GoDaddy Inc. GDDY

Competitive advantage analysis · technology

Software & SaaS Specialized
Overall moat score
68/100
Moderate

About GoDaddy Inc.

GoDaddy Inc. engages in the design and development of cloud-based products in the United States and internationally. It operates in two segments: Applications and Commerce (A&C), and Core Platform (Core). The A&C segment offers applications products, including Websites + Marketing, a mobile-optimized online tool that enables customers to build websites and e-commerce enabled online stores; and Managed WordPress, a streamlined … Full GDDY analysis →

Competitive advantage assessment

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.72), consistent with premium software economics.
  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.90), showing scalable economics.

Key risks

  • Liquidity Cushion Looks Thin Liquidity position is weak (score 0.25), leaving less room for error.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
73

Where GDDY ranks in Software - Infrastructure

GoDaddy Inc. ranks #17 of 176 scored companies in Software - Infrastructure by moat score — the top 10%. The widest moat in the group is Palantir Technologies Inc. (PLTR) at 78/100.

Moat scores for companies ranked near GDDY in Software - Infrastructure
# Company Moat score Rating
13 Joint Stock Company Kaspi.kz - KSPI 69/100 Moderate
14 Nutanix, Inc. NTNX 69/100 Moderate
15 AvePoint, Inc. AVPT 69/100 Moderate
16 AvePoint, Inc. AVPTW 69/100 Moderate
17 GoDaddy Inc. GDDY 68/100 Moderate
18 Affirm Holdings, Inc. AFRM 68/100 Moderate
19 GigaCloud Technology Inc GCT 68/100 Moderate
20 Consensus Cloud Solutions, Inc. CCSI 68/100 Moderate
21 Remitly Global, Inc. RELY 67/100 Moderate

See every Software & SaaS company ranked by moat score →

How GDDY scores on the Software & SaaS Specialized defenses

Pricing Power

Score 73 · 20% of the moat score

In software, pricing power is visible in gross margin: a vendor that has to discount in order to renew gives it up first.

Recurring Revenue Stickiness

Score 64 · 18% of the moat score

Recurring revenue is the model's central claim, and it is a moat only when customers renew and expand without being re-sold each year.

Innovation Engine

Score 51 · 16% of the moat score

Software is competed away rather than depreciated, so a vendor that stops investing loses its category.

Cash Scalability

Score 80 · 18% of the moat score

The test of a software business is whether growth eventually stops consuming cash.

Capital Efficiency

Score 85 · 16% of the moat score

A software platform employs very little capital, so a genuine franchise should produce high returns on it without leverage.

Balance Sheet Resilience

Score 51 · 12% of the moat score

Software companies fund years of customer acquisition before those customers pay back, which makes access to capital a strategic variable rather than a treasury detail.

How each Software & SaaS Specialized defense is measured, in full →

Understanding GDDY's moat

What is GoDaddy Inc.'s moat score?

GoDaddy Inc. (GDDY) scores 68 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #17 of 176 scored companies in Software - Infrastructure, the top 10%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 175 companies in Software - Infrastructure. Its strongest defense is Capital Efficiency (85/100) and its weakest is Balance Sheet Resilience (51/100).

How does GoDaddy Inc. compare with other Software - Infrastructure companies?

GoDaddy Inc. ranks #17 of 176 scored companies in Software - Infrastructure by moat score. The widest moat in Software - Infrastructure is Palantir Technologies Inc. (PLTR) at 78/100. The companies ranked closest are AvePoint, Inc. (AVPTW) at 69 just above it and Affirm Holdings, Inc. (AFRM) at 68 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Software & SaaS Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 175 companies in Software - Infrastructure. The defenses are then weighted to produce the overall score out of 100.

Why is GoDaddy Inc. scored with the Software & SaaS Specialized template?

Software costs almost nothing to reproduce, so the entire economic question is whether customers keep paying. Revenue is a subscription rather than a sale, the cost of winning a customer is paid years before that customer becomes profitable, and margins arrive only if renewals hold. The Software & SaaS template scores retention, reinvestment, and the point at which growth turns into cash.

Which competitive defenses are measured for GoDaddy Inc.?

The Software & SaaS Specialized template measures 6 defenses, and GDDY scores: Pricing Power (73), Recurring Revenue Stickiness (64), Innovation Engine (51), Cash Scalability (80), Capital Efficiency (85), Balance Sheet Resilience (51). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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