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FTDR vs PVH

FTDR
Frontdoor, Inc.
BEARISH
Price
$60.59
Market Cap
$4.25B
Sector
Consumer Cyclical
AI Confidence
85%
PVH
PVH Corp.
NEUTRAL
Price
$91.64
Market Cap
$4.2B
Sector
Consumer Cyclical
AI Confidence
80%

Valuation

P/E Ratio
FTDR
17.72
PVH
176.23
Forward P/E
FTDR
12.22
PVH
6.68
P/B Ratio
FTDR
17.77
PVH
0.88
P/S Ratio
FTDR
2.03
PVH
0.47
EV/EBITDA
FTDR
9.93
PVH
7.65

Profitability

Gross Margin
FTDR
55.28%
PVH
57.53%
Operating Margin
FTDR
4.85%
PVH
10.27%
Profit Margin
FTDR
12.18%
PVH
0.28%
ROE
FTDR
106.03%
PVH
0.51%
ROA
FTDR
11.97%
PVH
4.21%

Growth

Revenue Growth
FTDR
13.4%
PVH
5.6%
Earnings Growth
FTDR
-84.0%
PVH
--

Financial Health

Debt/Equity
FTDR
5.0
PVH
0.9
Current Ratio
FTDR
1.55
PVH
1.52
Quick Ratio
FTDR
1.43
PVH
0.72

Dividends

Dividend Yield
FTDR
--
PVH
0.16%
Payout Ratio
FTDR
0.0%
PVH
28.85%

AI Verdict

FTDR BEARISH

FTDR exhibits a concerning divergence between its current market price ($60.59) and its deterministic value markers, with a Graham Number of $16.2 and an Intrinsic Value of $23.94. While the Piotroski F-Score of 4/9 indicates stable health, the company is heavily leveraged with a Debt/Equity ratio of 5.00, which artificially inflates the ROE to 106.03%. Despite consistent historical earnings beats and positive revenue growth, the recent -84% collapse in YoY earnings growth and bearish insider sentiment suggest a significant valuation bubble. The stock is trading at a massive premium to its book value (P/B 17.77), making it highly vulnerable to a correction.

Strengths
Consistent track record of beating earnings estimates over 25 quarters
Strong gross margins at 55.28%
Positive YoY revenue growth of 13.40%
Risks
Extreme overvaluation relative to Graham Number ($16.2) and Intrinsic Value ($23.94)
Severe earnings contraction with YoY earnings growth at -84.00%
High financial leverage with a Debt/Equity ratio of 5.00
PVH NEUTRAL

PVH presents a stark contrast between trailing distress and forward-looking optimism. While the Piotroski F-Score of 4/9 indicates stable but mediocre financial health and the Graham Number ($34.99) suggests the stock is significantly overvalued on a defensive basis, the Forward P/E (6.68) and PEG Ratio (0.07) point to a massive expected earnings recovery. The company maintains strong gross margins (57.53%) and a consistent track record of earnings beats, but is currently hampered by an abysmal net profit margin (0.28%) and bearish insider sentiment.

Strengths
Strong Gross Margins (57.53%) indicating pricing power
Exceptional earnings surprise track record (3/4 beats in last 4 quarters)
Trading below book value (Price/Book: 0.88)
Risks
Extremely low net profit margin (0.28%) and ROE (0.51%)
Significant premium to Graham Number ($34.99) and Intrinsic Value ($3.64)
Bearish insider activity with net selling

Compare Another Pair

FTDR vs PVH: Head-to-Head Comparison

This page compares Frontdoor, Inc. (FTDR) and PVH Corp. (PVH) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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