Upside case
Bull case
$211+147.4%
GDDY would need investors to value it at roughly 30x earnings — about 18x more generous than today's 12x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated May 1, 2026
GoDaddy Inc. (GDDY) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
38
analysts
23 bullish · 1 bearish · 38 covering GDDY
Strong Buy
1
Buy
22
Hold
14
Sell
1
Strong Sell
0
Consensus Target
$113
+33.0% vs today
Scenario Range
$27 – $211
Model bear to bull value window
Coverage
38
Published analyst ratings
Valuation Context
12.2x
Forward P/E · Market cap $11.4B
GDDY price targets
Three scenarios for where GDDY stock could go
Current
~$85
Confidence
69 / 100
Updated
May 1, 2026
Where we are now
Current · $85
Bear
$27
Base
$123
Bull
$211
Market caseClosest to today
Base case
$123+44.3%
At 18x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$27-68.6%
If investor confidence fades or macro conditions deteriorate, a 8x multiple contraction could push GDDY down roughly 69% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
GoDaddy Inc.
GDDY · NYSETechnologySoftware - InfrastructureDecember year-end
GoDaddy is a web services platform that helps small businesses establish and grow their online presence through domain registration, website hosting, and marketing tools. It generates revenue primarily from subscription services — domain renewals, hosting plans, and business applications — with additional income from transaction fees on its e-commerce and payment processing services. The company's competitive advantage lies in its massive scale in domain registration and its integrated ecosystem that makes it easy for non-technical entrepreneurs to manage their entire online business in one place.
Market Cap
$11.4B
Revenue TTM
$5.0B
Net Income TTM
$870M
Net Margin
17.3%
GDDY Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
67%Exceptional
12 quarters tracked
Revenue Beat Rate
83%Exceptional
vs consensus estimates
Avg EPS Surprise
+4.8%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$1.41/$1.35
Revenue
$1.2B/$1.2B
Q4 2025
EPS
$1.51/$1.46
Revenue
$1.3B/$1.2B
Q1 2026
EPS
$1.80/$1.58
Revenue
$1.3B/$1.3B
Q2 2026
EPS
$1.60/$1.53
Revenue
$1.3B/$1.3B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $1.41/$1.35 | +4.4% | $1.2B/$1.2B | +0.9% |
| Q4 2025 | $1.51/$1.46 | +3.4% | $1.3B/$1.2B | +2.6% |
| Q1 2026 | $1.80/$1.58 | +13.9% | $1.3B/$1.3B | +0.3% |
| Q2 2026 | $1.60/$1.53 | +4.6% | $1.3B/$1.3B | +0.3% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$5.4B
+6.6% YoY
FY2
$5.8B
+7.5% YoY
EPS Outlook
FY1
$7.48
+15.5% YoY
FY2
$8.99
+20.2% YoY
Trailing FCF (TTM)$1.6B
FCF Margin: 32.7%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
GDDY beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
GDDY Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $5.0B
Product Mix
Latest annual revenue by segment or product family
Core Platform
61.8%
+4.9% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
67.1%
+6.8% YoY
Tap, hover, or focus a slice to inspect segment detail.
Core Platform is the largest disclosed segment at 61.8% of FY 2025 revenue, up 4.9% YoY.
UNITED STATES is the largest reported region at 67.1%, up 6.8% YoY.
GDDY Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Significantly Undervalued
Fair value est. $267 — implies +208.0% from today's price.
Upside to Fair Value
208.0%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
GDDY
13.7x
vs
S&P 500
25.2x
46% discount
vs Technology Trailing P/E
GDDY
13.7x
vs
Technology
27.5x
50% discount
vs GDDY 5Y Avg P/E
Today
13.7x
vs
5Y Average
31.3x
56% discount
Forward PE
12.2x
S&P 500
19.1x
-36%
Technology
21.7x
-44%
5Y Avg
—
—
Trailing PE
13.7x
S&P 500
25.2x
-46%
Technology
27.5x
-50%
5Y Avg
31.3x
-56%
PEG Ratio
—
S&P 500
1.75x
—
Technology
1.47x
—
5Y Avg
—
—
EV/EBITDA
10.6x
S&P 500
15.3x
-31%
Technology
17.4x
-39%
5Y Avg
24.9x
-57%
Price/FCF
7.2x
S&P 500
21.3x
-66%
Technology
19.8x
-64%
5Y Avg
17.7x
-59%
Price/Sales
2.3x
S&P 500
3.1x
-27%
Technology
2.4x
-5%
5Y Avg
4.0x
-43%
Dividend Yield
—
S&P 500
1.88%
—
Technology
1.18%
—
5Y Avg
—
—
| Metric | GDDY | S&P 500 | Technology | 5Y Avg GDDY |
|---|---|---|---|---|
| Forward PE | 12.2x | 19.1x-36% | 21.7x-44% | — |
| Trailing PE | 13.7x | 25.2x-46% | 27.5x-50% | 31.3x-56% |
| PEG Ratio | — | 1.75x | 1.47x | — |
| EV/EBITDA | 10.6x | 15.3x-31% | 17.4x-39% | 24.9x-57% |
| Price/FCF | 7.2x | 21.3x-66% | 19.8x-64% | 17.7x-59% |
| Price/Sales | 2.3x | 3.1x-27% | 2.4x | 4.0x-43% |
| Dividend Yield | — | 1.88% | 1.18% | — |
GDDY trades above S&P 500 benchmarks on 0 of 5 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolGDDY Financial Health
Verdict
Exceptional
GDDY generates $1.6B in free cash flow at a 32.7% margin — 26.2% ROIC signals a durable competitive advantage · returns 14.1% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$5.0B
Revenue Growth
TTM vs prior year
+7.8%
Gross Margin
Gross profit as a share of revenue
61.8%
Operating Margin
Operating income divided by revenue
17.6%
Net Margin
Net income divided by revenue
17.3%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$6.48
Free Cash Flow (TTM)
Cash generation after capex
$1.6B
FCF Margin
FCF as share of revenue — the primary cash quality signal
32.7%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
26.2%
ROA
Return on assets, trailing twelve months
10.7%
Cash & Equivalents
Liquid assets on the balance sheet
$1.1B
Net Debt
Total debt minus cash
$2.8B
Debt Serviceability
Net debt as a multiple of annual free cash flow
1.7× FCF
~1.7 years to full repayment at current FCF run-rate
ROE *
Return on equity, trailing twelve months
366.9%
* Elevated by buyback-compressed equity — compare ROIC (26.2%) for an undistorted picture of capital efficiency.
Shareholder Returns
How capital is returned to owners
Total shareholder yield
14.1%
Dividend
—
Buyback
14.1%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$1.6B
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
133M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt). ROE marked * where buyback-compressed equity base may inflate the figure.
Open full ratios pageGDDY Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Market Risks
GoDaddy is exposed to fluctuations in foreign currency exchange rates and interest rate changes, which can significantly affect its financial results. Such market volatility could lead to unpredictable revenue streams and impact profitability.
High Risk
Competition
The company operates in a highly competitive landscape, facing pressure from competitors with potentially greater resources or more attractive offerings. This intense competition could erode GoDaddy's market share and pricing power.
High Risk
International and Geopolitical Risks
As GoDaddy expands its international revenue, it becomes susceptible to risks such as political instability, evolving regulatory environments, and currency volatility in different regions. These factors could adversely affect revenue growth and operational stability.
Medium
Operational Risks
Potential disruptions to operations could arise from system failures, capacity constraints, or reliance on third-party cloud service providers like AWS. Such disruptions could harm the company's reputation and financial standing.
Medium
Product Development and Market Adaptation
The rapid pace of technological change, particularly in artificial intelligence (AI), necessitates continuous product innovation. Failure to adapt and develop products that meet customer needs could impair GoDaddy's competitive position and revenue growth.
Medium
AI-Related Risks
The increasing use of AI presents potential risks, including higher costs, litigation, and reputational damage. Evolving legal and regulatory frameworks surrounding AI also pose a compliance challenge.
Lower
Customer Churn and Pricing Pressure
GoDaddy may face pressure on high-margin revenues, such as hosting, due to customer churn or pricing competition. This could lead to reduced profitability in key revenue segments.
Lower
Promotional Pricing Impact
The introduction of promotional pricing for products like .com domains can reduce upfront bookings and near-term revenue, as well as impact reported revenue growth rates. This strategy may lead to short-term financial strain.
Lower
Regulatory and Legal Compliance
Non-compliance with regulations can lead to liabilities and regulatory actions. This could result in financial penalties and damage to GoDaddy's reputation.
Lower
Economic and Industry Trends
Broader economic and industry trends can influence GoDaddy's business and financial results. Economic downturns or shifts in industry dynamics could negatively impact demand for its services.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why GDDY Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
AI Integration and Innovation
GoDaddy is actively integrating artificial intelligence into its offerings, notably with its Airo.ai platform. This AI-powered approach is expected to enhance customer experiences, drive efficiency, and create new revenue streams through AI agents and services.
Strong Financial Performance and Guidance
The company has demonstrated revenue growth, with 2025 revenue reaching approximately $5 billion, an 8% year-over-year increase. GoDaddy has also provided positive guidance for 2026, projecting revenue between $5.19–$5.275 billion, representing about 6% growth.
Margin Expansion and Free Cash Flow
GoDaddy has achieved margin expansion, with normalized EBITDA margins exceeding guidance. The company also generates substantial free cash flow, with projections around $1.8 billion for 2026, which supports share repurchases and debt reduction.
Shareholder Returns
GoDaddy has a consistent strategy of returning capital to shareholders through share repurchases, having reduced its share count significantly since 2022.
Sticky Revenue and Customer Base
GoDaddy serves over 20 million entrepreneurs globally, managing over 80 million domains. Its recurring revenue model and high customer retention rates (above 85%) contribute to a stable business.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
GDDY Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$85.20
52W Range Position
10%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$73.06
+16.6% from the low
52-Week High
$190.50
-55.3% from the high
1 Month
+2.87%
3 Month
-12.36%
YTD
-28.1%
1 Year
-53.3%
3Y CAGR
+6.7%
5Y CAGR
+1.0%
10Y CAGR
+10.9%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
GDDY vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
12.2x
vs 17.8x median
-31% below peer median
Revenue Growth
+6.6%
vs +13.9% median
-53% below peer median
Net Margin
17.3%
vs 2.5% median
+582% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
GDD GDDY GoDaddy Inc. | $11.4B | 12.2x | +6.6% | 17.3% | Buy | +33.0% |
WIX WIX Wix.com Ltd. | $4.1B | 12.5x | +13.9% | 2.5% | Buy | +81.7% |
HUB HUBS HubSpot, Inc. | $12.1B | 18.9x | +19.6% | 1.5% | Buy | +53.5% |
YEL YELP Yelp Inc. | $1.8B | 13.7x | +4.8% | 9.9% | Hold | +0.1% |
AKA AKAM Akamai Technologies, Inc. | $18.3B | 17.8x | +5.7% | 10.7% | Hold | -8.9% |
NET NET Cloudflare, Inc. | $87.8B | 221.4x | +27.1% | -4.7% | Buy | -12.9% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
GDDY Dividend and Capital Return
GDDY returns 14.1% annually — null% through dividends and 14.1% through buybacks.
Dividend UnknownFCF Unknown
Total Shareholder Yield
14.1%
Dividend + buyback return per year
Buyback Yield
14.1%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
1Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
—
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$1.6B
Estimated Shares Retired
19M
Approx. Share Reduction
14.1%
Shares Outstanding
Current diluted share count from the screening snapshot
133M
At 14.1%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
FAQ
7 questionsGDDY Investor Questions
Common questions answered from live analyst data and company financials.
01Is GoDaddy Inc. (GDDY) stock a buy or sell in 2026?
GoDaddy Inc. (GDDY) is rated Buy by Wall Street analysts as of 2026. Of 38 analysts covering the stock, 23 rate it Buy or Strong Buy, 14 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $113, implying +33.0% from the current price of $85. The bear case scenario is $27 and the bull case is $211.
02What is the GDDY stock price target for 2026?
The Wall Street consensus price target for GDDY is $113 based on 38 analyst estimates. The high-end target is $145 (+70.2% from today), and the low-end target is $83 (-2.6%). The base case model target is $123.
03Is GoDaddy Inc. (GDDY) stock overvalued in 2026?
GDDY trades at 12.2x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals significantly undervalued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for GoDaddy Inc. (GDDY) stock in 2026?
The primary risks for GDDY in 2026 are: (1) Market Risks — GoDaddy is exposed to fluctuations in foreign currency exchange rates and interest rate changes, which can significantly affect its financial results. (2) Competition — The company operates in a highly competitive landscape, facing pressure from competitors with potentially greater resources or more attractive offerings. (3) International and Geopolitical Risks — As GoDaddy expands its international revenue, it becomes susceptible to risks such as political instability, evolving regulatory environments, and currency volatility in different regions. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is GoDaddy Inc.'s revenue and earnings forecast?
Analyst consensus estimates GDDY will report consensus revenue of $5.4B (+6.6% year-over-year) and EPS of $7.48 (+15.5% year-over-year) for the upcoming fiscal year. The following year, analysts project $5.8B in revenue.
06When does GoDaddy Inc. (GDDY) report its next earnings?
A confirmed upcoming earnings date for GDDY is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does GoDaddy Inc. generate?
GoDaddy Inc. (GDDY) generated $1.6B in free cash flow over the trailing twelve months — a free cash flow margin of 32.7%. GDDY returns capital to shareholders through and share repurchases ($1.6B TTM).