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1. Company Snapshot

1.a. Company Description

GoDaddy Inc.engages in the design and development of cloud-based technology products in the United States and internationally.The company provides domain name registration product that enables to engage customers at the initial stage of establishing a digital identity.


It also offers shared Website hosting products that provide various applications and products, such as web analytics, Secure Sockets Layer certificates, and WordPress; Website hosting on virtual private servers and virtual dedicated servers products, which allows customers to select the server configuration suited for their applications, requirements, and growth; managed hosting products to set up, monitor, maintain, secure, and patch software and servers for customers; and security products, a suite of tools designed to help secure customers' online presence.In addition, the company provides presence products, such as Websites + Marketing, a do-it-yourself mobile-optimized online tool that enables customers to build websites and e-commerce enabled online stores; a range of marketing tools and services designed to help businesses acquire and engage customers, and create content, as well as search engine optimization that helps customers get their websites found on search sites; and social media management services.Further, it offers business application products, such as Microsoft Office 365, email accounts, email marketing, and Internet-based telephony services; online store capabilities that allows customers to transact business directly on their websites; GoDaddy Payments, a payment facilitator; and point-of-sale (POS) devices, as well as software for POS.


The company serves small businesses, individuals, organizations, developers, designers, and domain investors.GoDaddy Inc.was incorporated in 2014 and is headquartered in Tempe, Arizona.

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1.b. Last Insights on GDDY

Breaking News: GoDaddy Inc has not released recent earnings as of March 5 2026. However an analyst recently mentioned the stock in a note titled 2 Top Growth Stocks to Buy And 1 to Sell Right Away. The note advises investors to consider which stocks to hold and which to sell to capitalize on new opportunities. No specific recommendation was made for GoDaddy Inc in the note. Analysts at various firms have recently issued reports on the stock with some issuing buy hold and sell recommendations.

1.c. Company Highlights

2. GoDaddy's Q4 2025 Earnings: Strong Performance and AI-Driven Growth

GoDaddy reported revenue growth of 7% to $1.3 billion in Q4 2025, with international revenue growing 10% to $420 million. The company's normalized EBITDA margin expanded to 32% for the full year, driven by its integrated platform and strong free cash flow growth of 19%. Earnings per share (EPS) came in at $1.8, beating analyst estimates of $1.58. For the full year, revenue grew 8% to $5 billion, with total bookings increasing 7% to $5.9 billion.

Publication Date: Feb -26

📋 Highlights
  • Financial Performance:: Full-year 2025 revenue grew 8% to $5B; normalized EBITDA expanded 14% to $1.6B with a 32% margin (up 150 bps), and free cash flow surged 19% to $1.6B.
  • AI Strategic Focus:: Airo evolved into an agentic OS for small businesses, with 70% of code now AI-driven, targeting agent-led automation across product development and software lifecycle.
  • Revenue Segments:: A&C bookings rose 14% to $1.9B in 2025, while Core Platform revenue grew 5% to $3.1B; Q4 revenue hit $1.3B (+7%) with international revenue up 10% to $420M.
  • 2026 Guidance:: Revenue projected between $5.195B–$5.275B (+~6% midpoint), EBITDA margin to exceed 33%, and free cash flow of ~$1.8B, maintaining >1:1 EBITDA-to-FCF conversion.
  • Monetization & Customer Strategy:: Agentic experiences (e.g., Airo.ai) aim for hybrid subscription-credit models; 1-year domain promo boosted attach rates, with active customer growth expected to turn positive in 2026.

Financial Highlights

The company's financial performance was characterized by strong revenue growth, margin expansion, and robust free cash flow generation. Normalized EBITDA grew 14% to $1.6 billion, with a margin of 32%, representing 150 basis points of expansion over the prior year. Free cash flow conversion remained healthy, with a normalized EBITDA to free cash flow conversion of greater than 1:1.

AI-Driven Growth Initiatives

GoDaddy is making significant investments in AI, with a focus on developing agentic capabilities at scale. The company's AI journey is centered around three components: evolving Airo into an agentic operating system for small businesses, driving efficiency through AI adoption, and powering AI agents on the Agentic Open Internet with Agent Name Service. As Aman Bhutani noted, "We're executing from a position of financial strength, expanding margins, and generating robust compounding free cash flow with a strong balance sheet that creates long-term value for shareholders."

Valuation and Outlook

With a P/E Ratio of 12.24 and an EV/EBITDA multiple of 7.7, GoDaddy's valuation appears reasonable relative to its earnings growth prospects. Analysts estimate revenue growth of 7.1% for the next year, which is slightly higher than the company's guidance of 6% revenue growth for 2026. The company's strong free cash flow yield of 14.38% and return on invested capital (ROIC) of 21.0% are also attractive. Overall, GoDaddy's strong financial performance, AI-driven growth initiatives, and reasonable valuation make it an attractive investment opportunity.

3. NewsRoom

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GoDaddy, Inc.Investigated by the Portnoy Law Firm

Mar -09

Source: globenewswire.com

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GoDaddy, Inc.Investigated by the Portnoy Law Firm

Mar -09

Source: globenewswire.com

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GoDaddy (NYSE:GDDY) CFO Sells $1,548,959.94 in Stock

Mar -08

Source: defenseworld.net

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GoDaddy Inc. (NYSE:GDDY) Given Average Recommendation of “Moderate Buy” by Brokerages

Mar -06

Source: defenseworld.net

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2 Top Growth Stocks to Buy, And 1 to Sell Right Away

Mar -05

Source: 247wallst.com

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GoDaddy Inc. (GDDY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Mar -02

Source: seekingalpha.com

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Securities Fraud Investigation Into GoDaddy Inc. (GDDY) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm

Feb -26

Source: businesswire.com

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GoDaddy Inc. (GDDY) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Feb -26

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.67%)

6. Segments

Core

Expected Growth: 5%

GoDaddy's Core segment growth is driven by increasing demand for online presence, e-commerce enablement, and digital marketing solutions. The 5% growth is attributed to rising adoption of website builders, growth in online stores, and expanding customer base. Additionally, strategic partnerships, improved customer experience, and innovative product offerings contribute to the segment's growth.

Applications and Commerce

Expected Growth: 7%

GoDaddy's Applications and Commerce segment growth is driven by increasing demand for online presence, e-commerce enablement, and digital marketing solutions. Key drivers include rising adoption of website builders, growth in online stores, and expanding partner networks. Additionally, strategic acquisitions, such as Poynt and Sellbrite, have enhanced the company's commerce capabilities, contributing to the 7% growth.

7. Detailed Products

Domain Registration

Allows customers to register and manage domain names for their websites

Web Hosting

Provides customers with storage, bandwidth, and security for their websites

Website Builder

A drag-and-drop tool that allows customers to create and design websites without coding

Online Marketing

Offers a range of online marketing services, including SEO, PPC, and social media management

SSL Certificates

Provides secure socket layer certificates to ensure secure data transmission between websites and browsers

Email Hosting

Offers custom email addresses and email hosting services for businesses

WordPress Hosting

Provides optimized hosting services for WordPress websites

8. GoDaddy Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

GoDaddy's services are specialized and unique, making it difficult for customers to find substitutes. However, the rise of DIY website builders and open-source alternatives poses some threat.

Bargaining Power Of Customers

GoDaddy's customers have some bargaining power due to the availability of alternative services. However, the company's strong brand and wide range of services mitigate this power to some extent.

Bargaining Power Of Suppliers

GoDaddy has a diverse supplier base, and no single supplier has significant bargaining power. The company's large scale and strong relationships with suppliers also reduce their bargaining power.

Threat Of New Entrants

While there are barriers to entry in the domain registration and web hosting market, new entrants can still disrupt the market with innovative offerings. GoDaddy's strong brand and established customer base provide some protection.

Intensity Of Rivalry

The web hosting and domain registration market is highly competitive, with many established players and new entrants vying for market share. GoDaddy faces intense competition from companies like Namecheap, HostGator, and Wix.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 98.41%
Debt Cost 3.95%
Equity Weight 1.59%
Equity Cost 9.38%
WACC 4.03%
Leverage 6182.48%

11. Quality Control: GoDaddy Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Amdocs

A-Score: 5.8/10

Value: 5.2

Growth: 4.9

Quality: 7.0

Yield: 5.0

Momentum: 3.0

Volatility: 9.7

1-Year Total Return ->

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Stock-Card
F5

A-Score: 5.3/10

Value: 3.3

Growth: 6.6

Quality: 9.0

Yield: 0.0

Momentum: 5.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Gen Digital

A-Score: 5.2/10

Value: 3.0

Growth: 4.6

Quality: 6.7

Yield: 4.0

Momentum: 4.0

Volatility: 8.7

1-Year Total Return ->

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Stock-Card
Qualys

A-Score: 4.8/10

Value: 1.9

Growth: 7.9

Quality: 9.2

Yield: 0.0

Momentum: 4.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
GoDaddy

A-Score: 4.5/10

Value: 3.4

Growth: 8.6

Quality: 6.9

Yield: 0.0

Momentum: 1.0

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
Varonis Systems

A-Score: 3.4/10

Value: 5.0

Growth: 6.9

Quality: 4.1

Yield: 0.0

Momentum: 1.5

Volatility: 3.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

91.69$

Current Price

91.69$

Potential

-0.00%

Expected Cash-Flows