GoDaddy (GDDY)
Market Price (12/4/2025): $130.08 | Market Cap: $18.0 BilSector: Information Technology | Industry: Internet Services & Infrastructure
GoDaddy (GDDY)
Market Price (12/4/2025): $130.08Market Cap: $18.0 BilSector: Information TechnologyIndustry: Internet Services & Infrastructure
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Megatrend and thematic driversMegatrends include Cloud Computing, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Infrastructure as a Service (IaaS), Show more. |
| Megatrend and thematic driversMegatrends include Cloud Computing, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Infrastructure as a Service (IaaS), Show more. |
Valuation, Metrics & Events
GDDY Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
Here are five key points highlighting why GoDaddy's (GDDY) stock moved by approximately -12.3% from August 31, 2025, to December 4, 2025: **1. Q3 2025 Earnings Report and Subsequent Analyst Price Target Reductions:** Despite GoDaddy reporting its third-quarter 2025 earnings on October 30, 2025, which surpassed analysts' expectations for both earnings per share and revenue, several investment firms lowered their price targets for the stock. For instance, on October 31, 2025, UBS Group reduced its target price from $160.00 to $145.00, and Citigroup lowered its objective from $214.00 to $195.00. **2. Concerns over AI Competition and Perceived Lag in Generative AI Initiatives:** On September 30, 2025, GoDaddy's shares experienced a decline after UBS lowered its price target, specifically citing worries about the company's competitive stance against rivals in the generative AI space. UBS noted that competitors like Wix had made acquisitions related to generative AI, a move GoDaddy had not yet mirrored. An analysis on October 13, 2025, further suggested that GoDaddy's AI-based offerings might be viewed as attempts to "catch the hype" rather than significant revenue drivers. **3. Weakening Fundamentals and High Operational Costs:** An analysis from October 13, 2025, indicated "weakening fundamentals in its bookings and sales outlook" for GoDaddy. Additionally, "high infrastructure costs with upside price pressure, and high debt levels" were identified as bearish factors contributing to the stock's downward trajectory. **4. Persistent Trading Near 52-Week Lows:** Throughout the specified period, GoDaddy's stock consistently traded near its 52-week lows, reflecting a sustained negative market sentiment and ongoing price depreciation. By December 2, 2025, the stock had reportedly fallen 29.4% over the preceding six months, and as of September 30, 2025, it was down 30.9% year-to-date and 35.9% below its 52-week high from January 2025. **5. Lack of Significant Positive Catalysts to Offset Concerns:** Despite announcements from GoDaddy regarding the expansion of its Airo.ai platform with new AI agents in December 2025, these positive developments did not appear strong enough to reverse the prevailing negative trend. This suggests that while the company was innovating, the market's concerns regarding competition, fundamentals, and overall valuation continued to outweigh the impact of positive product news.
Show moreStock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GDDY Return | 22% | 2% | -12% | 42% | 86% | -35% | 89% |
| Peers Return | 113% | 17% | -50% | 44% | 33% | 14% | 170% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| GDDY Win Rate | 50% | 42% | 42% | 58% | 83% | 30% | |
| Peers Win Rate | 63% | 52% | 32% | 57% | 57% | 62% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| GDDY Max Drawdown | -38% | -20% | -23% | -7% | -6% | -37% | |
| Peers Max Drawdown | -17% | -18% | -59% | -18% | -20% | -26% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: SHOP, NET, RXT, VRSN, GDDY. See GDDY Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)
How Low Can It Go
| Event | GDDY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -29.7% | -25.4% |
| % Gain to Breakeven | 42.2% | 34.1% |
| Time to Breakeven | 523 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -46.5% | -33.9% |
| % Gain to Breakeven | 87.0% | 51.3% |
| Time to Breakeven | 76 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.5% | -19.8% |
| % Gain to Breakeven | 41.8% | 24.7% |
| Time to Breakeven | 652 days | 120 days |
Compare to SHOP, NET, RXT, VRSN, GDDY
In The Past
GoDaddy's stock fell -29.7% during the 2022 Inflation Shock from a high on 2/11/2021. A -29.7% loss requires a 42.2% gain to breakeven.
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Latest Trefis Analyses
Trade Ideas
Select past ideas related to GDDY. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | ENPH | Enphase Energy | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 0.9% | 0.9% | -0.9% |
| 11262025 | PD | PagerDuty | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.8% | 0.8% | 0.0% |
| 11212025 | CRM | Salesforce | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.3% | 3.3% | -0.1% |
| 11212025 | HUBS | HubSpot | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 5.1% | 5.1% | 0.0% |
| 11212025 | FIVN | Five9 | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 4.0% | 4.0% | 0.0% |
| 09052025 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -11.7% | -11.7% | -14.5% |
| 12312022 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.4% | 41.9% | -7.5% |
| 05312022 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | -2.2% | -13.0% |
| 08312021 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 12.6% | 3.4% | -10.9% |
| 04302020 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 4.8% | 25.0% | -5.2% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | ENPH | Enphase Energy | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 0.9% | 0.9% | -0.9% |
| 11262025 | PD | PagerDuty | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.8% | 0.8% | 0.0% |
| 11212025 | CRM | Salesforce | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.3% | 3.3% | -0.1% |
| 11212025 | HUBS | HubSpot | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 5.1% | 5.1% | 0.0% |
| 11212025 | FIVN | Five9 | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 4.0% | 4.0% | 0.0% |
| 09052025 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -11.7% | -11.7% | -14.5% |
| 12312022 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.4% | 41.9% | -7.5% |
| 05312022 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | -2.2% | -13.0% |
| 08312021 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 12.6% | 3.4% | -10.9% |
| 04302020 | GDDY | GoDaddy | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 4.8% | 25.0% | -5.2% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for GoDaddy
| Peers to compare with: |
Financials
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Returns
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Comparison Analyses
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10312025 | 10-Q 9/30/2025 |
| 6302025 | 8082025 | 10-Q 6/30/2025 |
| 3312025 | 5022025 | 10-Q 3/31/2025 |
| 12312024 | 2202025 | 10-K 12/31/2024 |
| 9302024 | 10312024 | 10-Q 9/30/2024 |
| 6302024 | 8022024 | 10-Q 6/30/2024 |
| 3312024 | 5032024 | 10-Q 3/31/2024 |
| 12312023 | 2292024 | 10-K 12/31/2023 |
| 9302023 | 11032023 | 10-Q 9/30/2023 |
| 6302023 | 8042023 | 10-Q 6/30/2023 |
| 3312023 | 5052023 | 10-Q 3/31/2023 |
| 12312022 | 2162023 | 10-K 12/31/2022 |
| 9302022 | 11042022 | 10-Q 9/30/2022 |
| 6302022 | 8042022 | 10-Q 6/30/2022 |
| 3312022 | 5052022 | 10-Q 3/31/2022 |
| 12312021 | 2172022 | 10-K 12/31/2021 |
External Quote Links
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| YCharts | Perplexity Finance |
| FinViz |