GoDaddy Inc.(GDDY)Stock Analysis
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Rank #228 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
GDDY Stock Analysis & AI Quality Score
AI stock analysis and institutional research for GoDaddy Inc. (GDDY), a Technology sector company. 13F Pro's AI-powered ranking engine scores GDDY at 72.4/100 on a 32-signal composite quality model, placing it at rank #228 of 2,879 stocks — the top 10% of the AI-ranked universe. GDDY scores in the top quartile across free cash flow (88.1), balance sheet strength (87.3), profitability (79.4). Shareholder dilution risk is elevated at 22.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), GoDaddy Inc. reports quarterly revenue of $1.3B, net income of $214.6M, an operating margin of 24.5%. Top institutional holders of GDDY by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. GDDY trades on the NYSE exchange and files with the SEC under CIK 1609711. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GDDY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GoDaddy Inc. directly from SEC EDGAR. GoDaddy Inc.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 72.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving GDDY's Business? Latest 10-Q Breakdown
AI-extracted from GoDaddy Inc.'s 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenue of $1,266.9M increased 6.1% YoY, driven by 11.6% growth in Applications and Commerce segment and 2.8% growth in Core Platform, with operating income up 25.6% to $310.5M.
Biggest Revenue Drivers
Total revenue: $1,266.9M+6.1% YoY
Driven by $22.9 million growth in primary domain registrations and add-on revenues.
Increase due to continued customer adoption of subscription-based products.
Largest Expense Items
Driven by increases in revenue from domain registrations and third-party productivity applications.
$4.5 million increase in public cloud cost as company continues to migrate to cloud-based infrastructure.
Decrease attributable to timing of discretionary advertising spend.
Margins: Operating margin improved to 24.5% from 20.7% YoY as revenue growth outpaced operating expense growth. Normalized EBITDA increased 13.5% to $413.5M, reflecting operational leverage and cost discipline.
Watch Items from the Filing
- International revenue represents 33% of total Q1 revenue ($415.9M), up 7.0% YoY but subject to foreign currency headwinds of ~1.5% on a constant currency basis; geopolitical risks and tariff exposure remain.
- Core Platform segment revenue growth decelerated to 2.8% YoY, potentially pressured by domain market saturation and competition; aftermarket and add-on revenue growth of $22.9M may mask underlying weakness.
- FTC settlement agreement approved May 21, 2025 requires compliance with specific security requirements for at least 20 years; failure to comply could result in FTC investigation, litigation, or reputational harm.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.3B
Net Income
Q1 2026
$214.6M
Free Cash Flow
Q1 2026
$466.9M
Operating Margin
Q1 2026
24.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+8.3% YoYNet Income
-6.6% YoYOperating Income
+26.2% YoYEPS (Diluted)
-3.6% YoYTotal Assets
-2.4% YoYTotal Debt
-0.4% YoYOp. Cash Flow
+24.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.95B +8.3% | $4.57B +7.5% | $4.25B +4.0% | $4.09B +7.2% | $3.82B +15.0% | $3.32B |
| Net Income | $875.0M -6.6% | $936.9M -31.9% | $1.37B +290.3% | $352.2M +45.4% | $242.3M +148.9% | $-495.1M |
| Operating Income | $1.13B +26.2% | $893.5M +63.2% | $547.4M +9.7% | $498.8M +30.5% | $382.1M +40.4% | $272.2M |
| EPS (Diluted) | $6.22 -3.6% | $6.45 -29.0% | $9.08 | — | — | — |
| Total Assets | $8.03B -2.4% | $8.24B +8.9% | $7.56B +8.5% | $6.97B -6.0% | $7.42B +15.3% | $6.43B |
| Total Debt | $3.78B -0.4% | $3.79B -0.6% | $3.82B -0.4% | $3.83B -1.3% | $3.88B +24.7% | $3.11B |
| Operating Cash Flow | $1.60B +24.2% | $1.29B +22.9% | $1.05B +6.9% | $979.7M +18.1% | $829.3M +8.5% | $764.6M |
AI Insight: GDDY Financial Trends
GoDaddy's operating cash flow surged to $472M in Q1 2026 — a new high — while operating income rose steadily from $208M to $317M over eight quarters.
• Operating income expanded from $208M in Q2 2024 to $317M in Q4 2025, with Q1 2026 at $310M, reflecting consistent margin improvement.
• Operating cash flow reached $472M in Q1 2026, up from $295M in Q2 2024 — a 60% increase over eight quarters.
• Revenue grew steadily from $1,124M in Q2 2024 to $1,274M in Q4 2025, though Q1 2026 dipped slightly to $1,267M.
• Total debt declined modestly from $3,805M in Q2 2024 to $3,778M in Q1 2026 — leverage remains elevated but slowly deleveraging.
⚠ Equity is highly volatile — swinging from $357M in Q3 2024 to just $92M in Q3 2025 — signaling potential buyback or accounting distortions.
⚠ Revenue dipped quarter-over-quarter from $1,274M in Q4 2025 to $1,267M in Q1 2026 — first sequential decline in the dataset.
⚠ Debt reduction pace remains slow at roughly $5M per quarter; with $3,778M outstanding, leverage compression will take years at this rate.
AI Insight: GDDY Ratio Trends
GoDaddy's operating margin has expanded ~6pp over eight quarters, with ROIC hitting 31.7% in Q4 2025 — the highest level in the dataset.
• Operating margin rose from 18.5% in Q2 2024 to 24.9% in Q4 2025, reflecting consistent profitability improvement over six quarters.
• ROIC climbed from 21.0% in Q2 2024 to a peak of 31.7% in Q4 2025, before settling at 30.9% in Q1 2026.
• ROA strengthened from 7.6% in Q2 2024 to 12.2% in Q4 2025, then pulled back to 10.5% in Q1 2026.
• D/E ratio is highly volatile — swinging from 9.37 in Q2 2025 to 41.22 in Q3 2025, then back to 15.92 in Q1 2026.
⚠ D/E spiked to 41.22 in Q3 2025 — the highest reading in the dataset — before retreating; the driver of this surge warrants scrutiny.
⚠ NPM dipped from 19.2% in Q4 2025 to 16.9% in Q1 2026; monitor whether this reflects seasonality or margin pressure.
⚠ ROIC eased slightly from 31.7% in Q4 2025 to 30.9% in Q1 2026 — first sequential decline after three rising quarters.
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Top Institutional Holders of GDDY
BlackRock, Inc.
$1.1B13,326,265 shVANGUARD CAPITAL MANAGEMENT LLC
$722.1M8,734,371 shVANGUARD PORTFOLIO MANAGEMENT LLC
$658.5M7,965,240 shMORGAN STANLEY
$544.1M6,581,311 shAMERIPRISE FINANCIAL INC
$520.6M6,297,006 shSTATE STREET CORP
$520.6M6,296,789 shFMR LLC
$331.9M4,015,230 shGEODE CAPITAL MANAGEMENT, LLC
$311.1M3,776,504 shTWO SIGMA INVESTMENTS, LP
$291.0M3,519,847 shInvesco Ltd.
$274.4M3,318,869 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 13,326,265 |
| VANGUARD CAPITAL MANAGEMENT LLC | $722.1M | 8,734,371 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $658.5M | 7,965,240 |
| MORGAN STANLEY | $544.1M | 6,581,311 |
| AMERIPRISE FINANCIAL INC | $520.6M | 6,297,006 |
| STATE STREET CORP | $520.6M | 6,296,789 |
| FMR LLC | $331.9M | 4,015,230 |
| GEODE CAPITAL MANAGEMENT, LLC | $311.1M | 3,776,504 |
| TWO SIGMA INVESTMENTS, LP | $291.0M | 3,519,847 |
| Invesco Ltd. | $274.4M | 3,318,869 |
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Is GDDY a good stock to buy?
13F Pro's AI-powered analysis of GoDaddy Inc. (GDDY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GDDY are available on the GDDY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own GDDY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GDDY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of GoDaddy Inc.'s investment landscape.