Report
Valens Research

GDDY - Embedded Expectations Analysis - 2020 04 14

 GoDaddy Inc. (GDDY:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.8x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may be concerned about their products, content brand strategy, and core platform investments

 Specifically, management may be exaggerating the quality of their customer experience and products, their broker services capabilities, and the success of their influencer-driven creative content brand strategy. Moreover, they may be concerned about Uniregistry and their investments in their core platform, and they may lack confidence in their ability to find people with the right skillsets to accomplish their priorities
Underlying
GoDaddy Inc. Class A

GoDaddy is a technology provider to small businesses, web design personnel and individuals, delivering cloud-based products and personalized Customer Care. The company provides hosting, presence and business applications products and services. The company provides applications and access to relevant third party products helping them connect to their customers, manage and grow their businesses and get found online. The company has designed and developed a set of cloud-based technology products enabling its customers to establish a digital presence, connect with their customers and manage their ventures.

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Valens Research
Valens Research

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