COMP <GO>
GDDY vs MSFT // EV/EBITDA & P/E VALUATION
GoDaddy Inc. (NYSE) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: GDDY 6
— MSFT 8
▲ EV/EBITDA & P/E VALUATION LEADER: GDDY
LAST: $117.24 (+10.72%) • MKT CAP: $13.41B
valuation
14.1x
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
valuation
19.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GDDY VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GDDY | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 62.00% | 67.66% | -5.66 | MSFT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.50% | 26.54% | +2.96 | GDDY | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 14.1x | 19.9x | -5.83 | GDDY | /valuation <GO> |
| Free Cash Flow Yield | 11.75% | 1.55% | +10.20 | GDDY | /fcf-yield <GO> |
| Operating Margin | 22.80% | 47.10% | -24.30 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 17.70% | 41.17% | -23.47 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 17.91% | -9.61 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.51 | 9.35 | -6.84 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 5.74% | +1.66 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 49.0 | +17.05 | GDDY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.14 | +0.02 | GDDY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 24.2x | -9.99 | GDDY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.41B | $3.88T | -$3.86T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GDDY REV | MSFT REV | GDDY GROSS % | MSFT GROSS % | GDDY FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $4.95B | $281.72B | 44.0% | 68.8% | $1.58B | $71.61B |
| FY 2024 | $4.57B | $245.12B | 44.0% | 69.8% | $1.26B | $74.07B |
| FY 2023 | $4.25B | $211.91B | 44.0% | 68.9% | $856.2M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GDDY // BETA 1.16
MSFT // BETA 1.14