GoDaddy Inc.
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X counts updated 3h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Infrastructure sits in its cycle right now — and what that implies for $GDDY.
Software - Infrastructure
No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
12.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
16.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
24.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
15.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
487%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
58.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
12.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.83$1.69+8.3%
Q1 2026Apr 30, 2026$1.60$1.53+4.6%
Q4 2025Feb 24, 2026$1.80$1.58+13.9%
Q3 2025Oct 30, 2025$1.51$1.46+3.4%
Next earningsThu, Oct 29·consensus EPS $1.85
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.3M-99.9%63.8%26.4%$1.83$437.4M
Q1 FY26$1.3B+6.1%56.0%24.7%$1.61$466.9M
Q4 FY25$1.3B+6.8%64.6%24.9%$1.81$363.7M
Q3 FY25$1.3B+10.3%55.0%23.9%$1.53$434.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$5.2B$5.2B – $5.3B$7.14$6.62 – $7.6814
FY27$5.5B$5.5B – $5.6B$9.02$7.54 – $10.8214
FY28$5.9B$5.7B – $6.0B$10.94$9.03 – $13.2910
FY29$6.1B$6.0B – $6.1B$13.45$13.28 – $13.595
FY30$6.3B$6.3B – $6.4B$15.98$15.78 – $16.145
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
GoDaddy Q2 Earnings Beat Estimates on Revenue Growth, Airo GainsGoDaddy Stock Plunges 21.1% as Revenue Outlook DisappointsHere Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and MoreBreakfast News: AMZN Has Proof, Apple Has ProblemsGoDaddy Q2 Earnings Call Highlights
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