GDDY
GoDaddy Inc.
Software - Infrastructure
Market Cap$11.97B
5Y Perf.+16.2%
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Stock Comparison
GDDY vs NET
Revenue, margins, valuation, and 5-year total return — side by side.
NET
Cloudflare, Inc.
Software - Infrastructure
Market Cap$90.83B
5Y Perf.+784.2%
GDDY vs NET — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GDDY | NET |
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $11.97B | $90.83B |
| Revenue (TTM) | $5.02B | $2.33B |
| Net Income (TTM) | $870M | $-87M |
| Gross Margin | 61.8% | 73.5% |
| Operating Margin | 17.6% | -9.1% |
| Forward P/E | 12.9x | 228.9x |
| Total Debt | $3.86B | $3.70B |
| Cash & Equiv. | $1.08B | $944M |
GDDY vs NET — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GDDY
NET
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| GoDaddy Inc. (GDDY) | 100 | 116.2 | +16.2% |
| Cloudflare, Inc. (NET) | 100 | 884.2 | +784.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GDDY vs NET
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GDDY leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Cloudflare, Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
GDDY
GoDaddy Inc.
The Income Pick
GDDY carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.42
- Lower volatility, beta 0.42, current ratio 0.61x
- Beta 0.42, current ratio 0.61x
Best for: income & stability and sleep-well-at-night
NET
Cloudflare, Inc.
The Growth Play
NET is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 29.8%, EPS growth -26.1%, 3Y rev CAGR 30.5%
- 13.3% 10Y total return vs GDDY's 197.1%
- 29.8% revenue growth vs GDDY's 8.3%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | NET | 29.8% revenue growth vs GDDY's 8.3% |
| Value | GDDY | Lower P/E (12.9x vs 228.9x) |
| Quality / Margins | GDDY | 17.3% margin vs NET's -3.7% |
| Stability / Safety | GDDY | Beta 0.42 vs NET's 1.53 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | NET | +111.2% vs GDDY's -51.0% |
| Efficiency (ROA) | GDDY | 10.7% ROA vs NET's -1.5%, ROIC 26.2% vs -4.6% |
GDDY vs NET — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
GDDY vs NET — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGDDYLAGGINGNET
NETCloudflare, Inc.
1leads
GDDYGoDaddy Inc.
2leads
6 Total Categories
CATEGORYLEADERvs NETMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
GDDY5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GDDY6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
NET6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Evenly matched — GDDY and NET each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GDDY is the larger business by revenue, generating $5.0B annually — 2.2x NET's $2.3B. GDDY is the more profitable business, keeping 17.3% of every revenue dollar as net income compared to NET's -3.7%. On growth, NET holds the edge at +33.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $5.0B | $2.3B |
| EBITDAEarnings before interest/tax | $1.1B | $67M |
| Net IncomeAfter-tax profit | $870M | -$87M |
| Free Cash FlowCash after capex | $1.6B | $365M |
| Gross MarginGross profit ÷ Revenue | +61.8% | +73.5% |
| Operating MarginEBIT ÷ Revenue | +17.6% | -9.1% |
| Net MarginNet income ÷ Revenue | +17.3% | -3.7% |
| FCF MarginFCF ÷ Revenue | +32.7% | +15.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.1% | +33.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.0% | +36.4% |
Evenly matched — GDDY and NET each lead in 3 of 6 comparable metrics.
Valuation Metrics
GDDY leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, GDDY's 11.0x EV/EBITDA is more attractive than NET's 1062.7x.
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| Market CapShares × price | $12.0B | $90.8B |
| Enterprise ValueMkt cap + debt − cash | $14.8B | $93.6B |
| Trailing P/EPrice ÷ TTM EPS | 14.41x | -886.38x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.89x | 228.90x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 11.03x | 1062.71x |
| Price / SalesMarket cap ÷ Revenue | 2.42x | 41.90x |
| Price / BookPrice ÷ Book value/share | 56.82x | 61.38x |
| Price / FCFMarket cap ÷ FCF | 7.60x | 280.08x |
GDDY leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
GDDY leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
GDDY delivers a 3.7% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $-6 for NET. NET carries lower financial leverage with a 2.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to GDDY's 17.96x. On the Piotroski fundamental quality scale (0–9), GDDY scores 5/9 vs NET's 3/9, reflecting solid financial health.
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +3.7% | -6.2% |
| ROA (TTM)Return on assets | +10.7% | -1.5% |
| ROICReturn on invested capital | +26.2% | -4.6% |
| ROCEReturn on capital employed | +21.4% | -6.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 |
| Debt / EquityFinancial leverage | 17.96x | 2.54x |
| Net DebtTotal debt minus cash | $2.8B | $2.8B |
| Cash & Equiv.Liquid assets | $1.1B | $944M |
| Total DebtShort + long-term debt | $3.9B | $3.7B |
| Interest CoverageEBIT ÷ Interest expense | 10.89x | -10.22x |
GDDY leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
NET leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NET five years ago would be worth $35,891 today (with dividends reinvested), compared to $11,072 for GDDY. Over the past 12 months, NET leads with a +111.2% total return vs GDDY's -51.0%. The 3-year compound annual growth rate (CAGR) favors NET at 77.1% vs GDDY's 8.6% — a key indicator of consistent wealth creation.
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -24.3% | +31.1% |
| 1-Year ReturnPast 12 months | -51.0% | +111.2% |
| 3-Year ReturnCumulative with dividends | +28.1% | +455.1% |
| 5-Year ReturnCumulative with dividends | +10.7% | +258.9% |
| 10-Year ReturnCumulative with dividends | +197.1% | +1328.1% |
| CAGR (3Y)Annualised 3-year return | +8.6% | +77.1% |
NET leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — GDDY and NET each lead in 1 of 2 comparable metrics.
Risk & Volatility
GDDY is the less volatile stock with a 0.42 beta — it tends to amplify market swings less than NET's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NET currently trades 98.9% from its 52-week high vs GDDY's 47.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | 1.53x |
| 52-Week HighHighest price in past year | $190.50 | $260.00 |
| 52-Week LowLowest price in past year | $73.06 | $120.55 |
| % of 52W HighCurrent price vs 52-week peak | +47.1% | +98.9% |
| RSI (14)Momentum oscillator 0–100 | 49.3 | 70.1 |
| Avg Volume (50D)Average daily shares traded | 2.2M | 3.7M |
Evenly matched — GDDY and NET each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates GDDY as "Buy" and NET as "Buy". Consensus price targets imply 26.2% upside for GDDY (target: $113) vs -15.8% for NET (target: $216).
| Metric | GDDYGoDaddy Inc. | NETCloudflare, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $113.29 | $216.43 |
| # AnalystsCovering analysts | 38 | 40 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +13.4% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
GDDY leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). NET leads in 1 (Total Returns). 2 tied.
Best OverallGoDaddy Inc. (GDDY)Leads 2 of 6 categories
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GDDY vs NET: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GDDY or NET a better buy right now?
For growth investors, Cloudflare, Inc.
(NET) is the stronger pick with 29. 8% revenue growth year-over-year, versus 8. 3% for GoDaddy Inc. (GDDY). GoDaddy Inc. (GDDY) offers the better valuation at 14. 4x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate GoDaddy Inc. (GDDY) a "Buy" — based on 38 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GDDY or NET?
On forward P/E, GoDaddy Inc.
is actually cheaper at 12. 9x.
03Which is the better long-term investment — GDDY or NET?
Over the past 5 years, Cloudflare, Inc.
(NET) delivered a total return of +258. 9%, compared to +10. 7% for GoDaddy Inc. (GDDY). Over 10 years, the gap is even starker: NET returned +1328% versus GDDY's +197. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GDDY or NET?
By beta (market sensitivity over 5 years), GoDaddy Inc.
(GDDY) is the lower-risk stock at 0. 42β versus Cloudflare, Inc. 's 1. 53β — meaning NET is approximately 264% more volatile than GDDY relative to the S&P 500. On balance sheet safety, Cloudflare, Inc. (NET) carries a lower debt/equity ratio of 3% versus 18% for GoDaddy Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GDDY or NET?
By revenue growth (latest reported year), Cloudflare, Inc.
(NET) is pulling ahead at 29. 8% versus 8. 3% for GoDaddy Inc. (GDDY). On earnings-per-share growth, the picture is similar: GoDaddy Inc. grew EPS -3. 4% year-over-year, compared to -26. 1% for Cloudflare, Inc.. Over a 3-year CAGR, NET leads at 30. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GDDY or NET?
GoDaddy Inc.
(GDDY) is the more profitable company, earning 17. 7% net margin versus -4. 7% for Cloudflare, Inc. — meaning it keeps 17. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GDDY leads at 22. 9% versus -9. 4% for NET. At the gross margin level — before operating expenses — NET leads at 74. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GDDY or NET more undervalued right now?
On forward earnings alone, GoDaddy Inc.
(GDDY) trades at 12. 9x forward P/E versus 228. 9x for Cloudflare, Inc. — 216. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GDDY: 26. 2% to $113. 29.
08Which pays a better dividend — GDDY or NET?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is GDDY or NET better for a retirement portfolio?
For long-horizon retirement investors, GoDaddy Inc.
(GDDY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), +197. 1% 10Y return). Cloudflare, Inc. (NET) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GDDY: +197. 1%, NET: +1328%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GDDY and NET?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GDDY is a mid-cap deep-value stock; NET is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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