GDDY vs GLBE vs TDUP Stock Comparison

GoDaddy, Global-E Online and ThredUp Prices as of Nov 4, 2026 Peers: Industry group
GDDY GoDaddy Inc.
$118.47 +18.8% 1M -12.4% 1Y
Market cap
$14.98B
P/E
15.6x
Revenue (TTM)
$5.18B
Div. yield
–
Web Hosting and Domains Technology
7 wins
GLBE Global-E Online Ltd.
$44.93 +13.0% 1M +27.1% 1Y
Market cap
$7.41B
P/E
48.2x
Revenue (TTM)
$1.11B
Div. yield
–
E-commerce Software Technology
4 wins
TDUP ThredUp Inc.
$2.19 +0.9% 1M -72.1% 1Y
Market cap
$190.49M
P/E
–
Revenue (TTM)
$340.37M
Div. yield
–
Online Retail Consumer Discretionary

Head to Head

11 decided of 12

GoDaddy leads on 7 of the 12 questions below (GoDaddy 7, Global-E Online 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGDDYGLBETDUPLeader
Larger companyMarket capitalisation $14.98B $7.41B $190.49M GDDY
Cheaper on earningsLower P/E, profitable companies only 15.6x 48.2x -8.1x GDDY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.4x 37.8x — GDDY
Faster revenue growthRevenue growth, trailing twelve months +6.4% +31.4% +14.1% GLBE
More profitableNet margin, trailing twelve months 18.6% 13.9% -6.9% GDDY
Better return on capitalReturn on invested capital 28.2% 16.9% -31.5% GDDY
Less leveragedLower net debt / EBITDA 1.9x -1.9x 3.5x GLBE
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -12.4% +27.1% -72.1% GLBE
Better 5-year returnAnnualised price return, 5 years +10.2%/yr -3.2%/yr -35.4%/yr GDDY
Less volatileAnnualised volatility, 1 year 51.8% 47.4% 98.8% GLBE
Higher overall scoreMean of the five percentile scores vs peers 79/100 61/100 31/100 GDDY

Percentile Scorecard

GDDYGLBETDUP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisGDDYGLBETDUP
Valuation 100 #1 of 39 27 #121 of 166 9 #98 of 107
Growth 69 #12 of 36 98 #4 of 154 77 #25 of 103
Profitability 94 #3 of 34 83 #27 of 154 18 #84 of 102
Financial Health 35 #25 of 38 83 #31 of 179 46 #61 of 113
Shareholder Returns 95 #2 of 22 13 #85 of 97 4 #73 of 76
Overall 79 61 31
  • GDDY ranked among 39 companies in Cloud Computing
  • GLBE ranked among 185 companies in Internet Platforms
  • TDUP ranked among 115 companies in Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodGDDYGLBETDUPSPY
1 month +18.8%+13.0%+0.9% -1.0%
3 months +29.1%+8.1%-65.1% -0.4%
6 months +39.0%+43.9%-56.5% +4.5%
Year to date -4.5%+14.3%-65.7% +12.4%
1 year -12.4%+27.1%-72.1% +13.6%
3 years +38.5%+21.3%-40.8% +76.4%
3 years, per year +11.5%+6.6%-16.0% +20.8%
5 years +62.8%-15.0%-88.7% +63.7%
5 years, per year +10.2%-3.2%-35.4% +10.4%
10 years +272.5%—— +267.7%
10 years, per year +14.1%—— +13.9%

Risk

MeasureGDDYGLBETDUPSPY
Volatility, 1Y 51.8%47.4%98.8% 12.8%
Downside volatility, 1Y 56.0%44.5%124.5% 12.7%
Beta vs S&P 500, 1Y -0.011.072.30 1.00
Return / volatility, 1Y -0.240.57-0.73 1.06
Max drawdown, 5Y -65.0%-74.6%-97.5% -25.4%
From 52-week high -12.4%0.0%-74.9% -1.6%
52-week high $135.18$44.93$8.72 $779.14
52-week low $74.99$27.54$1.99 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleGDDYGLBETDUP
P/E now vs peer median 15.4xmedian 28.9x 49.7xmedian 18.2x -12.3xmedian 18.4x
P/S now vs peer median 2.8xmedian 3.7x 6.9xmedian 1.5x 0.9xmedian 0.5x
EV/EBITDA now vs peer median 12.2xmedian 22.5x 38.4xmedian 15.3x -24.1xmedian 9.6x
P/FCF now vs peer median 8.3xmedian 16.4x 25.8xmedian 12.2x -386.9xmedian 16.4x
P/B now vs peer median -104.4xmedian 3.4x 8.4xmedian 1.8x 4.8xmedian 1.8x
PEG now vs peer median 0.33median 1.27 1.21median 0.38 -0.33median 0.83

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsGDDYGLBETDUP
Revenue $5.18B $1.11B $340.37M
Gross profit $3.30B $501.25M $269.65M
Operating income $1.33B $157.99M -$24.64M
Net income $961.60M $153.71M -$23.45M
Free cash flow $1.74B $293.88M -$752.00K
R&D – $131.84M –
EPS (diluted) $7.65 $0.87 $-0.18
Cash & equivalents $1.12B $285.36M $42.68M
Total debt $3.77B $6.01M $17.74M
Shares (diluted) 125.70M 175.99M 131.83M
Enterprise value $10.36B $6.17B -$14.36M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricGDDYGLBETDUP
P/E 15.4x 49.7x -12.3x
P/FCF 8.3x 25.8x -386.9x
P/Operating cash flow 8.2x 26.0x 29.9x
P/S 2.8x 6.9x 0.9x
P/B -104.4x 8.4x 4.8x
P/Tangible book -13.2x 8.8x 4.8x
EV/EBITDA 12.2x 38.4x -24.1x
EV/EBIT 12.9x 45.8x -10.3x
EV/Revenue 3.3x 6.5x 0.7x
EV/FCF 9.8x 24.6x -337.6x
EV/Operating cash flow 9.7x 24.8x 26.1x
PEG (3Y EPS CAGR) 0.33 1.21 -0.33

Growth

14 metrics
MetricGDDYGLBETDUP
Revenue growth (1Y) 6.4% 31.4% 14.1%
Revenue CAGR (3Y) 7.3% 30.7% 2.9%
Gross profit growth (1Y) 6.6% 31.7% 13.6%
Gross profit CAGR (3Y) 7.7% 36.4% 9.0%
Operating income growth (1Y) 25.0% 744.3% -6.1%
Operating income CAGR (3Y) 39.4% 43.4% 30.5%
Net income growth (1Y) 16.1% 640.9% 35.5%
Net income CAGR (3Y) 39.4% 42.5% 32.5%
EPS growth (1Y) 28.4% 614.2% 39.4%
EPS CAGR (3Y) 47.0% 41.0% 37.2%
Operating cash flow growth (1Y) 12.9% 91.5% -23.9%
Operating cash flow CAGR (3Y) 22.8% 86.7% 32.5%
Free cash flow growth (1Y) 13.4% 89.2% -147.9%
Free cash flow CAGR (3Y) 24.5% 84.0% 74.9%

Profitability

14 metrics
MetricGDDYGLBETDUP
Gross margin 63.7% 45.2% 79.2%
EBITDA margin 27.2% 17.0% -3.1%
Operating margin 25.7% 14.3% -7.2%
Pretax margin 23.7% 14.2% -6.9%
Net margin 18.6% 13.9% -6.9%
FCF margin 33.7% 26.5% -0.2%
Operating cash flow margin 34.2% 26.3% 2.9%
Return on equity – 16.9% -38.7%
Return on assets 12.1% 11.6% -13.8%
Return on invested capital 28.2% 16.9% -31.5%
Return on capital employed 27.8% 17.6% -23.0%
Asset turnover 0.7x 0.8x 2.0x
Cash conversion (OCF / net income) 1.8x 1.9x -0.4x
Stock comp / revenue 5.6% 3.7% 6.1%

Financial Health

11 metrics
MetricGDDYGLBETDUP
Debt / assets 47.7% 0.4% 10.5%
Debt / equity -27.2x 0.0x 0.3x
Net debt / EBITDA 1.9x -1.9x 3.5x
Debt / FCF 2.2x 0.0x -23.6x
Liabilities / assets 101.8% 33.3% 64.3%
Equity / assets -1.8% 66.7% 35.7%
Interest coverage 8.9x – -16.9x
Current ratio 0.6x 2.1x 1.0x
Quick ratio 0.4x 1.0x 1.0x
Cash ratio 0.4x 0.8x 0.9x
Altman Z-score 1.50 11.10 -1.76

Shareholder Returns

7 metrics
MetricGDDYGLBETDUP
Dividend yield – – –
Net buyback yield 10.4% -2.6% -5.6%
Shareholder yield 10.4% -2.6% -5.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusGDDYGLBETDUP
Forward P/E 15.4xFY2026 37.8xFY2026 –
EPS, next fiscal year $7.68FY2026 $1.19FY2026 $-0.16FY2026
EPS growth, next FY +23.5%FY2026 +205.1%FY2026 –
EPS growth, the year after +15.4% +48.7% –
Revenue, next fiscal year $5.55BFY2026 $1.29BFY2026 $328.44MFY2026
Revenue growth, next FY +12.1%FY2026 +33.7%FY2026 +5.7%FY2026
Revenue growth, the year after +3.8% +29.2% +20.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGDDYGLBETDUP
Held by institutions 100.0% 65.3% 97.1%
Institutions holding 624 233 177
Change in shares held, QoQ -0.6% +0.3% +13.7%
Institutions buying 321 136 114
Institutions selling 252 69 45
Buyers to sellers 1.27 1.97 2.53

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

GDDYGLBETDUP
GDDY 1.00 0.27 0.13
GLBE 0.27 1.00 0.23
TDUP 0.13 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, GDDY, GLBE and TDUP?

GoDaddy (GDDY) is the largest by market capitalisation: GoDaddy (GDDY) $14.98B, Global-E Online (GLBE) $7.41B, ThredUp (TDUP) $190.49M.

Which stock is cheaper, GDDY, GLBE and TDUP?

GoDaddy (GDDY) trades on the lowest price-to-earnings ratio (GoDaddy (GDDY) 15.6x, Global-E Online (GLBE) 48.2x, ThredUp (TDUP) -8.1x). On next year's consensus earnings, GoDaddy (GDDY) is cheapest (GoDaddy (GDDY) 15.4x, Global-E Online (GLBE) 37.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Global-E Online (GLBE) grew revenue fastest over the trailing twelve months: GoDaddy (GDDY) +6.4%, Global-E Online (GLBE) +31.4%, ThredUp (TDUP) +14.1%.

Which company is more profitable?

GoDaddy (GDDY) has the highest net margin (GoDaddy (GDDY) 18.6%, Global-E Online (GLBE) 13.9%, ThredUp (TDUP) -6.9%). On return on invested capital, GoDaddy (GDDY) leads (GoDaddy (GDDY) 28.2%, Global-E Online (GLBE) 16.9%, ThredUp (TDUP) -31.5%).

Which stock has performed better?

Over the past year Global-E Online (GLBE) returned the most: GoDaddy (GDDY) -12.4%, Global-E Online (GLBE) +27.1%, ThredUp (TDUP) -72.1%. Over five years, GoDaddy (GDDY) compounded fastest (GoDaddy (GDDY) +10.2%/yr, Global-E Online (GLBE) -3.2%/yr, ThredUp (TDUP) -35.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Global-E Online (GLBE) has been the steadiest (GoDaddy (GDDY) 51.8%, Global-E Online (GLBE) 47.4%, ThredUp (TDUP) 98.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, GDDY, GLBE and TDUP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, GoDaddy (GDDY) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.