QDDresearch

GoDaddy Inc. GDDY

Information TechnologySoftware & IT ServicesUnited States of America

Last close 117.24 USD on Nov 1, 2026, −5.5% year to date

Quant rating

Quant rating A Rank 57 of 389 in Information Technology
  1. Growth C 180 of 389
  2. Valuation A 45 of 389
  3. Quality A 44 of 389
  4. Revisions D 273 of 389
  5. Momentum B 80 of 389

Wall Street consensus Buy (2.47)Average target 109.39 USD −6.7%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
202520242023202220215Y avg
Revenue (mil)4,9514,5734,2544,0913,816–
Revenue growth8.3%7.5%4.0%7.2%15.0%8.3%
EPS (basic, normalized)6.226.459.202.211.42–
EPS growth−3.6%−29.9%316.3%55.6%––
Gross margin63.6%63.9%63.0%63.7%64.0%63.7%
Net margin17.7%20.5%32.3%8.6%6.4%17.1%
ROE192.9%248.4%––704.4%381.9%
Balance sheet, last quarter
Cash & short-term investments (mil)1,120
Current ratio0.61x
Long-term debt (mil)3,756
Net debt (mil)2,652
Total equity (mil)−139
Net debt / equity−19.10x
Net debt / EBITDA1.67x

Estimates and valuation

Consensus estimates and implied multiples
Sales (mil)EBITDA (mil)EPS
Fiscal yearMean est.GrowthEV/SalesMean est.GrowthEV/EBITDAMean est.GrowthP/E
2025 actual 4,951+8.3%3.4x 1,586+15.3%10.7x 6.22−3.6%18.8x
2026 5,249+6.0%3.2x 1,748+10.2%9.7x 7.44+19.7%15.8x
2027 5,524+5.2%3.1x 1,873+7.2%9.1x 9.03+21.4%13.0x
2028 5,810+5.2%2.9x 2,003+6.9%8.5x 10.27+13.7%11.4x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
SalesEPS
Fiscal yearEstimate (mil)1M3M6MEstimate1M3M6M
20265,249+0.2%+0.1%+0.1%7.44+2.1%+3.8%+5.9%
20275,524+0.1%−0.2%−0.6%9.03+0.7%+0.3%+0.9%
20285,810+1.1%+0.1%−1.3%10.27−4.0%−5.1%−0.4%

Earnings surprises EPS beat in 4 of the last 4 quarters

Reported results versus consensus, last 10 fiscal quarters
Quarter endedMar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales reported (mil)1,1081,1241,1481,1931,1941,2181,2651,2741,2671,298
Sales mean (mil)1,0971,1141,1441,1791,1901,2071,2331,2721,2631,295
Surprise+1.1%+0.9%+0.3%+1.2%+0.3%+0.8%+2.6%+0.1%+0.3%+0.3%
EPS reported2.761.011.321.361.511.411.511.801.601.83
EPS mean0.961.071.231.431.381.331.461.581.551.69
Surprise+187.4%−5.6%+7.4%−4.9%+9.7%+5.9%+3.3%+14.0%+3.3%+8.0%

Peer comparison Software & IT Services

Peers in the same industry group, by market capitalization
CompanyMarket capNet debt/EBITDANet marginP/BFY1 P/EFY2 P/EFY1 EV/EBITDAFY2 EV/EBITDA
GDDY GoDaddy Inc.14.3B1.67x17.7%−103.33x15.8x13.0x9.7x9.1x
GOOGL Alphabet Inc.3.43T−0.67x32.8%5.08x14.1x18.6x14.3x10.9x
MSFT Microsoft Corporation3.88T0.22x40.3%8.24x26.2x21.9x16.2x13.1x
META Meta Platforms, Inc.1.60T0.01x37.1%5.77x21.3x18.2x11.4x8.9x
SHOP Shopify Inc.202.6B−2.48x10.7%16.01x83.1x64.3x70.8x53.4x
UBER Uber Technologies, Inc.133.3B0.96x19.3%4.87x19.8x14.4x12.7x10.3x
Mean−0.05x26.3%−10.56x30.0x25.1x22.5x17.6x
Median0.11x26.1%5.42x20.5x18.4x13.5x10.6x

Technical analysis

  • 1M+25.1%
  • 3M+13.9%
  • 1Y−10.4%
  • 3Y+63.6%

Financial statements in millions of USD

Income statement, GoDaddy Inc., fiscal years, most recent first
202520242023202220212020
Total revenue4,9514,5734,2544,0913,8163,317
Cost of revenue1,8021,6521,5741,4841,3721,159
Gross profit3,1502,9212,6812,6072,4442,158
Selling, general & administrative expenses1,0531,0391,0311,1041,1561,113
Research & development842814840794706560
Depreciation/amortization117135171195200203
Interest expense (income), operating––––––
Unusual expense (income)9.743.294.619.3−0.310.0
Other operating expenses000000
Operating income1,129889544495382272
Net interest income (expense)−151−158−179−146−126−104
Gain (loss) on sale of assets––––––
Other non-operating income (expense)42.334.839.27.6−2.5−664
Net income before taxes1,020765404356254−495
Provision for taxes145−172−9723.610.8−1.3
Minority interest00−0.8−0.7−0.5−1.0
Equity in affiliates––––––
U.S. GAAP adjustment––––––
Net income before extraordinary items8759371,375352242−495
Extraordinary items––––––
Net income8759371,375352242−495
EBIT, normalized1,138932650514382282
EBITDA, normalized1,2551,068822709581485
Basic EPS, normalized6.226.459.202.211.42–

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 1, 2026 after market close.