Frontdoor Inc (FTDR) is slightly overvalued and Rollins Inc (ROL) is overvalued.
Both trade above our estimate of their intrinsic value. FTDR is the closer of the two: -17%, against -46% for ROL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.7% (average of 3 methods) values the shares at $66.20; the price of $77.19 is 17% above that value, and 71% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $22.51; the price of $32.86 is 46% above that value, and 77% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | FTDR | ROL |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $77.19 | $32.86 |
| Intrinsic value | $66.20 | $22.51 |
| Margin of safety | -17% | -46% |
| Leak Score | 59/100 (3/12) | 59/100 (3/12) |
| Market cap | $5.3B | $15.8B |
| Revenue growth, 5 years | 7.3% | 11.7% |
| Operating margin | 20.1% | 18.9% |
| Net margin | 12.8% | 13.6% |
| Return on equity | 101.9% | 37.0% |
| Debt to equity | 4.15 | 0.78 |
| P/E | 20.4x | 29.8x |
| Forward P/E | 14.9x | 25.6x |
| P/B | 18.8x | 11.1x |
| Dividend yield | — | 2.3% |