FRONTDOOR INC FTDR

December 16, 2021 - 11:42am EST by

member

						2021	2022
Price:		33.29		EPS		1.96	2.21
Shares Out. (in M):		86		P/E		17	15
Market Cap (in $M):		2,846		P/FCF		17	15
Net Debt (in $M):		475		EBIT		285	296
TEV (in $M):		3,321		TEV/EBIT		11.4	10.4

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#	AUTHOR DATE SUBJECT
5	member 6/29/22 12:09PM anyone still following this
any updated thoughts here? view available tags
4	member 12/17/21 8:48AM Re: Re: Timing 3
Think you may be underestimating the impact in the short-term, which goes back to my original point on timing. I guess we'll know in a month or so. Beyond next quarter or two just have view available tags
3	member 12/16/21 7:43PM Re: Timing 1
GLSV - The housing market dynamic you mention is certainly impacting the real estate channel at FTDR, which is evident in the reported numbers. The WSJ had a front page article a few weeks back... login to read the rest view available tags
1	member 12/16/21 2:54PM Timing
My understanding is that the housing market for sellers is so strong right now that sellers are not adding contingencies such as home warranty to be more competitive. That is causing a deterioration in view available tags

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