Airbnb, Inc. vs Frontdoor, Inc., two Business Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ABNB and FTDR diverge most: on debt / equity, ABNB reads 0.32 and FTDR reads 4.08; on implied growth (priced in), ABNB reads +48.9% and FTDR reads +4.8%. The rest of the comparable metrics sit closer together. On valuation, today's ABNB price has a different growth bar priced in than FTDR (+48.9% implied for ABNB vs +4.8% for FTDR); the higher figure is the steeper assumption to clear, not a better or worse stock. What ABNB's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ABNB | FTDR |
|---|---|---|
| Price | $165.85 | $79.87 |
| Market cap | $99.0B | $5.5B |
| Sector | Business Services | Business Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +48.9% | +4.8% |
| P/E | — | 21.1 |
| P/B | 12.70 | 19.38 |
| P/S | 7.52 | 2.56 |
| EV/EBITDA | 34.6 | 71.0 |
| Revenue growth | +14.0% | +9.4% |
| Gross margin | — | 58.6% |
| Operating margin | 21.0% | — |
| Net margin | 20.4% | 12.7% |
| Return on equity | 34.5% | 96.1% |
| Return on assets | 9.4% | 12.5% |
| Return on invested capital | 24.2% | — |
| FCF yield | 4.9% | 7.0% |
| Debt / equity | 0.32 | 4.08 |
| Current ratio | 1.41 | 1.59 |
| Altman Z (solvency) | 3.36 | 7.73 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.