GDDY vs NET vs SHOP Stock Comparison

GoDaddy, Cloudflare and Shopify Prices as of Oct 26, 2026 Peers: Industry group
GDDY GoDaddy Inc.
$109.88 +13.1% 1M -16.1% 1Y
Market cap
$13.77B
P/E
15.1x
Revenue (TTM)
$5.10B
Div. yield
–
Web Hosting and Domains Technology
7 wins
NET Cloudflare, Inc.
$332.09 -4.8% 1M +52.4% 1Y
Market cap
$117.16B
P/E
–
Revenue (TTM)
$2.51B
Div. yield
–
Content Delivery Networks Technology
3 wins
SHOP Shopify Inc.
$168.18 +18.2% 1M -2.8% 1Y
Market cap
$214.83B
P/E
111.4x
Revenue (TTM)
$13.27B
Div. yield
–
E-commerce Software Technology
1 win

Head to Head

11 decided of 12

GoDaddy leads on 7 of the 12 questions below (GoDaddy 7, Cloudflare 3, Shopify 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGDDYNETSHOPLeader
Larger companyMarket capitalisation $13.77B $117.16B $214.83B SHOP
Cheaper on earningsLower P/E, profitable companies only 15.1x -568.0x 111.4x GDDY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.3x 255.5x 89.5x GDDY
Faster revenue growthRevenue growth, trailing twelve months +7.4% +33.5% +32.5% NET
More profitableNet margin, trailing twelve months 17.8% -8.2% 14.5% 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 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -16.1% +52.4% -2.8% NET
Better 5-year returnAnnualised price return, 5 years +9.7%/yr +13.2%/yr +4.3%/yr NET
Less volatileAnnualised volatility, 1 year 50.8% 67.1% 59.1% GDDY
Higher overall scoreMean of the five percentile scores vs peers 74/100 50/100 57/100 GDDY

Percentile Scorecard

GDDYNETSHOP

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

AxisGDDYNETSHOP
Valuation 84 #7 of 38 16 #32 of 38 18 #137 of 167
Growth 69 #12 of 36 66 #13 of 36 61 #60 of 153
Profitability 94 #3 of 34 46 #19 of 34 76 #38 of 153
Financial Health 30 #27 of 38 60 #16 of 38 92 #15 of 179
Shareholder Returns 95 #2 of 21 65 #8 of 21 36 #61 of 94
Overall 74 50 57
  • GDDY ranked among 39 companies in Cloud Computing
  • NET ranked among 39 companies in Cloud Computing
  • SHOP ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodGDDYNETSHOPSPY
1 month +13.1%-4.8%+18.2% -0.8%
3 months +14.0%+25.0%+32.6% +3.5%
6 months +30.3%+56.4%+35.4% +7.0%
Year to date -11.4%+68.4%+4.5% +12.2%
1 year -16.1%+52.4%-2.8% +13.0%
3 years +53.3%+500.0%+262.5% +86.3%
3 years, per year +15.3%+81.8%+53.7% +23.1%
5 years +58.7%+85.9%+23.6% +68.6%
5 years, per year +9.7%+13.2%+4.3% +11.0%
10 years +202.5%—+3,811.2% +258.0%
10 years, per year +11.7%—+44.3% +13.6%

Risk

MeasureGDDYNETSHOPSPY
Volatility, 1Y 50.8%67.1%59.1% 12.7%
Downside volatility, 1Y 56.3%69.3%60.3% 12.7%
Beta vs S&P 500, 1Y 0.091.601.87 1.00
Return / volatility, 1Y -0.320.78-0.05 1.02
Max drawdown, 5Y -65.0%-82.6%-84.8% -25.4%
From 52-week high -18.7%-8.0%-6.2% -1.8%
52-week high $135.18$360.95$179.22 $779.14
52-week low $74.99$160.19$95.40 $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.

MultipleGDDYNETSHOP
P/E now vs peer median 15.8xmedian 29.6x -570.5xmedian 29.6x 113.0xmedian 17.5x
P/S now vs peer median 2.7xmedian 4.2x 42.6xmedian 4.2x 16.4xmedian 1.4x
EV/EBITDA now vs peer median 12.2xmedian 24.2x -9,176xmedian 24.2x 113.7xmedian 14.5x
P/FCF now vs peer median 8.2xmedian 15.1x 307.1xmedian 15.1x 92.6xmedian 12.1x
P/B now vs peer median 2,080xmedian 3.9x 66.0xmedian 3.9x 17.2xmedian 1.7x
PEG now vs peer median 0.32median 0.38 -131.34median 0.38 —median 0.41

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 monthsGDDYNETSHOP
Revenue $5.10B $2.51B $13.27B
Gross profit $3.26B $1.82B $6.34B
Operating income $1.27B -$354.38M $1.84B
Net income $910.30M -$206.28M $1.93B
Free cash flow $1.70B $348.41M $2.35B
R&D – $573.30M $1.65B
EPS (diluted) $6.95 $-0.58 $1.49
Cash & equivalents $1.16B $1.66B $1.66B
Total debt $15.12B $1.29B –
Shares (diluted) 130.99M 354.33M 1.30B
Enterprise value $9.35B $100.69B $192.01B

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
MetricGDDYNETSHOP
P/E 15.8x -570.5x 113.0x
P/FCF 8.2x 307.1x 92.6x
P/Operating cash flow 8.1x 168.9x 91.6x
P/S 2.7x 42.6x 16.4x
P/B 2,080x 66.0x 17.2x
P/Tangible book -14.5x 68.5x 17.2x
EV/EBITDA 12.2x -9,176x 113.7x
EV/EBIT 13.1x -293.8x 115.4x
EV/Revenue 3.2x 41.4x 16.0x
EV/FCF 9.7x 298.9x 90.5x
EV/Operating cash flow 9.6x 164.4x 89.6x
PEG (3Y EPS CAGR) 0.32 -131.34 –

Growth

14 metrics
MetricGDDYNETSHOP
Revenue growth (1Y) 7.4% 33.5% 32.5%
Revenue CAGR (3Y) 7.1% 30.6% –
Gross profit growth (1Y) 7.1% 27.3% 28.3%
Gross profit CAGR (3Y) 7.4% 28.9% –
Operating income growth (1Y) 23.8% -90.5% 48.5%
Operating income CAGR (3Y) 40.7% -21.0% –
Net income growth (1Y) 12.6% -76.2% -17.8%
Net income CAGR (3Y) 41.1% 2.3% –
EPS growth (1Y) 21.5% -72.8% -17.1%
EPS CAGR (3Y) 49.0% 4.3% –
Operating cash flow growth (1Y) 16.8% 32.6% 29.7%
Operating cash flow CAGR (3Y) 22.3% 41.9% –
Free cash flow growth (1Y) 17.2% 67.1% 29.4%
Free cash flow CAGR (3Y) 24.2% 61.1% –

Profitability

14 metrics
MetricGDDYNETSHOP
Gross margin 63.8% 72.6% 47.8%
EBITDA margin 26.6% -0.5% 14.1%
Operating margin 24.8% -14.1% 13.9%
Pretax margin 22.7% -7.9% 17.6%
Net margin 17.8% -8.2% 14.5%
FCF margin 33.4% 13.9% 17.7%
Operating cash flow margin 33.9% 25.2% 17.9%
Return on equity 746.1% -13.1% 15.3%
Return on assets 11.3% -3.3% 13.5%
Return on invested capital 25.5% -12.4% –
Return on capital employed 25.6% -9.6% 14.4%
Asset turnover 0.6x 0.4x 0.9x
Cash conversion (OCF / net income) 1.9x -3.1x 1.2x
Stock comp / revenue 5.9% 20.2% 3.6%

Financial Health

11 metrics
MetricGDDYNETSHOP
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% 12.3%
Equity / assets 0.1% 25.0% 87.7%
Interest coverage 8.4x -30.9x –
Current ratio 0.6x 1.8x 5.4x
Quick ratio 0.4x 1.8x 3.7x
Cash ratio 0.4x 1.6x 3.4x
Altman Z-score 1.48 13.53 75.41

Shareholder Returns

7 metrics
MetricGDDYNETSHOP
Dividend yield – – –
Net buyback yield 11.7% 0.0% 0.8%
Shareholder yield 11.7% 0.0% 0.8%
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.

ConsensusGDDYNETSHOP
Forward P/E 14.3xFY2026 255.5xFY2026 89.5xFY2026
EPS, next fiscal year $7.68FY2026 $1.30FY2026 $1.88FY2026
EPS growth, next FY +23.5%FY2026 +39.8%FY2026 +32.4%FY2026
EPS growth, the year after +15.4% +22.3% +26.6%
Revenue, next fiscal year $5.55BFY2026 $3.02BFY2026 $15.78BFY2026
Revenue growth, next FY +12.1%FY2026 +39.0%FY2026 +37.8%FY2026
Revenue growth, the year after +3.8% +16.4% +14.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGDDYNETSHOP
Held by institutions 100.0% 88.2% 68.9%
Institutions holding 622 1,219 1,704
Change in shares held, QoQ -0.6% +2.8% +3.6%
Institutions buying 321 704 788
Institutions selling 250 378 651
Buyers to sellers 1.28 1.86 1.21

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.

GDDYNETSHOP
GDDY 1.00 0.15 0.36
NET 0.15 1.00 0.28
SHOP 0.36 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, GDDY, NET and SHOP?

Shopify (SHOP) is the largest by market capitalisation: GoDaddy (GDDY) $13.77B, Cloudflare (NET) $117.16B, Shopify (SHOP) $214.83B.

Which stock is cheaper, GDDY, NET and SHOP?

GoDaddy (GDDY) trades on the lowest price-to-earnings ratio (GoDaddy (GDDY) 15.1x, Cloudflare (NET) -568.0x, Shopify (SHOP) 111.4x). On next year's consensus earnings, GoDaddy (GDDY) is cheapest (GoDaddy (GDDY) 14.3x, Cloudflare (NET) 255.5x, Shopify (SHOP) 89.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Cloudflare (NET) grew revenue fastest over the trailing twelve months: GoDaddy (GDDY) +7.4%, Cloudflare (NET) +33.5%, Shopify (SHOP) +32.5%.

Which company is more profitable?

GoDaddy (GDDY) has the highest net margin (GoDaddy (GDDY) 17.8%, Cloudflare (NET) -8.2%, Shopify (SHOP) 14.5%). 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) -16.1%, Cloudflare (NET) +52.4%, Shopify (SHOP) -2.8%. Over five years, Cloudflare (NET) compounded fastest (GoDaddy (GDDY) +9.7%/yr, Cloudflare (NET) +13.2%/yr, Shopify (SHOP) +4.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, GoDaddy (GDDY) has been the steadiest (GoDaddy (GDDY) 50.8%, Cloudflare (NET) 67.1%, Shopify (SHOP) 59.1%). Volatility measures how widely the price swings, not the risk of the business.

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

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.