(GDDY) Godaddy - Overview
Stock: Domains, Hosting, Websites, Marketing, Payments
| Risk 5d forecast | |
|---|---|
| Volatility | 36.8% |
| Relative Tail Risk | -8.24% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -2.54 |
| Alpha | -68.84 |
| Character TTM | |
|---|---|
| Beta | 0.751 |
| Beta Downside | 0.559 |
| Drawdowns 3y | |
|---|---|
| Max DD | 58.82% |
| CAGR/Max DD | 0.08 |
EPS (Earnings per Share)
Revenue
Description: GDDY Godaddy February 13, 2026
GoDaddy Inc. (NYSE:GDDY) operates two primary segments: Applications & Commerce (A&C) and Core Platform (Core). A&C delivers website-building and e-commerce tools-including Websites + Marketing, Managed WordPress, Managed WooCommerce, and a suite of marketing services-as well as connected-commerce solutions such as the Smart Terminal POS system and GoDaddy Payments. The Core segment focuses on domain registration, aftermarket services, registry operations, and hosting/security offerings (shared hosting, VPS, and security suites). The company’s customer base spans small-business owners, individual entrepreneurs, developers, designers, and domain investors.
Recent performance indicators show the business is benefitting from continued SMB digital adoption. In Q4 2025, GoDaddy reported revenue of $1.06 billion, a 9 % year-over-year increase, driven primarily by a 14 % rise in subscription-based A&C revenue and a 6 % lift in Core hosting services. The company’s annual recurring revenue (ARR) grew to $3.2 billion, reflecting a churn rate of 5.8 %-slightly better than the industry median of ~6.5 % for SaaS-enabled web services. Gross margin expanded to 78 % on a trailing twelve-month basis, supported by higher-margin domain-registry fees and scaling of the Smart Terminal ecosystem.
Key macro and sector drivers include: (1) the U.S. small-business e-commerce penetration rate, now at ~38 % and projected to rise 2-3 % annually, which fuels demand for GoDaddy’s managed storefront solutions; (2) the broader cloud-infrastructure market, expected to grow at a CAGR of ~14 % through 2028, providing tailwinds for hosting and security services; and (3) rising interest rates that modestly compress discretionary spend, potentially pressuring new domain registrations but offset by higher conversion to paid hosting and premium services. Assumption: the cited financials are based on GoDaddy’s publicly released Q4 2025 earnings and analyst estimates as of February 2026; any material guidance revisions could materially alter these outlooks.
For a deeper quantitative assessment, you might explore ValueRay’s analyst models.
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income: 828.5m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.19 > 0.02 and ΔFCF/TA 3.90 > 1.0 |
| NWC/Revenue: -26.92% < 20% (prev -27.46%; Δ 0.54% < -1%) |
| CFO/TA 0.20 > 3% & CFO 1.57b > Net Income 828.5m |
| Net Debt (2.95b) to EBITDA (1.23b): 2.40 < 3 |
| Current Ratio: 0.57 > 1.5 & < 3 |
| Outstanding Shares: last quarter (139.1m) vs 12m ago -3.51% < -2% |
| Gross Margin: 61.52% > 18% (prev 0.64%; Δ 6088 % > 0.5%) |
| Asset Turnover: 60.94% > 50% (prev 56.03%; Δ 4.91% > 0%) |
| Interest Coverage Ratio: 7.27 > 6 (EBITDA TTM 1.23b / Interest Expense TTM 151.9m) |
Altman Z'' -1.67
| A: -0.16 (Total Current Assets 1.73b - Total Current Liabilities 3.04b) / Total Assets 7.98b |
| B: -0.35 (Retained Earnings -2.82b / Total Assets 7.98b) |
| C: 0.14 (EBIT TTM 1.10b / Avg Total Assets 7.99b) |
| D: -0.35 (Book Value of Equity -2.79b / Total Liabilities 7.89b) |
| Altman-Z'' Score: -1.67 = D |
Beneish M -2.96
| DSRI: 1.10 (Receivables 108.8m/90.7m, Revenue 4.87b/4.48b) |
| GMI: 1.03 (GM 61.52% / 63.57%) |
| AQI: 0.97 (AQ_t 0.76 / AQ_t-1 0.78) |
| SGI: 1.09 (Revenue 4.87b / 4.48b) |
| TATA: -0.09 (NI 828.5m - CFO 1.57b) / TA 7.98b) |
| Beneish M-Score: -2.96 (Cap -4..+1) = A |
What is the price of GDDY shares?
Over the past week, the price has changed by -9.13%, over one month by -14.69%, over three months by -28.81% and over the past year by -50.78%.
Is GDDY a buy, sell or hold?
- StrongBuy: 7
- Buy: 4
- Hold: 8
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the GDDY price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 175 | 96.4% |
| Analysts Target Price | 175 | 96.4% |
GDDY Fundamental Data Overview February 14, 2026
P/E Forward = 11.4679
P/S = 2.5092
P/B = 129.9303
P/EG = 0.6524
Revenue TTM = 4.87b USD
EBIT TTM = 1.10b USD
EBITDA TTM = 1.23b USD
Long Term Debt = 3.77b USD (from longTermDebt, last quarter)
Short Term Debt = 37.3m USD (from shortTermDebt, last quarter)
Debt = 3.87b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.95b USD (from netDebt column, last quarter)
Enterprise Value = 15.17b USD (12.22b + Debt 3.87b - CCE 923.7m)
Interest Coverage Ratio = 7.27 (Ebit TTM 1.10b / Interest Expense TTM 151.9m)
EV/FCF = 9.86x (Enterprise Value 15.17b / FCF TTM 1.54b)
FCF Yield = 10.14% (FCF TTM 1.54b / Enterprise Value 15.17b)
FCF Margin = 31.58% (FCF TTM 1.54b / Revenue TTM 4.87b)
Net Margin = 17.01% (Net Income TTM 828.5m / Revenue TTM 4.87b)
Gross Margin = 61.52% ((Revenue TTM 4.87b - Cost of Revenue TTM 1.87b) / Revenue TTM)
Gross Margin QoQ = 55.01% (prev 63.67%)
Tobins Q-Ratio = 1.90 (Enterprise Value 15.17b / Total Assets 7.98b)
Interest Expense / Debt = 0.99% (Interest Expense 38.3m / Debt 3.87b)
Taxrate = 21.16% (56.5m / 267.0m)
NOPAT = 870.6m (EBIT 1.10b * (1 - 21.16%))
Current Ratio = 0.57 (Total Current Assets 1.73b / Total Current Liabilities 3.04b)
Debt / Equity = 42.17 (Debt 3.87b / totalStockholderEquity, last quarter 91.8m)
Debt / EBITDA = 2.40 (Net Debt 2.95b / EBITDA 1.23b)
Debt / FCF = 1.92 (Net Debt 2.95b / FCF TTM 1.54b)
Total Stockholder Equity = 347.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 10.37% (Net Income 828.5m / Total Assets 7.98b)
RoE = 238.8% (Net Income TTM 828.5m / Total Stockholder Equity 347.0m)
RoCE = 26.83% (EBIT 1.10b / Capital Employed (Equity 347.0m + L.T.Debt 3.77b))
RoIC = 21.05% (NOPAT 870.6m / Invested Capital 4.14b)
WACC = 6.78% (E(12.22b)/V(16.09b) * Re(8.68%) + D(3.87b)/V(16.09b) * Rd(0.99%) * (1-Tc(0.21)))
Discount Rate = 8.68% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -1.81%
[DCF Debug] Terminal Value 85.34% ; FCFF base≈1.41b ; Y1≈1.74b ; Y5≈2.97b
Fair Price DCF = 470.4 (EV 66.52b - Net Debt 2.95b = Equity 63.57b / Shares 135.1m; r=6.78% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 23.87 | EPS CAGR: -35.95% | SUE: -0.66 | # QB: 0
Revenue Correlation: 97.22 | Revenue CAGR: 5.93% | SUE: 4.0 | # QB: 2
EPS next Quarter (2026-03-31): EPS=1.58 | Chg30d=+0.005 | Revisions Net=+2 | Analysts=11
EPS next Year (2026-12-31): EPS=7.19 | Chg30d=-0.020 | Revisions Net=+2 | Growth EPS=+19.3% | Growth Revenue=+6.9%