In today’s fast-evolving technology landscape, GoDaddy Inc. and Oddity Tech Ltd. stand out as innovative players in the software infrastructure sector. GoDaddy focuses on empowering small businesses with digital identity and hosting solutions, while Oddity Tech disrupts the beauty and wellness market through consumer-tech innovation. Comparing these two reveals insights into distinct approaches to growth and market impact. Let’s explore which company offers the most compelling opportunity for your investment portfolio.
Table of contents
Companies Overview
I will begin the comparison between GoDaddy Inc. and Oddity Tech Ltd. by providing an overview of these two companies and their main differences.
GoDaddy Inc. Overview
GoDaddy Inc. focuses on designing and developing cloud-based technology products primarily for domain registration and website hosting. Serving small businesses, individuals, and developers, it offers a broad portfolio including website building, marketing tools, security products, and business applications. Headquartered in Tempe, Arizona, GoDaddy is a well-established player in the software infrastructure sector with a market cap of approximately 14.5B USD.
Oddity Tech Ltd. Overview
Oddity Tech Ltd. operates as a consumer-tech company specializing in beauty and wellness products through its digital-first brands like IL MAKIAGE and SpoiledChild. Utilizing its PowerMatch technology, it aims to disrupt traditional offline markets with scalable digital solutions. Based in Tel Aviv-Jaffa, Israel, Oddity Tech is smaller with a market cap near 2B USD and focuses on innovation in the software infrastructure sector.
Key similarities and differences
Both companies operate within the technology sector and are listed on major stock exchanges, offering software infrastructure products. However, GoDaddy targets digital identity and web presence services for small businesses and developers, while Oddity Tech concentrates on consumer beauty and wellness brands powered by technology. GoDaddy’s business is broader and more established, whereas Oddity Tech is a younger, niche player with higher volatility reflected in its beta of 3.18 compared to GoDaddy’s 0.95.
Income Statement Comparison
This table presents a side-by-side comparison of key income statement metrics for GoDaddy Inc. and Oddity Tech Ltd. for the fiscal year 2024, providing a clear snapshot of their financial performance.
| Metric | GoDaddy Inc. (GDDY) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Market Cap | 14.5B | 2.01B |
| Revenue | 4.57B | 647M |
| EBITDA | 1.06B | 125M |
| EBIT | 924M | 116M |
| Net Income | 937M | 101M |
| EPS | 6.63 | 1.78 |
| Fiscal Year | 2024 | 2024 |
Income Statement Interpretations
GoDaddy Inc.
GoDaddy’s revenue showed steady growth from $3.3B in 2020 to $4.57B in 2024, with net income rebounding from a loss of $495M in 2020 to $937M in 2024. Margins improved notably, with a gross margin of 63.88% and net margin of 20.49%. In 2024, revenue growth slowed to 7.5%, while EBIT surged 58.5%, but net margin contracted by 36.6%.
Oddity Tech Ltd.
Oddity Tech’s revenue expanded rapidly, increasing from $111M in 2020 to $647M in 2024, alongside net income growth from $12M to $101M. Margins remain strong, with a gross margin of 72.38% and net margin of 15.69%. The latest year saw a robust 27.2% revenue growth, a 55.6% EBIT increase, and a 36.3% rise in net margin, reflecting accelerating profitability.
Which one has the stronger fundamentals?
Both companies exhibit favorable fundamentals, but Oddity Tech demonstrates stronger growth metrics, with exceptional revenue and net income expansion and consistent margin improvement. GoDaddy shows solid profitability with higher absolute earnings and margin levels but experienced a recent dip in net margin. Oddity’s fully favorable evaluations contrast with some neutrality and unfavorable points for GoDaddy.
Financial Ratios Comparison
The table below presents a side-by-side comparison of the most recent key financial ratios for GoDaddy Inc. and Oddity Tech Ltd., based on their fiscal year 2024 data.
| Ratios | GoDaddy Inc. (GDDY) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| ROE | 135.4% | 35.9% |
| ROIC | 16.0% | 28.6% |
| P/E | 29.8 | 23.7 |
| P/B | 40.3 | 8.54 |
| Current Ratio | 0.72 | 1.79 |
| Quick Ratio | 0.72 | 0.99 |
| D/E | 5.63 | 0.08 |
| Debt-to-Assets | 47.3% | 5.17% |
| Interest Coverage | 5.64 | 1521 |
| Asset Turnover | 0.56 | 1.47 |
| Fixed Asset Turnover | 22.2 | 19.4 |
| Payout Ratio | 0 | 0 |
| Dividend Yield | 0% | 0% |
Interpretation of the Ratios
GoDaddy Inc.
GoDaddy shows a mix of strong and weak financial ratios. Favorable metrics include net margin at 20.49%, ROE at 135.37%, and ROIC at 16.02%, indicating solid profitability and efficient capital use. However, concerns arise with unfavorable current and quick ratios around 0.72, high debt-to-equity of 5.63, and stretched valuation multiples (PE 29.76, PB 40.28). The company does not pay dividends, reflecting a possible reinvestment strategy or growth focus.
Oddity Tech Ltd.
Oddity Tech presents generally favorable ratios, with net margin at 15.69%, ROE at 35.95%, and ROIC at 28.56%, signaling good profitability and capital efficiency. Its liquidity is strong, with a current ratio of 1.79, and leverage is low (debt-to-equity 0.08). The WACC at 18.68% is unfavorable, implying higher capital costs. Oddity does not pay dividends, likely prioritizing reinvestment or growth.
Which one has the best ratios?
Oddity Tech exhibits a higher proportion of favorable ratios (64.29%) compared to GoDaddy’s balanced profile (42.86% favorable, 42.86% unfavorable). Oddity’s stronger liquidity, lower leverage, and efficient asset turnover contrast with GoDaddy’s stretched valuation and weaker liquidity. Overall, Oddity’s ratios suggest a more favorable financial position based on the evaluated metrics.
Strategic Positioning
This section compares the strategic positioning of GoDaddy Inc. and Oddity Tech Ltd., focusing on Market position, Key segments, and Exposure to technological disruption:
GoDaddy Inc.
- Large market cap of 14.5B USD, facing typical software infrastructure competition.
- Focuses on cloud-based domain registration, hosting, marketing tools, and business applications.
- Operates in a mature cloud and web services space with ongoing technology evolution.
Oddity Tech Ltd.
- Smaller market cap of 2B USD, with higher beta indicating volatility.
- Concentrates on digital-first beauty and wellness brands using PowerMatch technology.
- Disrupts offline beauty and wellness sectors through digital innovation.
GoDaddy Inc. vs Oddity Tech Ltd. Positioning
GoDaddy has a diversified digital infrastructure portfolio spanning domains, hosting, and business tools, while Oddity Tech concentrates on digital consumer-tech brands in beauty and wellness. GoDaddy benefits from scale; Oddity targets niche disruption.
Which has the best competitive advantage?
Both companies have a very favorable MOAT with growing ROIC above WACC, indicating durable competitive advantages and efficient capital use, with GoDaddy showing higher ROIC growth and Oddity demonstrating solid value creation.
Stock Comparison
The stock price trends of GoDaddy Inc. (GDDY) and Oddity Tech Ltd. (ODD) over the past 12 months reveal consistent bearish movements with decelerating declines and notable volatility in trading dynamics.
Trend Analysis
GoDaddy Inc. (GDDY) experienced a 9.09% price decline over the past year, indicating a bearish trend with decelerating momentum. Its price ranged between 104.46 and 212.65, with a high volatility level of 27.35.
Oddity Tech Ltd. (ODD) also showed a bearish trend over the past 12 months, with a 9.16% price drop and decelerating trend acceleration. The stock price fluctuated between 32.19 and 77.35, with lower volatility at 11.75.
Comparing both stocks, GoDaddy and Oddity delivered similar market performances with slightly less negative variation for GoDaddy. Both exhibited bearish trends, but GoDaddy’s higher volatility contrasts with Oddity’s steadier decline.
Target Prices
Analysts present a clear consensus on target prices for GoDaddy Inc. and Oddity Tech Ltd., indicating potential upside from current levels.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| GoDaddy Inc. | 182 | 70 | 143.33 |
| Oddity Tech Ltd. | 80 | 40 | 66.33 |
The consensus target price for GoDaddy Inc. at 143.33 USD suggests a significant upside compared to its current 104.46 USD share price. Oddity Tech Ltd.’s target consensus of 66.33 USD also indicates a potential increase from its present 35.4 USD level.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for GoDaddy Inc. and Oddity Tech Ltd.:
Rating Comparison
GoDaddy Inc. Rating
- Rating: B+ with a very favorable status.
- Discounted Cash Flow Score: 5, very favorable.
- ROE Score: 5, very favorable.
- ROA Score: 4, favorable.
- Debt To Equity Score: 1, very unfavorable.
- Overall Score: 3, moderate.
Oddity Tech Ltd. Rating
- Rating: B+ with a very favorable status.
- Discounted Cash Flow Score: 4, favorable.
- ROE Score: 5, very favorable.
- ROA Score: 4, favorable.
- Debt To Equity Score: 3, moderate.
- Overall Score: 3, moderate.
Which one is the best rated?
Both companies share the same overall rating of B+ and a moderate overall score of 3. GoDaddy has a stronger discounted cash flow score but a weaker debt-to-equity score compared to Oddity Tech.
Scores Comparison
The comparison of scores between GoDaddy Inc. and Oddity Tech Ltd. highlights their financial health and risk levels:
GoDaddy Inc. Scores
- Altman Z-Score: 1.53, indicating financial distress with high bankruptcy risk.
- Piotroski Score: 8, categorized as very strong financial health.
Oddity Tech Ltd. Scores
- Altman Z-Score: 3.78, indicating financial safety and low bankruptcy risk.
- Piotroski Score: 6, categorized as average financial health.
Which company has the best scores?
Oddity Tech Ltd. has a superior Altman Z-Score, placing it safely against bankruptcy risk, while GoDaddy Inc. holds a stronger Piotroski Score, indicating better financial strength. Each company excels in different scoring metrics.
Grades Comparison
Here is the comparison of the latest grades assigned to GoDaddy Inc. and Oddity Tech Ltd. by reputable grading companies:
GoDaddy Inc. Grades
The table below summarizes recent grades and actions from major financial institutions for GoDaddy Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Morgan Stanley | maintain | Equal Weight | 2026-01-15 |
| Cantor Fitzgerald | maintain | Neutral | 2026-01-08 |
| Jefferies | maintain | Hold | 2026-01-05 |
| B. Riley Securities | maintain | Buy | 2025-10-31 |
| Evercore ISI Group | maintain | In Line | 2025-10-31 |
| Benchmark | maintain | Buy | 2025-10-31 |
| JP Morgan | maintain | Overweight | 2025-10-31 |
| Citigroup | maintain | Buy | 2025-10-31 |
| UBS | maintain | Neutral | 2025-10-31 |
| Wells Fargo | maintain | Equal Weight | 2025-10-06 |
The overall trend for GoDaddy shows a mix of Buy, Hold/Neutral, and Equal Weight ratings, indicating a balanced outlook among analysts.
Oddity Tech Ltd. Grades
The following table presents recent grades and actions from recognized firms for Oddity Tech Ltd.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Keybanc | maintain | Overweight | 2026-01-08 |
| JP Morgan | maintain | Overweight | 2025-12-12 |
| JP Morgan | maintain | Overweight | 2025-11-21 |
| Barclays | maintain | Equal Weight | 2025-11-21 |
| Morgan Stanley | maintain | Equal Weight | 2025-11-21 |
| Needham | maintain | Buy | 2025-11-20 |
| Keybanc | maintain | Overweight | 2025-10-08 |
| JMP Securities | maintain | Market Outperform | 2025-09-23 |
| Morgan Stanley | maintain | Equal Weight | 2025-08-06 |
| JMP Securities | maintain | Market Outperform | 2025-08-05 |
Oddity Tech’s grades emphasize Overweight and Market Outperform ratings, suggesting more optimistic analyst sentiment compared to GoDaddy.
Which company has the best grades?
Oddity Tech Ltd. has received generally stronger grades, including multiple Overweight and Market Outperform ratings, while GoDaddy Inc. shows a more mixed profile with Buy and Hold ratings. This difference could influence investors seeking higher growth potential versus more balanced risk.
Strengths and Weaknesses
Below is a summary table comparing key strengths and weaknesses of GoDaddy Inc. (GDDY) and Oddity Tech Ltd. (ODD) based on recent financial and operational data.
| Criterion | GoDaddy Inc. (GDDY) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Diversification | Moderate: Mainly in Core Platform & Applications and Commerce segments | Limited visibility on product segmentation; assumed focused tech firm |
| Profitability | Strong net margin at 20.49%, ROIC 16.02%, favorable overall | Solid profitability with 15.69% net margin, ROIC 28.56%, very favorable |
| Innovation | Moderate: steady revenue growth in new applications | High: strong ROIC growth suggests effective capital use and innovation |
| Global presence | Extensive global reach as a domain and hosting leader | Details not specified; likely smaller or niche market presence |
| Market Share | Leading in domains and hosting markets | Emerging player with growing competitive advantage |
Key takeaways: Both companies demonstrate durable competitive advantages with growing ROICs, indicating value creation and efficient capital use. GoDaddy shows strong profitability and global scale but with some leverage concerns. Oddity Tech presents a favorable risk profile with high returns and lower debt, appealing for growth-focused investors.
Risk Analysis
Below is a comparison of key risk factors for GoDaddy Inc. and Oddity Tech Ltd. as of 2024.
| Metric | GoDaddy Inc. (GDDY) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Market Risk | Beta 0.95, moderate volatility | Beta 3.18, high volatility |
| Debt Level | High leverage (D/E 5.63), moderate debt-to-assets 47.3% | Low leverage (D/E 0.08), low debt-to-assets 5.2% |
| Regulatory Risk | US tech regulations, stable environment | Operating in Israel, potential regulatory shifts |
| Operational Risk | Large scale with 5.5K employees, cloud infrastructure complexity | Smaller scale, 489 employees, consumer tech focus |
| Environmental Risk | Moderate, mostly digital services | Low, product manufacturing impact possible |
| Geopolitical Risk | US-based, limited exposure | Exposure to Middle East geopolitical tensions |
GoDaddy faces significant financial risk due to its high debt levels and moderate market volatility, while Oddity Tech is exposed to higher market and geopolitical risks but maintains a conservative debt profile. Investors should weigh GoDaddy’s leverage risk against Oddity’s operational scale and geopolitical exposure.
Which Stock to Choose?
GoDaddy Inc. (GDDY) shows a favorable income statement with a 37.9% revenue growth over 2020-2024 and strong profitability metrics, including a 20.5% net margin. Its ROE is exceptionally high at 135.4%, though its debt levels are elevated with a debt-to-equity ratio of 5.63 and current ratio below 1. The company holds a very favorable B+ rating, despite some unfavorable valuation ratios and liquidity concerns.
Oddity Tech Ltd. (ODD) exhibits a robust income growth of 484.8% overall and consistently favorable profitability ratios, including a 15.7% net margin and solid ROE at 36.0%. It maintains low debt with a debt-to-equity ratio of 0.08 and a strong current ratio of 1.79. Its B+ rating is very favorable, supported by efficient capital use and overall stronger liquidity compared to GDDY.
Considering the ratings and comprehensive financial evaluation, ODD might appear more favorable for risk-averse investors valuing financial stability and efficient capital structure. Conversely, GDDY could be seen as attractive for risk-tolerant investors targeting high profitability and growth potential despite higher leverage and liquidity risks.
Disclaimer: Investment carries a risk of loss of initial capital. The past performance is not a reliable indicator of future results. Be sure to understand risks before making an investment decision.
Go Further
I encourage you to read the complete analyses of GoDaddy Inc. and Oddity Tech Ltd. to enhance your investment decisions:
