GoDaddy Inc.

GDDYInfrastructure

GoDaddy helps small businesses get online and stay there.

Key figures

Data as of Jun 2026 · Pills compare vs Mar 2026

ARR Multiple

2.4x

+0.3x

ARR

$5.2B

+2.5%

YoY Growth

6.6%

+0.5pp

Market Cap

$12.3B

+14.5%

Revenue (Q)

$1.3B

+2.5%

Gross Margin

0.0%

0.0pp

Op. Margin

26.4%

+1.6pp

Rule of 40

33.0

+2.1

Magic Number

—

Revenue, margins & ratios from SEC filings; market cap & ARR multiple from market data. Market cap & ARR multiple use the close of 2 Oct 2026; their pills compare vs the Jun 2026 quarter-end (2.1x).

Valuation by quarter

Current ARR Multiple: 2.1x· Forward at Q3 FY2026 guidance: 2.0x

Calculated valuation

FRAMEWORK EST.

Valuation data is not available for this company.

Strategy recommendations

Levers ranked by valuation impact

No recommendations for this company.

AI Replacement RiskHIGH

72/ 100

LowModerateElevatedHigh

Estimated likelihood that general-purpose AI replaces this product.

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Why this rating

From the AI Risk Calculator model

Parts of your stack are exposed. Look at which features are most easily replicated by AI and either deprecate them or wrap them with proprietary data and workflow.

What's driving the score

Sales & marketingCategory baseline

high base

Workflow complexity4/5

-6 risk

Data moat2/5

+5.5 risk

Integration depthMedium

-4 risk

SegmentSmb

+10 risk

IndustryOther

neutral

Own AI integration2/5

+1.6 risk

Ways to reduce exposure

Without unique data that improves the product over time, the logic alone is easy to replicate. Capture proprietary signals, feedback loops, or workflows that competitors cannot synthesize.

Company overview

GoDaddy helps small businesses get online and stay there. Bob Parsons founded the company in 1997. It sits in Tempe, Arizona, and went public in 2015.

Most people know GoDaddy for domain names. That is still the front door. You buy a web address, and then GoDaddy sells you everything that comes next. Hosting. A website builder. Business email. An online store. Payment tools.

Think about a plumber who wants a real website by tonight. She types her business name into GoDaddy, grabs a domain, and picks a template. Within an hour she has a site, a booking form, and a way to take card payments. That speed is the whole point.

The company also folds in marketing help and a growing set of AI features under a brand called Airo. Airo drafts logos, writes copy, and builds a starter site from a few prompts. The goal is to shrink the gap between an idea and a live business.

GoDaddy serves more than 20 million customers around the world. Revenue runs near $4.5 billion a year. The business throws off strong free cash flow, which management uses to buy back stock. GoDaddy is not the flashiest software name. It is a workhorse that quietly powers a huge share of small business websites.