GoDaddy Inc.
- Open
- 89.51
- Day high
- 89.86
- Day low
- 87.31
- Prev close
- 87.87
- Volume
- 742K
- Mkt cap
- $11.6B
- P/E (TTM)
- 13.8
- EPS (TTM)
- $6.47
- P/B
- 49.0
- P/S
- 2.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$1.6M over the last 3 months (0 open-market buys, 10 sales)
- 🏛Institutions mixed (13F)
GoDaddy Inc. (GDDY) is a Technology company listed on NYSE. The stock is down 50% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 10 sales (SEC Form 4).
GoDaddy Inc. (GDDY) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GDDY earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $1.53 | $1.60 | +4.6% | $1.3B | +0.3% |
| Feb 24, 2026 | $1.58 | $1.80 | +13.9% | $1.3B | +0.1% |
| Oct 30, 2025 | $1.46 | $1.51 | +3.4% | $1.3B | +2.6% |
| Aug 7, 2025 | $1.35 | $1.41 | +4.4% | $1.2B | +0.9% |
| May 1, 2025 | $1.38 | $1.27 | -8.0% | $1.2B | +0.4% |
| Feb 13, 2025 | $1.43 | $1.42 | -0.7% | $1.2B | +1.3% |
| Oct 30, 2024 | $1.23 | $1.32 | +7.3% | $1.1B | +0.3% |
| Aug 1, 2024 | $1.07 | $1.01 | -5.6% | $1.1B | +0.8% |
| May 2, 2024 | $0.95 | $1.08 | +13.6% | $1.1B | +0.9% |
| Feb 13, 2024 | $1.03 | $1.08 | +4.9% | $1.1B | -0.2% |
| Nov 2, 2023 | $0.72 | $0.90 | +25.0% | $1.1B | +0.4% |
| Aug 3, 2023 | $0.57 | $0.54 | -5.3% | $1.0B | -0.7% |
GDDY insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 7, 2026 | Sine Jared F.officer: Chief Strategy & Legal Officer | Sell | 644 | $87.53 |
| Jun 10, 2026 | McCaffrey Markofficer: Chief Financial Officer | Sell | 3,500 | $82.92 |
| Jun 5, 2026 | DONAHUE CAROLINE Fdirector | Grant | 2,925 | — |
| Jun 5, 2026 | Chen Herald Ydirector | Grant | 2,925 | — |
| Jun 5, 2026 | Sweet Leahdirector | Grant | 2,925 | — |
| Jun 5, 2026 | SMITH GRAHAMdirector | Grant | 2,925 | — |
| Jun 5, 2026 | Zarmi Sigaldirector | Grant | 2,925 | — |
| Jun 5, 2026 | Tallapragada Srinivasdirector | Grant | 2,925 | — |
| Jun 5, 2026 | GARRETT MARKdirector | Grant | 2,925 | — |
| Jun 5, 2026 | SHARPLES BRIANdirector | Grant | 3,843 | — |
| Jun 4, 2026 | Palitwanon Phontipofficer: Chief Accounting Officer | Sell | 542 | $89.86 |
| Jun 4, 2026 | McCaffrey Markofficer: Chief Financial Officer | Sell | 3,958 | $89.86 |
| Jun 4, 2026 | Bhutani Amanpal Singhdirector, officer: Chief Executive Officer | Sell | 8,373 | $89.86 |
| Jun 4, 2026 | Sine Jared F.officer: Chief Strategy & Legal Officer | Sell | 1,188 | $89.86 |
| Jun 3, 2026 | Zarmi Sigaldirector | Sell | 350 | $87.84 |
Source: GDDY SEC Form 4 filings, latest Jul 7, 2026. For informational purposes only — not investment advice.
See the full GDDY insider & 13F page →GoDaddy Inc. company profile
Overview
GoDaddy Inc. (NASDAQ:GDDY) is a leading provider of cloud-based technology products and services for small businesses and entrepreneurs worldwide. Founded in 1997 by Bob Parsons as Jomax Technologies and later renamed GoDaddy, the company went public in 2015. Originally known primarily as a domain name registrar, GoDaddy has evolved into a comprehensive platform offering web hosting, website building tools, e-commerce solutions, and digital marketing services. Headquartered in Tempe, Arizona, the company serves over 20 million customers globally and has become synonymous with helping small businesses establish and grow their online presence.
Business
GoDaddy operates in the web services and small business technology sector, providing a comprehensive suite of digital tools and services designed to help entrepreneurs and small businesses establish, manage, and grow their online presence. The company's offerings span the entire digital journey from initial domain registration to advanced e-commerce and marketing solutions. The company operates through two primary business segments. The Core Platform segment represents approximately 65% of total revenue and includes foundational services such as domain name registration, web hosting (shared, virtual private servers, and managed hosting), security products including SSL certificates, and email services. Domain registration serves as the entry point for most customers, allowing them to secure their digital identity with web addresses. Web hosting provides the infrastructure where websites actually reside on the internet, ranging from basic shared hosting for simple websites to more sophisticated managed hosting solutions. The Applications and Commerce (A&C) segment accounts for roughly 35% of revenue and focuses on higher-value services that help businesses build and monetize their online presence. This includes Websites + Marketing (a drag-and-drop website builder), e-commerce store capabilities, digital marketing tools, payment processing through GoDaddy Payments, point-of-sale systems, and business applications like Microsoft Office 365 integration. The company's newer AI-powered platform called Airo helps customers create websites, logos, and marketing materials using artificial intelligence. GoDaddy has also developed specialized offerings for web professionals through GoDaddy Pro, providing tools and resources for designers and developers who manage multiple client websites. The company's international operations span over 180 countries, with localized services and support in multiple languages.
Revenue model
GoDaddy generates revenue through multiple complementary business models centered around recurring subscriptions and transaction-based services. The primary revenue streams include product sales of hosting and domain services, subscription fees for ongoing services, and transaction-based commissions from payment processing and e-commerce activities. The Core Platform segment operates on a subscription model where customers pay recurring fees for domain registrations (typically annual renewals), web hosting plans, and security services. Domain registrations provide steady, predictable revenue as customers must renew annually to maintain their web addresses. Web hosting generates higher-value recurring revenue through monthly or annual subscription plans that scale based on performance requirements and features. The Applications and Commerce segment combines subscription revenue from website building tools and marketing services with transaction-based revenue from payment processing. GoDaddy Payments acts as a payment facilitator, earning fees on each transaction processed through customer websites and point-of-sale systems. The company has achieved over $2.6 billion in annualized gross payment volume, representing a significant revenue opportunity as it typically earns 2-3% on each transaction. Several factors influence GoDaddy's profitability margins. Positive margin drivers include the company's pricing and bundling initiatives, which have successfully increased average revenue per user (ARPU) from $220 to $225 over the past year. The shift toward higher-margin Applications and Commerce services, which carry EBITDA margins of 47% compared to 34% for Core Platform services, also enhances overall profitability. AI-powered automation in customer service has reduced operational costs while improving service quality. Margin pressures come from increased competition in the web hosting market, potential economic downturns affecting small business spending, and ongoing investments in AI technology and international expansion. The company's customer acquisition costs can fluctuate based on digital marketing efficiency and competitive dynamics. Additionally, the need to continuously invest in technology infrastructure and security measures to maintain service quality represents an ongoing cost pressure.
Competitive moat
GoDaddy's competitive moat is moderately strong, built primarily on customer switching costs, network effects, and brand recognition within the small business ecosystem. The company benefits from high customer retention rates of approximately 85%, largely due to the mission-critical nature of domain and hosting services - customers cannot easily switch providers without risking website downtime and potential loss of search engine rankings. The company has created meaningful switching costs through its integrated platform approach. Once customers have domains, hosting, websites, and payment processing all within GoDaddy's ecosystem, migrating to competitors becomes increasingly complex and time-consuming. This integration is particularly powerful for non-technical small business owners who value simplicity over customization options. GoDaddy's scale advantages provide cost efficiencies in infrastructure and customer acquisition that smaller competitors struggle to match. The company's massive customer base of over 20 million enables it to negotiate better terms with suppliers and spread fixed costs across a larger revenue base. Its brand recognition, while sometimes polarizing, provides significant marketing efficiency in reaching small business customers. However, the competitive moat faces several challenges. The core hosting and domain registration markets are highly commoditized with numerous competitors offering similar services at competitive prices. Cloud giants like Amazon Web Services, Google Cloud, and Microsoft Azure provide hosting alternatives, while specialized providers like Wix, Squarespace, and Shopify compete directly in website building and e-commerce. The relatively low technical barriers to entry in basic web services mean new competitors can emerge quickly. The company's moat is strongest in its integrated small business platform rather than individual service components. While customers might find cheaper domain registration or hosting elsewhere, the convenience and integration of GoDaddy's full suite creates meaningful value that helps retain customers and justify premium pricing.
Risks & safety
GoDaddy demonstrates a moderate margin of safety with strong cash generation but elevated debt levels that require monitoring. • Liquidity and Cash Flow: Strong free cash flow generation of $1.26 billion annually provides substantial financial flexibility. Current cash position of $1.09 billion offers adequate liquidity buffer. • Debt and Solvency: Debt-to-equity ratio of 5.59 indicates high leverage that could pose risks during economic downturns. However, the recurring revenue model provides predictable cash flows to service debt obligations. • Valuation Metrics: Trading at 29.8x earnings and 28.7x EBITDA suggests full valuation with limited downside protection. Current ratio of 0.72 indicates potential working capital constraints. • Operational Risks: Customer concentration in small businesses creates vulnerability to economic cycles. Highly competitive market with low switching barriers in some product categories poses ongoing margin pressure risks. • Growth Sustainability: Annual recurring revenue of $4.1 billion growing at 7% provides stable foundation, though growth rate has decelerated from historical levels.
Recent development
Over the past several years, GoDaddy has undergone a significant strategic transformation from a traditional domain registrar and hosting provider to an integrated small business platform powered by artificial intelligence. The most notable development has been the launch and expansion of GoDaddy Airo, an AI-powered digital assistant that helps customers create websites, logos, and marketing materials. Since its introduction, Airo has been discovered by nearly 3 million customers and is now available in over 180 countries, with 40% of new Websites + Marketing subscriptions originating from the Airo experience. The company has implemented a comprehensive pricing and bundling strategy that has exceeded management expectations and contributed significantly to revenue growth. This multi-year initiative leverages customer data and machine learning to create value-driven product bundles that increase customer lifetime value while reducing churn. The strategy has been particularly successful in productivity solutions and is being expanded across the entire product portfolio. GoDaddy has made substantial investments in its commerce capabilities, transforming from a simple website hosting provider to a comprehensive e-commerce platform. The company's payment processing volume has grown dramatically to $2.6 billion annually, and it has launched new services like GoDaddy Capital (merchant cash advances) to provide additional financial services to small business customers. The integration of payment processing, point-of-sale systems, and e-commerce tools creates a more comprehensive solution for businesses selling both online and offline. The company has also focused on creating a more seamless customer experience through platform integration and AI-powered automation. This includes redesigning its managed WordPress platform, implementing AI-powered customer service bots that have reduced contact minutes by 16 million, and developing new onboarding flows that improve conversion rates and customer satisfaction. These improvements have contributed to better customer retention and increased average revenue per user.
GDDY company profile · for informational purposes only — not investment advice.
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