GoDaddy Inc. logo GDDY - GoDaddy Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 21
HOLD 14
SELL 2
STRONG
SELL
0
| PRICE TARGET: $96.20 DETAILS
HIGH: $120.00
LOW: $76.00
MEDIAN: $95.00
CONSENSUS: $96.20
DOWNSIDE: 7.83%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 80% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Undervalued Strong
Trading 42.7% below fair value
Current Price $104.37
Bear Case $140.39 34.5% upside ($140.39 - $104.37) / $104.37 = 34.5% 5% stage 1 growth, 11% discount
Fair Value $182.30 74.7% upside ($182.30 - $104.37) / $104.37 = 74.7% 8% stage 1 growth, 11% discount
Bull Case $221.18 111.9% upside ($221.18 - $104.37) / $104.37 = 111.9% 10% stage 1 growth, 11% discount

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.
ℹ 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