Godaddy Inc
🔔 Watch stock
Assessment
Our Rating
A journalistic assessment by our editorial team at the time of the deep dive — it rates the company, not the entry point. Not investment advice and not a solicitation to buy or sell.
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Why this colour
The business demonstrably carries its own weight, and comfortably: $4,951.1 million of revenue in 2025 at a 22.8 percent operating margin, $1,599.4 million of operating cash flow, only $23.9 million of capital expenditure, roughly 85 percent customer retention and interest coverage of about 7.9 with an undrawn $998.6 million revolving facility. Two real questions remain open. First the balance sheet: $237.3 million of equity on $8,154.4 million of assets (2.9 percent), tangible equity roughly negative $4.35 billion, plus $983.4 million of deferred tax assets whose recognition rests on an estimate of future profits. Second, capital allocation: $1,601.9 million of repurchases in 2025 — 102 percent of free cash flow — settled in part at $176.02 per share against a price of $93.16 on July 24, 2026. Red would require a substance finding, and there is none: no loss, no covenant breach, no going-concern doubt. Green is out of reach while the balance sheet carries no substance and there is no evidence yet that the next $2,165.2 million of authorization will be spent better. The decision is yours.
What the thesis turns on
Assessment: Opportunities & Risks
GoDaddy is a very good business with a very particular capital policy. The model — 20.4 million subscribers, payment in advance, roughly 85 percent retention, $23.9 million of capital expenditure on $4,951.1 million of revenue — has lifted the operating margin from 12.9 to 22.8 percent in three years and now throws off more than $1.5 billion of free cash flow a year. The falling reported profit is a tax effect, not a business problem. The problem sits alongside it: nearly every dollar earned goes into the company's own shares — $1,601.9 million in 2025, part of it at $176.02 per share while the stock traded at $93.16 on July 24, 2026. What remains is a balance sheet with a 2.9 percent equity ratio and roughly negative $4.35 billion of tangible equity. Not investment advice.
Quality of the business model
A subscription business that collects in advance and repeats nearly nine tenths of itself every year: 20.4 million customers (December 31, 2025), roughly 85 percent retention, more than 89 percent of 2025 revenue from existing customers, and bookings of $5,400.0 million. Capital expenditure of only $23.9 million on $4,951.1 million of revenue.
Earnings trajectory
Operating income rose from $547.4 million (2023) through $893.5 million (2024) to $1,127.3 million (2025), lifting the margin from 12.9 to 22.8 percent — on essentially flat development spending. In the first quarter of 2026 operating income grew 25.6 percent to $310.5 million. The decline in reported net income comes from the tax line, not the business.
Capital allocation
Practically all free cash flow goes into the company's own shares: $1,601.9 million in 2025 against $1,575.5 million of inflow. The accelerated repurchases settled in April 2025 at $176.02 per share and fourth-quarter 2025 purchases ranged from $127.32 to $134.45 — the stock traded at $93.16 on July 24, 2026. $2,165.2 million of authorization was still open at December 31, 2025.
Balance sheet structure
Shareholders' equity of $237.3 million on $8,154.4 million of total assets (2.9 percent, March 31, 2026), including $3,614.2 million of goodwill and $970.6 million of other intangibles — tangible equity therefore roughly negative $4.35 billion. Against that stand $3,777.6 million of debt. No cushion if the business ever stalls.
Dilution
Shares outstanding fell from 141.208 million (December 31, 2024) to 132.658 million (March 31, 2026), down 6.1 percent — which measurably lifts earnings per share. Against that sit $317.8 million of equity-based compensation in 2025 and an increase of 3.116 million issuable shares approved on June 3, 2026. The net effect remains positive but consumes about a fifth of the repurchase budget.
Data quality and metrics
Two values in our data set did not hold: market capitalization (about $10.6 billion against the $12.36 billion we computed) and the Piotroski score (8 of 9 against the 5 of 9 we rebuilt). Every valuation figure in the text is therefore computed by us from the share count in the quarterly report. The Altman Z-score of 2.28 did hold up as a grey-zone reading between 1.1 and 2.6.
Worth Noting
GoDaddy reached our research list through our in-house stock scanner "Turnaround Candidates" (U.S. selection, as of July 27, 2026, 60 hits). The stock scores 6 of 8 on the turnaround check — exactly like 44 of the 60 hits; 15 score 7 and one scores 8. Within that tie group the order is an arbitrary database sort, and only the 25 strongest names are displayed: GoDaddy is currently not among them. The lists are recalculated daily.
Metric caveat: the market capitalization in our data set (about $10.6 billion) does not square with the share count in the quarterly report; every valuation figure in this article is computed by us from 132.658 million shares (March 31, 2026) and a price of $93.16 (July 24, 2026), giving about $12.36 billion. The Piotroski score was likewise rebuilt: the annual accounts give 5 of 9 rather than the 8 reported — three of the four deductions are consequences of the share repurchases, not of the operating business. The Altman Z-score of 2.28 was confirmed: in the variant used here it sits between the distress zone (1.1) and the safe zone (2.6).
Timing: the most recent periodic report is the quarterly report (10-Q) as of March 31, 2026, filed May 1, 2026. Only one current report was filed between then and July 27, 2026 (the annual meeting of June 3, 2026, which increased the equity incentive plan by 3.116 million shares). Do not confuse the structure: GoDaddy Inc. now has only one class of stock outstanding — the multi-class structure from the period after the 2015 IPO no longer exists.
Stock Watch
This analysis is as of August 26, 2026. Stock Watch will tell you what's changed at GDDY since then.
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 75.00 $ to 147.80 $ · Last price: 98.20 $ (As of: September 17, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/18/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Software - Infrastructure
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Godaddy Inc GDDY | 13.2 | 15.3 | 11.2 | 63.8 | 24.7 | 8.3 | -31.9 |
| Microsoft Corporation MSFT | 3,632.6 | 30.8 | 17.6 | 67.9 | 46.3 | 14.9 | -1.6 |
| Oracle Corporation ORCL | 435.3 | 24.7 | 14.8 | 64.0 | 36.2 | 17.4 | -49.5 |
| Palantir Technologies Inc. PLTR | 432.5 | 199.0 | 147.5 | 84.8 | 46.2 | 56.2 | 4.7 |
| Palo Alto Networks Inc PANW | 305.7 | 302.6 | 194.0 | 70.4 | -2.5 | 14.9 | 84.7 |
| Crowdstrike Holdings Inc CRWD | 248.2 | – | 490.1 | 75.2 | -2.2 | 21.7 | 120.6 |
| Fortinet Inc FTNT | 124.2 | 61.8 | 39.6 | 80.2 | 31.3 | 14.2 | 115.0 |
| Cloudflare Inc NET | 115.1 | – | 2,805.8 | 72.6 | -9.7 | 29.9 | 56.1 |
| Synopsys Inc SNPS | 73.0 | 77.0 | 22.3 | 82.9 | 10.4 | 15.1 | -10.4 |
| Median of companies shown | 248.2 | 61.8 | 39.6 | 72.6 | 24.7 | 15.1 | 4.7 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 1,848 | 50 | -17 | -0.21 | 387 | 543 | 3,787 |
| 2017 | 2,232 | 67 | 136 | 0.77 | 476 | 487 | 5,738 |
| 2018 | 2,660 | 150 | 77 | 0.43 | 560 | 793 | 6,083 |
| 2019 | 2,988 | 203 | 137 | 0.75 | 723 | 772 | 6,301 |
| 2020 | 3,317 | 272 | -495 | -2.94 | 765 | -13 | 6,433 |
| 2021 | 3,816 | 382 | 242 | 1.42 | 829 | 82 | 7,417 |
| 2022 | 4,091 | 499 | 352 | 2.18 | 980 | -332 | 6,974 |
| 2023 | 4,254 | 547 | 1,375 | 9.08 | 1,048 | 62 | 7,565 |
| 2024 | 4,573 | 894 | 937 | 6.45 | 1,288 | 692 | 8,235 |
| 2025 | 4,951 | 1,138 | 875 | 6.22 | 1,599 | 215 | 8,035 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.36 | -82.30 | 1,193 | 8.40 | 16.70 | 341 | 326 |
| 2025: Q1 | 1.51 | -45.10 | 1,194 | 7.70 | 18.40 | 405 | 401 |
| 2025: Q2 | 1.41 | 39.80 | 1,218 | 8.30 | 16.40 | 380 | 376 |
| 2025: Q3 | 1.51 | 14.50 | 1,265 | 10.30 | 16.60 | 444 | 435 |
| 2025: Q4 | 1.80 | 31.90 | 1,274 | 6.80 | 19.20 | 371 | 364 |
| 2026: Q1 | 1.60 | 5.70 | 1,267 | 6.10 | 16.90 | 472 | 467 |
| 2026: Q2 | 1.83 | 29.80 | 1,298 | 6.60 | 18.50 | 443 | 437 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 7 of our scanner strategies — each hit links to the scanner.
Backtested Scanners
Quality & Balance Sheet
Aktien.Guide
Momentum & Trend
Research
Value & GARP
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 7.40 | 7.05 – 7.69 | 5,237 | 20.0% | 13 |
| 12/31/2027 | 9.19 | 8.21 – 11.35 | 5,513 | 14.6% | 13 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.
Today’s market value implies roughly -5.5% growth in free cash flow per year over ten years (assumptions: discount rate 10.0%, terminal growth 2.5%).
| Free cash flow (last twelve months) | $1.70B |
|---|---|
| Market cap | $13.16B |
| Free cash flow in year ten | $962.6M |
| Terminal value as a share of market value | 38.5% |
For comparison: over the past five years free cash flow grew by 18.2% per year.
It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
GoDaddy verkauft KI als Produkt: Der Geschäftsbericht 2025 beschreibt die kostenpflichtigen Airo-Plus-Bausteine (Logo, Marketing, Site Optimizer) als Teil des Angebots und nennt KI-gestützte Werkzeuge ausdrücklich als Bestandteil der verkauften Lösungen.
View the full file — quotes, sources, reviewed filings
„In 2025, we continued to harness the power of AI, with a focus on enabling agentic AI capabilities across Airo and our existing products. Our expanded AI solutions include conversational chat interfaces that utilize natural language to help with website creation and customization; Airo Plus Logo, which supports automated brand identity creation; Airo Plus Marketing, to assist with AI-enabled marketing content and campaign management; and Airo Plus Site Optimizer, an AI-driven tool to obtain website performance insights and recommendations."
2025 haben wir die Kraft der KI weiter genutzt, mit dem Schwerpunkt, handlungsfähige KI-Fähigkeiten über Airo und unsere bestehenden Produkte hinweg bereitzustellen. Zu unseren erweiterten KI-Lösungen gehören dialogfähige Chat-Oberflächen, die natürliche Sprache für Erstellung und Anpassung von Websites nutzen; Airo Plus Logo für die automatisierte Erstellung der Markenidentität; Airo Plus Marketing zur Unterstützung bei KI-gestützten Marketinginhalten und Kampagnen; und Airo Plus Site Optimizer, ein KI-gesteuertes Werkzeug für Erkenntnisse und Empfehlungen zur Website-Leistung.
10-K · 2026-02-25 · View SEC filing
„We provide the solutions they need to support the establishment of their brand with our domain services and our suite of AI-powered tools including GoDaddy Airo® (Airo), which can assist with searching for the perfect domain name, generating a unique logo, building a customized website, establishing a domain-specific email and more."
Wir liefern die Lösungen, die sie für den Aufbau ihrer Marke brauchen — mit unseren Domain-Diensten und unserem Paket KI-gestützter Werkzeuge einschließlich GoDaddy Airo®, das bei der Suche nach dem passenden Domainnamen, beim Erzeugen eines eigenen Logos, beim Bau einer maßgeschneiderten Website, beim Einrichten einer domaineigenen E-Mail-Adresse und mehr helfen kann.
10-K · 2026-02-25 · View SEC filing
„In response to these developments, we launched Agent Name Service (ANS), an open architecture built on industry standards to serve as a trust layer for AI-powered agents."
Als Antwort auf diese Entwicklungen haben wir den Agent Name Service (ANS) gestartet — eine offene, auf Industriestandards aufgebaute Architektur, die als Vertrauensschicht für KI-gestützte Agenten dienen soll.
10-K · 2026-02-25 · View SEC filing
Filings Reviewed: 10-Q 2026-05-01 · 10-K 2026-02-25 · 10-Q 2025-10-31 · 10-Q 2025-08-08 · 10-Q 2025-05-02 · 10-K 2025-02-20
Rated on July 27, 2026 · How the Rating Is Built
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 6.6%
- More than 10% revenue growth is expected for the coming year 5.9%
- Share count grows by less than 3% a year -4.5%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 40.1%
- Gross margin at 40% or higher and without meaningful erosion 63.6%
- Goodwill from acquisitions does not grow faster than revenue 45.2%
- Net debt below twice EBITDA 2.2 x EBITDA
- Operating cash flow covers the profits of the last three years 748 m
- Return on capital at 15% or higher, or up versus two years ago 22.6%
- Insiders hold at least 10% or are net buyers 1.0%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
9/10 Quality stockThe AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 11.6%
- Exp. sales growth 3Y > 5% 5.5%
- EBIT growth 10Y > 5% 41.5%
- Exp. EBIT growth 3Y > 5% 21.5%
- Net debt < 4x EBIT 2.4x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 0.0%
- Return on equity > 15% –
- ROCE > 15% 22.6%
- Expected return > 10% 36.1%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Sine Jared F. | Chief Strategy & Legal Officer | Sell | 1,163 | 101.19 | 117,684 |
| Sep 2, 2026 | Palitwanon Phontip | Chief Accounting Officer | Sell | 530 | 101.19 | 53,631 |
| Sep 2, 2026 | McCaffrey Mark | Chief Financial Officer | Sell | 3,873 | 101.19 | 391,909 |
| Sep 2, 2026 | McCaffrey Mark | Chief Financial Officer | Sell | 2,000 | 100.37 | 200,740 |
| Sep 2, 2026 | Bhutani Amanpal Singh | Chief Executive Officer | Sell | 8,194 | 101.19 | 829,151 |
| Sep 1, 2026 | Zarmi Sigal | Director | Sell | 350 | 97.44 | 34,104 |
| Sep 1, 2026 | Sine Jared F. | Chief Strategy & Legal Officer | Sell | 3,000 | 101.92 | 305,760 |
| Sep 1, 2026 | Bhutani Amanpal Singh | Chief Executive Officer | Sell | 4,500 | 97.44 | 438,480 |
| Sep 1, 2026 | Sweet Leah | Director | Sell | 325 | 97.44 | 31,668 |
| Aug 28, 2026 | Sweet Leah | Director | Sell | 325 | 97.37 | 31,645 |
The company
About the Company
GoDaddy Inc. ist in der Konzeption und Entwicklung cloudbasierter Produkte in den USA und international tätig.
- CEO Insider Trades (12 Mo.)
- selling own stock
- Employees
- 5,845
- Headquarters
- Tempe, AZ
- Address
- 100 S. Mill Ave, 85281 Tempe, United States
- Phone
- 480 505 8800
- Website
- godaddy.com
- IPO Date
- 04/01/2015
- ISIN
- US3802371076
Management
| Name | Title | Birth Year |
|---|---|---|
| Amanpal Singh Bhutani | CEO & Director | 1976 |
| Mark McCaffrey | Chief Financial Officer | 1966 |
| Roger Chen | Chief Operating Officer | 1971 |
| Jared Franklin Sine J.D. | Chief Strategy & Legal Officer | 1979 |
| Phontip Palitwanon | Chief Accounting Officer | 1985 |
| Charles Beadnall | Chief Technology Officer | – |
| Christie Masoner | Vice President & Head of Investor Relations | – |
| Sarfraz Nakai | Chief People Officer | – |
| Gourav Pani | Chief Business Officer | – |
| Paul Bindel | President of Business Operations | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 08/03/2026 GoDaddy Inc. (GDDY): Entry into a Material Definitive Agreement; Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; Financial Statements and Exhibits SEC ↗
- 07/30/2026 GoDaddy Inc. (GDDY): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.