COMP <GO>
JKHY vs GDDY // NET PROFIT MARGIN
Jack Henry & Associates Inc. (NASDAQ) VS. GoDaddy Inc. (NYSE) • 15-METRIC TALLY: JKHY 7
— GDDY 6
▲ NET PROFIT MARGIN LEADER: JKHY
LAST: $159.62 (+0.96%) • MKT CAP: $11.19B
net-margins
19.20%
LAST: $105.89 (-0.61%) • MKT CAP: $13.41B
net-margins
17.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JKHY VS. GDDY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JKHY | GDDY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 42.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.50% | 29.50% | -9.00 | GDDY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.2x | 14.1x | +4.10 | GDDY | /valuation <GO> |
| Free Cash Flow Yield | 5.26% | 11.75% | -6.49 | GDDY | /fcf-yield <GO> |
| Operating Margin | 23.90% | 22.80% | +1.10 | JKHY | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 19.20% | 17.70% | +1.50 | JKHY | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 8.30% | -1.10 | GDDY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.47% | 0.00% | +1.47 | JKHY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 10.94 | 2.51 | +8.43 | JKHY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | JKHY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.3 | 50.6 | +6.70 | JKHY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.32 | 1.16 | +0.16 | JKHY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.9x | 14.2x | +8.70 | GDDY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.19B | $13.41B | -$2.22B | GDDY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JKHY REV | GDDY REV | JKHY GROSS % | GDDY GROSS % | JKHY FCF | GDDY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.38B | $4.95B | 42.7% | — | $588.1M | $1.58B |
| FY 2024 | $2.22B | $4.57B | 41.3% | — | $509.9M | $1.26B |
| FY 2023 | $2.08B | $4.25B | — | — | $288.1M | $856.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JKHY // BETA 1.32
GDDY // BETA 1.16