Godaddy Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Godaddy Inc (GDDY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Godaddy Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 5,181M vs 4,035M combined for its competitors (56.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.6% annualized vs trailing 12 months), vs accelerating (+18.0%) for its tracked peer group.
- Growth: Godaddy Inc generated 6.1% revenue growth year over year in Q3 2026, vs 49.2% for its competitors combined.
- Profitability: Its 19.5% net margin compares with -1.5% for the peer group.
- Scale: Godaddy Inc ranks #13 of 163 companies by market capitalization in the Cloud Computing & Data Analytics industry, holding 2.2% of industry market cap.
- Peer revenue share: Godaddy Inc accounted for 53.0% of combined revenue among its tracked peer group, down from 61.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.89M compares with $0.86M for the peer group (1.0x).
- Structure: Godaddy Inc operates in the following segments: Core platform, Applications and commerce.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GDDY Sales vs. its Competitors, Q3 2026
Godaddy Inc reported revenue growth of 6.05 % year on year in Q3 2026, below its competitors' combined revenue growth of 49.22 %.
With a net margin of 19.51 %, Godaddy Inc achieved higher profitability than its competitors (-1.45 %).
Godaddy Inc generated 52.99 % of the combined sales of its peer group, down from 61.33 % a year earlier.
API endpoints for this dataset
Godaddy Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Godaddy Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Godaddy Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Godaddy Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (12) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Godaddy Inc's competitor groups requires a Commercial License.
For context: the Cloud Computing & Data Analytics industry grew revenue 8.1% year over year, combined, vs 6.1% for Godaddy Inc. Godaddy Inc's share of combined industry revenue moved from 0.97% to 0.95%, a loss of 0.02 percentage points.
Godaddy Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Godaddy Inc | Yes | Yes | Yes | No |
| Competitors combined (6) | ||||
| High-Confidence Competitors (22) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GDDY Stock Performance relative to its Competitors
GDDY Stock Performance relative to High-Confidence Competitors
GDDY Stock Performance relative to Similar-Size Competitors
GDDY Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Digitalocean Holdings Inc | 282.9% | Outperformed |
| 2 | Cloudflare Inc | 282.9% | Outperformed |
| 3 | Verisign Inc | 282.9% | Outperformed |
| 4 | Commerce com Inc | 282.9% | Outperformed |
| 5 | Applied Digital Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Godaddy Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Godaddy Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Godaddy Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Godaddy Inc |
14,219.99 | 5,180.60 |
 Cloudflare Inc |
108,433.29 | 2,512.92 |
 Verisign Inc |
28,124.80 | 1,731.80 |
 Digitalocean Holdings Inc |
9,119.51 | 1,103.36 |
 Applied Digital Corporation |
4,863.18 | 853.85 |
 Canaan Inc |
1,150.80 | 529.74 |
| SUBTOTAL | 166,217.67 | 12,258.75 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Godaddy Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Godaddy Inc's Competitors Named by the Company
Competitive relationships identified from Godaddy Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Cloudflare | Company report | 85% |
| Verisign Inc | Company report | 85% |
| Squarespace | Company report | 85% |
| Tucows | Company report | 85% |
| Let's Encrypt | Company report | 85% |
| OpenTable | Company report | 85% |
| WP Engine | Company report | 85% |
| Company report | 85% | |
| Identity Digital | Company report | 85% |
| Namecheap | Company report | 85% |
| Shopify | Company report | 85% |
| TikTok | Company report | 85% |
| Company report | 85% | |
| BigCommerce | Company report | 85% |
| Zoho | Company report | 85% |
| Dynadot | Company report | 85% |
| PayPal | Company report | 85% |
| Stripe | Company report | 85% |
| Yelp | Company report | 85% |
| Comodo | Company report | 85% |
| Liquid Web | Company report | 85% |
| GMO | Company report | 85% |
| Newfold Digital | Company report | 85% |
| SiteGround | Company report | 85% |
| Toast | Company report | 85% |
| Wix | Company report | 85% |
| Block | Company report | 85% |
| Hostinger | Company report | 85% |
| Mindbody | Company report | 85% |
| SEDO | Company report | 85% |
| Company report | 85% | |
| Alibaba | Company report | 85% |
| Microsoft | Company report | 85% |
| Amazon | Company report | 85% |
| Ionos | Company report | 85% |
| Tencent | Company report | 85% |
| Automattic | Company report | 85% |
| Donuts | Company report | 85% |
| Square | Company report | 85% |
| Grasshopper | Company report | 85% |
| United Internet | Company report | 85% |
| Afilias | Company report | 85% |
| Zillow | Company report | 85% |
| Constant Contact | Company report | 85% |
| Endurance | Company report | 85% |
| Web.com | Company report | 85% |
| Digitalocean Holdings Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Godaddy Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Godaddy Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Godaddy Inc | Core platform 60.93 % |
| Cloudflare Inc | Reportable 100.00 % |
| Applied Digital Corporation | HPC Hosting Business 76.82 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Godaddy Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Godaddy Inc | 14,220 | 886,330 | 164,517 |
| Cloudflare Inc | 108,433 | 487,378 | -40,007 |
| Verisign Inc | 28,125 | 1,866,164 | 915,733 |
| Digitalocean Holdings Inc | 9,120 | 754,689 | 24,384 |
| Applied Digital Corporation | 4,863 | 3,335,352 | -1,372,922 |
| Canaan Inc | 1,151 | 1,327,657 | -526,985 |
| PEERS TOTAL | 151,998 | 863,084 | 13,497 |
Godaddy Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Godaddy Inc | United States 67.54 % |
| Cloudflare Inc | United States 52.13 % |
| Verisign Inc | United States 66.61 % |
| Canaan Inc | Other Foreign Countries 0.40 % |
| Commerce com Inc | US 75.88 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Godaddy Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 143 companies in Godaddy Inc's industry classification, broader than the peer set above. Market cap in millions of $.Godaddy Inc ranks #13 of 143 companies by market capitalization in its industry, holding 2.17 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 576, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Automatic Data Processing Inc | 120,857 | 17.78 % |
| 2 | Infosys Limited | 51,192 | 7.53 % |
| 3 | Workday Inc | 46,434 | 6.83 % |
| 4 | Zscaler Inc | 31,618 | 4.65 % |
| 5 | Cognizant Technology Solutions Corporation | 1,234 | 5.2% |
| 6 | Verisign Inc | 1,234 | 5.2% |
| 7 | Verisk Analytics Inc | 1,234 | 5.2% |
| 8 | Samsara Inc | 1,234 | 5.2% |
| 9 | Wipro Limited | 1,234 | 5.2% |
| 10 | Toast Inc | 1,234 | 5.2% |
| 13 | Godaddy Inc | 14,744 | 2.17 % |
Market cap and industry share for the rest of Godaddy Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-10.
Godaddy Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 8 | Samsara Inc | 24,726 | 8.36 % |
| 9 | Wipro Limited | 22,687 | -16.92 % |
| 10 | Toast Inc | 20,408 | -6.51 % |
| 11 | Reddit Inc | 20,185 | -48.65 % |
| 12 | Leidos Holdings Inc | 1,234 | 12.3% |
| 13 | Godaddy Inc | 14,744 | -14.75 % |
| 14 | Caci International Inc | 1,234 | 12.3% |
| 15 | Jack Henry and Associates Inc | 1,234 | 12.3% |
| 16 | Qxo Inc | 1,234 | 12.3% |
| 17 | Autohome Inc | 1,234 | 12.3% |
| 18 | Hinge Health Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Godaddy Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-10. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Godaddy Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cloud Computing & Data Analytics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (257 companies). See the full Cloud Computing & Data Analytics industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 63.75 % | 39.85 % (avg) | +23.9 pp |
| Operating Margin | 25.72 % | industry median | +14.0 pp |
| EBITDA Margin | 27.31 % | 2.26 % (avg) | +25.1 pp |
| Capital Intensity (Capex / Revenue) | 0.55 % | 5.87 % (avg) | -5.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Godaddy Inc's Valuation vs Competitive Position
Valuation multiples vs the Cloud Computing & Data Analytics industry average (257 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Cloud Computing & Data Analytics industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 13.1x | 27.4x | -14.2x |
| EV / EBITDA | 11.1x | 14.0x | -2.9x |
| P/B | 149.2x | 3.9x | +145.3x |
| Return on Equity | 1,200.87 % | industry aggregate | 1,178.37 % |
| Return on Invested Capital | 29.05 % | -0.37 % (avg) | 29.42 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Godaddy Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 18.45 % | 12.33 % | 11.00 % | 15.05 % | 7.22 % | 3.98 % | 7.50 % | 8.26 % |
| Operating Margin | 5.62 % | 6.78 % | 8.21 % | 10.01 % | 12.19 % | 12.87 % | 19.54 % | 22.77 % |
| Return on Invested Capital | 3.06 % | 3.86 % | 6.75 % | 7.50 % | 13.17 % | 18.18 % | 18.99 % | 26.01 % |
| P/E | 145.5x | 92.1x | - | 51.8x | 34.2x | 9.8x | 28.3x | 21.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Godaddy Inc's Strategic Group Map
Godaddy Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Godaddy Inc's trailing-12-month revenue growth of 6.4% and operating margin of 25.7% compares with an average of 5.7% growth and 24.7% margin across its 8 closest peers by combined growth, margin and ROIC -- Godaddy Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Godaddy Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Godaddy Inc falls in the Dog quadrant: relative market share of 0.12x vs its largest competitor, in an industry growing revenue 4.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Godaddy Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 576 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.55 % vs industry average 5.87 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Godaddy Inc's dedicated Suppliers and Customers pages, not here.
Godaddy Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Godaddy Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Godaddy Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 14.0 points above the industry median.
- Return on equity 1,178.4 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+3.6% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.12x).
Opportunities
- Trades at a lower P/E than the industry average (13.1x vs 27.4x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Godaddy Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Godaddy Inc | - | 0.63 | 47.15 |
| Cloudflare Inc | 0.48 | 1.94 | 2.19 |
| Verisign Inc | 0.36 | 0.50 | - |
| Digitalocean Holdings Inc | 0.82 | 1.16 | 1.32 |
| Applied Digital Corporation | 1.46 | 2.68 | 2.72 |
| Canaan Inc | 0.62 | 3.31 | 0.12 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Godaddy Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Godaddy Inc | Q3 2026 | +6.0 % | +24.4 % |
| Cloudflare Inc | Q2 2026 | +36.0 % | - |
| Verisign Inc | Q3 2026 | +5.7 % | -0.1 % |
| Digitalocean Holdings Inc | Q3 2026 | +40.3 % | - |
| Applied Digital Corporation | Q3 2026 | +432.4 % | - |
| Canaan Inc | Q4 2025 | +96.7 % | - |
| PEERS TOTAL | +32.1 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Godaddy Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Godaddy Inc | Q3 2026 | +6.5 % | +28.0 % |
| Cloudflare Inc | Q2 2026 | +53.6 % | -8.0 % |
| Verisign Inc | Q3 2026 | +2.0 % | +61.7 % |
| Digitalocean Holdings Inc | Q3 2026 | +74.0 % | +41.8 % |
| Applied Digital Corporation | Q3 2026 | +317.7 % | +731.8 % |
| Canaan Inc | Q4 2025 | +38.2 % | -35.7 % |
Godaddy Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Godaddy Inc | 11.99% | 21.33% | 1,200.87% |
| Cloudflare Inc | - | - | - |
| Verisign Inc | 59.57% | 208.18% | - |
| Digitalocean Holdings Inc | 1.27% | 1.58% | 4.45% |
| Applied Digital Corporation | - | - | - |
| Canaan Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Godaddy Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Godaddy Inc | 15.60 | 2.74 |
| Cloudflare Inc | - | 43.15 |
| Verisign Inc | 33.56 | 16.24 |
| Digitalocean Holdings Inc | 240.97 | 8.27 |
| Applied Digital Corporation | - | 5.70 |
| Canaan Inc | - | 2.17 |
| PEERS AVERAGE | 155.01 | 13.56 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.