Godaddy Inc (GDDY)
🔔 Watch stock
symbol.quality_heading
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.
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.
symbol.quality_note
GoDaddy sells domains, websites and payments to 20.4 million customers, and the business is measurably better than it was three years ago: the operating margin rose from 12.9 to 22.8 percent and free cash flow from $1,005.6 million to $1,575.5 million. Reported profit still fell — from $1,375.6 million to $875.0 million — because 2023 carried a $971.8 million tax benefit and 2025 a $145.0 million tax expense. And almost the entire surplus went back into the company's own shares: $1,601.9 million in 2025, part of it at a weighted average price of $176.02. Not a recommendation — just the question of who that money actually served.
Read the analysis
Stock Watch
This analysis is as of July 27, 2026. Stock Watch will tell you what's changed at GDDY since then.
Later $1 a month per stock — signing up is free, and you'll be the first to know when it launches.
Appears in These Scanners
This stock currently matches 6 of our scanner strategies — each hit links to the scanner.
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
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 82.70 $ — 9% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
Sells AIGoDaddy 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.
„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.
„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.
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
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.
Analysts & Price Target
The price target sits 29.2% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 16
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.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 7.20 | 6.01 – 7.69 | 5,244 | 20.0% | 14 |
| 12/31/2027 | 8.98 | 5.55 – 11.35 | 5,533 | 14.6% | 14 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($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 |
- 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.
Annual Figures
| 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 |
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.
Assessment: Opportunities & Risks
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.
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.
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.
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.
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.
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.
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.
- 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.
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 | 1. Apr 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.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 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.