COMPARE · Reviewed July 3, 2026
GDDY vs INTU
Verdict: Side-by-side breakdown using the Bull Rankings model. GDDY scored 85.8, INTU scored 89.2 — INTU ahead by 3.4000000000000057.
GDDY
GoDaddy Inc.
85.8
$88.51
Score gap
3.4000000000000057
INTU leads
INTU
Intuit Inc.
89.2
$275.35
The companies
GDDYGoDaddy Inc.
Why now
Software - Infrastructure · market cap $11.7b. Down 51% from 52-week high of $179.61 — deep drawdown territory. PEG 0.68 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $112.14 (implying +27% 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 51% 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.
INTUIntuit Inc.
Why now
Software - Application · market cap $75.3b. Down 66% from 52-week high of $813.70 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.71 — paying under fair value for the growth rate. 32 sell-side analysts rate this a Buy with a mean 1-yr target of $486.61 (implying +77% 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 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 66% 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.
Base grades (each contributes ~14.3% of base composite)
| GDDY | Component | INTU |
|---|---|---|
| C+70 | FCF | B+85 |
| B80 | Rev | B+85 |
| C65 | D/E | B80 |
| A-90 | P/E or P/S | A-90 |
| A-90 | PEG | A-90 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | A95 |
| C65 | ROE | A-90 |
| 80.7 | Base composite | 88.3 |
Adjustments (signed deltas applied on top of base)
GDDY
GARP sweet spot (PEG <1, positive FCF)+1
insider cluster buying (net +26.8%, 30 txns)+2
forward P/E cheaper (14 → 8)+1
DCF cross-check (avg upside 203%)+2
ROE truncated (buyback-depleted equity)-1
Total+5
INTU
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (79% buy/strong-buy)+2
forward P/E cheaper (17 → 10)+1
DCF cross-check (avg upside 103%)+2
stacked-bonus cap (+10 → 9.8)-0.15153137095996172
Total+9.848468629040038
DCF cross-check (per-share value vs. live price)
| GDDY upside | Horizon | INTU upside |
|---|---|---|
| +152% | 1Y | +69% |
| +193% | 5Y | +96% |
| +265% | 10Y | +143% |
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.