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GDDY

GoDaddy Inc.

GDDY

GoDaddy Inc. NYSE
$127.86 0.64% (+0.81)

Market Cap $17.84 B
52w High $216.00
52w Low $121.94
Dividend Yield 0%
P/E 22.04
Volume 521.21K
Outstanding Shares 139.56M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $1.265B $393.8M $210.5M 16.636% $1.53 $333.7M
Q2-2025 $1.218B $509M $199.9M 16.418% $1.44 $308M
Q1-2025 $1.194B $506.5M $219.5M 18.379% $1.55 $288M
Q4-2024 $1.193B $515.2M $198.6M 16.653% $1.4 $296.6M
Q3-2024 $1.148B $486.4M $190.5M 16.6% $1.36 $293.2M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $923.7M $7.985B $7.893B $91.8M
Q2-2025 $1.087B $8.274B $7.87B $404.4M
Q1-2025 $719.4M $7.839B $7.639B $199.7M
Q4-2024 $1.089B $8.235B $7.543B $692.1M
Q3-2024 $767.1M $7.997B $7.641B $356.7M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $210.5M $444.2M $-9.2M $-597.7M $-163M $434.9M
Q2-2025 $199.9M $379.9M $-6.4M $-9.5M $367.3M $375.8M
Q1-2025 $219.5M $404.7M $-3.6M $-772.2M $-369.6M $401.1M
Q4-2024 $198.6M $340.5M $-14.4M $-1.5M $321.9M $326.1M
Q3-2024 $190.5M $355.2M $-5M $-29.7M $322.2M $350.2M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Applications And Commerce
Applications And Commerce
$440.00M $450.00M $1.09Bn $1.11Bn
Core Platform
Core Platform
$750.00M $750.00M $2.24Bn $2.25Bn

Five-Year Company Overview

Income Statement

Income Statement Revenue has climbed steadily over the past five years, showing a business that continues to grow rather than spike and fade. Profitability has improved meaningfully: operating profit has expanded, suggesting better cost control and a richer mix of higher-margin services. Earnings have been more volatile than revenue, with one especially strong year that likely reflects one‑off items rather than a new normal. Overall, the trend is toward a healthier, more profitable business model, but the headline profit figures from individual years should be viewed with some caution due to those swings.


Balance Sheet

Balance Sheet The balance sheet shows a business built on intangible assets and recurring services rather than heavy physical investment. Debt remains sizeable and has not come down much, meaning leverage is still an important risk to watch. Equity has only recently moved solidly into positive territory and remains thin compared with the total asset base, which suggests limited cushion if results were to weaken. Cash levels have improved lately, which helps offset some financial risk, but the company is still operating with a relatively tight capital structure that depends on continued strong cash generation.


Cash Flow

Cash Flow Cash generation is a clear strength. Operating cash flow has risen steadily, and free cash flow has grown alongside it, helped by modest spending on physical and software assets. This reflects a subscription‑heavy, asset‑light model where a large portion of accounting profit is backed by real cash. The pattern indicates that the business can fund its operations, invest for growth, and still have meaningful excess cash, giving management flexibility for debt service, buybacks, or further investment. Any significant downturn in customer demand, though, would matter more here because leverage assumes this strong cash flow continues.


Competitive Edge

Competitive Edge GoDaddy’s moat rests on scale, habit, and integration. As the leading domain registrar, it benefits from a huge installed base, broad brand recognition, and extensive data on small-business customers. Once a customer has domains, hosting, email, and websites set up, moving to a rival is inconvenient and risky, which encourages long customer relationships. Its “one‑stop” bundle for domains, sites, marketing, and commerce is appealing to non‑technical small-business owners and hard for niche competitors to match completely. However, the company still faces intense competition from website builders, e‑commerce platforms, cloud providers, and payment specialists, so it needs to keep innovating to defend this position.


Innovation and R&D

Innovation and R&D The company is leaning heavily into AI and commerce to move beyond its legacy as a basic domain provider. Its AI‑first push, including the Airo.ai platform and embedded generative AI tools, aims to automate setup, content creation, and marketing for small businesses, reducing friction for non‑experts. The planned Agent Name Service is a more forward‑looking bet on identity infrastructure for AI agents, which, if widely adopted, could become a differentiated asset. Commerce and payments integrations further deepen customer reliance on the platform. The opportunity is substantial, but success will depend on real-world adoption, execution quality, and GoDaddy’s ability to stand out in a crowded AI and SMB software landscape.


Summary

GoDaddy has evolved from a domain registrar into a broader small-business platform, with steady revenue growth and improving profitability to show for it. Its cash generation is strong and rising, supporting a leveraged but manageable balance sheet. The company’s advantage comes from scale, an integrated product suite, and meaningful switching costs for customers who run multiple aspects of their online presence through GoDaddy. At the same time, high competition and a relatively thin equity cushion keep financial and strategic discipline important. The AI and commerce initiatives offer a credible path to deepen its moat and support future growth, but they introduce execution risk and will need time and adoption data to fully validate their impact.