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GoDaddyGDDYCompetitor analysis, valuation and peers

United States · USD·Information Technology›Data Processing Services

Web-hosting and domain-registration company offering websites, e-commerce tools and marketing services to small businesses.

Momentum leader 90
Mkt cap
$13.9B
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$187M
20-day average traded
Fwd P/E
12.9×
forward earnings
ROIC−WACC
+32.8 pp
WACC 8.7%
Hurdle
-11 pp
Req g minus delivered
Next earnings
102 days
16 Feb 2027
Close · USD$114.38
1D-4.8%
1W-2.4%
1M+10.8%
3M+25.0%
6M+25.7%
YTD-7.8%
1Y-14.1%
ATR %4.5%
Beta-0.00
52w lowhigh14.6% off high

What GoDaddy does

Web-hosting and domain-registration company offering websites, e-commerce tools and marketing services to small businesses.

Customers pay annual or multi-year fees for domain names and monthly subscriptions for websites, hosting and email, and most renew automatically, so a large base gives predictable income. Newer lines, such as payment processing for small merchants, earn a cut of sales instead.

Products and services

  • Domain registration
  • Website building/hosting
  • E-commerce tools
  • Productivity/email tools

Customers

  • Small businesses and entrepreneurs building an onl

Where it sits in the supply chain

  • Internet services
  • Web hosting/domains
  • Small-business online presence tools

What could go right

  • Small-business digitalization growth
  • Upsell of commerce/payments products

What could go wrong

  • Domain-market saturation/price competition
  • Small-business churn in downturns

Moat: narrow (scale, switching costs, brand). Largest domain registrar with sticky renewal revenue and broad small-business brand recognition.

Headquarters: Tempe, Arizona, US · Founded: 1997 · Employees: 5,845

Named competitors

  • Squarespace private or unlisted
  • Wix.com WIX
  • Namecheap private or unlisted
  • Shopify SHOP.TO
  • IONOS Group IOS.DE
  • Tucows private or unlisted

GoDaddy at a glance

Size GoDaddy (GDDY) is a United States Information Technology company (Data Processing Services) with a market value of $13.9B, the 637th largest of 3,117 United States companies the cockpit tracks. Shares closed at $114.38 on 6 Nov 2026.

Performance Over six months the shares gained 25.7%, against +12.7% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 19 in its peer set.

Growth Revenue grew 6.5% over the last twelve months (peer median +12.5%); the operating margin is 26.1% (peer median 11.4%).

Valuation It trades at 12.9× forward earnings against a peer median of 21.6× (4th cheapest of 14).

Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -11 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 32.8 points above its cost of capital (8.7% WACC).

Backlog Backlog (remaining performance obligations) was $3.53B at 30 Sep 2026, up 5% on a year earlier — 0.7 years of trailing revenue. Backlog detail →

Short interest Short interest is 5.7% of the free float (15 Oct 2026).

Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026GDDY 130Peer median 112
Six months, rebased to 100: GoDaddy against the median of its 18 peers (local-currency closes).

GoDaddy financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$5.19B$4.95B$4.57B$4.24B$4.09B
Revenue growth—+8%+8%+4%—
Gross profit$3.16B$3.03B$2.78B$2.49B$2.41B
EBITDA$1.43B$1.25B$1.06B$805M$739M
Net income$962M$875M$937M$1.37B$352M
Free cash flow$1.74B$1.58B$1.26B$1.01B$920M
Capital expenditure$28.5M$23.9M$26.6M$77.4M$60.1M
Total debt$3.84B$3.86B$3.89B$3.94B$3.98B

Quarterly statements and history in the cockpit →

GoDaddy competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%-25%0%+25%300442LTMNTNXAKAMTYL6669SWICHEXLSHUT300017WULFIOSNXTAPLD9698JOYY4812KDGDDY6-month return →1-month return →
Up and to the right = strong over both horizons. GoDaddy is the large dot.

Fundamentals: revenue growth against valuation

0%+50%20×40×300442LTMNTNXAKAMTYL6669EXLS300017IOS9698JOYY4812KDGDDYRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. GoDaddy is the large dot.

Capital: growth delivered against growth the price implies

0%+10%+20%+30%0%10%20%30%LTMNTNXAKAMTYLEXLS300017IOSJOYY4812KDGDDYGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. GoDaddy is the large dot.

GoDaddy competitors and peer comparison

Head to head with its named competitors (GDDY vs WIX vs SHOP.TO vs IOS.DE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
GoDaddy GDDY$13.9B+26%+7%26%12.9×-2.2%
Wix.com WIX$3.18B-5%+14%-3%12.6×-4.4%
Shopify SHOP.TO$193B+38%+32%18%67.4×54.0%
IONOS IOS.DE$5.49B+23%-34%23%19.1×11.0%

How GoDaddy compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

GoDaddy against its 18 peers (data as of 6 Nov 2026)
MeasureGDDYPeer medianRank in peer set
1-month return+10.8%0.0%6th highest of 19
6-month return+25.7%+12.7%9th highest of 19
Distance from 52-week high-14.6%-33.0%7th highest of 19
Revenue growth (TTM)+6.5%+12.5%6th lowest of 19
Operating margin26.1%11.4%2nd highest of 19
Forward P/E12.9×21.6×4th cheapest of 14
Growth the price implies (Req g, 7 yrs)-2.2%18.4%least demanding of 11
Growth delivered (Del g)+8.4%+7.3%6th highest of 11
Hurdle (Req g minus delivered)-10.5 pp+6.7 ppleast demanding of 11
ROIC minus cost of capital+32.8 pp-2.9 pp2nd highest of 18
EV / EBITDA11.6×15.7×2nd cheapest of 13
Net debt / EBITDA1.9×0.9×5th most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
GoDaddy GDDYUnited States$13.9B+26%+7%26%12.9×-2.2%+8.4%
Range Intelligent Computing Technology 300442.SZChina$14.1B-35%+51%36%34.4×n/an/a
LTM LTM.NSIndia$13.6B+2%+15%16%21.6×23.8%+27.9%
NTNX NTNXUnited States$15.9B+27%+12%11%25.0×23.0%+15.4%
Akamai Technologies AKAMUnited States$11.9B-44%+6%12%12.8×17.0%+5.6%
Tyler Technologies TYLUnited States$16.7B+30%+8%16%28.1×22.9%+15.9%
Wiwynn 6669.TWTaiwan$26.3B+101%+84%7%9.6×n/an/a
SWI Capital SWICH.ASNetherlands$6.61B+88%-33%-54%n/an/an/a
ExlService EXLSUnited States$6.51B+39%+16%14%17.0×9.4%+16.8%
Hut 8 HUTUnited States$6.49B-47%+71%-89%n/an/an/a
Wangsu Science & Technology 300017.SZChina$5.90B0%0%15%49.1×27.3%-3.9%
TeraWulf WULFUnited States$5.67B-51%+15%-227%n/an/an/a
IONOS IOS.DEGermany$5.49B+23%-34%23%19.1×11.0%+5.9%
Nextdc NXT.AXAustralia$5.47B-30%+16%-7%n/an/an/a
Applied Digital APLDUnited States$4.70B-62%+290%-24%n/an/an/a
GDS 9698.HKHong Kong$4.22B-52%+13%17%36.8×n/an/a
JOYY, Inc. Sponsored ADR JOYYUnited States$3.98B+37%+8%2%12.9×19.8%+2.1%
Dentsu Soken 4812.TJapan$3.56B+31%+10%14%30.4×0.3%+8.7%
Kyndryl Holdings Incorporation KDUnited States$3.55B+33%-1%4%5.9×1.6%-4.9%

GoDaddy backlog

GoDaddy reported $3.53B of remaining performance obligations at 30 Sep 2026, up 5% from a year earlier and up 1% from the previous quarter. That is 0.7 years of trailing revenue already under contract. Book-to-bill last quarter: 1.02.

Questions

Who are GoDaddy's main competitors?
Named competitors: Squarespace (private or unlisted), Wix.com (WIX), Namecheap (private or unlisted), Shopify (SHOP.TO), IONOS Group (IOS.DE), Tucows (private or unlisted). The cockpit's measured peer set (industry) also includes Range Intelligent Computing Technology (300442.SZ), LTM (LTM.NS), NTNX (NTNX), Akamai Technologies (AKAM), Tyler Technologies (TYL), Wiwynn (6669.TW).
Is GoDaddy expensive compared with its peers?
On forward p/e it trades at 12.9× against a peer median of 21.6×, 4th cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -11 pp: the price already allows for a slowdown.
How has GoDaddy stock performed?
Over six months to 6 Nov 2026 the shares returned +25.7% against +12.7% for the median peer; over one year -14.1%.
What is GoDaddy's backlog?
GoDaddy's remaining performance obligations (contracted revenue not yet recognised) were $3.53B at 30 Sep 2026, +5% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.