In the rapidly evolving tech landscape, GoDaddy Inc. and Rubrik, Inc. stand out as key players in the software infrastructure sector. GoDaddy focuses on cloud-based digital identity and website services, while Rubrik specializes in advanced data security solutions. Both companies innovate to meet growing digital demands, making their comparison vital for investors seeking growth potential and stability. Let’s explore which company presents the most compelling investment opportunity in 2026.
Table of contents
Companies Overview
I will begin the comparison between GoDaddy and Rubrik by providing an overview of these two companies and their main differences.
GoDaddy Overview
GoDaddy Inc. focuses on designing and developing cloud-based technology products primarily for small businesses, individuals, and domain investors. It offers domain registration, shared and managed website hosting, security solutions, marketing tools, and business applications, aiming to support customers in establishing and securing their digital presence. Headquartered in Tempe, Arizona, GoDaddy operates globally in the software infrastructure industry.
Rubrik Overview
Rubrik, Inc. specializes in providing comprehensive data security solutions, including enterprise, cloud, SaaS data protection, and cyber recovery services. Serving diverse sectors such as finance, healthcare, and technology, Rubrik helps organizations safeguard unstructured and structured data worldwide. The company, based in Palo Alto, California, operates in the software infrastructure industry with a focus on data security and analytics.
Key similarities and differences
Both GoDaddy and Rubrik operate within the software infrastructure sector and offer cloud-based solutions targeted at business customers. GoDaddy emphasizes web presence and hosting services alongside marketing and payment facilitation, catering mainly to small businesses and individuals. In contrast, Rubrik concentrates on data security and protection services across multiple industries, focusing on safeguarding enterprise data and cyber recovery. Their product scopes and target customer bases reflect distinct strategic priorities.
Income Statement Comparison
The table below presents a side-by-side comparison of key income statement figures for GoDaddy Inc. and Rubrik, Inc. for their most recent fiscal years.
| Metric | GoDaddy Inc. (GDDY) | Rubrik, Inc. (RBRK) |
|---|---|---|
| Market Cap | 14.5B | 13.4B |
| Revenue | 4.57B (2024) | 886.5M (2025) |
| EBITDA | 1.06B (2024) | -1.08B (2025) |
| EBIT | 924M (2024) | -1.11B (2025) |
| Net Income | 937M (2024) | -1.15B (2025) |
| EPS | 6.63 (2024) | -7.48 (2025) |
| Fiscal Year | 2024 | 2025 |
Income Statement Interpretations
GoDaddy Inc.
GoDaddy’s revenue grew steadily from $3.3B in 2020 to $4.57B in 2024, a 38% increase over five years. Net income surged from a loss of $495M in 2020 to $937M in 2024, reflecting a strong recovery. Margins remained favorable, with gross margin near 64% and EBIT margin above 20%. The latest year showed moderate revenue growth but a decline in net margin and EPS.
Rubrik, Inc.
Rubrik’s revenue expanded rapidly from $388M in 2021 to $887M in 2025, a 129% gain. However, net income deteriorated significantly, reaching a loss of $1.15B in 2025, with negative margins exceeding 130%. Despite strong top-line growth and improving gross profit, operating expenses grew faster, driving EBIT and net margins deeply negative in the most recent year.
Which one has the stronger fundamentals?
GoDaddy exhibits stronger fundamentals with consistent profit growth, positive margins, and a favorable income statement trend over five years. Rubrik shows robust revenue expansion but suffers from persistent and worsening net losses, unfavorable margins, and growing operating expenses. GoDaddy’s stable profitability contrasts with Rubrik’s ongoing heavy losses and negative margin trajectory.
Financial Ratios Comparison
The table below presents the most recent key financial ratios for GoDaddy Inc. and Rubrik, Inc. as of their latest fiscal years, providing a snapshot of profitability, liquidity, leverage, and valuation metrics.
| Ratios | GoDaddy Inc. (2024) | Rubrik, Inc. (2025) |
|---|---|---|
| ROE | 1.35 | 2.09 |
| ROIC | 16.0% | -234.8% |
| P/E | 29.76 | -9.79 |
| P/B | 40.28 | -20.42 |
| Current Ratio | 0.72 | 1.13 |
| Quick Ratio | 0.72 | 1.13 |
| D/E (Debt-to-Equity) | 5.63 | -0.63 |
| Debt-to-Assets | 47.3% | 24.7% |
| Interest Coverage | 5.64 | -27.49 |
| Asset Turnover | 0.56 | 0.62 |
| Fixed Asset Turnover | 22.22 | 16.67 |
| Payout Ratio | 0 | 0 |
| Dividend Yield | 0 | 0 |
Interpretation of the Ratios
GoDaddy Inc.
GoDaddy exhibits strong profitability ratios, including a net margin of 20.49% and a return on equity of 135.37%, both favorable. However, liquidity ratios such as the current ratio at 0.72 and leverage measures like debt-to-equity at 5.63 are unfavorable, suggesting financial risk. The company does not pay dividends, likely reinvesting earnings to support growth and infrastructure.
Rubrik, Inc.
Rubrik shows mixed ratios with a highly negative net margin of -130.26% but a favorable return on equity of 208.55%. Liquidity and leverage metrics, including a current ratio of 1.13 and negative debt-to-equity, appear favorable or neutral. The company does not pay dividends, likely reflecting its high growth phase and reinvestment focus, despite some profitability challenges.
Which one has the best ratios?
Rubrik presents a higher proportion of favorable ratios at 57.14%, driven by liquidity and leverage strengths, despite negative profitability. GoDaddy has balanced strengths and weaknesses, with strong profitability but weaker liquidity and leverage ratios. Overall, Rubrik’s ratios are viewed as more favorable, while GoDaddy’s are neutral, reflecting different financial profiles.
Strategic Positioning
This section compares the strategic positioning of GoDaddy and Rubrik, focusing on Market position, Key segments, and Exposure to technological disruption:
GoDaddy Inc.
- Established market presence with strong competitive pressure in software infrastructure.
- Diverse key segments including domain registration, hosting, marketing tools, and business applications driving revenue.
- Moderate exposure to technological disruption through evolving cloud and security products.
Rubrik, Inc.
- Emerging player with moderate competitive pressure in data security software.
- Concentrated key segments in enterprise data protection, cloud and SaaS security solutions.
- High exposure to disruption due to rapid innovation in cybersecurity and data protection technologies.
GoDaddy Inc. vs Rubrik, Inc. Positioning
GoDaddy shows a diversified approach across domain and hosting services, providing multiple revenue streams. Rubrik focuses on specialized data security solutions, which may limit diversification but target critical enterprise needs directly.
Which has the best competitive advantage?
GoDaddy demonstrates a very favorable moat with growing ROIC and value creation, indicating durable competitive advantage. Rubrik has a very unfavorable moat with declining ROIC, reflecting ongoing value destruction and weaker competitive positioning.
Stock Comparison
The past year revealed contrasting price dynamics between GoDaddy Inc. and Rubrik, Inc., with GoDaddy experiencing a steady decline while Rubrik showed significant gains followed by a recent pullback.
Trend Analysis
GoDaddy Inc. exhibited a bearish trend over the past 12 months with a price decline of 9.09%, marked by decelerating downward momentum and a high volatility level (std deviation 27.35). Recent weeks intensified the decline, showing a 21.54% drop.
Rubrik, Inc. showed a strong bullish trend in the last year with a 76.58% price increase, despite deceleration and notable volatility (std deviation 21.4). However, recent performance reversed with a 10.85% decline, indicating short-term weakness.
Rubrik outperformed GoDaddy over the past year with a substantial positive return versus GoDaddy’s negative trend, although both stocks faced recent downward corrections.
Target Prices
Analysts present a generally optimistic consensus on target prices for GoDaddy Inc. and Rubrik, Inc.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| GoDaddy Inc. | 182 | 70 | 143.33 |
| Rubrik, Inc. | 113 | 105 | 109.33 |
The consensus target for GoDaddy at 143.33 is significantly above its current price of 104.46, indicating upside potential. Rubrik’s consensus target of 109.33 also suggests notable growth compared to its current price of 67.1.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for GoDaddy Inc. and Rubrik, Inc.:
Rating Comparison
GoDaddy Inc. Rating
- Rating: B+, considered very favorable by analysts.
- Discounted Cash Flow Score: 5, indicating very favorable valuation based on future cash flows.
- ROE Score: 5, showing very efficient profit generation from equity.
- ROA Score: 4, indicating favorable asset utilization.
- Debt To Equity Score: 1, reflecting very unfavorable financial risk due to high debt.
- Overall Score: 3, considered moderate overall financial standing.
Rubrik, Inc. Rating
- Rating: C, also considered very favorable by analysts.
- Discounted Cash Flow Score: 1, indicating very unfavorable valuation.
- ROE Score: 5, also showing very efficient profit generation from equity.
- ROA Score: 1, indicating very unfavorable asset utilization.
- Debt To Equity Score: 1, similarly reflecting very unfavorable financial risk.
- Overall Score: 2, considered moderate but lower than GoDaddy’s score.
Which one is the best rated?
Based strictly on the provided data, GoDaddy holds a higher rating (B+) and better overall score (3) compared to Rubrik’s rating (C) and overall score (2). GoDaddy also outperforms Rubrik in discounted cash flow and return on assets scores.
Scores Comparison
Here is a comparison of the Altman Z-Score and Piotroski Score for GoDaddy Inc. and Rubrik, Inc.:
GoDaddy Scores
- Altman Z-Score: 1.53, indicating financial distress zone.
- Piotroski Score: 8, classified as very strong financial health.
Rubrik Scores
- Altman Z-Score: 1.41, indicating financial distress zone.
- Piotroski Score: 4, indicating average financial health.
Which company has the best scores?
GoDaddy has a higher Piotroski Score (8 vs. 4), indicating stronger financial health, while both have similar Altman Z-Scores in the distress zone, reflecting high bankruptcy risk.
Grades Comparison
The following sections present the recent grades assigned to GoDaddy Inc. and Rubrik, Inc. by reputable grading companies:
GoDaddy Inc. Grades
This table summarizes the latest ratings and actions by 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 |
Overall, GoDaddy’s grades show a mix of Buy and Neutral ratings with mostly maintained stances, indicating a relatively stable outlook.
Rubrik, Inc. Grades
This table details recent ratings and actions from financial firms for Rubrik, Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Keybanc | Maintain | Overweight | 2026-01-12 |
| Piper Sandler | Maintain | Overweight | 2026-01-05 |
| Citigroup | Maintain | Buy | 2025-12-08 |
| Piper Sandler | Maintain | Overweight | 2025-12-05 |
| Baird | Maintain | Outperform | 2025-12-05 |
| William Blair | Upgrade | Outperform | 2025-12-05 |
| Keybanc | Maintain | Overweight | 2025-12-05 |
| Wedbush | Maintain | Outperform | 2025-12-05 |
| BMO Capital | Maintain | Outperform | 2025-12-05 |
| Rosenblatt | Maintain | Buy | 2025-12-05 |
Rubrik’s grades are predominantly Buy, Overweight, and Outperform, including an upgrade, reflecting a generally positive sentiment.
Which company has the best grades?
Rubrik, Inc. has received consistently stronger grades such as Outperform and Overweight compared to GoDaddy’s more mixed Buy and Neutral ratings. This suggests Rubrik may be viewed as having higher growth potential, which could attract investors seeking more aggressive opportunities.
Strengths and Weaknesses
Below is a summary table comparing the key strengths and weaknesses of GoDaddy Inc. (GDDY) and Rubrik, Inc. (RBRK) based on their recent financial performance, market position, and product diversification.
| Criterion | GoDaddy Inc. (GDDY) | Rubrik, Inc. (RBRK) |
|---|---|---|
| Diversification | Strong product mix with Core Platform ($2.92B) and Applications & Commerce ($1.65B) | Limited diversification, mainly Subscription and Circulation ($829M) |
| Profitability | High net margin (20.49%), ROIC 16.02%, value creator with growing profitability | Negative net margin (-130.26%), negative ROIC (-234.85%), value destroyer |
| Innovation | Steady growth in applications and commerce segment, indicating ongoing innovation | Innovation potential exists, but profitability and efficiency remain weak |
| Global presence | Established global footprint with diverse customer base | Growing but less established global presence compared to GoDaddy |
| Market Share | Significant market share in domain registration and hosting services | Niche player in data management and cloud backup, smaller market share |
Key takeaways: GoDaddy stands out with robust diversification, solid profitability, and a durable competitive advantage, reflected in its strong ROIC and growing revenues. Rubrik faces significant profitability challenges despite some favorable financial ratios, making it a higher-risk investment at this stage.
Risk Analysis
Below is a comparative table highlighting key risk factors for GoDaddy Inc. (GDDY) and Rubrik, Inc. (RBRK) as of the most recent fiscal years:
| Metric | GoDaddy Inc. (GDDY) | Rubrik, Inc. (RBRK) |
|---|---|---|
| Market Risk | Beta 0.95 (moderate) | Beta 0.28 (low volatility) |
| Debt level | High debt/equity ratio (5.63, unfavorable) | Low debt/equity (-0.63, favorable) |
| Regulatory Risk | Moderate (tech sector regulation) | Moderate (data security regulations) |
| Operational Risk | Medium (hosting and security services complexity) | Medium-high (rapid growth, cybersecurity demands) |
| Environmental Risk | Low (primary digital services) | Low (cloud and data protection services) |
| Geopolitical Risk | Moderate (US-based, global exposure) | Moderate (US-based, global client base) |
The most impactful risks are GoDaddy’s high financial leverage, which may increase vulnerability to interest rate changes despite favorable operational metrics, and Rubrik’s negative net margin and distress zone Altman Z-score, indicating financial strain despite low debt. Both face moderate regulatory and geopolitical risks typical of the technology infrastructure sector. Cautious portfolio allocation is advised given these factors.
Which Stock to Choose?
GoDaddy Inc. (GDDY) shows a favorable income evolution with strong gross and EBIT margins and overall positive income growth over recent years. Its profitability ratios such as ROE and ROIC are robust, though some liquidity and leverage ratios are unfavorable. The company holds a very favorable B+ rating and demonstrates a durable competitive advantage with a growing ROIC above its WACC.
Rubrik, Inc. (RBRK) has experienced strong revenue growth but unfavorable net margin and EBIT margin trends, resulting in negative income growth overall. While some profitability metrics like ROE appear favorable, many financial ratios including interest coverage and ROIC are unfavorable. Its overall rating is a favorable C, but it shows a very unfavorable moat status with declining profitability and value destruction.
For investors prioritizing financial stability and consistent value creation, GoDaddy’s very favorable rating and durable economic moat might appear more attractive. Conversely, risk-tolerant investors focusing on high revenue growth could see potential in Rubrik despite its financial challenges and unfavorable income trends. The choice could therefore depend on the investor’s risk appetite and investment strategy.
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 Rubrik, Inc. to enhance your investment decisions:
