GoDaddy Inc.GDDY
NYSE•Technology•Software - Infrastructure
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, a mobile-optimized online tool that enables customers to build websites and e-commerce enabled online stores; and Managed WordPress, a streamlined and optimized website building that allows customers to build and manage a WordPress site; marketing tools and services, such as GoDaddy Studio and search engine optimization designed to help businesses acquire and engage customers and create content; and digital marketing services include email marketing, reputation management, and development of brand guides. This segment also offers Microsoft 365 that connects to customers' domains; email service plans with a multi-feature web interface; email backup, encryption, archiving, and other advanced e-mail security services; added security functionality services; GoDaddy Payments, a payment facilitator that enables customers to accept various forms of payments; Smart Terminal, a dual screen all-in-one point-of-sale system that allows customers to manage in-store inventory and product catalogs and accept payments; payment acceptance solutions; and online store capabilities. The Core segment offers domain products, including primary registrations, domain aftermarket platform, and domain name add-ons, as well as GoDaddy Registry, a provider of domain name registry services; and hosting and security services comprising shared website hosting and virtual private servers, as well as security products with a suite of tools designed to help secure customers' online presence; and SSL certificates. The company serves small businesses, individuals, organizations, developers, designers, and domain investors. GoDaddy Inc. was founded in 1997 and is headquartered in Tempe, Arizona.
GoDaddy Inc. (GDDY) reported trailing twelve months revenue of $5.02B as of March 2026, a 7.8% increase year-over-year. Quarterly revenue reached $1.27B, reflecting continued top-line momentum.
GoDaddy Inc. generated $870.10M in TTM net income, with quarterly EBITDA of $334.70M. The operating margin expanded from 20.7% to 24.5%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (24.5%) and net margin (16.9%) indicates moderate non-operating costs. Net margin has narrowed from 18.4% a year ago, reflecting increased costs or interest expense.
GDDY trades at a P/E of 12.6x (below the broader market average) and a P/S of 2.2x. The price-to-book ratio of 46.0x indicates a significant premium over book value.
The company generated $466.90M in free cash flow over the trailing twelve months, a 16.4% increase year-over-year, indicating cash generation ability. The balance sheet shows $8.15B in total assets with $3.76B in long-term debt against $237.30M in stockholders equity for a debt-to-equity ratio of 15.9, a relatively leveraged position. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are expanding at ~22.2%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 506.3% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~14.1% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~23.7% — no sign of cost or pricing stress.
FCF covers net income by 1.9x on average — earnings are well-supported by cash generation.
D/E ratio is 15.9 — dangerously high. The company is heavily leveraged and vulnerable to rising rates or cash flow dips.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 5.4% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation