COMPARE · Data as of August 21, 2026
DSGX vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. DSGX scored 72.3, GDDY scored 85.4 — GDDY leads.
Compare another set
Different reporting periods. GDDY's fundamentals are as of June 2026, but DSGX's are as of January 2026 — a 5-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
DSGX
The Descartes Systems Group Inc.
72.3
$78.61 · $6.7B
fundamentals as of
Score gap
13.1
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 growthDSGX+12.0%
- 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)
DSGX
stronger →← stronger
GDDY
73
Qualityreturns · margins · balance sheet
95
87
Growthrevenue & earnings expansion
75
60
Valuevaluation vs sector peers
87
GDDY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DSGX
GDDY
$261mC
FCF
$1.7bC+
+12.0%B
Rev
+7.4%B
0.00A
D/E
—
39.1xB
P/E
14.9xA-
1.56C+
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
DSGX
GDDY
47% above
Price vs fair valuelower is cheaper
63% below
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-14%/yr
-39%
1-yr DCF upside
+135%
-32%
5-yr DCF upside
+172%
-21%
10-yr DCF upside
+238%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DSGX
No notable signals flagged.
GDDY
Why this score
- Buying back stock
The companies
DSGXThe Descartes Systems Group Inc.
Why now
Software - Application · market cap $6.7b. Down 28% from 52-week high of $109.00 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $99.79 (implying +27% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 159% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 39x 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 $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 DSGX and GDDY diverge
On the headline score the gap is 13.1 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.
- ValueDSGX 59.6 · GDDY 86.8GDDY +27.2
- QualityDSGX 72.6 · GDDY 95.4GDDY +22.8
- GrowthDSGX 87.1 · GDDY 75.3DSGX +11.8
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.