Our viewpoint on Godaddy (USA Stocks:GDDY) and Insight Enterprises (USA Stocks:NSIT)?

GoDaddy (GDDY), a key player in the Software - Infrastructure industry, has shown promising signs of growth and profitability. With a market capitalization of 17.4B and an enterprise value of 20.8B, the company's financial stability is evident. Despite a slight loss in net interest income of 177.6M, GoDaddy has managed to maintain a healthy profit margin of 32.32% and an operating margin of 0.19%. This, coupled with a robust gross profit of 2.61B, underscores the company's potential for generating shareholder value. However, investors should be aware of the company's high selling and marketing expenses, which stand at 352.9M. In conclusion, GoDaddy's strong financial performance and potential for growth make it a viable investment option.

Main Ideas

By comparing fundamental indicators between Godaddy and Insight, we can examine the impact of market volatility on both companies' prices and assess if they can mitigate market risk when combined in a portfolio. Pair trading strategies can also be employed, such as matching a long position in Insight with a short position in Godaddy. For more details, refer to our pair correlation module. Let's delve into the assets. The asset utilization indicator signifies the revenue generated for every dollar of assets a company currently holds. Godaddy's asset utilization ratio stands at 56.02 percent, indicating that the company earns $0.56 for each dollar of assets. A rising asset utilization suggests that Godaddy is becoming more efficient in using its assets for daily operations.
Published over six months ago
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Reviewed by Raphi Shpitalnik

The devil is in the details, and the details of GoDaddy (GDDY) and Insight Enterprises (NSIT) are revealing a promising investment potential. GoDaddy, a leading player in the Software - Infrastructure industry, has shown robust financial health with a net income from continuing operations of $355.3M and a gross profit of $2.6B. Despite a high price to book ratio of 282.44X and a price to earning of 36.04X, the company's enterprise value stands at a substantial $20.8B, indicating a strong market presence. The firm's current deferred revenue of $2.1B and total assets of $7.56B further underscore its financial stability. However, investors should note the probability of bankruptcy at 29.52%, which, while not alarming, warrants caution. With 94.10% of shares owned by institutions and a short ratio of 2.03, GoDaddy's stock has been resilient, oscillating between a 52-week low of $67.435 and a high of $127.15. The company's 50-day moving average stands at $119.14, above the 200-day moving average of $95.4994, suggesting a positive trend. With these figures in mind, GoDaddy presents a compelling case for investment consideration. Insight Enterprises' stock seems poised for a quicker correction as its share price rose 3.00% today, compared to Godaddy's 1.67% increase. With many traders cautiously approaching the IT services sector, it's worth examining Godaddy in comparison to Insight Enterprises and similar companies. We'll assess the competitive aspects of both Godaddy and Insight.
Investment perspective, in general, refers to a viewpoint or opinion regarding investment opportunity in Godaddy. It encompasses the assessment of an investment's potential risks and rewards, and expectations for its performance over time. Several factors influence the investment perspective on Godaddy, including investment goals, risk tolerance, time horizon, market conditions, and research and analysis. Investors have varying goals, such as capital preservation, income generation, or long-term growth. Risk tolerance plays a significant role in shaping an investor's perspective, with some being more risk-averse and others willing to take on higher risks for potential returns.

How important is Godaddy's Liquidity

Godaddy financial leverage refers to using borrowed capital as a funding source to finance Godaddy ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Godaddy financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Godaddy's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Godaddy's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Godaddy's total debt and its cash.

Godaddy Gross Profit

Godaddy Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Godaddy previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Godaddy Gross Profit growth over the last 10 years. Please check Godaddy's gross profit and other fundamental indicators for more details.

Is Godaddy valued reasonably by the market?

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Lets now take a look at Godaddy revenue. Based on the latest financial disclosure, Godaddy reported 4.24 B of revenue.
This is 3.98% higher than that of the IT Services sector and significantly higher than that of the Information Technology industry. The revenue for all United States stocks is 55.08% higher than that of Godaddy. As for Insight Enterprises we see revenue of 9.18 B, which is much higher than that of the Information Technology
Godaddy4.24 Billion
Sector0.0
Insight9.18 Billion
4.2 B
Godaddy
Sector
9.2 B
Insight
Opportunities often come disguised as risks, and GoDaddy (GDDY) stands as a testament to this maxim. Despite the company's high debt of $3.94B, it has a market capitalization of $17.41B and a net asset value of $7.56B, indicating strong market faith in its future prospects. Furthermore, GoDaddy's revenue per share stands at $28.687, a promising figure when considering its price to earnings ratio of 36.04X. However, investors should be cautious of the company's high probability of bankruptcy at 29.52%. In conclusion, while GoDaddy presents potential upside, it also poses significant risks, making it a stock for the adventurous investor..

Godaddy showing appearance of lower volatility

Godaddy Inc., an internet domain registrar and web hosting company, exhibits lower volatility despite a potential upside of over 2.58. This suggests a potential stability in the stock's price movement, making it an appealing investment for risk-averse investors. The blend of potential growth and reduced volatility could offer a balance of capital appreciation and stability. However, investors should always consider their risk tolerance and investment objectives. Godaddy's relatively low volatility, with a skewness of 0.1 and kurtosis of 0.24, can help investors time the market.
Using volatility indicators properly allows traders to measure Godaddy's stock risk against market volatility during both bullish and bearish trends. High volatility in bear markets can impact Godaddy's stock price and stress investors as they see their shares' value decrease, often prompting portfolio rebalancing.In conclusion, given the current market valuation of GoDaddy at $124.33, the stock appears to be trading at a premium compared to its real value of $114.64. However, the analyst consensus indicates a 'Buy' rating with 4 buys and 7 strong buys, suggesting that the stock could still have room for growth. The estimated target price ranges from $84.08 to $102.56, with an average estimated value of $92.4. Therefore, while the price of GoDaddy stock may not necessarily go out of control in June, investors should monitor the stock closely for any potential opportunities..

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of Godaddy. Please refer to our Terms of Use for any information regarding our disclosure principles.

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