GoDaddy Inc. logo GDDY - GoDaddy Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 1
BUY 22
HOLD 14
SELL 1
STRONG
SELL 0
| PRICE TARGET: $111.63 DETAILS
HIGH: $145.00
LOW: $83.00
MEDIAN: $100.00
CONSENSUS: $111.63
UPSIDE: 25.65%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 80% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Undervalued Strong
Trading 42.9% below fair value
Current Price $88.84
Bear Case $116.64 31.3% upside ($116.64 - $88.84) / $88.84 = 31.3% 5% stage 1 growth, 11% discount
Fair Value $155.47 75.0% upside ($155.47 - $88.84) / $88.84 = 75.0% 9% stage 1 growth, 11% discount
Bull Case $192.16 116.3% upside ($192.16 - $88.84) / $88.84 = 116.3% 11% stage 1 growth, 11% discount

Adjust Assumptions

8.5%
11.0%
3.0%

Key Value Driver

FCF growth rate (9% base case)

Terminal Value % of EV 38%
Implied Market Multiple 10.9x

Plain-Language Summary

Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $111.63 from 38 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $155.47 per share.

Warnings

⚠ Stock-based employee pay equals 36% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
ℹ Wall Street's average price target is $111.63 (from 38 analysts). Our estimate is 56% 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