Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
We have always said it is far better to buy a wonderful company at a fair price than a fair company at a wonderful price. GoDaddy today is the sharpest test of that discipline we have seen in some time. The stock has been cut nearly in half from its 52-week high, and by the arithmetic it is genuinely cheap — roughly 6 times this year's guided free cash flow, about 11–12 times trailing earnings, with management retiring shares at a furious pace. A statistically-minded investor will find plenty here to like, and we will lay all of it out honestly. But our rating system puts business quality first, and when we hold GoDaddy up to the light, we see a good business, not a wonderful one. The customer count has been flat for years — 20.457 million at June 30, 2026, versus 20.422 million six months earlier. All of the growth is coming from charging existing customers more.
Recent filings analysed: 8-K (2026-08-04), 10-Q (2026-07-31), 8-K (2026-07-30), 8-K (2026-06-05).
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