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GDDY · GoDaddy

The numbers, the scorecard and what analysts say, with the source for each. Information, not advice.

Price · last 3 months · daily close

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Value Scorecard · run 2026-10-18

13 value checks: 12 scored 1 to 5 where the data allows, plus moat evidence

33/55
moderate value score11 of 12 checks scored

11 of the 12 checks that carry a score were scored from the data available. 1 could not be scored (ROE Trend) and was left out, so the score is out of 55 instead of 60. The label uses the same share of the available points as for a full scorecard. The moat is shown as evidence from the filings, without a score.

Earnings & returns

EPS Trend

3/5

Diluted EPS: $2.19 (2022), $9.20 (2023), $6.45 (2024), $6.22 (2025). It ended above 2022 but did not rise in 2 of 3 years; the framework scores that as 3.

ROE Trend

Not scored

Shareholder equity is negative in 2022, so ROE has no meaningful value and is not scored.

ROIC

5/5

ROIC of 22.4%: operating income of $1.13B divided by $5.04B of capital (total assets $8.03B minus current liabilities $3.00B), fiscal year to Dec 31, 2025, as filed in the 10-K (SEC EDGAR). The framework scores above 20% as 5.

Profit Margins

4/5

Net margin of 17.8%; the framework scores 10-20% as 4; gross margin 63.8%, operating margin 27.1%.

Balance sheet & cash

Debt-to-Equity

1/5

Debt-to-equity of 573.34; the framework scores above 2.5 as 1 (total debt $3.84B, total cash $1.20B).

Free Cash Flow

5/5

Free cash flow (operating cash flow minus capital expenditure): $919.60M (2022), $970.20M (2023), $1.26B (2024), $1.58B (2025). It rose every year; the framework scores that as 5.

Retained Earnings

1/5

Retained earnings, as filed in the 10-Ks (SEC EDGAR): -$2.42B (2022), -$2.32B (2023), -$2.05B (2024), -$2.79B (2025). The latest balance is negative (an accumulated deficit); the framework scores that as 1.

Valuation models

Graham IV

1/5

IV = EPS x (8.5 + 2g) x (4.4 / Y) = $6.72 x (8.5 + 2 x 0.0) x (4.4 / 4.5) = $55.85 (EPS CAGR -17.8% floored at 0%; the formula returns a negative value below -4.25% growth). Current price $105.96; price is 89.7% above the model value.

DCF Value

5/5

FCF/share = $9.514, stage 1 growth = 7.9% for 5 years, terminal growth = 3%, discount rate = 10%. Stage 1 PV = $44.91, PV of terminal value = $127.13, DCF value = $172.05. Current price $105.96; price is 38.4% below the model value.

Margin of Safety

3/5

Graham value $55.85 (price is 89.7% above the model value); DCF value $172.05 (price is 38.4% below the model value).

Price-to-Book

1/5

P/B of 1999.25; the framework scores above 5.0 as 1.

Business quality

Moat Evidence

Not scored

A moat (a brand, a network, switching costs, patents, scale, a licence) is not a number in the filings, so Valerius doesn’t score it. Below are the figures and the words moat analysis starts from, from the company’s own 10-K filings. The conclusion is yours.

Return on capital, each year

Above 15% in 2 of 10 years (2016-2025); lowest 1.7%, highest 22.4%.

2016: 2.0%, 2017: 1.7%, 2018: 3.6%, 2019: 4.7%, 2020: 6.6%, 2021: 7.7%, 2022: 11.1%, 2023: 11.2%, 2024: 16.1%, 2025: 22.4%

Gross margin, each year

Not reported: the filings don’t state a gross profit or cost of revenue figure, as is common for oil and gas companies, banks and insurers.

Competition, in the company’s own words · 10-K filed Feb 25, 2026

We provide cloud-based solutions enabling individuals, businesses and organizations to establish an identity and online presence, connect with customers and manage their ventures and enable them to sell directly online, in-person and across multiple channels, backed by proactive, informed and personalized guidance. The market for our products and services is highly fragmented and competitive. These types of products

The opening of the company’s “Competition” section in its 10-K, quoted word for word, not summarized or edited. It is the company’s own description, not Valerius’s view, and may include the company’s expectations. Open the filing.

Return on capital = operating income / (total assets − current liabilities), the ROIC row’s definition; 15% is the framework’s return threshold. Gross margin = gross profit / revenue. Both from each year’s 10-K via SEC EDGAR. Moat analysis commonly looks at whether returns and margins held up over many years. These figures don’t say whether the company has an advantage, what it is, or whether it will last.

Capital Allocation

4/5

Capital allocation, 2022-2025: dividends or buybacks paid in every year (pass); $4.84B paid out against $4.73B of free cash flow (fail: paid out more than free cash flow); total debt $3.98B to $3.86B, down 3.0%, 3.0x EBITDA (pass: not up more than 10%); shares outstanding 0.15B to 0.13B, down 12.4% (pass). 3 of 4 tests passed; the framework scores that as 4.

Filings

Company notices to the SEC

Not scored

Three kinds of event the company reported to the SEC in the last 5 years, from its filings on SEC EDGAR.

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These are events the company reported to the SEC. An auditor change or a late filing can have many causes; each date links to the filing, where the company explains it. Valerius does not score these.

How the Graham and DCF values were calculated
  Graham Formula:
    IV = EPS x (8.5 + 2g) x (4.4 / Y)
    EPS = $6.72, g = 0.0%, Y = 4.5
    g floored at 0.0% (3-year EPS CAGR was -17.8%; below -4.25% the formula returns a negative value)
    IV = $55.85
    Current price $105.96 vs Graham value $55.85 — price is 89.7% above the model value.

  DCF:
    FCF/share = $9.514
    Stage 1 growth = 7.9% for 5 years | terminal growth = 3.0% | discount rate = 10.0%
      Y1: $10.266 → PV $9.333
      Y2: $11.077 → PV $9.154
      Y3: $11.952 → PV $8.980
      Y4: $12.896 → PV $8.808
      Y5: $13.915 → PV $8.640
    Stage 1 PV sum = $44.91
    Terminal value at end of Y5 = $204.75
    PV of terminal value = $127.13
    DCF value = $172.05
    Current price $105.96 vs DCF value $172.05 — price is 38.4% below the model value.

Data from yfinance summary figures and financial statements, and from the company’s 10-K filings via SEC EDGAR; computed at a price of $105.96. Every score is calculated from the figures by the framework’s fixed rules, and the explanation beside it is generated from the same figures: Graham value, DCF value, margin of safety, ROIC, profit margins, debt-to-equity, price-to-book, EPS trend, ROE trend, free cash flow, retained earnings and capital allocation. No AI is involved in this scorecard. The moat is shown as evidence, without a score. Read each score with the figures beside it. A check that cannot be scored from the available data is shown as not scored and left out of the composite score. Intrinsic value calculations are model outputs based on stated assumptions, not predictions.

Recent headlines · third-party publishers · not investment advice

In the news

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The 8 newest headlines whose title names the company, shown automatically and never chosen by Valerius. From third-party publishers via Yahoo Finance, linked to the source. Valerius doesn't write or endorse them. Not investment advice.