GoDaddy reported third-quarter sales of $1.3 billion, up 6% year over year. While total sales exceeded guidance, applications and commerce segment growth fell short at 9%, relative to the low-double-digit outlook.
GoDaddy’s AI-powered solution, Airo, is well positioned to be a comprehensive platform offering for micro and small businesses looking to establish an online presence and can help GoDaddy stand out in its core domain registrar market.
AI-enabled coding and product development present significant risks to firms with high application-layer exposure like GoDaddy, both by raising competition and by lowering technical switching costs.
Metric | GDDY | SHOP | VRSN |
|---|---|---|---|
Price/Earnings (Normalized) | 17.53 | 83.63 | 31.42 |
Price/Book Value | — | 14.50 | — |
Price/Sales | 3.06 | 13.16 | 16.50 |
Price/Cash Flow | 9.99 | 69.70 | 29.80 |
Metric | GDDY | SHOP | VRSN |
|---|---|---|---|
Quick Ratio | 0.38 | 4.72 | 0.37 |
Current Ratio | 0.61 | 4.86 | 0.42 |
Interest Coverage | 9.16 | — | 14.94 |
Metric | GDDY | SHOP | VRSN |
|---|---|---|---|
Return on Assets (Normalized) | 14.99% | 19.01% | 63.89% |
Return on Equity (Normalized) | 1,457.38% | 21.86% | — |
Return on Invested Capital (Normalized) | 33.51% | 19.43% | — |
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| Zscaler Inc ZS | LOCK|@Z&>S@! | LOCK|h@ZL& | $33B |
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