Added to YB: 2026-02-09
Pitch date: 2026-02-06
GDDY [bullish]
GoDaddy Inc.
-5.17%
current return
Author Info
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Company Info
GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally.
Market Cap
$11.3B
Pitch Price
$96.55
Price Target
170.00 (+86%)
Dividend
N/A
EV/EBITDA
10.35
P/E
13.53
EV/Sales
2.76
Sector
IT Services
Category
value
GoDaddy Inc. - $GDDY
GDDY (new position): Digital toll bridge w/ 84M domains trading at $14B vs prior $28B despite stable FCF. Generates $1.2-1.6B FCF (9-10x multiple), retiring 4-10% float annually. Base case $24B (15x FCF). Risks: $3.9B debt, AI disrupting domains, competition. Upside $170 if 15x + $1.6B FCF, downside $85 at 8x utility multiple.
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