COMPARE · Data as of August 27, 2026
ESTC vs GDDY
Verdict: Side-by-side breakdown using the Bull Rankings model. ESTC scored 60.7, GDDY scored 85.4 — GDDY leads.
Compare another set
ESTC
Elastic N.V.
60.7
$83.74 · $8.7B
fundamentals as of
Score gap
24.7
GDDY leads
GDDY
GoDaddy Inc.
85.4
$96.98 · $12.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestGDDY14.4x
- Fastest growthESTC+17.3%
- Highest qualityGDDY95 / 100
- Largest discount to fair valueGDDY-64%
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)
ESTC
stronger →← stronger
GDDY
54
Qualityreturns · margins · balance sheet
95
86
Growthrevenue & earnings expansion
75
48
Valuevaluation vs sector peers
87
GDDY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ESTC
GDDY
$322mC
FCF
$1.7bC+
+17.3%B+
Rev
+7.4%B
0.46B
D/E
—
24.4xB+
P/E
14.4xA-
1.37B
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
ESTC
GDDY
26% above
Price vs fair valuelower is cheaper
64% below
~18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-15%/yr
-36%
1-yr DCF upside
+143%
-21%
5-yr DCF upside
+181%
+7%
10-yr DCF upside
+249%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ESTC
No notable signals flagged.
GDDY
Why this score
- Buying back stock
The companies
ESTCElastic N.V.
Why now
Software - Application · market cap $8.7b. 13% off the 52-week high of $96.07. Revenue growing +17%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $84.41 (implying +1% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
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 $12.3b. Down 36% 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 $104.53 (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 36% 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 ESTC and GDDY diverge
On the headline score the gap is 24.7 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.
- QualityESTC 54.2 · GDDY 95.4GDDY +41.2
- ValueESTC 48.2 · GDDY 86.6GDDY +38.4
- GrowthESTC 85.8 · GDDY 75.3ESTC +10.5
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.