NASDAQ
According to Zyberno, Frontdoor, Inc. (FTDR) shows a Value Trap signal — GREAT BUSINESS (76/100) with an apparent Margin of Safety of +51.8%, but a Brina Gap of -17.2% reveals the current price still assumes faster growth than the business can deliver.
According to Zyberno's DCF model, Frontdoor, Inc. (FTDR) trades at $82.89 against an estimated intrinsic value per share of $171.84 — a +51.8% Margin of Safety based on Owner Earnings of $386.00M TTM, projected at 30.6% growth for 10 years with a 2.5% terminal growth rate. The Brina Gap of -17.2% weakens the case: based on the company's ROIC (32.3%) and reinvestment rate (-24.2%), the business can fundamentally grow at -7.8% — but the current enterprise value implies the market expects 9.4%. This places FTDR in the Value Trap quadrant of the Brina Matrix — a value-trap signal where the apparent discount is undermined by overpriced growth expectations. Zyberno's model translates this into a 5-year expected return of 38.8% annually.
Over the trailing twelve months, FTDR generated $386.00M in Owner Earnings. Capital was deployed as follows: $61.00M returned via share buybacks, $25.00M invested in capital expenditures. Reinvestment rate: -24.2%. Owner Earnings have grown at 30.6% annually over the trailing five years using log-linear regression.