GoDaddy (GDDY)
Market Price (6/10/2026): $81.6 | Market Cap: $10.9 BilInvestor Relations Sector: Information Technology | Industry: Internet Services & Infrastructure
GoDaddy (GDDY)
Market Price (6/10/2026): $81.6Market Cap: $10.9 BilSector: Information TechnologyIndustry: Internet Services & Infrastructure
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 15% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 33%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36% Stock buyback supportStock Buyback 3Y Total is 3.7 Bil Low stock price volatilityVol 12M is 37% 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. | Weak multi-year price returns2Y Excs Rtn is -81%, 3Y Excs Rtn is -65% | Key risksGDDY key risks include [1] a history of significant data breaches and cybersecurity failures prompting regulatory action from the FTC and [2] decelerating bookings growth and customer churn in a highly competitive market. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8%, FCF Yield is 15% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 33%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36% |
| Stock buyback supportStock Buyback 3Y Total is 3.7 Bil |
| Low stock price volatilityVol 12M is 37% |
| 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. |
| Weak multi-year price returns2Y Excs Rtn is -81%, 3Y Excs Rtn is -65% |
| Key risksGDDY key risks include [1] a history of significant data breaches and cybersecurity failures prompting regulatory action from the FTC and [2] decelerating bookings growth and customer churn in a highly competitive market. |
Qualitative Assessment
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GoDaddy (GDDY) stock has lost about 5% since 2/28/2026 because of the following key factors:
1. Analyst Price Target Reductions and Cautious Outlook.
Several analysts revised their price targets downward just before or during the period, reflecting a more cautious outlook on future growth. For instance, Barclays cut its target from $200.00 to $118.00 on February 26, 2026, and Benchmark lowered its target from $195.00 to $185.00 on April 28, 2026.
2. Significant Institutional Investor Position Reductions.
Major institutional investors reduced their holdings, indicating waning investor confidence. Examples include Intech Investment Management slashing its GoDaddy stake by 86.7% in Q4 2025, and Geode Capital Management trimming its position by 1.3%, or 50,110 shares, in Q4 2025. Legal & General Group Plc also lowered its stake by 7.1% in Q4 2025.
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Stock Movement Drivers
Fundamental Drivers
The -6.4% change in GDDY stock from 2/28/2026 to 6/9/2026 was primarily driven by a -6.8% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 6092026 | Change |
|---|---|---|---|
| Stock Price ($) | 87.16 | 81.57 | -6.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,951 | 5,024 | 1.5% |
| Net Income Margin (%) | 17.7% | 17.3% | -2.0% |
| P/E Multiple | 13.4 | 12.5 | -6.8% |
| Shares Outstanding (Mil) | 135 | 134 | 0.9% |
| Cumulative Contribution | -6.4% |
Market Drivers
2/28/2026 to 6/9/2026| Return | Correlation | |
|---|---|---|
| GDDY | -6.4% | |
| Market (SPY) | 7.7% | 3.5% |
| Sector (XLK) | 30.4% | 3.1% |
Fundamental Drivers
The -36.2% change in GDDY stock from 11/30/2025 to 6/9/2026 was primarily driven by a -40.8% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 6092026 | Change |
|---|---|---|---|
| Stock Price ($) | 127.86 | 81.57 | -36.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,870 | 5,024 | 3.2% |
| Net Income Margin (%) | 17.0% | 17.3% | 1.8% |
| P/E Multiple | 21.2 | 12.5 | -40.8% |
| Shares Outstanding (Mil) | 137 | 134 | 2.6% |
| Cumulative Contribution | -36.2% |
Market Drivers
11/30/2025 to 6/9/2026| Return | Correlation | |
|---|---|---|
| GDDY | -36.2% | |
| Market (SPY) | 8.5% | 6.4% |
| Sector (XLK) | 26.7% | 3.9% |
Fundamental Drivers
The -55.2% change in GDDY stock from 5/31/2025 to 6/9/2026 was primarily driven by a -63.4% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6092026 | Change |
|---|---|---|---|
| Stock Price ($) | 182.15 | 81.57 | -55.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,659 | 5,024 | 7.8% |
| Net Income Margin (%) | 16.2% | 17.3% | 6.9% |
| P/E Multiple | 34.2 | 12.5 | -63.4% |
| Shares Outstanding (Mil) | 142 | 134 | 6.0% |
| Cumulative Contribution | -55.2% |
Market Drivers
5/31/2025 to 6/9/2026| Return | Correlation | |
|---|---|---|
| GDDY | -55.2% | |
| Market (SPY) | 26.5% | 13.3% |
| Sector (XLK) | 57.5% | 7.1% |
Fundamental Drivers
The 11.2% change in GDDY stock from 5/31/2023 to 6/9/2026 was primarily driven by a 115.8% change in the company's Net Income Margin (%).| (LTM values as of) | 5312023 | 6092026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.38 | 81.57 | 11.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,125 | 5,024 | 21.8% |
| Net Income Margin (%) | 8.0% | 17.3% | 115.8% |
| P/E Multiple | 34.2 | 12.5 | -63.3% |
| Shares Outstanding (Mil) | 154 | 134 | 15.3% |
| Cumulative Contribution | 11.2% |
Market Drivers
5/31/2023 to 6/9/2026| Return | Correlation | |
|---|---|---|
| GDDY | 11.2% | |
| Market (SPY) | 83.3% | 36.1% |
| Sector (XLK) | 124.7% | 31.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GDDY Return | 2% | -12% | 42% | 86% | -37% | -35% | -3% |
| Peers Return | 31% | -50% | 38% | -5% | 27% | 52% | 64% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| GDDY Win Rate | 42% | 42% | 58% | 83% | 25% | 17% | |
| Peers Win Rate | 62% | 32% | 60% | 40% | 62% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| GDDY Max Drawdown | -28% | -25% | -18% | -11% | -42% | -36% | |
| Peers Max Drawdown | -21% | -58% | -38% | -34% | -34% | -31% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SHOP, VRSN, AKAM, DOCN, TCX. 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] 2026 data is for the year up to 6/9/2026 (YTD)
How Low Can It Go
| Event | GDDY | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -14.8% | -6.7% |
| % Gain to Breakeven | 17.3% | 7.1% |
| Time to Breakeven | 178 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.7% | -24.5% |
| % Gain to Breakeven | 29.4% | 32.4% |
| Time to Breakeven | 505 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -45.1% | -33.7% |
| % Gain to Breakeven | 82.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.8% | -19.2% |
| % Gain to Breakeven | 38.5% | 23.8% |
| Time to Breakeven | 581 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -13.9% | -12.2% |
| % Gain to Breakeven | 16.2% | 13.9% |
| Time to Breakeven | 16 days | 62 days |
In The Past
GoDaddy's stock fell -8.2% during the 2025 US Tariff Shock. Such a loss loss requires a 8.9% gain to breakeven.
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| Event | GDDY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.7% | -24.5% |
| % Gain to Breakeven | 29.4% | 32.4% |
| Time to Breakeven | 505 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -45.1% | -33.7% |
| % Gain to Breakeven | 82.0% | 50.9% |
| Time to Breakeven | 56 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.8% | -19.2% |
| % Gain to Breakeven | 38.5% | 23.8% |
| Time to Breakeven | 581 days | 105 days |
In The Past
GoDaddy's stock fell -8.2% during the 2025 US Tariff Shock. Such a loss loss requires a 8.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About GoDaddy (GDDY)
AI Analysis | Feedback
- GoDaddy is like Amazon for small businesses, providing a wide array of tools and services to establish and manage their entire online presence, from domain names to website building, hosting, marketing, and payments.
- GoDaddy is like Wix or Squarespace, but it also bundles in your website's domain name and hosting, serving as a comprehensive one-stop shop for small businesses to get online.
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```html- Domain Name Registration: Allows customers to secure a unique web address to establish their digital identity.
- Website Hosting: Provides server space and resources for websites, including shared, virtual private, and fully managed options.
- Website Security Products: Offers a suite of tools designed to help secure customers' online presence, such as SSL certificates.
- Website Builder (Websites + Marketing): A do-it-yourself tool for creating mobile-optimized websites and e-commerce enabled online stores.
- Marketing Services: Includes tools and services like search engine optimization (SEO), social media management, and email marketing to help businesses acquire and engage customers.
- Business Applications: Provides productivity tools such as Microsoft Office 365, professional email accounts, and Internet-based telephony services.
- Online Store & E-commerce Solutions: Enables customers to build online stores and transact business directly on their websites.
- Payment Processing (GoDaddy Payments): A payment facilitator offering solutions for online and in-person transactions, including point-of-sale (POS) devices and software.
AI Analysis | Feedback
GoDaddy (GDDY) primarily sells its products and services to individuals and small to medium-sized businesses rather than large corporations. Based on the company description, its major customer categories are:
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Small Business Owners and Entrepreneurs
This category includes individuals and groups launching, managing, and growing their businesses online. They utilize GoDaddy for domain registration, website creation (including e-commerce stores), online marketing tools (SEO, social media management, email marketing), business applications (Microsoft Office 365, professional email), and payment processing solutions (GoDaddy Payments, POS devices and software).
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Individuals and Solopreneurs
This group comprises individuals looking to establish a personal online presence, create blogs, portfolios, or initial digital identities. They primarily use GoDaddy for domain name registration, basic website hosting, and professional email services to connect with their audience or clients.
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Web Professionals and Domain Investors
This category includes "developers" and "designers" who leverage GoDaddy's hosting solutions (shared, VPS, managed hosting) and domain services for their projects and clients. It also covers "domain investors" who focus on acquiring, managing, and selling domain names as an asset.
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- Microsoft (MSFT)
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Aman Bhutani, Chief Executive Officer
Aman Bhutani has served as CEO of GoDaddy Inc. since 2019, leveraging over two decades of technical, managerial, and executive leadership. Prior to joining GoDaddy, he spent nearly a decade at Expedia Inc., where he served as President of Brand Expedia Group from 2015 to 2019 and held leadership roles in worldwide engineering, culminating as Chief Technology Officer from 2010 to 2015. He also held multiple technology roles at JPMorgan Chase and Co. and Washington Mutual, Inc. Notably, Bhutani was the founder and technical lead of Critical Sense Inc., a startup, from 2000 to 2002. Washington Mutual, Inc., where he was Senior Vice President of e-commerce technology, was acquired by JPMorgan Chase in 2008.
Mark McCaffrey, Chief Financial Officer
Mark McCaffrey has served as Chief Financial Officer of GoDaddy since 2021, overseeing accounting, finance, tax, investor relations, procurement, and real estate. Before joining GoDaddy, McCaffrey spent over 20 years at PwC, where he held significant roles including US Technology, Media, and Telecommunications (TMT) Sector Leader and Global Software Industry Leader, demonstrating deep expertise in finance and technology. He also serves as a President at the Always Dream Foundation.
Roger Chen, Chief Operating Officer
Roger Chen has been the Chief Operating Officer since 2022, responsible for GoDaddy's worldwide operations, including the Domain Registrars and Investors Business group. He joined GoDaddy in 2015 as VP of Asia, advancing to SVP of Asia Pacific and President of Domain Registrars. His career background also includes significant roles at Yahoo and Dell Technologies.
Jared Sine, Chief Strategy & Legal Officer
Jared Sine leads GoDaddy's Strategy, Legal, Corporate, and Business Development functions. Prior to joining GoDaddy in 2024, he spent almost eight years at Match Group, serving as Chief Business Affairs & Legal Officer since March 2021. He also held the position of Vice President Associate General Counsel at Expedia and previously practiced law at Cravath, Swaine & Moore and Latham & Watkins.
Fara Howard, Chief Marketing Officer
As Chief Marketing Officer, Fara Howard oversees GoDaddy's global marketing strategy and brand positioning. Her prior experience includes serving as CMO at Amazon Fashion and Global Head of Marketing at Vans, along with senior marketing roles at Dell and Gatorade.
AI Analysis | Feedback
Key Risks to GoDaddy (GDDY)
Intense Competition and Pricing Pressure: GoDaddy operates in highly competitive markets for domain registration, web hosting, website builders, marketing tools, and business applications. The presence of numerous established players and new entrants, including large technology companies, creates pricing pressure and can lead to reduced market share, increased customer acquisition costs, and pressure on profit margins.
Cybersecurity Threats and Data Breaches: As a provider of online presence solutions, domain registration, web hosting, and payment processing services, GoDaddy stores vast amounts of sensitive customer data and hosts millions of websites. The company is a prime target for cyberattacks, and a significant data breach, system outage, or security vulnerability could severely damage its reputation, erode customer trust, lead to substantial financial losses from fines, legal actions, and remediation costs, and disrupt its operations.
Rapid Technological Change and Need for Continuous Innovation: The internet and cloud-based technology sectors are characterized by rapid technological advancements and evolving customer expectations. GoDaddy must continuously invest in research and development to innovate its products and services, such as website building tools, e-commerce platforms, security features, and marketing solutions. Failure to adapt to new technologies, anticipate market trends, or effectively compete with more modern solutions could result in a loss of competitive advantage and customer attrition.
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One clear emerging threat is the increasing trend of social media platforms evolving into comprehensive business hubs and primary online presences for small businesses. Platforms such as Instagram, Facebook, and TikTok are offering robust tools for product showcases, direct sales (e.g., Instagram Shops, TikTok Shop), customer communication, and marketing, often reducing or eliminating the perceived need for a traditional dedicated domain name, standalone website, or website hosting services that GoDaddy provides. This shift could lead to a significant portion of GoDaddy's target market establishing their entire digital identity and commerce operations directly within these social platforms.
Another clear emerging threat is the market dominance and continuous innovation of specialized all-in-one e-commerce and website building platforms, particularly companies like Shopify, Wix, and Squarespace. These competitors offer highly integrated, user-friendly, and feature-rich ecosystems that encompass website creation, e-commerce capabilities, payment processing, marketing tools, and extensive app marketplaces. While GoDaddy provides similar services, these platforms often specialize more deeply in delivering a comprehensive and rapidly evolving solution for online businesses, making them highly attractive to GoDaddy's core small business clientele and potentially capturing market share from GoDaddy's own website builder, e-commerce, and related service offerings.
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GoDaddy (GDDY) operates in several addressable markets for its main products and services:
- Domain Name Registration: The global domain name registrar market size was valued at approximately USD 2.45 billion in 2024 and is projected to reach USD 3.62 billion by 2033. Another estimate places the global market at USD 2.745 billion by the end of 2025. North America is a dominant region, holding between 30% and 35% of the global market share, largely due to extensive usage in the United States. In 2024, there were 364.3 million domain name registrations globally.
- Website Hosting: The global web hosting services market size was valued at USD 149.30 billion in 2025 and is projected to grow to USD 661 billion by 2034. Another report estimated the market size at USD 137.73 billion in 2025, reaching USD 389.52 billion by 2034. North America held a 41.00% share of the global market in 2025. The U.S. web hosting services market alone is projected to reach an estimated value of USD 133.46 billion by 2032.
- Website Builder Tools: The global website builder tool market size was valued at USD 14.34 billion in 2025 and is expected to reach USD 98.94 billion by 2033. Another source indicates the global website builders market was valued at USD 1.89 billion in 2025 and is projected to reach USD 3.06 billion by 2032. North America dominated the website builder tool market with approximately 40% of the share in 2025.
- E-commerce Platforms (Online Stores): The global e-commerce platform market size was estimated at USD 9.40 billion in 2024 and is projected to reach USD 45.60 billion by 2033. Another estimate places the market at USD 11.55 billion in 2025, projected to grow to USD 61.83 billion by 2034. Asia Pacific dominated the global market with a 44.6% revenue share in 2024.
- Social Media Management: The global social media management market size was estimated at USD 29.93 billion in 2025 and is projected to reach USD 171.62 billion by 2033. North America held the largest share of 36% of the global social media management market in 2025.
- Point-of-Sale (POS) Software: The global point-of-sale software market size was estimated at USD 17.13 billion in 2025 and is projected to reach USD 38.82 billion by 2033. The market was valued at USD 16.37 billion in 2025 and is anticipated to reach approximately USD 41.53 billion by 2034. Asia Pacific led the global market with the highest share of 35% in 2024. The USA contributes nearly 39% of the global POS software market share.
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Here are 3-5 expected drivers of future revenue growth for GoDaddy (GDDY) over the next 2-3 years:
- Growth in Applications & Commerce (A&C) Segment: GoDaddy's Applications & Commerce segment, which includes websites, productivity applications, payments, and e-commerce solutions, is a significant driver of revenue growth. The company has seen strong performance in this segment, with reported increases of 12.8% year-over-year in Q4 2025 and 17% year-over-year in Q1 2025. GoDaddy is targeting mid-teens revenue growth for this segment in 2025.
- Expansion of AI-Powered Solutions (GoDaddy Airo): The company is heavily investing in and expanding its AI-powered solutions, notably GoDaddy Airo. This platform is designed to enhance customer acquisition, engagement, and value by providing AI-driven tools for tasks such as domain purchases and website building. GoDaddy Airo is expected to improve attach rates, term length, and renewals, contributing to future revenue growth.
- Strategic Pricing and Bundling Initiatives: GoDaddy is implementing a multi-year strategy focused on optimizing pricing and bundling across its various offerings, spanning both the Applications & Commerce and Core Platform segments. This initiative aims to increase bookings and grow Average Revenue Per User (ARPU), which saw a 10% increase in Q4 2025. The company is also exploring new product bundles to drive additional revenue.
- International Market Expansion: GoDaddy has observed strong performance and accelerated growth in its international revenues, with a 10.3% year-over-year increase reported in Q4 2025. Strong aftermarket sales in international regions have particularly fueled these initiatives, indicating a continued focus on expanding its global customer base.
- Attracting and Retaining High Lifetime Value (LTV) Customers: GoDaddy's strategy emphasizes attracting "high-intent customers" and converting them into "higher lifetime value customers" through integrated, one-stop-shop solutions. This focus, combined with improved retention rates above 85% for customers on the GoDaddy platform and stronger customer engagement across its products, is expected to drive more profitable long-term growth.
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Share Repurchases
- In April 2025, GoDaddy fully utilized the remaining $767.4 million of its 2022 share repurchase authorization.
- Between January 2022 and April 2025, GoDaddy repurchased 43.7 million shares at an average price of $91.45, significantly reducing its fully diluted shares outstanding by over 25%.
- A new share repurchase program was authorized in April 2025, allowing for the acquisition of up to $3.0 billion worth of common stock through 2027.
Share Issuance
- GoDaddy's shares outstanding have steadily declined over the past few years, from 0.161 billion in 2022 to 0.141 billion in 2025, indicating that share repurchases have been the dominant activity concerning the number of shares.
Outbound Investments
- GoDaddy acquired Pagely, a managed WordPress hosting platform, in November 2021.
- In March 2022, GoDaddy acquired DNAcademy, a domain name training and education platform.
- GoDaddy acquired Dan.com, an aftermarket domain marketplace, for approximately $71.4 million in June 2022, enhancing its global domain sales tools.
Capital Expenditures
- GoDaddy's capital expenditures averaged $40.66 million annually from fiscal years 2021 to 2025.
- Annual capital expenditures were $51.1 million in 2021, $59.7 million in 2022, $42 million in 2023, $26.6 million in 2024, and $23.9 million in 2025.
- The company has been making significant investments in AI capabilities, including the launch of Airo.ai and enhancements to WordPress features, to help small businesses build websites more efficiently.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 124.12 |
| Mkt Cap | 17.8 |
| Rev LTM | 2,975 |
| Op Inc LTM | 865 |
| FCF LTM | 906 |
| FCF 3Y Avg | 837 |
| CFO LTM | 1,326 |
| CFO 3Y Avg | 1,166 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.3% |
| Rev Chg 3Y Avg | 6.9% |
| Rev Chg Q | 6.3% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 15.2% |
| Op Inc Chg 3Y Avg | 21.0% |
| Op Mgn LTM | 16.7% |
| Op Mgn 3Y Avg | 14.3% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 32.0% |
| CFO/Rev 3Y Avg | 31.8% |
| FCF/Rev LTM | 17.5% |
| FCF/Rev 3Y Avg | 17.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 17.8 |
| P/S | 8.2 |
| P/Op Inc | 28.4 |
| P/EBIT | 28.3 |
| P/E | 38.5 |
| P/CFO | 20.5 |
| Total Yield | 1.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.1% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.0% |
| 3M Rtn | 4.9% |
| 6M Rtn | -6.6% |
| 12M Rtn | 2.6% |
| 3Y Rtn | 39.7% |
| 1M Excs Rtn | -3.8% |
| 3M Excs Rtn | -4.1% |
| 6M Excs Rtn | -16.0% |
| 12M Excs Rtn | -23.1% |
| 3Y Excs Rtn | -35.3% |
Comparison Analyses
Price Behavior
| Market Price | $81.57 | |
| Market Cap ($ Bil) | 10.9 | |
| First Trading Date | 04/01/2015 | |
| Distance from 52W High | -54.7% | |
| 50 Days | 200 Days | |
| DMA Price | $85.75 | $110.56 |
| DMA Trend | down | indeterminate |
| Distance from DMA | -4.9% | -26.2% |
| 3M | 1YR | |
| Volatility | 43.0% | 37.6% |
| Downside Capture | 62.63 | 121.78 |
| Upside Capture | 3.85 | -5.96 |
| Correlation (SPY) | 9.1% | 12.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.49 | -0.76 | -0.01 | 0.17 | 0.40 | 0.76 |
| Up Beta | 0.52 | -0.60 | -0.38 | -0.12 | 0.19 | 0.70 |
| Down Beta | -0.66 | -1.13 | 0.55 | 0.11 | 0.31 | 0.71 |
| Up Capture | -129% | -23% | -2% | -17% | -5% | 48% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 6 | 20 | 32 | 59 | 118 | 414 |
| Down Capture | -388% | -206% | 6% | 94% | 112% | 97% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 14 | 21 | 31 | 65 | 131 | 334 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GDDY | |
|---|---|---|---|---|
| GDDY | -56.3% | 37.6% | -2.13 | - |
| Sector ETF (XLK) | 52.8% | 22.1% | 1.83 | 7.2% |
| Equity (SPY) | 24.5% | 12.1% | 1.52 | 13.3% |
| Gold (GLD) | 28.2% | 26.9% | 0.90 | -9.4% |
| Commodities (DBC) | 34.4% | 19.0% | 1.42 | -2.7% |
| Real Estate (VNQ) | 13.1% | 13.5% | 0.66 | 14.6% |
| Bitcoin (BTCUSD) | -40.1% | 42.4% | -1.09 | 2.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GDDY | |
|---|---|---|---|---|
| GDDY | -0.2% | 32.8% | 0.05 | - |
| Sector ETF (XLK) | 22.1% | 25.1% | 0.78 | 44.3% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 47.4% |
| Gold (GLD) | 16.9% | 18.1% | 0.76 | 1.8% |
| Commodities (DBC) | 8.9% | 19.4% | 0.35 | 7.5% |
| Real Estate (VNQ) | 2.8% | 18.8% | 0.05 | 34.2% |
| Bitcoin (BTCUSD) | 10.8% | 54.6% | 0.39 | 18.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GDDY | |
|---|---|---|---|---|
| GDDY | 9.4% | 34.3% | 0.35 | - |
| Sector ETF (XLK) | 24.8% | 24.6% | 0.91 | 54.7% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 54.6% |
| Gold (GLD) | 12.9% | 16.0% | 0.67 | 3.2% |
| Commodities (DBC) | 7.1% | 18.0% | 0.31 | 15.4% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 38.7% |
| Bitcoin (BTCUSD) | 61.1% | 66.8% | 1.01 | 15.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/30/2026 | -0.0% | 3.4% | 7.1% |
| 2/24/2026 | -14.3% | -3.3% | -11.6% |
| 10/30/2025 | 5.0% | 4.9% | 1.2% |
| 8/7/2025 | -11.2% | -4.4% | -1.5% |
| 5/1/2025 | -8.4% | -4.9% | -5.3% |
| 2/13/2025 | -14.3% | -18.2% | -15.3% |
| 10/30/2024 | 3.2% | 8.8% | 22.3% |
| 8/1/2024 | 7.0% | 10.9% | 18.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 10 | 14 |
| # Negative | 16 | 14 | 10 |
| Median Positive | 6.5% | 6.8% | 5.3% |
| Median Negative | -6.0% | -5.0% | -10.0% |
| Max Positive | 13.8% | 15.4% | 37.3% |
| Max Negative | -14.3% | -18.2% | -19.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/25/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
Recent Forward Guidance
Updated 5/31/2026Latest: Q1 2026 Earnings Reported 4/30/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 1.28 Bil | 1.29 Bil | 1.30 Bil | 2.8% | Higher New | Actual: 1.26 Bil for Q1 2026 | |
| Q2 2026 NEBITDA Margin | 33.0% | 3.1% | 1.0% | Higher New | Actual: 32.0% for Q1 2026 | ||
| 2026 Revenue | 5.20 Bil | 5.24 Bil | 5.28 Bil | 0 | Affirmed | Guidance: 5.24 Bil for 2026 | |
| 2026 NEBITDA Margin | 33.0% | 0 | 0 | Affirmed | Guidance: 33.0% for 2026 | ||
| 2026 Free Cash Flow | 1.80 Bil | 0 | Affirmed | Guidance: 1.80 Bil for 2026 | |||
Prior: Q4 2025 Earnings Reported 2/24/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 1.25 Bil | 1.26 Bil | 1.27 Bil | ||||
| Q1 2026 NEBITDA Margin | 32.0% | ||||||
| 2026 Revenue | 5.20 Bil | 5.24 Bil | 5.28 Bil | ||||
| 2026 NEBITDA Margin | 33.0% | ||||||
| 2026 Free Cash Flow | 1.80 Bil | ||||||
| 2026 Capital expenditures | 30.00 Mil | ||||||
| 2026 Cash interest on debt | 150.00 Mil | ||||||
| 2026 GAAP interest expense, net | 110.00 Mil | ||||||
| 2026 Cash income taxes | 30.00 Mil | ||||||
| 2026 GAAP provision for income taxes | 300.00 Mil | ||||||
Insider Activity
Updated 6/8/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sine, Jared F | Chief Strategy & Legal Officer | Direct | Sell | 6042026 | 89.86 | 1,188 | 106,754 | 6,884,624 | Form |
| 2 | Palitwanon, Phontip | Chief Accounting Officer | Direct | Sell | 6042026 | 89.86 | 542 | 48,704 | 1,796,751 | Form |
| 3 | McCaffrey, Mark | Chief Financial Officer | Direct | Sell | 6042026 | 89.86 | 3,958 | 355,666 | 9,815,228 | Form |
| 4 | Bhutani, Amanpal Singh | Chief Executive Officer | Direct | Sell | 6042026 | 89.86 | 8,373 | 752,398 | 46,884,185 | Form |
| 5 | Zarmi, Sigal | Direct | Sell | 6032026 | 87.84 | 350 | 30,744 | 501,391 | Form |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Internet Services & Infrastructure Resources |
| Data Center Dynamics |
| Data Center Frontier |
| Internet Society |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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