Latest revenue
$1.27B
as of 2026-03-31
Latest net income
$214.6M
as of 2026-03-31
Net margin
16.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $11.98B
- Enterprise value
- $14.79B
- P/E (trailing)
- 13.7×
- Forward P/E
- —
- P/B
- 50.48×
- Dividend yield
- 0.0%
- 52-wk high
- $184.71
- 52-wk low
- $73.06
- Beta
- —
- Shares out
- 132.4M
5-year trend
What this company does
GoDaddy sells domain names, web hosting, website-building tools, and online commerce and payment services to small businesses and entrepreneurs through a cloud-based platform. Revenue splits between the Core Platform segment ($769M, dominated by domain registrations) and the faster-growing Applications & Commerce segment ($498M, up 12% year-over-year), which bundles website builders, productivity tools, and payments. The company is leaning into its AI assistant Airo to upsell higher-margin software while aggressively shrinking its share count, repurchasing $281M of stock in the quarter atop $767M a year earlier.
Key risks
- Leverage: $3.78B long-term debt against just $237M stockholders' equity; Q1 interest expense of $37.8M consumed 12% of operating income.
- Tax headwind: Provision jumped to $67.3M from $0.5M YoY, dropping net income to $214.6M despite operating income rising 26% to $310.5M.
- Aggressive buybacks: $281.7M repurchased in Q1 2026 (after $765M in Q1 2025), driving accumulated deficit to $2.86B and limiting financial flexibility.
Profitability
Operating margin
22.8%
16.5%Net margin
17.7%
13.7%Return on equity
406.8%
200.5%Return on assets
10.9%
4.3%Leverage
Debt / equity
36.35×
233.6%Long-term debt / equity
17.50×
220.6%Debt / assets
97.3%
6.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.27B | +6.1% | $214.6M | -2.2% | 16.9% |
Q4 2025 2025-12-31 | $1.27B | +6.8% | $245.1M | +23.4% | 19.2% |
Q3 2025 2025-09-30 | $1.27B | +10.3% | $210.5M | +10.5% | 16.6% |
Q2 2025 2025-06-30 | $1.22B | +8.3% | $199.9M | +36.6% | 16.4% |
Q1 2025 2025-03-31 | $1.19B | +7.7% | $219.5M | -45.3% | 18.4% |
Q4 2024 2024-12-31 | $1.19B | — | $198.6M | — | 16.7% |
Q3 2024 2024-09-30 | $1.15B | +7.3% | $190.5M | +45.8% | 16.6% |
Q2 2024 2024-06-30 | $1.12B | +7.3% | $146.3M | +76.5% | 13.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Integrated Systems Design · SIC 7373
Your notes
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Insider activity
Insider buying
$0
Insider selling
$17.7M
Net activity
−$17.7M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns GDDY
Institutional value
$5.41B
Total shares held
69.4M
Distinct holders
411
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.3M | $1.10B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | $722.1M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | $658.5M | — | New |
| 4 | Invesco Ltd. | 3.3M | $274.4M | — | New |
| 5 | WCM INVESTMENT MANAGEMENT, LLC | 3.3M | $270.9M | — | New |
| 6 | JPMORGAN CHASE & CO | 3.1M | $252.4M | — | New |
| 7 | UBS Group AG | 1.5M | $122.2M | — | New |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.3M | $110.2M | — | New |
| 9 | Assenagon Asset Management S.A. | 970.5K | $80.2M | — | New |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 954.5K | $78.9M | — | New |
| 11 | FEDERATED HERMES, INC. | 915.0K | $75.6M | — | New |
| 12 | DEUTSCHE BANK AG\ | 863.4K | $71.4M | — | New |
| 13 | VANGUARD FIDUCIARY TRUST CO | 777.6K | $64.3M | — | New |
| 14 | Bank of New York Mellon Corp | 755.0K | $62.4M | — | New |
| 15 | DIMENSIONAL FUND ADVISORS LP | 753.6K | $62.3M | — | New |
| 16 | Legal & General Group Plc | 750.9K | $62.1M | — | New |
| 17 | FRANKLIN RESOURCES INC | 716.1K | $59.2M | — | New |
| 18 | Douglas Lane & Associates, LLC | 681.2K | $56.3M | — | New |
| 19 | Nuveen, LLC | 675.7K | $55.9M | — | New |
| 20 | HSBC HOLDINGS PLC | 659.7K | $54.5M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Core Platform grew only 2.8% versus Applications and Commerce at 11.6%—when does Core Platform stabilize, and is domains pricing power exhausted?
- 2
Tax provision jumped from $0.5M to $67.3M year-over-year; what's the normalized 2026 effective rate and cash tax outlook?
- 3
You repurchased $281M this quarter against $237M equity and $3.78B debt—how do you justify buybacks over deleveraging at current yields?