Table of Contents :
• Stock Rating & Target Price
• Investment Thesis
• Fundamental Models Used
• Company Description
• Corporate Timeline
• Key Metrics (KPI ) and Recently Reported Earnings Review
• Business Highlights, Strategic Announcements & Outlook
• Quarter-over-Quarter (Q-o-Q) and Year-over-Year (Y-o-Y) Growth Analysis
• Key Catalysts Driving Growth
• Historical Financial Statement Analysis & CAGR Trends
• Quarterly Key Financial Ratios and Performance Metrics
• Annual Financial Performance Analysis: Horizontal and Vertical Financial Analysis, Trends
• Financial Forecasts
• Annual Forecasts: Income Statement
• Annual Forecasts: Cash Flow Statements
• Net Debt Levels
• A Closer Look at DCF: Our Assumptions and Methodology
• Terminal Value Calculation
• Target Price Analysis
• Valuation Multiples
• Supplementary Valuation Analysis: Multiples Approach
• Scenario/Sensitivity Analysis – Base Case , Bull Case ,Bear Case
• Holistic Peer Review & Trading Comps: Financial Data, Operational Metrics, and Valuation Multiples
• Implied Price Per Share
• Ownership Activity/ Insider Trades
• Ownership Summary
• An analysis of ESG Risk Rating
• Key Professionals
• Key Board Members
• Key Risks Considerations
• Analyst Ratings
• Analyst Industry Views
• Disclosures
Godaddy (GDDY): Using AI to take weight away from customers & Bundling to Drive 2025 Vision ?
Initiation of Coverage : GoDaddy’s second-quarter performance showcased impressive top-line growth and enhanced profitability, underscored by the company’s strategic shift towards higher-margin solutions and operational efficiencies. The integration of AI in customer support played a pivotal role in these gains. Revenue surged by 7% year over year, driven largely by a 15% increase in website design, email, and commerce solutions. This growth was further supported by successful product bundling initiatives and stable customer retention rates, which remained strong at 85%. As a result, the average revenue per user climbed 6% to $210. Additionally, GoDaddy’s adjusted EBITDA margin expanded by an impressive 400 basis points to 29%, reflecting the company's effective strategies to boost profitability.
