FY22
FTDR 25.5%
MATW β2.7%
FY23
FTDR 51.7%
MATW 6.8%
FY24
FTDR 37.8%
MATW β0.8%
FY25
FTDR 33.9%
MATW 3.2%
FTDR
MATW
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.