FTDR vs ABM Stock Comparison: AI Score, Valuation, Performance and Upside
FTDR (Frontdoor) and ABM (ABM Industries) are both property-related services companies but with different business models — Frontdoor sells home warranty subscriptions protecting homeowners from unexpected appliance and system repair costs, while ABM provides ongoing commercial facility services (janitorial, maintenance, parking) to large commercial buildings under multi-year contracts. Frontdoor is a residential subscription services company; ABM is a commercial facility services labor business.
FTDR vs ABM is residential warranty subscription improving through technology (Frontdoor's home warranty subscriptions covering household systems with technology investment to reduce claim costs through DIY guidance) versus diversified commercial facility services at scale (ABM Industries' labor-intensive facility services contracts across office, healthcare, airports, and industrial with EV charging as an emerging growth adjacency) — residential subscription versus commercial labor services.
FTDR and ABM are closely matched — they split the tracked metrics evenly. FTDR has delivered stronger 1-year price return (+24.32% vs +2.89%), though ABM trades at the lower forward P/E (10.17x vs 14.24x). Analyst consensus implies meaningfully more upside for ABM (+17.46%) than for FTDR (+3.69%).
- →Want residential home services subscription exposure with a recurring revenue model and the largest scale in home warranty — Frontdoor's market leadership and contractor network create advantages in the home warranty category
- →Value Frontdoor's technology investment in AI-based remote diagnosis as potentially improving the gross margin structure by reducing expensive on-site dispatch for simpler maintenance issues
- →See home warranty as a category that grows with housing stock age (older homes need more maintenance) and homebuyer transaction volume as sellers offer warranties to facilitate sales
- →Want a diversified commercial facility services company with multi-year contract revenue across commercial real estate, healthcare, airports, and industrial facilities
- →Value ABM's EV charging infrastructure services as a growing revenue opportunity as corporate campuses and commercial facilities electrify their vehicle fleets
- →Accept labor intensity and office market exposure as manageable risks given ABM's portfolio diversification and contract revenue stability in healthcare, aviation, and industrial segments
| Metric | FTDR | ABM |
|---|---|---|
| AI score | 34.1 | 33.5 |
| AI rank | #1775 | #1885 |
| Latest close | $71.56 | $44.15 |
| 1M return | +15.38% | +13.55% |
| 6M return | +28.54% | -7.20% |
| 1Y return | +24.32% | +2.89% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | FTDR | ABM |
|---|---|---|
| 1Y ago | $12.43K (+24.3%) started 2025-06-18 | $10.55K (+5.5%) started 2025-06-18 |
| 5Y ago | $14.27K (+42.7%) started 2021-06-18 | $12.16K (+21.6%) started 2021-06-18 |
| 10Y ago | $23.85K (+138.5%) started 2018-09-13 | $18.53K (+85.3%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | FTDR | ABM |
|---|---|---|
| Market cap | $5.03B | $2.59B |
| Trailing P/E | 20.45 | 16.98 |
| Forward P/E | 14.24 | 10.17 |
| Price/Sales | 2.37 | 0.29 |
| EV/Revenue | 2.61 | 0.49 |
| Analyst target | $74.20 | $51.86 |
| Target upside | +3.69% | +17.46% |
| Metric | FTDR | ABM |
|---|---|---|
| Revenue growth | 5.90% | 8.40% |
| Earnings growth | 16.30% | 9.00% |
| EPS growth | +16.30% | +9.00% |
| FCF margin | +15.49% | +3.14% |
| Operating margin | N/A | N/A |
| Profit margin | 12.23% | 1.75% |
| ROIC proxy | 121.03% | 8.87% |
| Return on equity | 121.03% | 8.87% |
| Dividend yield | 0.00% | 2.64% |
| Beta | 1.51 | 0.72 |
| Debt/equity | 521.30 | 112.70 |
| Current ratio | 1.47 | 1.46 |
| Quick ratio | 1.36 | 1.28 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | FTDR | ABM |
|---|---|---|---|
| 1Y | Growth | +24.32% | +2.89% |
| CAGR | +24.34% | +2.89% | |
| Sharpe ratio | 0.62 | 0.08 | |
| Max drawdown | 29.23% | 23.78% | |
| Max daily drop | 15.94% | 9.91% | |
| Max wkly drop | 26.54% | 12.60% | |
| 5Y | Growth | +42.69% | +9.19% |
| CAGR | +7.37% | +1.77% | |
| Sharpe ratio | 0.26 | 0.07 | |
| Max drawdown | 61.70% | 34.37% | |
| Max daily drop | 19.17% | 13.64% | |
| Max wkly drop | 29.05% | 23.33% | |
| 10Y | Growth | +138.53% | +48.57% |
| CAGR | +11.85% | +4.04% | |
| Sharpe ratio | 0.37 | 0.15 | |
| Max drawdown | 66.39% | 52.00% | |
| Max daily drop | 29.18% | 17.82% | |
| Max wkly drop | 40.72% | 31.06% |
| Category | FTDR | ABM |
|---|---|---|
| Company | Frontdoor, Inc. | ABM Industries Incorporated |
| Sector | Consumer Services - Home Warranty | Industrials - Commercial Facility Services |
| Industry | N/A | N/A |
| Core business | Frontdoor is the largest home warranty service company in the U.S. — providing annual subscriptions (American Home Shield, Frontdoor brands) that cover repair or replacement of home appliances (refrigerators, washers, dryers, ovens) and home systems (HVAC, plumbing, electrical, water heaters) when they break down due to normal wear and tear. When a covered item fails, subscribers call Frontdoor, which dispatches a vetted contractor from its network to diagnose and repair or replace the item. | ABM Industries is one of the largest commercial facility services companies in the U.S. — providing janitorial services, engineering and maintenance, parking management, landscaping, lighting, and EV charging infrastructure services to commercial office buildings, healthcare facilities, airports, schools, data centers, and industrial facilities. ABM's 100,000+ workforce provides on-site services under multi-year service contracts. |
| Investor focus | Investors track Frontdoor's customer count and renewal rates, revenue per customer (contract size), gross margin (dependent on the balance between subscription revenue and actual repair/replacement costs), contractor network management, and the AI-based platform investments Frontdoor is making to enable more DIY guidance and reduce service dispatch costs. | Investors track ABM's organic revenue growth by industry group (B&I — Business & Industry, aviation, technology/manufacturing, education, healthcare), operating margin improvement, contract retention rates, workforce management efficiency, and the EV infrastructure services segment as a growth vector tied to EV fleet adoption. |
- →Largest home warranty customer base creates contractor network advantage — Frontdoor's scale gives it leverage with its contractor network; Frontdoor dispatches enough volume to negotiate favorable contractor pricing, creating a cost advantage versus smaller competitors
- →Home warranty provides predictable subscription revenue — annual home warranty contracts create recurring revenue that is relatively predictable; renewal rates for satisfied customers are high, and real estate transactions (seller discounts) create new customer acquisition opportunities
- →Technology investment to evolve beyond traditional dispatching — Frontdoor is investing in an app that enables AI-powered remote diagnosis and DIY guidance, potentially allowing homeowners to fix simpler issues without a technician visit, reducing Frontdoor's direct service delivery costs while improving customer experience
- →Diversified commercial facility services across multiple end markets — ABM's revenue is spread across office buildings, airports, healthcare, education, and industrial, providing resilience when any single market faces headwinds
- →Long-term contracts with established commercial relationships — ABM's multi-year service contracts with large commercial real estate owners, corporate campuses, and institutional clients provide revenue visibility and switching cost protection
- →EV charging infrastructure as a growth adjacency — ABM is building an EV charging installation and maintenance services business, positioning it as a services provider for corporate and fleet EV charging deployment
- →Claims severity and frequency volatility — Frontdoor's gross margins depend on the actual cost of repairs and replacements it must cover; HVAC replacement claims ($5,000-10,000) and compressor failures are expensive; unusually hot or cold weather increases HVAC claims and pressures margins
- →Customer acquisition cost — attracting new home warranty customers is expensive through real estate channel (providing warranties to homebuyers) and direct marketing; high churn in the first year of homeownership makes new customer economics challenging
- →Competition from independent home warranty providers and home insurance bundled programs — Choice Home Warranty, 2-10 Home Buyers Warranty, and insurance companies offering warranty add-ons compete with Frontdoor
- →Labor intensity and wage inflation exposure — ABM's services are highly labor-intensive; minimum wage increases and labor market tightness compress operating margins; ABM must successfully pass through labor cost increases in contract renewals
- →Office market weakness from remote work trends — ABM's largest customer segment (commercial office facilities) has faced headwinds from office vacancy increases as hybrid and remote work reduces per-square-foot cleaning and facility requirements
- →Contract pricing discipline in competitive bids — commercial facility services is a competitive market; ABM must balance winning new contracts against maintaining margins in an environment where customers seek to reduce facility costs
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