COMPARE · Data as of August 21, 2026
DAVE vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. DAVE scored 68.9, GDDY scored 85.4 — GDDY leads.
Compare another set
DAVE
Dave Inc.
68.9
$360.30 · $4.6B
fundamentals as of
Score gap
16.5
GDDY leads
GDDY
GoDaddy Inc.
85.4
$100.24 · $12.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestGDDY14.9x
- Fastest growthDAVE+59.7%
- Highest qualityGDDY95 / 100
- Largest discount to fair valueGDDY-63%
Side by side · every name on one set of axes
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.
The model, pillar by pillar (0–100 each)
DAVE
stronger →← stronger
GDDY
42
Qualityreturns · margins · balance sheet
95
99
Growthrevenue & earnings expansion
75
78
Valuevaluation vs sector peers
87
GDDY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DAVE
GDDY
$319mC
FCF
$1.7bC+
+59.7%A
Rev
+7.4%B
1.29C
D/E
—
23.2xB+
P/E
14.9xA-
0.80A-
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.
Valuation · DCF cross-check
DAVE
GDDY
39% below
Price vs fair valuelower is cheaper
63% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-14%/yr
+24%
1-yr DCF upside
+135%
+63%
5-yr DCF upside
+172%
+144%
10-yr DCF upside
+238%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DAVE
Why this score
- Diluting shareholders
GDDY
Why this score
- Buying back stock
The companies
DAVEDave Inc.
Why now
Software - Application · market cap $4.6b. Down 21% from 52-week high of $458.25 — deep drawdown territory. Revenue growing +60% — in hypergrowth territory. PEG 0.80 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $436.58 (implying +21% upside).
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 143% 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
Beta 3.86 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. SaaS displacement — recurring revenue is sticky in good times but accelerates in churn during a downturn as customers consolidate vendors and renegotiate seat counts.
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 publish a mean 1-yr target of $104.80 (implying +5% 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 DAVE and GDDY diverge
On the headline score the gap is 16.5 points in favor of GDDY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityDAVE 42.3 · GDDY 95.4GDDY +53.1
- GrowthDAVE 98.6 · GDDY 75.3DAVE +23.3
- ValueDAVE 78.4 · GDDY 86.8GDDY +8.4
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.