GoDaddy Inc.
GDDY · NYSE
Company research
GoDaddy Inc. (NYSE: GDDY) is a Tempe, Arizona-based publicly traded internet domain registrar, web hosting, and cloud-based solutions provider founded in 1997, serving over 20 million customers globally with approximately 82 million domains under management — representing roughly 24% of all registered domains worldwide. The company operates through two segments, Core Platform and Applications & Commerce, offering an end-to-end "one-stop shop" suite of products that spans domain registration, shared and managed web hosting, SSL security certificates, website builders (including the AI-powered GoDaddy Airo engine), e-commerce tools, and payment processing via GoDaddy Payments. GoDaddy primarily targets small businesses, independent entrepreneurs, and web professionals, helping them establish and grow their digital presence through subscription-based services that account for over 80% of its approximately $4.6 billion in annual revenue as of 2024. With a market capitalization of approximately $10 billion and roughly 5,500 employees, GoDaddy is recognized as the world's fifth-largest web host by market share and continues to expand its AI-driven capabilities and international reach across more than 48% of its customer base located outside the United States.
Research reports
FactorsToday · July 3, 2026GoDaddy Inc. (NYSE: GDDY) — A Cash Machine De-Rated to Slow-Death Pricing, With the AI Question Still Open
Independent report frames GoDaddy as a high-quality, asset-light cash machine trading at trough valuation multiples, with a Hold stance and guidance to accumulate on weakness in the low-to-mid $80s rather than chase rallies. It emphasizes strong free cash flow, expanding operating margins and aggressive buybacks as positives, but flags decelerating Applications & Commerce growth, a narrow moat over a commoditized core, AI-driven commoditization of SMB web presence, and stock-based compensation and execution risk around Airo/ANS as key uncertainties.
Blank Capital Research · April 5, 2026GDDY Stock Analysis: Reduce (Score 44.7/100)This quantitative stock note assigns GoDaddy a Reduce rating with a composite score in the mid‑40s out of 100, noting attractive valuation on earnings and EV/EBITDA versus technology peers but weak momentum and only middling quality and stability factor scores. The analysis highlights extremely high debt-to-equity, a low current ratio, heavy reliance on intangible assets and leverage, and underwhelming relative sector ranking as reasons to trim or avoid the stock despite solid margins and recurring cash generation.
TIKR · March 29, 2026GoDaddy Generated $1.61 Billion in Free Cash Flow in 2025: So Why Is the Stock Down 59%?TIKR’s article argues that GoDaddy’s 19% free cash flow growth to about $1.61 billion in 2025, rising FCF margins above 30% and a 59% share-price drawdown versus its 52‑week high create a sharp disconnect that makes the stock undervalued. It cites a Street mean price target around $117.67 (roughly 47% upside) and a mid‑case internal target of $95.54 by 2030 based on modest revenue and margin assumptions, while warning that weaker renewal rates in promotional domain cohorts and slower A&C attach could undermine the free cash flow and valuation thesis.
Koala Gains · October 29, 2025GoDaddy Inc. (GDDY) Stock Analysis & Key Metrics (2025)Koala Gains’ deep‑dive concludes GoDaddy appears undervalued, pointing to strong free cash flow margins above 30%, an FCF yield over 8%, and current P/E, EV/EBITDA and P/S multiples that sit well below the company’s five‑year averages and industry norms while the stock trades near the bottom of its 52‑week range. It characterizes GoDaddy as a resilient cash-generating “cash cow” with disciplined capital allocation via buybacks, but stresses the very high leverage, weak current ratio and slowing mid‑single‑digit revenue growth as significant balance‑sheet and growth risks that investors must monitor.