GoDaddy Inc
GDDY
GoDaddy Inc AI Insights
Informational only. Not investment advice.Snapshot
- Negative working capital of -1.3B means customers prepay - GDDY funds operations with customer cash, not debt[Working Capital]
- FCF margin 31.6% (1.5B TTM) with capex under 1% of revenue - near-pure software economics despite hosting infrastructure[Free Cash Flow TTM]
- Goodwill 3.6B is 40x equity (91.8M) - any impairment would wipe out book value entirely[Goodwill]
Watch Triggers
- Free Cash Flow TTM: Falls below 1.3B or FCF margin drops under 25% — Entire bull case rests on FCF generation - any deterioration invalidates buyback thesis
- Working Capital: Turns positive or negative balance shrinks materially — Negative WC is structural advantage - reversal signals customer behavior shift
- Goodwill: Any impairment charge announced — Would eliminate equity and potentially trigger debt covenant issues
Bull Case
Capital-light model: 31.6% FCF margin with sub-1% capex intensity enables aggressive buybacks at 8.7% FCF yield without leverage increase
Operating margin 22.2% vs industry median -2.4% - pricing power from SMB lock-in and domain renewal economics
Bear Case
Debt/equity 42x with tangible book value -4.5B - balance sheet entirely dependent on intangible asset valuations
P/S 3.6x vs median 1.4x and P/E 21.5x vs median 16x - premium valuation leaves little margin for execution miss
Bull vs Bear Balance
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Forward Thesis
FCF per share growth to accelerate as buybacks compress share count against stable FCF generation
- 1.5B annual FCF vs 17.7B market cap = 8.7% FCF yield
- Minimal capex needs (31M TTM) preserve cash for returns
- Negative working capital scales with revenue growth
Valuation Context
Caveats
Public Strategies Rankings
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GDDY Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$13.93B | — | ||
$16.88B | — | ||
17 | — | ||
$4.87B | +8.7% | — | |
$5.92 | -53.4% | — | |
22.3% | +2.9% | — | |
17.0% | -24.3% | — | |
$1.54B | +25.2% | — | |
3.7 | — | ||
Beta 5Y (Monthly) | unknown | — |
GDDY Dividend History
GDDY Stock Splits
GDDY SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
10/31/25 | 09/30/25 | 10-Q | |
08/08/25 | 06/30/25 | 10-Q | |
05/02/25 | 03/31/25 | 10-Q | |
02/20/25 | 12/31/24 | Unknown | |
10/31/24 | 09/30/24 | 10-Q | |
08/02/24 | 06/30/24 | 10-Q | |
05/03/24 | 03/31/24 | 10-Q | |
02/29/24 | 12/31/23 | 10-K | |
11/03/23 | 09/30/23 | 10-Q | |
08/04/23 | 06/30/23 | 10-Q | |
05/05/23 | 03/31/23 | 10-Q | |
02/16/23 | 12/31/22 | 10-K | |
11/04/22 | 09/30/22 | 10-Q | |
08/04/22 | 06/30/22 | 10-Q | |
05/05/22 | 03/31/22 | 10-Q | |
02/17/22 | 12/31/21 | 10-K | |
11/04/21 | 09/30/21 | 10-Q | |
08/05/21 | 06/30/21 | 10-Q | |
05/06/21 | 03/31/21 | 10-Q | |
02/19/21 | 12/31/20 | 10-K | |
11/05/20 | 09/30/20 | 10-Q | |
08/06/20 | 06/30/20 | 10-Q | |
05/07/20 | 03/31/20 | 10-Q | |
02/21/20 | 12/31/19 | 10-K | |
11/07/19 | 09/30/19 | 10-Q | |
08/02/19 | 06/30/19 | 10-Q | |
05/03/19 | 03/31/19 | 10-Q | |
02/22/19 | 12/31/18 | 10-K | |
11/07/18 | 09/30/18 | 10-Q | |
08/03/18 | 06/30/18 | 10-Q | |
05/09/18 | 03/31/18 | 10-Q | |
02/27/18 | 12/31/17 | 10-K | |
11/08/17 | 09/30/17 | 10-Q | |
08/09/17 | 06/30/17 | 10-Q | |
05/08/17 | 03/31/17 | 10-Q | |
02/28/17 | 12/31/16 | 10-K | |
11/03/16 | 09/30/16 | 10-Q | |
08/04/16 | 06/30/16 | 10-Q | |
05/06/16 | 03/31/16 | 10-Q | |
03/03/16 | 12/31/15 | 10-K | |
11/05/15 | 09/30/15 | 10-Q | |
08/06/15 | 06/30/15 | 10-Q | |
05/14/15 | 03/31/15 | 10-Q | |
04/01/15 | 12/31/14 | 424B4 | |
02/11/15 | 09/30/14 | S-1/A | |
10/21/14 | 06/30/14 | S-1/A | |
06/09/14 | 03/31/14 | S-1 | |
02/11/15 | 12/31/13 | S-1/A | |
09/30/13 | 09/30/13 | Unknown | -- |
06/30/13 | 06/30/13 | Unknown | -- |
06/09/14 | 03/31/13 | S-1 |