COMP <GO>
GDDY vs GOOG // EV/EBITDA & P/E VALUATION
GoDaddy Inc. (NYSE) VS. Alphabet Inc. (NASDAQ) • 15-METRIC TALLY: GDDY 6
— GOOG 7
▲ EV/EBITDA & P/E VALUATION LEADER: GDDY
LAST: $117.24 (+10.72%) • MKT CAP: $13.41B
valuation
14.1x
LAST: $278.22 (-1.45%) • MKT CAP: $3.47T
valuation
16.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GDDY VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GDDY | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 62.00% | 59.70% | +2.30 | GDDY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 23.60% | +5.90 | GDDY | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 14.1x | 16.9x | -2.80 | GDDY | /valuation <GO> |
| Free Cash Flow Yield | 11.75% | 2.11% | +9.64 | GDDY | /fcf-yield <GO> |
| Operating Margin | 22.80% | 32.00% | -9.20 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 17.70% | 32.80% | -15.10 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 15.10% | -6.80 | GOOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.29% | -0.29 | GOOG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.51 | 13.93 | -11.42 | GOOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | GOOG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 7.40% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 21.1 | +44.99 | GDDY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.16 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 22.1x | -7.90 | GDDY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.41B | $3.47T | -$3.46T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GDDY REV | GOOG REV | GDDY GROSS % | GOOG GROSS % | GDDY FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.95B | $402.84B | 44.0% | 59.7% | $1.58B | $73.27B |
| FY 2024 | $4.57B | $350.02B | 44.0% | 58.2% | $1.26B | $72.76B |
| FY 2023 | $4.25B | $307.39B | 44.0% | 44.0% | $856.2M | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GDDY // BETA 1.16
GOOG // BETA 1.16