GDDY vs NET vs IPM Stock Comparison

GoDaddy, Cloudflare and Intelligent Protection Management Prices as of Nov 2, 2026 Peers: Industry group
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GDDY GoDaddy Inc.
$116.68 +20.0% 1M -12.4% 1Y
Market cap
$14.80B
P/E
16.8x
Revenue (TTM)
$5.10B
Div. yield
–
Web Hosting and Domains Technology
6 wins
NET Cloudflare, Inc.
$265.25 -24.0% 1M +4.7% 1Y
Market cap
$85.46B
P/E
–
Revenue (TTM)
$2.51B
Div. yield
–
Content Delivery Networks Technology
2 wins

Head to Head

10 decided of 12

GoDaddy leads on 6 of the 12 questions below (GoDaddy 6, Cloudflare 2, Intelligent Protection Management 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGDDYNETIPMLeader
Larger companyMarket capitalisation $14.80B $85.46B $21.64M NET
Cheaper on earningsLower P/E, profitable companies only 16.8x -455.6x -5.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.2x 204.0x 20.7x GDDY
Faster revenue growthRevenue growth, trailing twelve months +7.4% +33.5% +113.5% IPM
More profitableNet margin, trailing twelve months 17.8% -8.2% -14.8% GDDY
Better return on capitalReturn on invested capital 25.5% -12.4% — GDDY
Less leveragedLower net debt / EBITDA 1.9x 252.9x — GDDY
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -12.4% +4.7% -15.7% NET
Better 5-year returnAnnualised price return, 5 years +11.7%/yr +6.4%/yr -19.2%/yr GDDY
Less volatileAnnualised volatility, 1 year 51.6% 67.0% 41.7% IPM
Higher overall scoreMean of the five percentile scores vs peers 76/100 49/100 39/100 GDDY

Percentile Scorecard

GDDYNETIPM

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

AxisGDDYNETIPM
Valuation 89 #5 of 37 14 #32 of 37 16 #43 of 51
Growth 69 #12 of 36 66 #13 of 36 87 #7 of 46
Profitability 94 #3 of 34 46 #19 of 34 12 #37 of 42
Financial Health 32 #26 of 38 60 #16 of 38 42 #36 of 61
Shareholder Returns 95 #2 of 22 62 #9 of 22 –
Overall 76 49 39
  • GDDY ranked among 39 companies in Cloud Computing
  • NET ranked among 39 companies in Cloud Computing
  • IPM ranked among 65 companies in Technology Services

Price Performance

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

Returns

PeriodGDDYNETIPMSPY
1 month +20.0%-24.0%-6.7% -2.3%
3 months +31.9%-6.2%-9.8% -0.7%
6 months +32.2%+18.3%-10.3% +4.8%
Year to date -6.0%+34.5%-3.5% +10.3%
1 year -12.4%+4.7%-15.7% +10.3%
3 years +36.4%+311.8%-0.6% +73.0%
3 years, per year +10.9%+60.3%-0.2% +20.1%
5 years +73.6%+36.1%-65.6% +61.9%
5 years, per year +11.7%+6.4%-19.2% +10.1%
10 years +231.4%—-72.1% +258.6%
10 years, per year +12.7%—-12.0% +13.6%

Risk

MeasureGDDYNETIPMSPY
Volatility, 1Y 51.6%67.0%41.7% 12.8%
Downside volatility, 1Y 56.1%70.8%49.7% 12.8%
Beta vs S&P 500, 1Y -0.051.670.79 1.00
Return / volatility, 1Y -0.240.07-0.38 0.80
Max drawdown, 5Y -65.0%-82.6%-73.5% -25.4%
From 52-week high -13.7%-26.5%-22.8% -3.5%
52-week high $135.18$360.95$2.15 $779.14
52-week low $74.99$160.19$1.49 $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.

MultipleGDDYNETIPM
P/E now vs peer median 16.8xmedian 26.4x -455.6xmedian 26.4x -5.8xmedian 18.5x
P/S now vs peer median 2.9xmedian 3.8x 34.0xmedian 3.8x 0.9xmedian 0.7x
EV/EBITDA now vs peer median 12.8xmedian 21.2x -7,278xmedian 21.2x -6.8xmedian 9.5x
P/FCF now vs peer median 8.7xmedian 17.3x 245.3xmedian 17.3x -33.6xmedian 12.5x
P/B now vs peer median 2,209xmedian 3.4x 52.8xmedian 3.4x 1.3xmedian 1.5x
PEG now vs peer median 0.34median 0.34 -104.90median 0.34 0.82median 1.24

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 monthsGDDYNETIPM
Revenue $5.10B $2.51B $25.19M
Gross profit $3.26B $1.82B $12.19M
Operating income $1.27B -$354.38M -$4.54M
Net income $910.30M -$206.28M -$3.73M
Free cash flow $1.70B $348.41M -$644.80K
R&D – $573.30M –
EPS (diluted) $6.95 $-0.58 $-0.29
Cash & equivalents $1.16B $1.66B $5.23M
Total debt $3.77B $1.29B –
Shares (diluted) 130.99M 354.33M 13.04M
Enterprise value $10.38B $68.99B -$2.18M

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
MetricGDDYNETIPM
P/E 16.8x -455.6x -5.8x
P/FCF 8.7x 245.3x -33.6x
P/Operating cash flow 8.6x 134.9x -38.2x
P/S 2.9x 34.0x 0.9x
P/B 2,209x 52.8x 1.3x
P/Tangible book -15.4x 54.7x 2.6x
EV/EBITDA 12.8x -7,278x -6.8x
EV/EBIT 13.8x -233.0x -3.6x
EV/Revenue 3.4x 32.9x 0.7x
EV/FCF 10.2x 237.0x -25.5x
EV/Operating cash flow 10.1x 130.4x -29.0x
PEG (3Y EPS CAGR) 0.34 -104.90 0.82

Growth

14 metrics
MetricGDDYNETIPM
Revenue growth (1Y) 7.4% 33.5% 113.5%
Revenue CAGR (3Y) 7.1% 30.6% 32.1%
Gross profit growth (1Y) 7.1% 27.3% 92.0%
Gross profit CAGR (3Y) 7.4% 28.9% 15.8%
Operating income growth (1Y) 23.8% -90.5% 18.0%
Operating income CAGR (3Y) 40.7% -21.0% -14.2%
Net income growth (1Y) 12.6% -76.2% 48.5%
Net income CAGR (3Y) 41.1% 2.3% -20.2%
EPS growth (1Y) 21.5% -72.8% 47.9%
EPS CAGR (3Y) 49.0% 4.3% -7.1%
Operating cash flow growth (1Y) 16.8% 32.6% 59.3%
Operating cash flow CAGR (3Y) 22.3% 41.9% 37.4%
Free cash flow growth (1Y) 17.2% 67.1% 53.6%
Free cash flow CAGR (3Y) 24.2% 61.1% 34.6%

Profitability

14 metrics
MetricGDDYNETIPM
Gross margin 63.8% 72.6% 48.4%
EBITDA margin 26.6% -0.5% -9.5%
Operating margin 24.8% -14.1% -18.0%
Pretax margin 22.7% -7.9% -16.6%
Net margin 17.8% -8.2% -14.8%
FCF margin 33.4% 13.9% -2.6%
Operating cash flow margin 33.9% 25.2% -2.2%
Return on equity 746.1% -13.1% -22.2%
Return on assets 11.3% -3.3% -12.9%
Return on invested capital 25.5% -12.4% –
Return on capital employed 25.6% -9.6% -22.1%
Asset turnover 0.6x 0.4x 0.9x
Cash conversion (OCF / net income) 1.9x -3.1x 0.2x
Stock comp / revenue 5.9% 20.2% 0.6%

Financial Health

11 metrics
MetricGDDYNETIPM
Debt / assets 47.2% 20.0% –
Debt / equity 563.3x 0.8x –
Net debt / EBITDA 1.9x 252.9x –
Debt / FCF 2.2x 3.7x –
Liabilities / assets 99.9% 75.0% 43.0%
Equity / assets 0.1% 25.0% 57.0%
Interest coverage 8.4x -30.9x –
Current ratio 0.6x 1.8x 1.4x
Quick ratio 0.4x 1.8x 0.9x
Cash ratio 0.4x 1.6x 0.6x
Altman Z-score 1.54 10.87 0.22

Shareholder Returns

7 metrics
MetricGDDYNETIPM
Dividend yield – – –
Net buyback yield 11.0% -0.1% –
Shareholder yield 11.0% -0.1% –
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.

ConsensusGDDYNETIPM
Forward P/E 15.2xFY2026 204.0xFY2026 20.7xFY2026
EPS, next fiscal year $7.68FY2026 $1.30FY2026 $0.08FY2026
EPS growth, next FY +23.5%FY2026 +39.8%FY2026 –
EPS growth, the year after +15.4% +22.3% +75.0%
Revenue, next fiscal year $5.55BFY2026 $3.02BFY2026 $24.44MFY2026
Revenue growth, next FY +12.1%FY2026 +39.0%FY2026 +3.5%FY2026
Revenue growth, the year after +3.8% +16.4% +20.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGDDYNETIPM
Held by institutions 100.0% 88.2% –
Institutions holding 624 1,222 –
Change in shares held, QoQ -0.6% +2.8% –
Institutions buying 321 706 –
Institutions selling 252 379 –
Buyers to sellers 1.27 1.86 –

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.

GDDYNETIPM
GDDY 1.00 0.10 -0.06
NET 0.10 1.00 0.08
IPM -0.06 0.08 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, GDDY, NET and IPM?

Cloudflare (NET) is the largest by market capitalisation: GoDaddy (GDDY) $14.80B, Cloudflare (NET) $85.46B, Intelligent Protection Management (IPM) $21.64M.

Which company is growing faster?

Intelligent Protection Management (IPM) grew revenue fastest over the trailing twelve months: GoDaddy (GDDY) +7.4%, Cloudflare (NET) +33.5%, Intelligent Protection Management (IPM) +113.5%.

Which company is more profitable?

GoDaddy (GDDY) has the highest net margin (GoDaddy (GDDY) 17.8%, Cloudflare (NET) -8.2%, Intelligent Protection Management (IPM) -14.8%). On return on invested capital, GoDaddy (GDDY) leads (GoDaddy (GDDY) 25.5%, Cloudflare (NET) -12.4%).

Which stock has performed better?

Over the past year Cloudflare (NET) returned the most: GoDaddy (GDDY) -12.4%, Cloudflare (NET) +4.7%, Intelligent Protection Management (IPM) -15.7%. Over five years, GoDaddy (GDDY) compounded fastest (GoDaddy (GDDY) +11.7%/yr, Cloudflare (NET) +6.4%/yr, Intelligent Protection Management (IPM) -19.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Intelligent Protection Management (IPM) has been the steadiest (GoDaddy (GDDY) 51.6%, Cloudflare (NET) 67.0%, Intelligent Protection Management (IPM) 41.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, GDDY, NET and IPM?

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 6. 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.