COMPARE · Reviewed July 9, 2026
DLO vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. DLO scored 89.3, GDDY scored 85.8 — DLO leads.
Compare another set
DLO
DLocal Limited
89.3
$14.57 · $4.3B
Score gap
3.5
DLO leads
GDDY
GoDaddy Inc.
85.8
$87.87 · $11.6B
The model, pillar by pillar (0–100 each)
DLO
stronger →← stronger
GDDY
84
Qualityreturns · margins · balance sheet
95
100
Growthrevenue & earnings expansion
78
85
Valuevaluation vs sector peers
85
GDDY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DLO
GDDY
$413mC
FCF
$1.6bC+
+46.6%A
Rev
+8.3%B
0.20B+
D/E
—
22.8xB+
P/E
13.9xA-
0.49A
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
DLO
GDDY
58% below
Price vs fair valuelower is cheaper
66% below
+81%
1-yr DCF upside
+154%
+138%
5-yr DCF upside
+195%
+257%
10-yr DCF upside
+268%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DLO
Why this score
- Durable high returns
- Diluting shareholders
GDDY
Why this score
- Buying back stock
The companies
DLODLocal Limited
Why now
Software - Infrastructure · market cap $4.3b. 13% off the 52-week high of $16.78. Revenue growing +47% — in hypergrowth territory. PEG 0.49 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $17.75 (implying +22% 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. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
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.
Why now
Software - Infrastructure · market cap $11.6b. Down 50% from 52-week high of $174.88 — 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 +28% 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 50% 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.