COMPARE · Reviewed July 8, 2026
ADSK vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 85.7, GDDY scored 85.9 — GDDY ahead by 0.2.
Compare another pair
ADSK
Autodesk, Inc.
85.7
$206.04 · $43.5B
Score gap
0.2
GDDY leads
GDDY
GoDaddy Inc.
85.9
$86.89 · $11.5B
The model, pillar by pillar (0–100 each)
ADSK
stronger →← stronger
GDDY
88
Qualityreturns · margins · balance sheet
95
91
Growthrevenue & earnings expansion
78
79
Valuevaluation vs sector peers
86
GDDY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADSK
GDDY
$2.7bB
FCF
$1.6bC+
+17.5%B+
Rev
+8.3%B
0.85C+
D/E
—
30.0xB
P/E
13.8xA-
0.80A-
PEG
0.68A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADSK
GDDY
9% above
Price vs fair valuelower is cheaper
66% below
-19%
1-yr DCF upside
+156%
-8%
5-yr DCF upside
+198%
+9%
10-yr DCF upside
+272%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADSK
Why this score
- Durable high returns
GDDY
Why this score
- Buying back stock
The companies
ADSKAutodesk, Inc.
Why now
Software - Application · market cap $43.5b. Down 37% from 52-week high of $329.09 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.80 — paying under fair value for the growth rate. 33 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $318.53 (implying +55% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 46% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 187% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
GDDYGoDaddy Inc.
Why now
Software - Infrastructure · market cap $11.5b. Down 51% from 52-week high of $177.84 — deep drawdown territory. PEG 0.68 — paying under fair value for the growth rate. 14 sell-side analysts publish a mean 1-yr target of $112.14 (implying +29% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 189% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Down 51% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.