GDDY
GoDaddy Inc.
Technology • CIK: 0001609711
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Market Cap
$17.14B
P/E (TTM)
19.6x
Rev Growth (TTM)
+8.3%
Net Margin (TTM)
17.7%
FCF Yield (TTM)
9.2%
FCF Margin (TTM)
31.8%
Cash Flow Health
Free Cash Flow8/8 positive
TTM$1.6B
Q4 '25
$364M-16%
Q3 '25
$435M+16%
FCF Margin
TTM31.8%
Q4 '2528.6%-17%
Sector: 10.0%Top 25%
OCF Margin32.3%
OCF/NI1.83x
CapEx Coverage66.9x
FCF Yield9.2%
FCF Growth (2Y)+20%
Cash Conversion Cycle
-7 days
DSO: 8+DIO: 0−DPO: 15
Capital Allocation & Returns
Shareholder Friendly
Total Shareholder YieldTTM
TTM9.3%
Div Yield0.0%
+Buyback (TTM)9.3%
Strong capital returns to shareholders
Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$1.6B
Stock Repurchases (TTM)$1.6B
Capital Return / FCF101.7%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders
Operational Efficiency & Returns
Return on Invested CapitalTTM
23.7%
Moderate
-0.0% YoY-9.9%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
19.5%
8Q: 18.9%
Asset Turnover
0.61x
8Q: 0.59x
Leverage (1+D/E)
18.57x
D/E: 17.57x
DuPont: 222.9% ≈ 23.7% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
33.20x
8Q:30.85x
+977.8%
Invested Cap Turn
1.35x
8Q:1.27x
+17.8%
CapEx Intensity
0.7%
8Q:0.5%
CapEx/Depreciation
0.20x
Depreciation Rate Trend
⚠ Declining -8.3%
Asset-based ROIC formula
QUARTERLY TRENDS
Last 8 quarters + TTM
| Metric | TTM | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|
Revenue | $5.0B | $1.3B↑0.7% | $1.3B↑3.9% | $1.2B↑2.0% | $1.2B↑0.1% | $1.2B↑3.9% | $1.1B↑2.1% | $1.1B↑1.4% | $1.1B |
Operating Income | $1.1B | $317.0M↑6.8% | $296.7M↑11.4% | $266.3M↑7.7% | $247.3M↓3.2% | $255.6M↑0.7% | $253.8M↑21.9% | $208.2M↑18.4% | $175.9M |
Net Income | $875.0M | $245.1M↑16.4% | $210.5M↑5.3% | $199.9M↓8.9% | $219.5M↑10.5% | $198.6M↑4.3% | $190.5M↑30.2% | $146.3M↓63.6% | $401.5M |
Operating Cash Flow | $1.6B | $370.6M↓16.6% | $444.2M↑16.9% | $379.9M↓6.1% | $404.7M↑18.9% | $340.5M↓4.1% | $355.2M↑20.5% | $294.8M↓0.8% | $297.2M |
Free Cash Flow | $1.6B | $363.7M↓16.4% | $434.9M↑15.7% | $375.8M↓6.3% | $401.1M↑23.0% | $326.1M↓6.9% | $350.2M↑19.9% | $292.0M↓0.3% | $292.8M |
Total Equity | N/A |
Valuation Analysis
Fair Value
Price-to-EarningsTTM
19.6x
Volatile
8Q: 115.7x-281%
Valuation Lenses
Earnings
19.6x
vs – sector
Cash Flow
12.7x
EV/FCF vs –
Growth-Adj
2.4xPEG
Expensive for growth
Quality-Adj
0.8P/E per %ROIC
ROIC: 23.7%
Shareholder Returns
Dividend
–
Buyback
9.3%
Total Yield
9.3%
Market Cap$17.14B
EV$19.97B
Multi-angle valuation analysis with sector context
Business Quality & Moat
Overall Quality Score
85/100
Exceptional
Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)
Returns on Capital
Return on Equity (ROE)Top 10%
3.0%
8Q:–
Return on Invested Capital (ROIC)Top 25%
23.7%
8Q:–
-9.9%
vs Sector:0.1%
DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)
NOPAT Margin: 19.5%
Asset Turnover: 0.61x
Earnings Quality
Cash Conversion
1.83x
OCF / Net Income ✓
FCF Consistency
–
Positive quarters
Competitive Moat Indicators
Pricing Power
Gross Margin63.6%
Capital Efficiency
Invested Capital Turnover1.35x
Working Capital
Cash Conversion Cycle-7 days
Growth Quality & Momentum
Moderate Growth
Growth Quality Score
68/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%
Growth Rates
Revenue Growth YoY
8.3%
OpInc Growth YoY
24.0%
EPS Growth YoY
-3.7%
FCF 3Y CAGR
19.6%
Growth Quality Analysis
✓Efficient Growth: Free cash flow growing faster than revenue
Margin Quality & Sustainability
Low Quality
Profitability Cascade
Gross
63.6%
Operating
22.8%
Top 25% in sector
Net
17.7%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
+14.1 pts
FCF: 31.8% | Net: 17.7%
Quality = stability + cash conversion + low dilution
Balance Sheet & Solvency
Leveraged
Net Debt / EBITDA
–Net Debt: $2.70B
Interest Coverage
–
Leverage Metrics
Debt-to-Equity
17.57x
Balance sheet risk & solvency analysis