GoDaddy (GDDY)

Information Technology · $13.7B market cap · SEC CIK 0001609711

Next reports on Feb 22, 2027, after the close, with analysts expecting $2.05 in earnings per share.

52-week range $71.59 to $133.34. 15% below its 52-week high and 58% above its low.

The case for GDDY

• Generated $1.6B of free cash flow in FY2025, 32% of revenue.
• Free cash flow of 11.5% of its market value a year: a lot of cash for the price.
• Earnings per share up 26.0%.
• Earns 12% a year on everything it owns (return on assets).
• Reasonably priced for its growth: 14.2× earnings, where 8% a year of growth would justify about 20×.
• Gross margin of 64% absorbs cost shocks.

The case against

• Current liabilities exceed current assets (ratio 0.61).
• Trailed the S&P 500 by 28 points over the past year.
• Revenue growth of +6.4% is slower than 89% of Information Technology companies.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Information Technology companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Equity is a sliver of assets, so return on assets stands in for return on equity, and price-to-book and debt-to-equity are left out.
• Each factor except momentum is half fixed thresholds, half rank among the 73 Information Technology companies.

The financials

The financials, five years deep

Pulled from GoDaddy's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What GoDaddy says it does

Overview GoDaddy is a global leader serving a large market of entrepreneurs, developing and delivering easy-to-use solutions as a one-stop shop provider, backed by proactive, informed and personalized guidance. We serve small businesses, individuals, organizations, developers, designers and domain investors. Our vision is to radically shift the global economy toward life-fulfilling entrepreneurial ventures. Our mission is to empower entrepreneurs everywhere, making opportunity more inclusive for all. We are passionate about our mission and honored that entrepreneurs trust us with their ideas. Our 20.4 million customers are passionate and determined to transform their ideas into something meaningful. Our ability to evolve and build solutions and tools to handle our customers' fundamental jobs to be done uniquely positions us to help them navigate their individual journeys. Each customer's journey is unique and they tend to be non-linear…

Risk factors GDDY lists in its 10-K

• If we are unable to continue to increase sales to new and existing customers, our business and operating results would be harmed
• If we do not successfully develop and market products that anticipate or respond timely to the needs of our customers, our business and operating results may suffer
• Our use, development, adoption, deployment and maintenance of AI and other new and evolving technologies may present significant risks, which could result in increased costs, litigation, reputational harm and liability
• Evolving technologies, including AI-based technologies, and changes in customer behavior and practices with respect to the internet may impact the demand for and value of our products and services
• We face significant competition for our products, which we expect will continue to intensify, and we may not be able to maintain or improve our competitive position or market share
• Our pricing decisions may adversely affect our ability to attract and retain customers
• The future growth of our business depends in part on increasing our international revenue. Our continued international presence could subject us to additional risks
• We have taken significant actions to support profitable growth. These actions may not succeed. If we do not effectively manage future growth, our operating results will be adversely affected
• We are exposed to the risk of system failures and capacity constraints
• We substantially rely upon AWS services to operate our integrated platform, and any disruption of or interference with our use of AWS would adversely affect our business, results of operations and financial condition
• If we experience fraudulent activity relating to our, or our third-party vendors' products and services, we could suffer service interruptions or incur substantial costs
• We rely on our marketing efforts and channels to maintain awareness of our brand and acquire new customers. These efforts may require significant expense and may not be successful
• Our ability to increase sales of our products is highly dependent on the quality of our customer care. Our failure to provide high-quality customer care would have an adverse effect on our business, brand and operating results
• A portion of our GoDaddy Guides is engaged through third parties and not directly by us
• Our business is exposed to risks associated with credit card and other payment chargebacks, fraud and new payment methods
• Our future performance depends in part on the services and performance of our senior management, as well as key employees. If we are unable to attract, motivate, and retain our employees, our business could suffer
• We may not be able to maintain profitability in the future
• Because we are generally required to recognize revenue for our products over the term of the applicable agreement, changes in our sales may not be immediately reflected in our operating results
• Unanticipated changes in effective tax rates or adverse outcomes resulting from examination of our income or other tax returns could adversely affect our operating results and financial condition
• We may be required to repurchase the Senior Notes and the maturity of our Credit Facility may be accelerated upon a change of control triggering event
• Laws, regulations, policies or claims concerning the domain name registration system and the internet in general, and industry reactions to those policies or claims, may cause instability in the industry and disrupt our business
• ICANN periodically authorizes the introduction of new TLDs. A delay in access to new TLDs could adversely impact our business, results of operations and reputation
• The relevant domain name registry and ICANN impose a charge upon each registrar for the administration of each domain name registration. If these fees increase, it would have a significant impact upon our operating results
• international laws, rules, regulations, and orders relating to the operation and security of our computer network and the processing of data, including privacy of personal data
• We are subject to international laws, rules and regulations relating to content moderation
• Activities of customers or the content of their websites could damage our reputation and brand or harm our business and financial results
• Our business could be affected by new laws, rules, regulations or court orders regarding the internet
• From time to time, we are involved in lawsuits, including class action lawsuits, which are expensive and time consuming and could adversely affect our business, financial condition and results of operations
• Failure to adequately protect and enforce our intellectual property rights could substantially harm our business and operating results
• We may face liability or become involved in disputes over registration and transfer of domain names and control over websites
• Our use of open source technology could impose limitations on our ability to commercialize our products
• Due to the global nature of our business, we could be adversely affected by violations of anti-bribery and anti-corruption laws
• Changes in taxation laws, rules and regulations may discourage the registration or renewal of domain names for e-commerce
• Third-Party Payment Service Providers
• GoDaddy Payments' risk management efforts may not be effective, and we could be exposed to substantial losses and liability which could substantially harm our business
• Our share price may be volatile, and you may lose all or part of your investment
• Provisions of our charter, bylaws and Delaware law may have anti-takeover effects that could prevent a change in control of the company even if the change in control would be beneficial to our stockholders
• We currently do not intend to pay dividends on our Class A common stock
• We cannot guarantee we will make any additional repurchases of our Class A common stock
• Economic conditions in the U.S. and international economies may adversely impact our business and operating results
• Reporting requirements for which we must comply may continue to increase our costs, become too time-consuming or could divert management's attention, which could adversely affect our business and operating results
• Our business is subject to the risks of earthquakes, fire, power outages, floods and other catastrophic events, whether due to climate change or otherwise, and to interruption by man-made events such as terrorism and civil unrest

Filings

Other Information Technology companies