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Added to YB: 2024-03-15

Pitch date: 2024-03-15

GDDY [bullish]

GoDaddy Inc.

+6.37%

current return

Author Info

No bio for this author

Company Info

GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally.

Market Cap

$17.5B

Pitch Price

$117.33

Price Target

200.00 (+60%)

Dividend

N/A

EV/EBITDA

16.38

P/E

22.37

EV/Sales

4.19

Sector

IT Services

Category

growth

Show full summary:
Starboard Value Portfolio Holding: GoDaddy Inc. - $GDDY

GDDY: Starboard (6% owner) sees path to $200 with growth + profitability focus. Wants 40%+ growth + margins by '25, detailed KPIs at Mar '24 investor day. Projects $9 FCF/share in '24, $14 in '26 (12x and 8x current price). Urges continued buybacks with $4B FCF over 3 yrs (30% of mkt cap).

Read full article (4 min)