COMPARE · Data as of August 13, 2026
BVC vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. BVC scored 72.0, GDDY scored 85.6 — GDDY leads.
Compare another set
BVC
BitVentures Limited
72
$15.03 · $2.5B
Score gap
13.6
GDDY leads
GDDY
GoDaddy Inc.
85.6
$100.50 · $12.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
BVC
stronger →← stronger
GDDY
94
Qualityreturns · margins · balance sheet
95
97
Growthrevenue & earnings expansion
75
96
Valuevaluation vs sector peers
87
BVC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BVC
GDDY
—
FCF
$1.7bC+
+43.0%A
Rev
+7.4%B
8.9xA
P/E
14.9xA-
—
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
BVC
GDDY
—
Price vs fair valuelower is cheaper
63% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-14%/yr
—
1-yr DCF upside
+134%
—
5-yr DCF upside
+172%
—
10-yr DCF upside
+237%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BVC
Why this score
- Short track record
GDDY
Why this score
- Buying back stock
The companies
BVCBitVentures Limited
Why now
Software - Application · market cap $2.5b. Trading near 52-week high of $15.13 — momentum setup, limited technical margin of safety. Revenue growing +43% — in hypergrowth territory.
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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 $12.7b. Down 33% from 52-week high of $150.47 — deep drawdown territory. PEG 0.68 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $104.80 (implying +4% upside).
Moat
Net margin 18% 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 187% 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 33% 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.
Where BVC and GDDY diverge
On the headline score the gap is 13.6 points in favour of GDDY. The widest single difference is Growth, where BVC leads by 21.9 points.
- GrowthBVC 97.2 · GDDY 75.3BVC +21.9
- ValueBVC 96.3 · GDDY 87.1BVC +9.2
- QualityBVC 94.4 · GDDY 95.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.