COMP <GO>
GDDY vs JKHY // FREE CASH FLOW YIELD
GoDaddy Inc. (NYSE) VS. Jack Henry & Associates Inc. (NASDAQ) • 15-METRIC TALLY: GDDY 6
— JKHY 7
▲ FREE CASH FLOW YIELD LEADER: GDDY
LAST: $117.24 (+10.72%) • MKT CAP: $13.41B
fcf-yield
11.75%
LAST: $161.34 (+1.08%) • MKT CAP: $11.19B
fcf-yield
5.26%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GDDY VS. JKHY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GDDY | JKHY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 42.70% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 20.50% | +9.00 | GDDY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.1x | 18.2x | -4.10 | GDDY | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 11.75% | 5.26% | +6.49 | GDDY | /fcf-yield <GO> |
| Operating Margin | 22.80% | 23.90% | -1.10 | JKHY | /operating-margins <GO> |
| Net Profit Margin | 17.70% | 19.20% | -1.50 | JKHY | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 7.20% | +1.10 | GDDY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.47% | -1.47 | JKHY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.51 | 10.94 | -8.43 | JKHY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | JKHY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.6 | 57.3 | -6.70 | JKHY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.32 | -0.16 | JKHY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 22.9x | -8.70 | GDDY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.41B | $11.19B | $2.22B | GDDY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GDDY REV | JKHY REV | GDDY GROSS % | JKHY GROSS % | GDDY FCF | JKHY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.95B | $2.38B | — | 42.7% | $1.58B | $588.1M |
| FY 2024 | $4.57B | $2.22B | — | 41.3% | $1.26B | $509.9M |
| FY 2023 | $4.25B | $2.08B | — | — | $856.2M | $288.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GDDY // BETA 1.16
JKHY // BETA 1.32