COMP <GO>

FTDR vs V // PIOTROSKI F-SCORE QUALITY

Frontdoor Inc. (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: FTDR 7 — V 8

▲ PIOTROSKI F-SCORE QUALITY LEADER: V

LAST: $87.62 (+0.31%) • MKT CAP: $6.02B

piotroski-score

8/9

LAST: $413.59 (+0.74%) • MKT CAP: $733.53B

piotroski-score

9/9

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FTDR VS. V) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	FTDR	V	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	55.30%	41.00%	+14.30	FTDR	/gross-margins <GO>
Return on Invested Capital (ROIC)	51.10%	32.30%	+18.80	FTDR	/roic <GO>
EV/EBITDA & P/E Valuation	17.7x	28.9x	-11.20	FTDR	/valuation <GO>
Free Cash Flow Yield	6.48%	2.90%	+3.58	FTDR	/fcf-yield <GO>
Operating Margin	14.90%	60.00%	-45.10	V	/operating-margins <GO>
Net Profit Margin	12.20%	50.10%	-37.90	V	/net-margins <GO>
Revenue Growth (YoY)	13.60%	11.30%	+2.30	FTDR	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.63%	-0.63	V	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	5.61	9.09	-3.48	V	/balance-sheet <GO>
Piotroski F-Score Quality ACTIVE	8/9	9/9	-1.00	V	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.80%	7.10%	-0.30	FTDR	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	69.0	69.4	-0.49	V	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	0.98	1.06	-0.08	V	/macro-sensitivity <GO>
Forward P/E Multiple	19.8x	34.0x	-14.20	FTDR	/forward-pe <GO>
Enterprise Scale & Market Cap	$6.02B	$733.53B	-$727.52B	V	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	FTDR REV	V REV	FTDR GROSS %	V GROSS %	FTDR FCF	V FCF
FY 2025	$2.09B	$40.00B	55.3%	44.0%	$390.0M	$21.26B
FY 2024	$1.84B	$35.93B	53.8%	44.0%	$231.0M	$18.33B
FY 2023	$1.78B	$32.65B	44.0%	44.0%	$121.9M	$19.29B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

FTDR // BETA 0.98

V // BETA 1.06