Sector Alpha Week of 2026-07-29
Sector Alpha — machine-written from the numbers · Data as of 2026-07-29

GoDaddy Inc.

GDDY
Technology · Software - Infrastructure

GoDaddy Inc.'s earnings have outrun its stock. EPS grew −3.6% in a year against a −38.0% price move.

The sharpest disagreement: annual EPS moved −3.6% against a −38.0% price move — the market has not yet caught up with the delivery.

The price is topping out (1 weeks in) while the P/E sits at the 31st percentile of its own 4-year range. Underneath, the last four quarters read improving — profit −4.5% year on year, and 123% of the last 3 years' profit arrived as cash. What settles it: whether the price catches up with earnings that have already moved.

Stage
Improving
fundamental trajectory, 12 quarters
Price
$103
−38.0% 1Y
P/E
15.3×
31st pctile
of its own 4-year range
Revenue (Mar 26)
$1.3 B
+6.7% YoY
Profit (Mar 26)
$0.2 B
−4.5% YoY
Operating margin
24.4%
+3.4 pp YoY
ROE
398%
FY25
ROIC
33.8%
vs WACC 7.8% → +26.0 pp
Cash conversion
123%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

GoDaddy Inc. trades at $103, losing momentum at the top and 1 weeks into that stage. That is +1.8% against its own 200-day average. It sits at 37% of a 52-week range of $76 to $148. On relative strength it has been ahead of the S&P 500 on a trailing-13-week view for 4 straight weeks.

Today the stock is losing momentum at the top — week 1 of stage 3. At $103 it trades +1.8% versus its 200-day average and sits at 37% of its 52-week range ($76–$148).

Jul 26: $103 Weekly closing price ($) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+1.8% versus the 200-day line, week 1 of stage 3
Price50-day avg200-day avg
S2S1S4$224$183$141$99.7$58.2$$103$101Jul 23Apr 24Jan 25Oct 25Jul 26
S2S1S4$224$183$141$99.7$58.2$$103$101Jul 23Jan 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (526 weeks): the stock's trailing 13-week return minus the S&P 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the S&P 500 reading is not held.
trailing 13-week return vs the S&P 500
Jul 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.1 years the stock moved +235% while the S&P 500 moved +248% — behind the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 4 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 31st percentile of its own range.

02 · Valuation

Valuation P/E is the price of $1 of annual profit: how many dollars the market pays for each dollar the company earns in a year.

GoDaddy Inc. trades at 15.3× P/E, near the bottom of its own range — cheaper only 31% of the time. Its long-run median P/E is 29.9×, measured across 4.3 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 15.3× is near the bottom of its own range — cheaper only 31% of the time, against a long-run median of 29.9× measured over 4.3 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

One caveat before moving on: margins are the best this company has ever printed — cheap against its own history on record margins is not the same thing as cheap. If profitability mean-reverts, today's multiple is higher than it looks.

P/E 15.3× vs a 29.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly step line (right axis). 4.3-year window; loss-period spikes above 46× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 31% of the time
P/EMedianEPS (TTM) (quarterly)
48.4×$13.838.1×$10.427.8×$6.917.5×$3.57.2×$0.0×$16.28×$6Apr 22Apr 23May 24Jun 25Jul 26
48.4×$13.838.1×$10.427.8×$6.917.5×$3.57.2×$0.0×$16.28×$6Apr 22May 24Jul 26
PEG 0.58 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 19 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
2.0×1.5×1.0×0.5×0.0××0.58×Sep 21Sep 22Dec 23Dec 24Mar 26
2.0×1.5×1.0×0.5×0.0××0.58×Sep 21Dec 23Mar 26
P/E
15.3×
31st percentile of 4y
PEG
0.66
as reported

Why the multiple sits where it does: over the past year annual EPS moved −3.6% against a −38.0% price move — earnings outran the price, pushing the multiple DOWN its own range.

The price move, decomposed: over 3y, of the +11.3%/yr price move, ~+45.1%/yr came from earnings growth and ~−33.8 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is low against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Improving

Stage: Improving Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

GoDaddy Inc. reads as improving on its fundamental arc. Improving — profit growth bottomed 3 quarters ago at −55.1% and has held its recovery at +14.5%, ROCE lifting at 23.7%. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
9.1%329%7.5%225%5.9%122%4.4%19%2.8%−85%%%8.2%14.5%21.5%Jun 23Sep 24Mar 26
9.1%329%7.5%225%5.9%122%4.4%19%2.8%−85%%%8.2%14.5%21.5%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
25%21%17%13%9.4%%23.7%Jun 23Sep 24Mar 26
25%21%17%13%9.4%%23.7%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +8.2% · span +3.2% to +8.7%
Profit growth
Flat
latest +14.5% · span −55.8% to +459.4%
EPS growth
Rising
latest +21.5% · span −56.3% to +498.1%
ROCE
Rising
latest 23.7% · span 10.5%–23.7%

Why it matters: a sustained climb off the trough is the setup this page is built to catch — the question moves to what you pay for it.

Growth, year by year: revenue +8.3% in FY25, profit −6.4% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
8.7%327%7.4%230%6.1%134%4.8%38%3.5%−58%%%8.3%−6.4%FY21FY23FY25
8.7%327%7.4%230%6.1%134%4.8%38%3.5%−58%%%8.3%−6.4%FY21FY23FY25
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+8.2%) with the last 8 annualized (+7.8%). Spikes shown pinned (▲).
revenue stabilising, profit accelerating
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
9.1%329%7.5%225%5.9%122%4.4%19%2.8%−85%%%8.2%14.5%Jun 23Sep 24Mar 26
9.1%329%7.5%225%5.9%122%4.4%19%2.8%−85%%%8.2%14.5%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; stock price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+8.3%+6.6%
Profit−6.4%+36.0%
EPS−3.6%+41.6%
Stock price−38.0%+11.3%+4.2%+13.1%
Revenue YoY (Mar 26)
+6.7%
latest quarter vs a year ago
Profit YoY (Mar 26)
−4.5%
latest quarter vs a year ago
Revenue 10y
6.7%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

54.5/100 — rank 11 of 28 in Software - Infrastructure · 82% evidence confidence

GoDaddy Inc. scores 54.5 out of 100 against the 28 companies it is compared with in Software - Infrastructure, ranking 11. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 19.5 + 11.6 + 16 + 7.4 = 54.5. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

GoDaddy Inc. reported $1.3 B of revenue in the Mar 26 quarter, +6.7% year on year. That is the 12th straight quarter of year-on-year growth. Over 4 years it has compounded at 6.7% a year. The last full year, FY25, came in at $5.0 B. The last four reported quarters add to $5.0 B.

GoDaddy Inc. reported $1.3 B of revenue in the Mar 26 quarter, +6.7% year on year. That is the 12th straight quarter of year-on-year growth. Over 4 years it has compounded at 6.7% a year. The last full year, FY25, came in at $5.0 B. The last four reported quarters add to $5.0 B.

FY25 revenue came in at $5.0 B (+8.3% on the year), capping 4 years at 6.7% compound. The latest quarter (Mar 26) printed $1.3 B, +6.7% year on year — the 12th consecutive quarter of year-over-year growth.

FY25 revenue $5.0 B (+8.3% YoY) Revenue bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
6.7% a year over 4 years
RevenueYoY growth
5.38.7%4.07.4%2.76.1%1.34.8%0.03.5%$ B%$5B8.3%FY21FY23FY25
5.38.7%4.07.4%2.76.1%1.34.8%0.03.5%$ B%$5B8.3%FY21FY23FY25
Mar 26: $1.3 B (+6.7% YoY) Quarterly revenue bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
12th straight quarter of growth
Revenue (quarterly)YoY growth
1.411%1.08.8%0.76.7%0.34.5%0.02.3%$ B%$1B6.7%Jun 23Sep 24Mar 26
1.411%1.08.8%0.76.7%0.34.5%0.02.3%$ B%$1B6.7%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +8.2% growth against the decade's 6.7% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +8.2% over the last 4 quarters against +7.8%/yr over the last 8 — stabilising; TTM profit +14.5% vs −28.9%/yr — accelerating.

→ Revenue grew — did margins hold as it scaled? Next: 24.4% this quarter (+3.4 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every $100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

GoDaddy Inc.'s operating margin is 24.4% in the Mar 26 quarter, +3.4 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the operating margin has ranged 9.9% to 22.8%. The current quarter is running above every full year in that window.

GoDaddy Inc.'s operating margin is 24.4% in the Mar 26 quarter, +3.4 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the operating margin has ranged 9.9% to 22.8%. The current quarter is running above every full year in that window.

The latest quarter's operating margin is 24.4%, +3.4 pp against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 9.9%–22.8%, and FY25's 22.8% is the top of that band — a record year.

Why the margin moved: operating margin went +3.4 pp year on year while gross margin went +0.8 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.

FY25: 22.8% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
the widest a 9.9–22.8% band over 5 years
operating marginYoY change (pp)
24%7.1%20%5.4%16%3.6%13%1.9%8.9%0.2%%%22.8%3.3%FY21FY23FY25
24%7.1%20%5.4%16%3.6%13%1.9%8.9%0.2%%%22.8%3.3%FY21FY23FY25
Mar 26: 24.4% operating margin (+3.4 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
26%10%22%7.4%18%4.5%14%1.7%10%−1.2%%%24.4%3.4%Jun 23Sep 24Mar 26
26%10%22%7.4%18%4.5%14%1.7%10%−1.2%%%24.4%3.4%Jun 23Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit −4.5% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

GoDaddy Inc. earned $0.2 B of net profit in the Mar 26 quarter, −4.5% year on year. Full-year FY25 profit was $0.9 B. The 4-year compound rate is 38.4%. That is 16.5% of the quarter's revenue. The same quarter a year earlier earned $0.2 B.

GoDaddy Inc. earned $0.2 B of net profit in the Mar 26 quarter, −4.5% year on year. Full-year FY25 profit was $0.9 B. The 4-year compound rate is 38.4%. That is 16.5% of the quarter's revenue. The same quarter a year earlier earned $0.2 B.

Mar 26 profit was $0.2 B, −4.5% year on year. On the full year, FY25 printed $0.9 B (−6.4%), and the 4-year compound rate is 38.4%.

FY25 profit $0.9 B (−6.4% YoY) Net profit bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
38.4% a year over 4 years
Net profitYoY growth
1.5320%1.1226%0.7131%0.437%0.0−58%$ B%$1B−6.4%FY21FY23FY25
1.5320%1.1226%0.7131%0.437%0.0−58%$ B%$1B−6.4%FY21FY23FY25
Mar 26: $0.2 B (−4.5% YoY) Quarterly net profit bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
1.21,231%0.9878%0.6526%0.3173%0.0−179%$ B%$0B−4.5%Jun 23Sep 24Mar 26
1.21,231%0.9878%0.6526%0.3173%0.0−179%$ B%$0B−4.5%Jun 23Sep 24Mar 26

🚨 Why profit moved: revenue contributed +6.7% and the margin +3.4 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +16.1% vs revenue +8.2%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra dollar of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 123% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 123% of GoDaddy Inc.'s reported profit arrived as operating cash — the cash follows the profit. In FY25 that was $1.6 B of operating cash against $0.9 B of profit. After $0.0 B of capital spending, $1.6 B was left as free cash.

FY25: operating cash of $1.6 B against reported profit of $0.9 B, leaving free cash of $1.6 B after $0.0 B of capital spending. Across the last 3 fiscal years the conversion rate is 123% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY25: CFO $1.6 B vs profit $0.9 B Operating cash flow and net profit by fiscal year, $ B; the line is free cash flow (CFO minus capital spending). 5-year window, annual resolution.
123% of 3-year profit arrived as cash
Operating cashNet profitFree cash
1.71.30.90.40.0$ B$2B$1B$2BFY21FY23FY25
1.71.30.90.40.0$ B$2B$1B$2BFY21FY23FY25
Mar 26: operating cash $0.5 B = 224% of the quarter's profit Operating cash per quarter, $ B (bars); conversion = operating cash as % of net profit (line, right). Last 12 quarters. Dashed line = 100%.
Operating cash (quarterly)Conversion100%
0.5268%0.4203%0.3139%0.174%0.09.2%$ B%$1B224%Jun 23Sep 24Mar 26
0.5268%0.4203%0.3139%0.174%0.09.2%$ B%$1B224%Jun 23Sep 24Mar 26

Why: conversion is measured cleanly, but the working-capital day-counts behind it sit below what we hold — the move is shown without inventing its driver.

Router verdict: the visible cash user is investment — the next section checks what the spending is buying.

→ So follow the cash to where it goes. Next: $0.0 B of building over 3 years.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

GoDaddy Inc. does not report the debtor, inventory and payable day-counts a cash cycle is built from, so this section reads the investment side instead. Capital spending ran $0.0 B over the last 3 years. Averaged over those years that is 0.0% of FY25 revenue a year.

Working-capital day-counts are not in our numbers for this stock, so this section reads the investment side — where the cash is being put to work.

On the investment side: capital spending of $0.0 B over the last 3 fiscal years.

FY25: capex $0.0 B Capital spending per fiscal year, $ B (bars).
steady investment
Capex
0.060.050.030.020.00$ B$0BFY21FY23FY25
0.060.050.030.020.00$ B$0BFY21FY23FY25
Mar 26: capex $0.0 B in the quarter Capital spending per quarter, $ B (bars, left); free cash flow, $ B (line, right). Last 12 quarters.
Capex (quarterly)Free cash
0.0110.490.0080.410.0050.330.0030.250.0000.17$ B$ B$0B$1BJun 23Sep 24Mar 26
0.0110.490.0080.410.0050.330.0030.250.0000.17$ B$ B$0B$1BJun 23Sep 24Mar 26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

→ Does all this activity actually earn its cost of capital? Next: ROE is 398% and the ROIC − WACC spread is +26.0 pp.

10 · Return on equity

Return on equity Return on equity (ROE) is the profit the business earns on its shareholders’ money. With the full capital-employed split not in our numbers, ROE is the cleanest long ladder we can draw here.

GoDaddy Inc. earns a ROE of 400% in FY25. That is up from a trough of −106% in FY22. Return on invested capital clears the cost of that capital by +26.0 percentage points, so growth here adds value rather than only size. The wiring behind it is 17.8% net margin on 0.62× asset turns.

FY25 ROE is 400%, recovered from a FY22 trough of −106% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY25): 17.8% net margin × 0.62× asset turns × 36.50× balance-sheet leverage ≈ 402.8% on equity. Margin is doing the heavy lifting; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 33.8% − 7.8% = a +26.0 pp spread. The 7.8% is an estimate of this company's own cost of capital — read the sign and the size of the spread, not the decimals. A spread this wide means every dollar reinvested creates more than a dollar of value — the engine compounds.

FY25: ROE 400% Return on equity by fiscal year, % (line); ROIC by fiscal year, % (line). 5-year window, dips included. Dashed line = the 7.8% cost of capital used on this page.
the climb back from FY22's −106%
ROEROIC (annual)WACC
2,492%1,795%1,097%399%−299%%400%30%FY21FY23FY25
2,492%1,795%1,097%399%−299%%400%30%FY21FY23FY25
Mar 26: ROIC 33.2% (TTM) vs WACC 7.8% Trailing-twelve-month ROIC and ROE, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROIC (TTM)ROE (TTM)WACC
1,529%895%260%−375%−1,009%%33.2%98.2%Jun 23Sep 24Mar 26
1,529%895%260%−375%−1,009%%33.2%98.2%Jun 23Sep 24Mar 26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 16.22.

11 · Dividend

Dividend

GoDaddy Inc. pays no dividend. Across the last 12 reported quarters it has declared no dividend per share, so there is no payout history to chart and no yield to quote. Companies at this stage typically reinvest earnings rather than distribute them, which makes the cash-flow and reinvestment sections the place that cash shows up.

GoDaddy Inc. does not currently pay a dividend. Across the last 12 reported quarters the company has declared no dividend per share, so there is no payout history to chart and no yield to quote. Companies at this stage typically reinvest earnings instead of distributing them.

→ No payout to follow. The cash question becomes what the business does with what it earns instead.

12 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

GoDaddy Inc. carries total debt of $3.9 B against shareholder equity of $0.2 B as of Mar 26, a debt-to-equity of 16.04. On the annual view that ratio went from 50.38 in FY21 to 17.45 in FY25. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of $3.9 B against shareholder equity of $0.2 B — a debt-to-equity of 16.04. On the annual view, debt-to-equity went from 50.38 (FY21) to 17.45 (FY25). Read the returns on this page with that leverage in mind.

FY25: debt $3.8 B at 17.45× equity Total debt by fiscal year, $ B (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
4.471.3×3.349.0×2.226.6×1.14.2×0.0−18.1×$ B×$4B17.45×FY21FY23FY25
4.471.3×3.349.0×2.226.6×1.14.2×0.0−18.1×$ B×$4B17.45×FY21FY23FY25
Mar 26: debt $3.9 B, debt-to-equity 16.04 Total debt per quarter, $ B (bars); debt-to-equity, × (line). Last 12 quarters.
Total debt (quarterly)Debt-to-equity
4.270.9×3.250.2×2.129.6×1.19.0×0.0−11.6×$ B×$4B16.04×Jun 23Sep 24Mar 26
4.270.9×3.250.2×2.129.6×1.19.0×0.0−11.6×$ B×$4B16.04×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: short interest is 5.0% of the float.

13 · Ownership

Ownership There is no quarter-by-quarter holder register to read here, so we read the crowd through short interest — the slice of tradable shares currently sold short, positioned for a fall.

5.0% of GoDaddy Inc.'s tradable float is currently sold short — some money is positioned against it. At typical trading volumes those positions would take about 2.7 days to buy back. There is no quarter-by-quarter holder register to read for this filer, so the crowd is read through short interest instead.

The latest reading: 5.0% of the float is sold short, and at typical trading volumes it would take about 2.7 days to buy those positions back. Some money is positioned against it. This is a single point-in-time reading — we do not yet hold its history, so we show no trend chart.

Short interest
5.0%
of the tradable float
Days to cover
2.7
at typical volumes

Why it sits there: who is doing the shorting, and why, does not travel with the number — the level is shown without inventing its story.

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

14 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

GoDaddy Inc.: the Z-score reads 1.93. A Z-score above roughly 3 reads as safe and below roughly 1.8 as the distress zone, so this sits in the grey band between the two. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure.

Why it matters: a Z-score of 1.93 sits in the grey band — neither clearly safe nor clearly distressed.

The safety line in one sentence: the Z-score reads 1.93.

Related companies · same industry · Software - Infrastructure Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
GoDaddy Inc. this page15.3×$14BImproving
Microsoft Corporation23.4×$2.9TMixed
Oracle Corporation20.6×$346BMixed
Palantir Technologies Inc.138.9×$296BConsistent
Palo Alto Networks, Inc.278.1×$260BTurning around
CrowdStrike Holdings, Inc.$185BNo read
Fortinet, Inc.58.1×$110BMixed
Cloudflare, Inc.$94BNo read
Synopsys, Inc.90.9×$73BDeteriorating
Block, Inc.63.1×$50BNo read
Cerebras Systems Inc.135.8×$44BNo read
CoreWeave, Inc.$37BNo read
NetApp, Inc.27.5×$34BMixed
Twilio Inc.296.5×$29BNo read
VeriSign, Inc.30.5×$25BMixed
Corpay, Inc.23.1×$25BMixed
MongoDB, Inc.$25BNo read
Zscaler, Inc.$25BNo read
Okta, Inc.98.6×$24BNo read
F5, Inc.32.1×$23BMixed
Samsara Inc.376.2×$22BNo read
Toast, Inc.48.6×$19BNo read
Gen Digital Inc.17.6×$17BImproving
Joint Stock Company Kaspi.kz7.4×$16BDeteriorating
Akamai Technologies, Inc.37.8×$16BMixed
Nutanix, Inc.61.8×$16BNo read
Rubrik, Inc.$15BNo read
Check Point Software Technologies Ltd.13.6×$14BConsistent
DigitalOcean Holdings, Inc.50.1×$13BMixed
PayPay Corporation13.5×$10BNo read
SailPoint, Inc.$9BNo read
Dropbox, Inc.17.6×$7BMixed
Core Scientific, Inc.$7BNo read
UiPath, Inc.20.2×$6BNo read
SentinelOne, Inc.$6BNo read
WEX Inc.18.2×$6BMixed
ACI Worldwide, Inc.30.3×$6BMixed
Amdocs Limited11.0×$6BMixed
GitLab Inc.$6BNo read
Zeta Global Holdings Corp.$5BNo read
12 · Frequently asked questions

Frequently asked questions

What is GoDaddy Inc.'s stock price today?

GoDaddy Inc. trades at $103, −38.0% over the past year. The company is valued at $14.0 B. The stock sits at 37% of its 52-week range of $76–$148, +1.8% versus its 200-day average. On the tape, the price is topping out, 1 weeks in. — as of 29 July 2026.

What were GoDaddy Inc.'s latest quarterly results?

GoDaddy Inc. reported revenue of $1.3 B and net profit of $0.2 B for the Mar 26 quarter. Revenue rose 6.7% and profit fell 4.5% year on year. Earnings per share were $1.60. The operating margin was 24.4%, 3.4 pp higher than a year earlier. — as of 29 July 2026.

What is GoDaddy Inc.'s revenue?

GoDaddy Inc. reported revenue of $1.3 B in the Mar 26 quarter, +6.7% year on year. For the full FY25 fiscal year, revenue was $5.0 B (+8.3%). Over the last 4 years revenue compounded at 6.7% a year. — as of 29 July 2026.

What is GoDaddy Inc.'s profit?

GoDaddy Inc. earned $0.2 B of net profit in the Mar 26 quarter, −4.5% year on year. Full-year FY25 profit was $0.9 B. The operating margin ran 24.4% in the latest quarter. — as of 29 July 2026.

What is GoDaddy Inc.'s market cap?

GoDaddy Inc.'s market capitalisation is $14.0 B at a stock price of $103. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 29 July 2026.

What is GoDaddy Inc.'s P/E ratio?

GoDaddy Inc. trades at a P/E of 15.3×, at the 31st percentile of its own 4-year range, against a long-run median of 29.9×. This is a comparison with the stock's own history, not a value call — as of 29 July 2026.

Does GoDaddy Inc. pay a dividend?

No — GoDaddy Inc. has declared no dividend per share in any of its last 12 reported quarters, so there is no payout history and no yield to quote. That is a reading of the filed statements, not an estimate. — as of 29 July 2026.

Is GoDaddy Inc. overvalued?

On its own history, GoDaddy Inc. looks cheap against its own history: its P/E of 15.3× has been cheaper only 31% of the time in 4 years (long-run median 29.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: margins are the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 29 July 2026.

Is GoDaddy Inc. growing?

Yes — GoDaddy Inc. is growing: latest-quarter revenue +6.7% year on year, profit −4.5%, and the margin +3.4 pp at 24.4%. The 4-year compound rates are 6.7% (revenue) and 38.4% (profit). The earnings engine currently reads: improving — as of 29 July 2026.

How is GoDaddy Inc. performing?

GoDaddy Inc. is topping out, 1 weeks in. Its latest quarter's revenue rose 6.7% and profit fell 4.5% year on year. Against the S&P 500 it has been ahead on a trailing-13-week view for 4 weeks. This describes what the data did, not a rating. — as of 29 July 2026.

What stage is GoDaddy Inc. in?

Improving — profit growth bottomed 3 quarters ago at −55.1% and has held its recovery at +14.5%, ROCE lifting at 23.7%. The read comes from the last 12 quarters of growth (revenue growth +8.2% latest, profit growth +14.5% latest, eps growth +21.5% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 29 July 2026.

Is GoDaddy Inc. in an uptrend?

It is stalling — the price is topping out (week 1 of stage 3), trading +1.8% versus its 200-day average and at 37% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 29 July 2026.

Is GoDaddy Inc. beating the market?

On recent form, yes — GoDaddy Inc. has been ahead of the S&P 500 on a trailing-13-week view for 4 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.1 years the stock moved +235% against the S&P 500's +248% — behind the index over the full window. — as of 29 July 2026.

Will GoDaddy Inc.'s stock price go up?

This page publishes no price forecast for GoDaddy Inc. What it measures instead: the stock price is $103, the price is topping out 1 weeks in. Its P/E of 15.3× sits at the 31st percentile of its own 4-year range. Direction is not something this site claims to know. — as of 29 July 2026.

Is the market betting against GoDaddy Inc.?

Somewhat — short interest is 5.0% of GoDaddy Inc.'s tradable float, about 2.7 days to cover at typical volumes. A moderate reading: some money is positioned against it. With no quarter-by-quarter holder register here, short interest is the cleanest crowd read we hold — as of 29 July 2026.

Does GoDaddy Inc. have too much debt?

It carries real leverage — GoDaddy Inc.'s debt-to-equity is 16.22. A year-by-year borrowings ladder is not in our numbers for this stock, so the latest reading is the cleanest hold. Read the returns on this page with that leverage in mind — as of 29 July 2026.

What is GoDaddy Inc.'s capex?

GoDaddy Inc. spent $0.0 B on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY25 alone that was $0.0 B. — as of 29 July 2026.

What is GoDaddy Inc.'s cash flow?

GoDaddy Inc. generated $1.6 B of operating cash flow in FY25 and $1.6 B of free cash flow after $0.0 B of capital spending. Reported profit that year was $0.9 B, so operating cash ran ahead of profit. — as of 29 July 2026.

Is GoDaddy Inc.'s profit real cash?

Yes — over the last 3 fiscal years, 123% of GoDaddy Inc.'s reported profit arrived as operating cash. In FY25, operating cash was $1.6 B against reported profit of $0.9 B. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 29 July 2026.

How financially safe is GoDaddy Inc.?

On the balance sheet, the Z-score reads 1.93 — above roughly 3 is safe, below roughly 1.8 is the distress zone. That is in the grey band — neither clearly safe nor clearly distressed. — as of 29 July 2026.

Where is GoDaddy Inc. in its business cycle?

GoDaddy Inc.'s FY25 operating margin was 22.8%, against a 5-year band of 9.9%–22.8%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 24.4%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 29 July 2026.

What could break the GoDaddy Inc. story?

The sharpest disagreement: annual EPS moved −3.6% against a −38.0% price move — the market has not yet caught up with the delivery. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 29 July 2026.

Is GoDaddy Inc. a stock worth studying right now?

This is not investment advice. The machine read: GoDaddy Inc.'s earnings have outrun its stock. EPS grew −3.6% in a year against a −38.0% price move. The sharpest open question: whether the price catches up with earnings that have already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 29 July 2026.

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