COMPARE · Data as of August 21, 2026

CRM vs GDDY

Verdict: Side-by-side breakdown using the Bull Rankings model. CRM scored 84.0, GDDY scored 85.4 — GDDY leads.
Compare another set
CRM
Salesforce, Inc.
Software - Application · Quality-Growth
84
$209.17
fundamentals as of
Score gap
1.4
GDDY leads
GDDY
GoDaddy Inc.
Software - Infrastructure · Quality-Growth
85.4
$97.07 · $12.3B
fundamentals as of
  • CheapestGDDY14.4x
  • Fastest growthCRM+11.0%
  • Highest qualityGDDY95 / 100
  • Largest discount to fair valueGDDY-64%
cheap & fastrevenue growth →← cheaper (lower multiple)-3%21%9.4x29xCRMGDDY

Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.

FCFCRM$14.7bGDDY$1.7b
RevCRM+11.0%GDDY+7.4%
P/ECRM24.2xGDDY14.4x
PEGCRM0.86GDDY0.68
CRM
GDDY
$14.7bA-
FCF
$1.7bC+
+11.0%B
Rev
+7.4%B
1.24C
D/E
24.2xB+
P/E
14.4xA-
0.86B+
PEG
0.68A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
CRM
GDDY
Price vs fair valuelower is cheaper
64% below
Growth the price implies10-yr FCF · lower = less priced in
~-15%/yr
1-yr DCF upside
+142%
5-yr DCF upside
+181%
10-yr DCF upside
+249%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
CRM
No notable signals flagged.
GDDY
Why this score
  • Buying back stock
CRMSalesforce, Inc.
Software - Application · $209.17 · beta 1.15
Why now
Software - Application · market cap n/a. Down 22% from 52-week high of $269.11 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.86 — paying under fair value for the growth rate. 52 sell-side analysts rate this a Buy with a mean 1-yr target of $243.08 (implying +16% 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 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 183% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
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.
Software - Infrastructure · $97.07 · beta 0.92
Why now
Software - Infrastructure · market cap $12.3b. Down 35% 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 publish a mean 1-yr target of $104.80 (implying +8% 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 35% 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.
Generating verdict… typically 5–10 seconds
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