Recent News
On April 15–16, 2026, American Home Shield expanded its technology partnership with SkySlope, extending an existing integration from four states to 43 states to simplify home-warranty workflows for real-estate professionals.
On February 17, 2026, an institutional filing disclosed a new stake by Breach Inlet Capital Management, which acquired roughly 169,976 shares in the fourth quarter.
Technical Analysis
ADX sits at 24.83, indicating an emerging trend; DI+ at 27.53 is increasing while DI‑ at 14.27 is decreasing, a directional setup that favors the upside in the near term.
MACD stands at 1.84 with the signal line at 1.20 and an increasing MACD trend; MACD has crossed above its signal line, signaling bullish momentum.
MRO reads 19.82 with a dip-and-reversal pattern; the positive MRO indicates price currently sits above the model target and implies a higher probability of mean reversion toward fair value.
RSI at 54.7 and rising confirms room for further upside without immediate overbought risk.
Price sits above key moving averages: close $67.92 versus the 20‑day average $63.68, 50‑day average $61.43 and 200‑day average $60.05; the 12‑day EMA is rising, reinforcing short-term bullish bias.
Bollinger context shows price slightly above the 1× upper band ($67.22) but below the 2× upper band ($70.75), suggesting momentum with limited immediate volatility breakout. Ichimoku levels cluster in the low‑$60s, with the Tenkan at $63.92 and Kijun at $60.46, offering layered support near the mid‑$60s; SuperTrend lower support sits at $60.59.
Short‑term beta (42‑day) at 1.74 implies elevated sensitivity to market moves compared with the one‑year beta of 1.0, so intramarket volatility could amplify directional moves over weeks.
Fundamental Analysis
Revenue totaled $452.0M for the period; free cash flow registered $113.0M, producing a free cash flow yield of 2.70%, above the industry peer mean of 1.24%, which supports internal funding and capital returns.
EBIT reached $70.0M and EBITDA $90.0M; the EBIT margin equals 15.49%, below the industry peer mean of 18.86% and median of 19.65%, with a quarter‑over‑quarter expansion indicated by an EBIT margin QoQ factor of 204.80% and a modest YoY decline of 1.76%—the QoQ increase implies recent margin recovery driven by operating leverage.
Gross margin sits at 54.87% and operating margin at 14.60%, reflecting service economics and scale; operating leverage (49.72) amplifies small revenue changes into larger margin moves, which supports the near‑term margin improvement narrative.
Profitability metrics show return on equity at 17.75% and return on assets at 1.90%; interest coverage of 3.68x provides coverage of interest expense but coexistence with high leverage demands attention—total debt stands at $1,184.0M and debt‑to‑equity equals 5.13x, while net debt equals $564.0M offset by $603.0M in cash and short‑term investments.
EPS exceeded expectations this quarter: reported EPS $0.73 versus consensus $0.68, a surprise of roughly 7.35%, consistent with the formal release of first‑quarter results on April 30, 2026.
Valuation multiples run rich: trailing P/E ~81.44x, forward P/E ~47.42x, P/B ~18.15x (near the upper end of the industry peer range where the industry peer high sits near 18.76x), and EV/Revenue and enterprise multiple metrics reflect elevated market pricing relative to current earnings. WMDST values the stock as over‑valued, noting that strong cash generation and margin improvement must outpace current multiples to justify present market pricing.
MOST-RECENT QUARTERLY REPORT
| REPORT PERIOD ENDING: | 2026-03-31 |
| REPORT DATE: | 2026-04-30 |
| NEXT REPORT DATE: | 2026-07-30 |
| CASH FLOW | Begin Period Cash Flow | $ 566.0 M |
| Operating Cash Flow | $ 119.0 M | |
| Capital Expenditures | $ -6.00 M | |
| Change In Working Capital | $ 49.0 M | |
| Dividends Paid | — | |
| Cash Flow Delta | $ 37.0 M | |
| End Period Cash Flow | $ 603.0 M | |
| INCOME STATEMENT | REVENUE | |
| Total Revenue | $ 452.0 M | |
| Forward Revenue | $ 244.2 M | |
| COSTS | ||
| Cost Of Revenue | $ 203.0 M | |
| Depreciation | $ 8.0 M | |
| Depreciation and Amortization | $ 20.0 M | |
| Research and Development | — | |
| Total Operating Expenses | $ 385.0 M | |
| PROFITABILITY | ||
| Gross Profit | $ 248.0 M | |
| EBITDA | $ 90.0 M | |
| EBIT | $ 70.0 M | |
| Operating Income | $ 66.0 M | |
| Interest Income | $ 5.0 M | |
| Interest Expense | $ 19.0 M | |
| Net Interest Income | $ -14.00 M | |
| Income Before Tax | $ 51.0 M | |
| Tax Provision | $ 10.0 M | |
| Tax Rate | 19.608 % | |
| Net Income | $ 41.0 M | |
| Net Income From Continuing Operations | $ 41.0 M | |
| EARNINGS | ||
| EPS Estimate | $ 0.68 | |
| EPS Actual | $ 0.73 | |
| EPS Difference | $ 0.05 | |
| EPS Surprise | 7.353 % | |
| Forward EPS | $ 1.26 | |
| BALANCE SHEET | ASSETS | |
| Total Assets | $ 2.2 B | |
| Intangible Assets | $ 1.3 B | |
| Net Tangible Assets | $ -1.11 B | |
| Total Current Assets | $ 661.0 M | |
| Cash and Short-Term Investments | $ 603.0 M | |
| Cash | $ 603.0 M | |
| Net Receivables | $ 10.0 M | |
| Inventory | — | |
| Long-Term Investments | $ 18.0 M | |
| LIABILITIES | ||
| Accounts Payable | $ 87.0 M | |
| Short-Term Debt | $ 29.0 M | |
| Total Current Liabilities | $ 451.0 M | |
| Net Debt | $ 564.0 M | |
| Total Debt | $ 1.2 B | |
| Total Liabilities | $ 1.9 B | |
| EQUITY | ||
| Total Equity | $ 231.0 M | |
| Retained Earnings | $ 826.0 M | |
| VALUATION & PER-SHARE METRICS | EQUITY & PER-SHARE METRICS | |
| Book Value Per-Share | $ 3.28 | |
| Shares Outstanding | 70.527 M | |
| Revenue Per-Share | $ 6.41 | |
| VALUATION | Market Capitalization | $ 4.2 B |
| Enterprise Value | $ 4.8 B | |
| Enterprise Multiple | 53.041 | |
| Enterprise Multiple QoQ | -49.376 % | |
| Enterprise Multiple YoY | 20.355 % | |
| Enterprise Multiple IPRWA | high: 114.522 median: 90.121 mean: 83.548 FTDR: 53.041 low: 22.492 |
|
| EV/R | 10.561 | |
| CAPITAL STRUCTURE | ||
| Asset To Equity | 9.368 | |
| Asset To Liability | 1.119 | |
| Debt To Capital | 0.837 | |
| Debt To Assets | 0.547 | |
| Debt To Assets QoQ | -1.599 % | |
| Debt To Assets YoY | -4.331 % | |
| Debt To Assets IPRWA | high: 1.456 mean: 0.742 median: 0.631 FTDR: 0.547 low: 0.004 |
|
| Debt To Equity | 5.126 | |
| Debt To Equity QoQ | 4.146 % | |
| Debt To Equity YoY | -16.335 % | |
| Debt To Equity IPRWA | high: 5.928 FTDR: 5.126 mean: 0.134 median: 0.067 low: -5.69 |
|
| PRICE-BASED VALUATION | ||
| Price To Book (P/B) | 18.15 | |
| Price To Book QoQ | 7.397 % | |
| Price To Book YoY | 10.26 % | |
| Price To Book IPRWA | high: 18.76 FTDR: 18.15 median: 2.299 mean: 1.514 low: -12.042 |
|
| Price To Earnings (P/E) | 81.435 | |
| Price To Earnings QoQ | -67.503 % | |
| Price To Earnings YoY | 18.775 % | |
| Price To Earnings IPRWA | high: 249.745 mean: 124.69 median: 105.586 FTDR: 81.435 low: -56.366 |
|
| PE/G Ratio | 0.375 | |
| Price To Sales (P/S) | 9.276 | |
| Price To Sales QoQ | -1.794 % | |
| Price To Sales YoY | 20.952 % | |
| Price To Sales IPRWA | high: 24.211 mean: 15.866 median: 14.625 FTDR: 9.276 low: 0.394 |
|
| FORWARD MULTIPLES | ||
| Forward P/E | 47.416 | |
| Forward PE/G | 0.218 | |
| Forward P/S | 17.166 | |
| EFFICIENCY | OPERATIONAL | |
| Operating Leverage | 49.722 | |
| ASSET & SALES | ||
| Asset Turnover Ratio | 0.21 | |
| Asset Turnover Ratio QoQ | 5.918 % | |
| Asset Turnover Ratio YoY | 4.427 % | |
| Asset Turnover Ratio IPRWA | high: 0.533 mean: 0.224 FTDR: 0.21 median: 0.177 low: 0.059 |
|
| Receivables Turnover | 45.2 | |
| Receivables Turnover Ratio QoQ | 4.388 % | |
| Receivables Turnover Ratio YoY | 11.671 % | |
| Receivables Turnover Ratio IPRWA | FTDR: 45.2 high: 38.594 mean: 9.269 median: 2.467 low: 0.731 |
|
| Inventory Turnover | — | |
| Inventory Turnover Ratio QoQ | — | |
| Inventory Turnover Ratio YoY | — | |
| Inventory Turnover Ratio IPRWA | — | |
| Days Sales Outstanding (DSO) | 2.019 | |
| CASH CYCLE | ||
| Cash Conversion Cycle Days (CCC) | -34.481 | |
| Cash Conversion Cycle Days QoQ | 10.35 % | |
| Cash Conversion Cycle Days YoY | 8.463 % | |
| Cash Conversion Cycle Days IPRWA | high: 118.558 mean: 2.883 median: -0.731 FTDR: -34.481 low: -88.233 |
|
| CAPITAL DEPLOYMENT | ||
| Cash Conversion Ratio | 2.152 | |
| CapEx To Revenue | -0.013 | |
| CapEx To Depreciation | -0.75 | |
| CAPITAL, LIQUIDITY & COVERAGE | CAPITAL STRUCTURE | |
| Total Capital | $ 1.4 B | |
| Net Invested Capital | $ 1.4 B | |
| Invested Capital | $ 1.4 B | |
| Net Tangible Assets | $ -1.11 B | |
| Net Working Capital | $ 210.0 M | |
| LIQUIDITY | ||
| Cash Ratio | 1.337 | |
| Current Ratio | 1.466 | |
| Current Ratio QoQ | -5.58 % | |
| Current Ratio YoY | 9.526 % | |
| Current Ratio IPRWA | high: 2.745 FTDR: 1.466 mean: 0.748 median: 0.608 low: 0.387 |
|
| Quick Ratio | — | |
| Quick Ratio QoQ | — | |
| Quick Ratio YoY | — | |
| Quick Ratio IPRWA | — | |
| COVERAGE & LEVERAGE | ||
| Debt To EBITDA | 13.156 | |
| Cost Of Debt | 1.286 % | |
| Interest Coverage Ratio | 3.684 | |
| Interest Coverage Ratio QoQ | 234.928 % | |
| Interest Coverage Ratio YoY | 4.477 % | |
| Interest Coverage Ratio IPRWA | high: 46.768 mean: 12.923 median: 4.198 FTDR: 3.684 low: -21.413 |
|
| Operating Cash Flow Ratio | 0.131 | |
| TIMING / LIQUIDITY | ||
| Days Payables Outstanding (DPO) | 36.5 | |
| DIVIDENDS | ||
| Dividend Coverage Ratio | — | |
| Dividend Payout Ratio | — | |
| Dividend Rate | — | |
| Dividend Yield | — | |
| PERFORMANCE | GROWTH | |
| Asset Growth Rate | 1.027 % | |
| Revenue Growth | 4.388 % | |
| Revenue Growth QoQ | -114.714 % | |
| Revenue Growth YoY | -59.985 % | |
| Revenue Growth IPRWA | high: 25.947 % FTDR: 4.388 % median: -3.269 % mean: -3.688 % low: -18.131 % |
|
| Earnings Growth | 217.391 % | |
| Earnings Growth QoQ | -354.428 % | |
| Earnings Growth YoY | 58.637 % | |
| Earnings Growth IPRWA | FTDR: 217.391 % high: 182.143 % mean: -8.297 % median: -10.903 % low: -200.0 % |
|
| MARGINS | ||
| Gross Margin | 54.867 % | |
| Gross Margin QoQ | 11.536 % | |
| Gross Margin YoY | -0.772 % | |
| Gross Margin IPRWA | high: 75.902 % FTDR: 54.867 % mean: 30.739 % median: 29.043 % low: -6.013 % |
|
| EBIT Margin | 15.487 % | |
| EBIT Margin QoQ | 204.802 % | |
| EBIT Margin YoY | -1.763 % | |
| EBIT Margin IPRWA | high: 34.862 % median: 19.646 % mean: 18.858 % FTDR: 15.487 % low: -19.957 % |
|
| Return On Sales (ROS) | 14.602 % | |
| Return On Sales QoQ | 216.129 % | |
| Return On Sales YoY | -7.377 % | |
| Return On Sales IPRWA | high: 37.003 % median: 20.493 % mean: 18.517 % FTDR: 14.602 % low: -18.79 % |
|
| CASH FLOW | ||
| Free Cash Flow (FCF) | $ 113.0 M | |
| Free Cash Flow Yield | 2.695 % | |
| Free Cash Flow Yield QoQ | 16.014 % | |
| Free Cash Flow Yield YoY | -24.93 % | |
| Free Cash Flow Yield IPRWA | high: 7.633 % FTDR: 2.695 % mean: 1.242 % median: 0.826 % low: -1.116 % |
|
| Free Cash Growth | 18.947 % | |
| Free Cash Growth QoQ | -70.299 % | |
| Free Cash Growth YoY | -85.86 % | |
| Free Cash Growth IPRWA | high: 612.824 % mean: 121.958 % median: 103.007 % FTDR: 18.947 % low: -460.214 % |
|
| Free Cash To Net Income | 2.756 | |
| Cash Flow Margin | 13.053 % | |
| Cash Flow To Earnings | 1.439 | |
| VALUE & RETURNS | ||
| Economic Value Added | $ 0.04 | |
| Return On Assets (ROA) | 1.904 % | |
| Return On Assets QoQ | 1969.565 % | |
| Return On Assets YoY | 8.8 % | |
| Return On Assets IPRWA | high: 7.688 % mean: 2.721 % FTDR: 1.904 % median: 1.594 % low: -3.946 % |
|
| Return On Capital Employed (ROCE) | 4.086 % | |
| Return On Equity (ROE) | 0.177 | |
| Return On Equity QoQ | 2048.789 % | |
| Return On Equity YoY | -5.02 % | |
| Return On Equity IPRWA | high: 0.315 FTDR: 0.177 mean: 0.028 median: 0.012 low: -0.065 |
|
| DuPont ROE | 17.337 % | |
| Return On Invested Capital (ROIC) | 4.025 % | |
| Return On Invested Capital QoQ | 227.769 % | |
| Return On Invested Capital YoY | 8.403 % | |
| Return On Invested Capital IPRWA | high: 18.09 % mean: 8.091 % median: 4.934 % FTDR: 4.025 % low: -4.87 % |
|