In today’s fast-evolving technology landscape, GoDaddy Inc. and UiPath Inc. stand out as pivotal players in the software infrastructure sector. GoDaddy excels in cloud-based digital identity and web services, while UiPath leads in robotic process automation, streamlining enterprise workflows. Their shared focus on innovation and market expansion invites a compelling comparison. Join me as we analyze which company offers the most promising investment opportunity for your portfolio.
Table of contents
Companies Overview
I will begin the comparison between GoDaddy Inc. and UiPath Inc. by providing an overview of these two companies and their main differences.
GoDaddy Inc. Overview
GoDaddy Inc. is a technology company specializing in cloud-based products for establishing and managing digital identities. It offers domain registration, website hosting, marketing tools, and security services primarily targeting small businesses, individuals, and developers. Headquartered in Tempe, Arizona, GoDaddy focuses on empowering customers to build and manage online presences with a broad product suite in the software infrastructure industry.
UiPath Inc. Overview
UiPath Inc. operates in the software infrastructure sector, providing an end-to-end robotic process automation (RPA) platform. The company’s solutions combine AI, low-code development, and process analytics to automate business workflows across industries like banking and healthcare. Based in New York City, UiPath emphasizes centralized automation management, compliance, and professional services to facilitate enterprise adoption of its technology.
Key similarities and differences
Both GoDaddy and UiPath operate in the technology sector, specifically within software infrastructure, serving business clients with cloud-based solutions. GoDaddy focuses on digital identity, website hosting, and marketing tools, whereas UiPath specializes in automation software integrating AI and RPA. While GoDaddy’s customer base includes small businesses and individuals, UiPath primarily targets larger enterprises in regulated industries. Their business models differ by product focus and end-user segments.
Income Statement Comparison
The table below compares key income statement metrics for GoDaddy Inc. and UiPath Inc. for their most recent fiscal years, providing a snapshot of their financial performance.
| Metric | GoDaddy Inc. (GDDY) | UiPath Inc. (PATH) |
|---|---|---|
| Market Cap | 14.5B | 7.7B |
| Revenue | 4.57B (2024) | 1.43B (2025) |
| EBITDA | 1.06B (2024) | -145M (2025) |
| EBIT | 924M (2024) | -163M (2025) |
| Net Income | 937M (2024) | -74M (2025) |
| EPS | 6.63 (2024) | -0.13 (2025) |
| Fiscal Year | 2024 | 2025 |
Income Statement Interpretations
GoDaddy Inc.
GoDaddy’s revenue increased steadily from $3.32B in 2020 to $4.57B in 2024, with net income rising sharply from a loss of $495M to $937M. Margins showed strength, with gross margin at 63.9% and net margin around 20.5% in 2024. However, net margin and EPS declined year-over-year despite a 7.5% revenue growth, indicating margin pressure in the latest year.
UiPath Inc.
UiPath’s revenue grew robustly from $608M in 2021 to $1.43B in 2025, with net losses narrowing from $92M to $74M. The company maintains a strong gross margin above 82%, but its EBIT and net margins remain negative, reflecting ongoing investment and scale challenges. The 2025 year showed favorable revenue and net margin growth, improving its operational outlook.
Which one has the stronger fundamentals?
GoDaddy exhibits stronger profitability fundamentals with positive and expanding net income and solid margins, although recent margin contraction signals caution. UiPath shows impressive revenue growth and improving losses but remains unprofitable with negative net margins. Fundamentally, GoDaddy’s earnings stability contrasts with UiPath’s ongoing investment phase, reflecting different risk-return profiles.
Financial Ratios Comparison
The table below presents the most recent key financial ratios for GoDaddy Inc. and UiPath Inc., providing a snapshot of their operational efficiency, profitability, liquidity, and leverage as of fiscal year-end 2024 for GoDaddy and January 2025 for UiPath.
| Ratios | GoDaddy Inc. (GDDY) | UiPath Inc. (PATH) |
|---|---|---|
| ROE | 1.35 | -0.04 |
| ROIC | 0.16 | -0.07 |
| P/E | 29.8 | -108.0 |
| P/B | 40.3 | 4.31 |
| Current Ratio | 0.72 | 2.93 |
| Quick Ratio | 0.72 | 2.93 |
| D/E (Debt to Equity) | 5.63 | 0.04 |
| Debt-to-Assets | 0.47 | 0.03 |
| Interest Coverage | 5.64 | 0 |
| Asset Turnover | 0.56 | 0.50 |
| Fixed Asset Turnover | 22.22 | 14.41 |
| Payout ratio | 0 | 0 |
| Dividend yield | 0 | 0 |
Interpretation of the Ratios
GoDaddy Inc.
GoDaddy exhibits strong profitability with favorable net margin (20.49%), ROE (135.37%), and ROIC (16.02%), indicating efficient capital use. However, liquidity ratios like current and quick ratios are weak at 0.72, and the high debt-to-equity ratio of 5.63 raises leverage concerns. The company does not pay dividends, likely prioritizing growth and reinvestment.
UiPath Inc.
UiPath shows unfavorable profitability ratios, including negative net margin (-5.15%), ROE (-3.99%), and ROIC (-7.41%), signaling operational challenges. Nonetheless, liquidity is strong with a current ratio of 2.93, and low leverage with a debt-to-equity ratio of 0.04. The firm does not pay dividends, reflecting a reinvestment strategy during its growth phase.
Which one has the best ratios?
GoDaddy presents a more balanced profile with strong profitability and solid coverage ratios but weaker liquidity and higher leverage. UiPath benefits from strong liquidity and low debt but suffers from persistent losses and negative returns. Overall, GoDaddy’s ratios suggest better operational performance, while UiPath’s indicate growth-stage risk factors.
Strategic Positioning
This section compares the strategic positioning of GoDaddy Inc. and UiPath Inc., focusing on their market position, key segments, and exposure to technological disruption:
GoDaddy Inc.
- Leading cloud-based infrastructure provider targeting small businesses and individuals, facing moderate competition.
- Key segments include domain registration, website hosting, applications, and commerce products driving growth.
- Focused on cloud infrastructure and security products with limited direct exposure to disruptive AI technologies.
UiPath Inc.
- Provider of AI-enhanced robotic process automation software, competing in enterprise automation markets.
- Revenue driven by licenses, subscription services, and professional services focused on automation platforms.
- Directly exposed to AI and automation disruption, integrating AI with process mining and low-code tools.
GoDaddy Inc. vs UiPath Inc. Positioning
GoDaddy exhibits a diversified business model with multiple cloud-based offerings for small businesses, balancing domain, hosting, and applications. UiPath concentrates on automation software for enterprises, leveraging AI integration but with narrower segment focus. Each approach presents different scale and market dynamics.
Which has the best competitive advantage?
GoDaddy demonstrates a very favorable moat with growing ROIC above WACC, indicating durable value creation. UiPath shows a slightly unfavorable moat with negative ROIC versus WACC despite improving profitability, suggesting weaker competitive advantage currently.
Stock Comparison
The stock price movements over the past year reveal notable bearish trends for both GoDaddy Inc. and UiPath Inc., with differing degrees of decline and trading dynamics reflecting shifts in investor sentiment.
Trend Analysis
GoDaddy Inc. experienced a -9.09% price change over the past 12 months, indicating a bearish trend with deceleration in decline and high volatility at 27.35. The stock hit a high of 212.65 and a low of 104.46.
UiPath Inc. showed a sharper -38.53% decline over the same period, confirming a bearish trend with acceleration in the downtrend and lower volatility at 3.33. The stock ranged between 23.66 and 10.04.
Comparing both, GoDaddy’s stock outperformed UiPath’s with a smaller decline over the past year, despite both showing bearish trends and increased selling pressure in recent months.
Target Prices
Analyst consensus presents a positive outlook for both GoDaddy Inc. and UiPath Inc.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| GoDaddy Inc. | 182 | 70 | 143.33 |
| UiPath Inc. | 19 | 14 | 16.6 |
The target consensus for GoDaddy Inc. at 143.33 is significantly above its current price of 104.46, indicating upside potential. UiPath Inc. has a consensus target of 16.6, moderately above its current price of 14.34, suggesting cautious optimism among analysts.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for GoDaddy Inc. and UiPath Inc.:
Rating Comparison
GoDaddy Inc. Rating
- Rating: B+ with a very favorable overall evaluation.
- Discounted Cash Flow Score: Very favorable at 5, indicating strong future cash flow.
- ROE Score: Very favorable 5, showing efficient profit generation from equity.
- ROA Score: Favorable 4, reflecting effective asset utilization.
- Debt To Equity Score: Very unfavorable 1, implying high financial risk from debt load.
- Overall Score: Moderate 3, suggesting a balanced financial standing.
UiPath Inc. Rating
- Rating: B+ with a very favorable overall evaluation.
- Discounted Cash Flow Score: Moderate at 3, suggesting balanced valuation outlook.
- ROE Score: Favorable 4, indicating good efficiency in generating profit from equity.
- ROA Score: Favorable 4, showing effective use of assets to generate earnings.
- Debt To Equity Score: Favorable 4, indicating relatively low financial risk from debt.
- Overall Score: Moderate 3, reflecting a balanced financial position.
Which one is the best rated?
Both companies share the same B+ rating and overall score of 3. GoDaddy excels in discounted cash flow and ROE scores, while UiPath has a stronger debt-to-equity score, indicating better financial stability.
Scores Comparison
Here is a comparison of the Altman Z-Score and Piotroski Score for GoDaddy Inc. and UiPath Inc.:
GoDaddy Scores
- Altman Z-Score: 1.53, in distress zone indicating high bankruptcy risk.
- Piotroski Score: 8, very strong financial health.
UiPath Scores
- Altman Z-Score: 5.27, in safe zone indicating low bankruptcy risk.
- Piotroski Score: 7, strong financial health.
Which company has the best scores?
UiPath has a significantly higher Altman Z-Score, placing it safely away from bankruptcy risk, while GoDaddy falls in the distress zone. GoDaddy’s Piotroski Score is slightly higher, showing very strong financial health compared to UiPath’s strong rating.
Grades Comparison
Here is the detailed comparison of the latest grades assigned to GoDaddy Inc. and UiPath Inc.:
GoDaddy Inc. Grades
The table below summarizes recent grades from reputable 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 stable outlook with a consensus leaning towards “Buy,” reflecting moderate confidence from analysts.
UiPath Inc. Grades
Below are the most recent grades issued by recognized grading firms for UiPath Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Barclays | Maintain | Equal Weight | 2026-01-12 |
| RBC Capital | Maintain | Sector Perform | 2026-01-05 |
| RBC Capital | Maintain | Sector Perform | 2025-12-10 |
| Morgan Stanley | Maintain | Equal Weight | 2025-12-09 |
| DA Davidson | Maintain | Neutral | 2025-12-05 |
| Canaccord Genuity | Maintain | Buy | 2025-12-04 |
| Mizuho | Maintain | Neutral | 2025-12-04 |
| RBC Capital | Maintain | Sector Perform | 2025-12-04 |
| Wells Fargo | Maintain | Equal Weight | 2025-12-04 |
| Evercore ISI Group | Maintain | In Line | 2025-12-04 |
UiPath’s grades predominantly reflect a “Hold” consensus, indicating cautious optimism with a balanced risk-reward profile.
Which company has the best grades?
GoDaddy Inc. has received more favorable grades overall, with a strong analyst consensus of “Buy” compared to UiPath Inc.’s “Hold.” This suggests that GoDaddy may be perceived as having stronger near-term growth or stability potential, which could influence investor confidence and portfolio decisions accordingly.
Strengths and Weaknesses
Below is a comparison of key strengths and weaknesses for GoDaddy Inc. (GDDY) and UiPath Inc. (PATH) based on recent financial and operational data.
| Criterion | GoDaddy Inc. (GDDY) | UiPath Inc. (PATH) |
|---|---|---|
| Diversification | Strong, with Core Platform and Applications & Commerce segments generating $4.6B total revenue in 2024 | Moderate, with License, Subscription, and Services segments totaling $1.46B in 2025 |
| Profitability | High profitability: net margin 20.5%, ROIC 16.0%, ROE 135.4% (2024) | Negative profitability: net margin -5.15%, ROIC -7.41%, ROE -3.99% (2025) |
| Innovation | Consistent growth in applications and commerce, reflecting innovation in web services | Focused on automation software, with growing ROIC trend but currently value-destructive |
| Global presence | Large customer base worldwide, supported by diversified product offerings | Expanding global footprint, especially in SaaS automation, but lower scale than GDDY |
| Market Share | Leading domain registration and hosting services with stable growth | Growing market share in robotic process automation but facing intense competition |
Key takeaways: GoDaddy demonstrates a very favorable economic moat with strong profitability and diversification, making it a stable investment candidate. UiPath shows improving operational efficiency but remains slightly unfavorable in value creation, signaling higher risk and potential for turnaround.
Risk Analysis
Below is a table summarizing key risk factors for GoDaddy Inc. and UiPath Inc. based on the most recent data from 2025-2026.
| Metric | GoDaddy Inc. (GDDY) | UiPath Inc. (PATH) |
|---|---|---|
| Market Risk | Moderate (Beta 0.95, price down ~2.7%) | Higher (Beta 1.08, price down ~3%) |
| Debt level | High leverage (D/E 5.63, 47% debt/assets) | Low leverage (D/E 0.04, 2.7% debt/assets) |
| Regulatory Risk | Moderate (tech industry, data/privacy laws) | Moderate (automation software, compliance challenges) |
| Operational Risk | Moderate (complex hosting & security services) | Moderate (software platform scalability) |
| Environmental Risk | Low (technology sector, minimal direct impact) | Low (technology sector) |
| Geopolitical Risk | Moderate (US-centric but global customers) | Moderate (US, Romania, Japan presence) |
GoDaddy faces significant financial risk from its high leverage, despite strong profitability, increasing vulnerability in volatile markets. UiPath has lower financial risk but shows operating losses and negative margins, indicating challenges in achieving profitability. Both companies face typical tech sector regulatory and geopolitical uncertainties, with market volatility higher for UiPath. Investors should monitor debt management at GoDaddy and profitability improvements at UiPath closely.
Which Stock to Choose?
GoDaddy Inc. (GDDY) displays a favorable income evolution with solid gross and EBIT margins, though recent net margin and EPS growth show some decline. Its financial ratios reveal strong profitability metrics but unfavorable liquidity and valuation ratios. The company carries moderate debt and holds a very favorable overall rating.
UiPath Inc. (PATH) has a favorable income growth trend, especially in revenue and net margin, despite negative net margins and returns. Its financial ratios indicate mixed performance, with favorable liquidity and low debt but challenges in profitability and valuation metrics. The overall rating is slightly less favorable compared to GoDaddy.
From an investor’s perspective, GoDaddy might appeal to those prioritizing profitability and value creation given its very favorable moat and strong rating, while UiPath could be more suited to risk-tolerant investors focused on growth potential amid improving profitability trends. Both stocks exhibit bearish price trends, underscoring the importance of careful risk assessment.
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 UiPath Inc. to enhance your investment decisions:
