GoDaddy vs Cloudflare
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KIRA’s take AI analyst
I put GoDaddy and Cloudflare side by side, using each one’s latest annual report. Here is what stands out:
- GoDaddy is the larger business, with $5.0B of revenue in fiscal 2025 against $2.2B for Cloudflare, about 2.3 times as much.
- Cloudflare grew revenue faster (29.9%, against 8.3%).
- GoDaddy kept more of each dollar of sales as operating profit (22.8% operating margin, against −9.6%).
- GoDaddy turned more of its sales into free cash flow (31.8% FCF margin, against 13.3%).
- GoDaddy earned a higher return on the capital invested in it (30.6%, against −29.7%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
GoDaddy
GDDY
7/9
Operating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Cloudflare
NET
2/9
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | GDDY FY25 | NET FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.4B | $117.6B |
| Revenue | $5.0B | $2.2B |
| Free cash flow | $1.6B | $288M |
| Net income | $875M | −$102M |
| Growth | ||
| Revenue growth | 8.3% | 29.9% |
| 5-year growth | 8.3% | 38.1% |
| Share count change | −3.2% | 2.1% |
| Profitability | ||
| Gross margin | — | 74.5% |
| Operating margin | 22.8% | −9.6% |
| Net margin | 17.7% | −4.7% |
| FCF margin | 31.8% | 13.3% |
| Return on capital | 30.6% | −29.7% |
| Return on equity | 192.9% | −8.2% |
| Balance sheet | ||
| Net debt | $2.7B | −$836M |
| Net debt / EBITDA | 2.2x | — |
| Dividends and buybacks | $1.6B | $0.0M |
| Valuation & quality | ||
| P/E | 16.3x | — |
| Piotroski F-score | 5 | 3 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.