GDDYGoDaddy Inc.
Services-Computer Integrated Systems Design
- Revenue
- $5.0B
- 8.3% YoY
- Operating margin
- 22.8%
- 17% YoY
- EBITDA
- $1.2B
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.2×
- $2.8B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear183% of net incomeCash flow under 80% of net income
- Dilutive SBCClear6% of revenueOver 10% of revenue
- Payouts exceed cash flowFired101% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired46% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $4.1B | $4.3B | $4.6B | $5.0B | 8.3% |
| Operating income | $382M | $499M | $547M | $894M | $1.1B | 26% |
| Net income | $242M | $352M | $1.4B | $937M | $875M | 6.6% |
| Operating cash flow | $829M | $980M | $1.0B | $1.3B | $1.6B | 24% |
| Capex | $51M | $60M | $42M | $27M | $24M | 10% |
| Stock-based comp | $208M | $264M | $296M | $300M | $318M | 6.0% |
| Buybacks | $526M | $1.3B | $1.3B | $677M | $1.6B | 137% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $23M | −$22M | 150 | 118 |
| FY2024 | $19M | $73M | 291 | 165 |
| FY2023 | $16M | $31M | 156 | 128 |
| FY2022 | $19M | $12M | 110 | 79 |
| FY2021 | $15M | $15M | 125 | 152 |