DCF P(above)=97%, FV=$126 vs price $84. Below 200dma (headwind). Analyst target $117 (39% upside). Prior target $105. GoDaddy — SMB web services, growing commerce/payments layer. Strong DCF, strong analyst upside. Below 200dma is the one missing element preventing 8.
Fair Value Distribution — percentile bands
98.2% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
-2.6%/yr
±3.8% · revenue growth to justify current price
FCF-Based Reverse DCF
-11.0%/yr
±2.3% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Eagle will generate this view by the next trading session (~6h).
Eagle will generate this view by the next trading session (~6h).
Stable 8% revenue grower with 85% retention and strong domain leadership. AI pivot via Airo and ANS shows management leaning into disruption rather than ignoring it. Key question is whether domains/we...