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GDDY

GoDaddy Inc. Class A Common Stock (GDDY) fair value

Technology · Software - Infrastructure · NYSE · United States
$112.79-1.69%
Market cap $14.5BNext earnings 2026-10-29Updated Oct 18, 2026
Add earnings to calendarGoogle
Our verdict
Trades 13% below our fair value
Price
$112.79
Model fair valueConfidence: good
$130
Model range
$123 to $137
Fair value $130
Price $113
2 models fit GoDaddy Inc. Class A Common Stock and they agree: 2 of 2 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Discount(i)Silver77
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionGoDaddy Inc. Class A Common Stock (GDDY)
Fair value (2 models)
$130
ACCE price target
$125
Rating
Undervalued
Horizon
12 months
Fair value published on 18 Oct 2026, 15:06 CEST; previously $161 since 14 Oct 2026, 00:00 CEST.
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 15:06 CEST.
Price used: $113 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
13.5% below
+15.5% to fair value
ACCE score
74
out of 100
Analysts
39% buy
18 covering
P/E
17.1x
forward 8.7x
1-year return
-14.8%
Dividend yield
0.00%

GoDaddy Inc. Class A Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

GoDaddy sells domain registrations, web hosting, website builder subscriptions, and a growing suite of small-business tools such as email, security, and payments, mostly to sole proprietors and small firms that want to get online without hiring a developer. Its advantage is scale and distribution: it is the largest domain registrar by installed base, and that base feeds renewals, upsells, and cross-sells at low marginal cost. Revenue growth of 6.6% is modest, but with a 63.8% gross margin and a 27.1% operating margin, the company converts most of that growth into cash, and a 44.3% ROE shows how efficiently it uses its capital. The stock trades at 15.8 times trailing earnings and 9.6 times forward earnings, a gap that implies the market expects earnings to rise meaningfully, which is the central question a deeper look would need to test. At a $13.4B market cap, the name screens as cheap for a business with these margins, and it carries a score of 73/100 in our framework and sits in the ACCE Fair Value Leaders index.

AI-assisted·How I use AIWritten Oct 17, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Insider selling without buys
    Insiders sold $3.62M across the last 10 disclosed transactions and bought nothing, a one-directional pattern worth noting against the 1.0% insider stake.
  • moderate
    Elevated short interest
    Short interest sits at 7.0% of ownership, a meaningful bearish positioning that could amplify moves in either direction.

AI research notes

AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Free cash flow of $1.6B over the last twelve months gives the business real cash to fund growth and buybacks.
  • The stock trades at a forward P/E of 8.7x against a sector median of 27.3x, a steep discount to peers.
  • The diluted share count fell 3.2% last fiscal year, so each remaining share owns a bigger slice of the business.
Why it could disappoint
  • Revenue grew only 6.6% over the past year, below its 8.3% five-year average pace.
  • Debt to equity of 17.96 leaves little balance sheet cushion if earnings or cash flow weaken.
  • The price at $112.79 implies cash flow growth of just 2.6% a year, so the market already expects slow expansion.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where GDDY's valuation models land
Price
$112.79
Model fair value
$130
Model range
$123 to $137
Fair value $130
Price $113
The price is below the whole model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish39% buy · 18 covering analysts
● Strong buy 5● Buy 2● Hold 10● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
1 buy · 1 sell
Since Apr 14, 2026, 1 member
Average delay
20 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+6.4%
1 month
+17.0%
3 months
+21.1%
6 months
+31.1%
YTD
-9.1%
1 year
-14.8%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 15:06 CESTRatingUndervaluedfirst publication$106
18 Oct 2026, 15:06 CESTFair value$130$161$106
14 Oct 2026, 00:00 CESTFair value$161$173$102
10 Oct 2026, 00:00 CESTACCE price target$125first publication$103
29 Sept 2026, 00:00 CESTFair value$173$181$97.14
26 Sept 2026, 00:00 CESTFair value$181$184$101
23 Sept 2026, 00:00 CESTFair value$184$174$105
21 Sept 2026, 00:00 CESTFair value$174$170$97.46
18 Sept 2026, 00:00 CESTFair value$170$175$99.09
15 Sept 2026, 00:00 CESTFair value$175$178$98.07

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth56Value85Quality79Momentum76Total74
Valuation
Trailing P/E
17.1x
Forward P/E
8.7x
PEG
0.53
P/B
1821.84x
EV / Revenue
2.9x
Book value/sh
$0.05
Enterprise value
$14.9B
Profitability
ROE
44.3%
FCF yield
10.84%
ROIC
17.6%
Health and risk
Debt / equity
17.96
Dividend yield
0.00%
Beta
0.94

Member of

ACCE Fair Value Leaders

Price

-13.9% · 1Y

Ask anything about GDDY

Answered from GoDaddy Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 0.0x17.1xhigh 33.9x
ROEbetter than 83% of peers
low -3%44%high 45%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 6.3%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
GDDY GoDaddy Inc. Class A Common Stock$112.79$13013% below17.1x44.3%7974
GEN Gen Digital Inc. Common Stock$24.89$1477% above14.5x41.9%8277
CHKP Check Point Software Technologies Ltd. Ordinary Shares$151.98$1626% below15.6x37.6%9664
AKAM Akamai Technologies Inc. Common Stock$91.13$901% above33.9x8.9%5446
KSPI Joint Stock Company Kaspi.kz American Depository Shares$90.53--8.2x44.8%8376
SAIL SailPoint Inc. Common Stock$20.06----2.9%4747
NTNX Nutanix Inc. Class A Common Stock$69.55$4651% above13.7x37.5%7872

Sector report card

Where GDDY ranks against its sector peers on each metric.

Computing percentiles…
  • PR Newswire•Oct 15, 2026
    GoDaddy Expands Developer Platform, Helping AI Agents and Developers Take Businesses from Built to Online
  • PR Newswire•Oct 14, 2026
    GoDaddy, Infoblox, Google and Cloudflare Demonstrate Secure AI Agent Transactions Across Platforms
  • PR Newswire•Oct 8, 2026
    GoDaddy Inc. to Announce Third Quarter 2026 Financial Results on Thursday, October 29, 2026
5 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 5
Form 4Insider transactionPeriod 2026-10-01
View on SEC →
Oct 5
Form 4Insider transactionPeriod 2026-10-01
View on SEC →
September 2026
Sep 3
Form 4Insider transactionPeriod 2026-09-01
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR