coteauBeta Get App
GDDY

GDDY

GoDaddy Inc.
$107.82
-0.90% Oct 21 close
Information TechnologyS&P 500 Compare
-43%-28%-13%+2%+17%Oct 2025Oct 2026Apr 2026
GDDYSPY
1W
+4.3%
1M
+2.9%
3M
+20.6%
6M
+22.0%
YTD
-13.1%
1Y
-18.8%

Live chart

Loading live chart…

What they do

GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates in two segments: Applications and Commerce (A&C), and Core Platform (Core). The A&C segment offers applications products, including Websites + Marketing.

Technology · Software - Infrastructure

For information only · Important disclosures

Grades vs sector

Momentum
15th percentile in sector
D-
12-1 return: -28.3%
Percentile within its GICS sector across the S&P 1500.
Growth
23rd percentile in sector
D
Revenue growth (YoY): +6.6%
Percentile within its GICS sector across the S&P 1500.
Value
86th percentile in sector
A-
Forward E/P: 10.4% · EBITDA/EV: 8.6%
Percentile within its GICS sector across the S&P 1500.
Profitability
85th percentile in sector
A-
Profit margin: +17.8% · Return on equity: +442.9%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 471 of 499 · 12-month momentum -28.5%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
GoDaddy Reaches Analyst Target Price
Nasdaq · 12h ago
What Does GoDaddy Offer That Akamai Does Not?
Trefis · Oct 20
GoDaddy Deadline Today: GDDY Investors Have Opportunity to Lead GoDaddy Inc. Securities Fraud Lawsuit
PR Newswire · Oct 20
NYSE American Options Begin Extended Trading Hours: NYSE Content Update
PR Newswire · Oct 19

Key stats

Market value$13.6B
P/E (last 12 months)16.0
P/E (next 12 months, estimated)9.8
52-week range$71.59 – $137.93
Revenue growth (latest quarter vs a year ago)+6.6%
Dividend yieldNo dividend
Analyst consensusBuy (16)
Average analyst price target$107.38 (-0%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks undervalued
Model read-out from the numbers below, not advice. Score +3 (DCF counts double).
▲DCF (base case)above the price by 131%
▲Forward P/E vs sector9.8x vs median 16.9x
•Piotroski F-score5/9
•Net debt / EBITDA1.9x
•Analyst target-0% (16 analysts)

Discounted cash flow

Bear
$148
+37%
growth 2% · disc. 9.9% · term. 2.0%
Base
$249
+131%
growth 7% · disc. 8.9% · term. 2.5%
Bull
$390
+262%
growth 10% · disc. 8.0% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price implies shrinking cash flows: about -4% a year for 10 years.
Implied
-4%/yr
FCF, last 3 yrs
+20%/yr
FCF, last 5 yrs
+18%/yr
Revenue, last 3 yrs
+7%/yr
Revenue, last 5 yrs
+8%/yr
Same inputs as the DCF above: trailing free cash flow 1.7B, 8.9% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.94 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)
sector median 35.9× · 11th pct
16.0×
cheaper
Forward P/E
sector median 16.9× · 12th pct
9.8×
cheaper
EV / EBITDA
sector median 20.8× · 19th pct
12.0×
cheaper
Price / sales
sector median 4.6× · 28th pct
2.7×
cheaper
Price / book
sector median 5.1× · 100th pct
2,034.3×
pricier
FCF yield
sector median 3.5% · 96th pct
12.5%
cheaper

Forward EPS $11.03 vs trailing $6.72 (+64% expected growth). Forward P/E uses analysts' next-12-month estimate.

Backlog (remaining performance obligations)

RPO
$3.5B
as of 2026-06-30
vs a year ago
+5%
YoY
× TTM revenue
0.69×
coverage
24-09
24-12
25-03
25-06
25-09
25-12
26-03
26-06

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin
–
Operating margin
24.8%
FCF margin
33.4%
Net margin
17.8%
Return on equity
13586.6%
Return on invested capital
37.9%
Net debt / EBITDA
1.9×
Current ratio
0.6×
Interest cover
8.4×
Cash conversion (OCF/NI)
1.9×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

Mean target
$107
-0%
Analysts
16
Buy
Range
$76–$170
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$5.0B$875.0M$1.6B
2024$4.6B$936.9M$1.3B
2023$4.3B$1.4B$1.0B
2022$4.1B$352.2M$920.0M
2021$3.8B$242.3M$778.2M
2020$3.3B$-495.1M$698.1M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +6.6%.

Earnings

Next report: 2026-10-29 · after close · EPS est 1.90
24-1025-0225-0525-0825-1026-0226-0426-070.002.30
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-301.691.83+8.0%
2026-04-301.992.05+2.7%
2026-02-242.222.30+3.7%
2025-10-302.151.99-7.1%
2025-08-071.341.41+5.4%
2025-05-011.971.86-5.2%
2025-02-131.441.36-5.5%
2024-10-301.401.80+27.9%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.3B+6.6%
2026-03-31$1.3B–
2025-12-31$1.3B–
2025-09-30$1.3B–
2025-06-30$1.2B–
Analyst actions
Cantor Fitzgerald
2026-10-19 · main
Neutral → Neutral
PT $100
RBC Capital
2026-10-12 · down
Outperform → Sector Perform
PT $95
Baird
2026-09-25 · main
Outperform → Outperform
PT $120
Wells Fargo
2026-08-26 · down
Equal-Weight → Underweight
PT $76
Citigroup
2026-08-03 · main
Buy → Buy
PT $105
Wedbush
2026-08-03 · main
Outperform → Outperform
PT $93

Stats refreshed 2026-10-21 12:16:01 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Free. Not investment advice. Unsubscribe anytime.

coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026