Mulya.ai
Ticker
GDDY
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?8.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.889
Beta (levered) ?1.150
Terminal OM% ?26.2%
Segment conc. ?62% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

GDDY · GoDaddy Inc.

$84.552026-07-21
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Internet Services & Infrastructure

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$237
+180.7% vs market
Base · active
$203
+140.2% vs market
Bear
$199
+134.8% vs market
Mulya.ai vs Analyst IV Comparison?
Market $85
Median $100
Bear $199
Base $203
Bull $237
Market Price $85
Mulya.ai Base $203
Analysts Median $100
Mulya.ai IV range ($199 · $237)
Analysts Range ($83 · $145)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$4.3B14.8%0.0%$2.2B$31MM$2.2B10.1%35.9%$6.1B$10.24
2024.Q4$4.3B0.0%14.8%0.0%$771MM−$10MM$761MM9.4%12.9%$5.9B$10.24
2025.Q1$4.6B7.5%22.5%10.4%$921MM−$32MM$890MM8.4%15.9%$5.7B$6.98
2025.Q4$4.6B0.0%22.5%6.6%$960MM$22MM$982MM8.8%17.4%$5.3B$6.98
2026.Q1$5.0B9.9%27.4%12.9%$1.2B$72MM$1.3B8.0%22.7%$5.2B$6.488.2
italics below = DCF projection · 10yr Rev CAGR: 5%
2027.Q1$5.3B+5.9%26.4%13.6%$1.2B−$32MM$1.2B8.2%$1.1B23.1%$5.3B$7.8510.8
2028.Q1$5.6B+5.9%29.3%14.3%$1.4B−$47MM$1.4B8.3%$1.2B26.8%$5.3B$9.179.2
2029.Q1$5.9B+5.3%34.8%15.0%$1.8B−$80MM$1.7B8.3%$1.3B32.8%$5.4B$11.367.4
2030.Q1$6.2B+5.2%44.8%15.7%$2.4B$0MM$2.4B8.3%$1.7B43.6%$5.4B$15.255.5
2031.Q1$6.6B+5.0%44.8%16.4%$2.5B$0MM$2.5B8.4%$1.6B45.4%$5.4B$15.875.3
Term. Yr+$8.5B4.1%26.2%20.0%$1.8B−$309MM$1.5B8.6%$14.6B23.6%
Active scenario IV: $203 (+140.2% vs market)