Recent News
On August 12, 2025 GoDaddy announced a partnership to integrate Titan’s AI-enabled business email platform into its Professional Email offering for developing markets, with rollout beginning in the third quarter. On or about September 15, 2025 reports indicated CVC Capital Partners agreed to acquire a majority stake in GoDaddy rival Namecheap in a deal valued near $1.5 billion, underscoring renewed private-equity interest in the domain/hosting sector.
Technical Analysis
ADX sits at 31.11, indicating a strong trending environment; that strength raises the probability that short-term directional signals carry impact on price action over the next several weeks.
DI+ exhibits a peak-and-reversal (decreasing), a bearish directional signal that signals weakening buyer dominance. DI- also shows a peak-and-reversal (decreasing), a bullish directional signal that signals weakening seller dominance; the simultaneous reversal patterns suggest directional contention even as trend strength persists.
MACD stands at -2.13 and is increasing, and it has crossed above its signal line (-2.79), which constitutes a bullish momentum signal for near-term price action.
MRO at -26.48 registers negative, indicating the price remains below its model target and therefore carries potential upward pressure toward the target level.
RSI at 40.02 with a dip-and-reversal implies building upward momentum from a below-neutral level, supporting a short-term bias toward consolidation or recovery into the near-term moving averages.
Price behavior versus averages: the close at $146.36 sits just above the 12-day and 20-day EMAs/averages (~$145.8), and price recently crossed above the -1x Bollinger band, signaling a short-term bounce; the 50-day average at $152.98 and the 200-day average at $178.97 remain well above the current price, keeping the longer-term bias downward. Ichimoku components show the Chikou span below the cloud, indicating the longer-term technical context remains bearish.
Fundamental Analysis
Total revenue reached $1,217,600,000 with revenue growth year-over-year of 35.20% and quarter-over-quarter growth of 12.64%, reflecting meaningful top-line acceleration that supports operating leverage pickup.
EBIT totaled $277,400,000 and EBITDA $308,000,000, producing an EBIT margin of 22.78%, up 5.79% QoQ and up 19.50% YoY. The EBIT margin sits above the industry peer median (19.82%) but below the industry peer mean (32.95%), indicating margin performance better than many peers but short of the sector’s higher-margin cohort.
EPS came in at $1.41 versus an estimate of $1.34, an EPS surprise of 5.22%, which provides short-term fundamental support to sentiment without changing the underlying valuation picture.
Liquidity and cash flow: cash and short-term investments total $1,086,700,000 while operating cash flow reached $379,900,000 and free cash flow $375,800,000; free cash flow yield stands at 1.69% and free cash to net income is roughly 187.99%, showing cash conversion outpacing reported net income.
Capital structure and leverage: net debt equals $2,701,400,000; debt to assets runs 46.92% and debt to equity equals roughly 959.87% (reflecting a small equity base), while debt to EBITDA sits at about 12.60x. Interest coverage near 7.24x indicates earnings cover interest expense, but leverage metrics remain elevated versus typical operating-company norms.
Valuation context: P/E at 122.39x and P/B at 55.12 reflect stretched multiples; the P/E sits slightly below the industry peer mean of 124.52x while the price-to-book ratio sits well above the industry peer mean of 6.47. WMDST values the stock as over-valued, driven by high multiples and elevated leverage despite improving revenue and margins.
MOST-RECENT QUARTERLY REPORT
| REPORT PERIOD ENDING: | 2025-06-30 |
| REPORT DATE: | 2025-08-07 |
| NEXT REPORT DATE: | 2025-10-30 |
| CASH FLOW | Begin Period Cash Flow | $ 719.4 M |
| Operating Cash Flow | $ 379.9 M | |
| Capital Expenditures | $ -4.10 M | |
| Change In Working Capital | $ 34.0 M | |
| Dividends Paid | — | |
| Cash Flow Delta | $ 367.3 M | |
| End Period Cash Flow | $ 1.1 B | |
| INCOME STATEMENT | REVENUE | |
| Total Revenue | $ 1.2 B | |
| Forward Revenue | $ 354.7 M | |
| COSTS | ||
| Cost Of Revenue | $ 442.3 M | |
| Depreciation | $ 30.6 M | |
| Depreciation and Amortization | $ 30.6 M | |
| Research and Development | $ 214.3 M | |
| Total Operating Expenses | $ 951.0 M | |
| PROFITABILITY | ||
| Gross Profit | $ 775.3 M | |
| EBITDA | $ 308.0 M | |
| EBIT | $ 277.4 M | |
| Operating Income | $ 266.6 M | |
| Interest Income | — | |
| Interest Expense | $ 38.3 M | |
| Net Interest Income | $ -38.30 M | |
| Income Before Tax | $ 239.1 M | |
| Tax Provision | $ 39.2 M | |
| Tax Rate | 16.395 % | |
| Net Income | $ 199.9 M | |
| Net Income From Continuing Operations | $ 199.9 M | |
| EARNINGS | ||
| EPS Estimate | $ 1.34 | |
| EPS Actual | $ 1.41 | |
| EPS Difference | $ 0.07 | |
| EPS Surprise | 5.224 % | |
| Forward EPS | $ 1.68 | |
| BALANCE SHEET | ASSETS | |
| Total Assets | $ 8.3 B | |
| Intangible Assets | $ 4.7 B | |
| Net Tangible Assets | $ -4.26 B | |
| Total Current Assets | $ 1.9 B | |
| Cash and Short-Term Investments | $ 1.1 B | |
| Cash | $ 1.1 B | |
| Net Receivables | $ 113.8 M | |
| Inventory | — | |
| Long-Term Investments | $ 92.1 M | |
| LIABILITIES | ||
| Accounts Payable | $ 82.7 M | |
| Short-Term Debt | $ 15.7 M | |
| Total Current Liabilities | $ 3.0 B | |
| Net Debt | $ 2.7 B | |
| Total Debt | $ 3.9 B | |
| Total Liabilities | $ 7.9 B | |
| EQUITY | ||
| Total Equity | $ 404.4 M | |
| Retained Earnings | $ -2.43 B | |
| VALUATION & PER-SHARE METRICS | EQUITY & PER-SHARE METRICS | |
| Book Value Per-Share | $ 2.91 | |
| Shares Outstanding | 138.863 M | |
| Revenue Per-Share | $ 8.77 | |
| VALUATION | Market Capitalization | $ 22.3 B |
| Enterprise Value | $ 25.1 B | |
| Enterprise Multiple | 81.44 | |
| Enterprise Multiple QoQ | -18.968 % | |
| Enterprise Multiple YoY | 5.334 % | |
| Enterprise Multiple IPRWA | high: 438.758 mean: 104.918 median: 102.408 GDDY: 81.44 low: -175.864 |
|
| EV/R | 20.601 | |
| CAPITAL STRUCTURE | ||
| Asset To Equity | 20.46 | |
| Asset To Liability | 1.051 | |
| Debt To Capital | 0.906 | |
| Debt To Assets | 0.469 | |
| Debt To Assets QoQ | -5.356 % | |
| Debt To Assets YoY | 21225.0 % | |
| Debt To Assets IPRWA | high: 1.273 GDDY: 0.469 median: 0.361 mean: 0.321 low: 0.006 |
|
| Debt To Equity | 9.599 | |
| Debt To Equity QoQ | -50.669 % | |
| Debt To Equity YoY | 8764.666 % | |
| Debt To Equity IPRWA | GDDY: 9.599 high: 3.312 median: 1.943 mean: 1.552 low: -1.532 |
|
| PRICE-BASED VALUATION | ||
| Price To Book (P/B) | 55.115 | |
| Price To Book QoQ | -57.304 % | |
| Price To Book YoY | -55.77 % | |
| Price To Book IPRWA | GDDY: 55.115 high: 17.986 median: 8.234 mean: 6.468 low: -5.086 |
|
| Price To Earnings (P/E) | 122.394 | |
| Price To Earnings QoQ | 2.112 % | |
| Price To Earnings YoY | -10.618 % | |
| Price To Earnings IPRWA | high: 311.81 median: 129.079 mean: 124.518 GDDY: 122.394 low: -161.471 |
|
| PE/G Ratio | -18.48 | |
| Price To Sales (P/S) | 18.305 | |
| Price To Sales QoQ | -15.194 % | |
| Price To Sales YoY | 5.217 % | |
| Price To Sales IPRWA | high: 63.641 median: 63.007 mean: 41.504 GDDY: 18.305 low: 0.281 |
|
| FORWARD MULTIPLES | ||
| Forward P/E | 107.78 | |
| Forward PE/G | -16.274 | |
| Forward P/S | 62.835 | |
| EFFICIENCY | OPERATIONAL | |
| Operating Leverage | 4.026 | |
| ASSET & SALES | ||
| Asset Turnover Ratio | 0.151 | |
| Asset Turnover Ratio QoQ | 1.709 % | |
| Asset Turnover Ratio YoY | 5.515 % | |
| Asset Turnover Ratio IPRWA | high: 0.467 GDDY: 0.151 mean: 0.151 median: 0.148 low: -0.019 |
|
| Receivables Turnover | 11.186 | |
| Receivables Turnover Ratio QoQ | -8.68 % | |
| Receivables Turnover Ratio YoY | -7.09 % | |
| Receivables Turnover Ratio IPRWA | GDDY: 11.186 high: 8.91 mean: 2.007 median: 1.875 low: -3.771 |
|
| Inventory Turnover | — | |
| Inventory Turnover Ratio QoQ | — | |
| Inventory Turnover Ratio YoY | — | |
| Inventory Turnover Ratio IPRWA | — | |
| Days Sales Outstanding (DSO) | 8.157 | |
| CASH CYCLE | ||
| Cash Conversion Cycle Days (CCC) | — | |
| Cash Conversion Cycle Days QoQ | — | |
| Cash Conversion Cycle Days YoY | — | |
| Cash Conversion Cycle Days IPRWA | — | |
| CAPITAL DEPLOYMENT | ||
| Cash Conversion Ratio | -1.113 | |
| CapEx To Revenue | -0.003 | |
| CapEx To Depreciation | -0.134 | |
| CAPITAL, LIQUIDITY & COVERAGE | CAPITAL STRUCTURE | |
| Total Capital | $ 4.2 B | |
| Net Invested Capital | $ 4.2 B | |
| Invested Capital | $ 4.2 B | |
| Net Tangible Assets | $ -4.26 B | |
| Net Working Capital | $ -1.09 B | |
| LIQUIDITY | ||
| Cash Ratio | 0.36 | |
| Current Ratio | 0.637 | |
| Current Ratio QoQ | 14.588 % | |
| Current Ratio YoY | 33.03 % | |
| Current Ratio IPRWA | high: 8.192 mean: 1.292 median: 1.163 GDDY: 0.637 low: 0.102 |
|
| Quick Ratio | — | |
| Quick Ratio QoQ | — | |
| Quick Ratio YoY | — | |
| Quick Ratio IPRWA | — | |
| COVERAGE & LEVERAGE | ||
| Debt To EBITDA | 12.603 | |
| Cost Of Debt | 0.824 % | |
| Interest Coverage Ratio | 7.243 | |
| Interest Coverage Ratio QoQ | 4.756 % | |
| Interest Coverage Ratio YoY | 33.438 % | |
| Interest Coverage Ratio IPRWA | high: 93.455 mean: 29.326 median: 24.959 GDDY: 7.243 low: -85.699 |
|
| Operating Cash Flow Ratio | 0.08 | |
| TIMING / LIQUIDITY | ||
| Days Payables Outstanding (DPO) | 15.05 | |
| DIVIDENDS | ||
| Dividend Coverage Ratio | — | |
| Dividend Payout Ratio | — | |
| Dividend Rate | — | |
| Dividend Yield | — | |
| PERFORMANCE | GROWTH | |
| Asset Growth Rate | 5.551 % | |
| Revenue Growth | 1.951 % | |
| Revenue Growth QoQ | 1264.336 % | |
| Revenue Growth YoY | 35.204 % | |
| Revenue Growth IPRWA | high: 48.984 % median: 11.911 % mean: 10.471 % GDDY: 1.951 % low: -36.33 % |
|
| Earnings Growth | -6.623 % | |
| Earnings Growth QoQ | -160.051 % | |
| Earnings Growth YoY | -89.555 % | |
| Earnings Growth IPRWA | high: 200.0 % mean: 20.578 % median: 11.26 % GDDY: -6.623 % low: -261.224 % |
|
| MARGINS | ||
| Gross Margin | 63.674 % | |
| Gross Margin QoQ | 0.884 % | |
| Gross Margin YoY | -0.027 % | |
| Gross Margin IPRWA | high: 91.59 % median: 75.664 % mean: 64.084 % GDDY: 63.674 % low: -33.394 % |
|
| EBIT Margin | 22.783 % | |
| EBIT Margin QoQ | 5.79 % | |
| EBIT Margin YoY | 19.495 % | |
| EBIT Margin IPRWA | high: 148.021 % mean: 32.946 % GDDY: 22.783 % median: 19.824 % low: -150.653 % |
|
| Return On Sales (ROS) | 21.896 % | |
| Return On Sales QoQ | 1.672 % | |
| Return On Sales YoY | 14.843 % | |
| Return On Sales IPRWA | high: 72.429 % mean: 30.996 % GDDY: 21.896 % median: 18.71 % low: -141.554 % |
|
| CASH FLOW | ||
| Free Cash Flow (FCF) | $ 375.8 M | |
| Free Cash Flow Yield | 1.686 % | |
| Free Cash Flow Yield QoQ | 8.355 % | |
| Free Cash Flow Yield YoY | 12.927 % | |
| Free Cash Flow Yield IPRWA | high: 15.392 % GDDY: 1.686 % median: 0.849 % mean: 0.64 % low: -24.314 % |
|
| Free Cash Growth | -6.308 % | |
| Free Cash Growth QoQ | -127.427 % | |
| Free Cash Growth YoY | 2210.623 % | |
| Free Cash Growth IPRWA | high: 457.143 % mean: 10.915 % GDDY: -6.308 % median: -28.216 % low: -552.123 % |
|
| Free Cash To Net Income | 1.88 | |
| Cash Flow Margin | 19.768 % | |
| Cash Flow To Earnings | 1.204 | |
| VALUE & RETURNS | ||
| Economic Value Added | $ 0.04 | |
| Return On Assets (ROA) | 2.481 % | |
| Return On Assets QoQ | -9.154 % | |
| Return On Assets YoY | 33.101 % | |
| Return On Assets IPRWA | high: 14.526 % mean: 4.008 % GDDY: 2.481 % median: 1.79 % low: -21.443 % |
|
| Return On Capital Employed (ROCE) | 5.277 % | |
| Return On Equity (ROE) | 0.494 | |
| Return On Equity QoQ | -55.028 % | |
| Return On Equity YoY | -46.954 % | |
| Return On Equity IPRWA | GDDY: 0.494 high: 0.169 median: 0.044 mean: 0.039 low: -0.399 |
|
| DuPont ROE | 66.185 % | |
| Return On Invested Capital (ROIC) | 5.532 % | |
| Return On Invested Capital QoQ | -13.966 % | |
| Return On Invested Capital YoY | -113.199 % | |
| Return On Invested Capital IPRWA | high: 14.374 % mean: 7.313 % GDDY: 5.532 % median: 4.251 % low: -16.5 % |
|