(GDDY) Godaddy - Overview
Sector: Technology | Industry: Software - Infrastructure | Exchange: NYSE (USA) | Market Cap: 11.474m USD | Total Return: -54.5% in 12m
Industry Rotation: +5.1
Avg Turnover: 154M USD
Peers RS (IBD): 13.9
EPS Trend: 39.2%
Qual. Beats: 0
Rev. Trend: 98.5%
Qual. Beats: 0
Warnings
Altman Z'' -1.55 < 1.0 - financial distress zone
Tailwinds
No distinct edge detected
GoDaddy Inc. (NYSE: GDDY) is a cloud-based technology provider specializing in domain registration, web hosting, and e-commerce solutions for small businesses and individual entrepreneurs. The company operates through two primary segments: Applications and Commerce (A&C), which focuses on website builders, digital marketing tools, and payment processing, and Core Platform, which manages domain name registries and hosting infrastructure.
The business model relies heavily on a subscription-based framework, providing recurring revenue through essential digital services like SSL certificates and managed WordPress hosting. As a major player in the Internet Services & Infrastructure sub-industry, GoDaddy benefits from the ongoing transition of physical commerce to integrated omnichannel platforms that combine online storefronts with physical point-of-sale hardware.
For a detailed breakdown of these revenue streams and valuation metrics, consider reviewing the latest data on ValueRay.
Founded in 1997 and headquartered in Tempe, Arizona, the company serves a diverse global client base ranging from domain investors to professional web developers. Its expansion into integrated payment facilitation positions it as a direct competitor in the fintech space, moving beyond its traditional role as a domain registrar.
- Expansion of high-margin Applications and Commerce segment drives overall profitability growth
- Domain aftermarket sales volume and pricing fluctuations impact Core segment revenue
- Adoption of GoDaddy Payments increases transaction volume and recurring service revenue
- Strategic cost management and share buybacks influence earnings per share performance
- Competitive pressure in website building software affects small business customer acquisition rates
| Net Income: 875.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.20 > 0.02 and ΔFCF/TA 4.30 > 1.0 |
| NWC/Revenue: -23.32% < 20% (prev -16.33%; Δ -6.99% < -1%) |
| CFO/TA 0.20 > 3% & CFO 1.60b > Net Income 875.0m |
| Net Debt (2.78b) to EBITDA (1.29b): 2.15 < 3 |
| Current Ratio: 0.61 > 1.5 & < 3 |
| Outstanding Shares: last quarter (136.2m) vs 12m ago -6.47% < -2% |
| Gross Margin: 61.57% > 18% (prev 0.64%; Δ 6.09k% > 0.5%) |
| Asset Turnover: 60.86% > 50% (prev 55.53%; Δ 5.33% > 0%) |
| Interest Coverage Ratio: 7.19 > 6 (EBITDA TTM 1.29b / Interest Expense TTM 151.3m) |
| A: -0.14 (Total Current Assets 1.84b - Total Current Liabilities 3.00b) / Total Assets 8.03b |
| B: -0.35 (Retained Earnings -2.79b / Total Assets 8.03b) |
| C: 0.13 (EBIT TTM 1.09b / Avg Total Assets 8.14b) |
| D: -0.35 (Book Value of Equity -2.76b / Total Liabilities 7.82b) |
| Altman-Z'' Score: -1.55 = D |
| DSRI: 0.84 (Receivables 83.1m/91.1m, Revenue 4.95b/4.57b) |
| GMI: 1.04 (GM 61.57% / 63.88%) |
| AQI: 1.01 (AQ_t 0.75 / AQ_t-1 0.74) |
| SGI: 1.08 (Revenue 4.95b / 4.57b) |
| TATA: -0.09 (NI 875.0m - CFO 1.60b) / TA 8.03b) |
| Beneish M-Score: -3.15 (Cap -4..+1) = AA |
Over the past week, the price has changed by -2.99%, over one month by +4.92%, over three months by -13.58% and over the past year by -54.49%.
- StrongBuy: 7
- Buy: 4
- Hold: 8
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 117.7 | 37.2% |
P/E Forward = 9.5238
P/S = 2.3174
P/B = 53.3416
P/EG = 0.6777
Revenue TTM = 4.95b USD
EBIT TTM = 1.09b USD
EBITDA TTM = 1.29b USD
Long Term Debt = 3.77b USD (from longTermDebt, last quarter)
Short Term Debt = 35.4m USD (from shortTermDebt, last quarter)
Debt = 3.86b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.78b USD (from netDebt column, last quarter)
Enterprise Value = 14.26b USD (11.47b + Debt 3.86b - CCE 1.08b)
Interest Coverage Ratio = 7.19 (Ebit TTM 1.09b / Interest Expense TTM 151.3m)
EV/FCF = 9.05x (Enterprise Value 14.26b / FCF TTM 1.58b)
FCF Yield = 11.05% (FCF TTM 1.58b / Enterprise Value 14.26b)
FCF Margin = 31.82% (FCF TTM 1.58b / Revenue TTM 4.95b)
Net Margin = 17.67% (Net Income TTM 875.0m / Revenue TTM 4.95b)
Gross Margin = 61.57% ((Revenue TTM 4.95b - Cost of Revenue TTM 1.90b) / Revenue TTM)
Gross Margin QoQ = 64.64% (prev 55.01%)
Tobins Q-Ratio = 1.77 (Enterprise Value 14.26b / Total Assets 8.03b)
Interest Expense / Debt = 0.97% (Interest Expense 37.5m / Debt 3.86b)
Taxrate = 23.18% (48.8m / 210.5m)
NOPAT = 835.7m (EBIT 1.09b * (1 - 23.18%))
Current Ratio = 0.61 (Total Current Assets 1.84b / Total Current Liabilities 3.00b)
Debt / Equity = 17.96 (Debt 3.86b / totalStockholderEquity, last quarter 215.1m)
Debt / EBITDA = 2.15 (Net Debt 2.78b / EBITDA 1.29b)
Debt / FCF = 1.77 (Net Debt 2.78b / FCF TTM 1.58b)
Total Stockholder Equity = 227.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 10.76% (Net Income 875.0m / Total Assets 8.03b)
RoE = 384.2% (Net Income TTM 875.0m / Total Stockholder Equity 227.8m)
RoCE = 27.25% (EBIT 1.09b / Capital Employed (Equity 227.8m + L.T.Debt 3.77b))
RoIC = 20.82% (NOPAT 835.7m / Invested Capital 4.01b)
WACC = 6.02% (E(11.47b)/V(15.34b) * Re(7.80%) + D(3.86b)/V(15.34b) * Rd(0.97%) * (1-Tc(0.23)))
Discount Rate = 7.80% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares Correlation 3-Years: -33.33 | Cagr: -2.84%
[DCF] Terminal Value 88.35% ; FCFF base≈1.45b ; Y1≈1.79b ; Y5≈3.05b
[DCF] Fair Price = 637.7 (EV 87.82b - Net Debt 2.78b = Equity 85.04b / Shares 133.4m; r=6.02% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 39.24 | EPS CAGR: 24.56% | SUE: 0.09 | # QB: 0
Revenue Correlation: 98.51 | Revenue CAGR: 6.59% | SUE: 0.65 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.65 | Chg7d=+0.002 | Chg30d=+0.002 | Revisions Net=-2 | Analysts=10
EPS current Year (2026-12-31): EPS=6.96 | Chg7d=+0.005 | Chg30d=+0.005 | Revisions Net=-2 | Growth EPS=+11.9% | Growth Revenue=+5.7%
EPS next Year (2027-12-31): EPS=8.83 | Chg7d=-0.007 | Chg30d=-0.007 | Revisions Net=+0 | Growth EPS=+26.8% | Growth Revenue=+6.0%
[Analyst] Revisions Ratio: -0.20 (4 Up / 6 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 0.7% (Discount Rate 7.9% - Earnings Yield 7.2%)
[Growth] Growth Spread = +5.3% (Analyst 6.0% - Implied 0.7%)