GDDY - GoDaddy Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$96.20
DETAILS
HIGH:
$120.00
LOW:
$76.00
MEDIAN:
$95.00
CONSENSUS:
$96.20
DOWNSIDE:
7.83%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
80% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
7.8%
11.0%
3.0%
Key Value Driver
FCF growth rate (8% base case)
Terminal Value % of EV
37%
Implied Market Multiple
11.3x
Market is pricing in (growth)
1.2%
vs our 7.8% base
Plain-Language Summary
Using a two-stage FCF DCF with 8% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $182.30 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (38 analysts)
$96.20
Analyst Range
$76.00 – $120.00
Divergence from AlphaVal
90%
Warnings
Stock-based employee pay equals 36% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
Wall Street's average price target is $96.20 (from 38 analysts). Our estimate is 90% above the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions