Technology · NYSE/NASDAQ: GDDY
GoDaddy Inc.
Software - Infrastructure
Market Cap $10.26B
Verdict: High
Quality Scores
Multi-Bagger
78/100
Compounder Quality
89/100
Management Credibility
92/100
Governance
88/100
Cash Flow Quality
95/100
AI Summary
GoDaddy has successfully transitioned from a domain registrar to a high-margin software-as-a-service (SaaS) and commerce platform. The company demonstrates an exceptional ability to generate consistent cash flow despite fluctuations in GAAP net income, which are often distorted by one-time tax benefits or restructuring charges like those seen in 2020 and 2023. Revenue has scaled significantly from sub-$1B levels to nearly $5B over the decade, reflecting a successful move up the value chain. Management has pivotally focused on operating leverage, with operating income expanding at a faster…
Top Opportunities
- Consistent double-digit operational cash flow growth
- Strong subscription-based recurring revenue model
- Significant expansion in operating margins (6% to 22%)
Top Risks
- Occasional reporting of negative stockholders equity
- High competitive pressure from Wix and Squarespace
- History of GAAP net income volatility
Latest report: Read the annual report summary →
Unlock the full report
Full sections, financial charts, AI chat and PDF export are available with Premium.