Godaddy vs Twilio
Godaddy and Twilio are similar in size: $4.95bn and $5.07bn of revenue in their latest fiscal years. Twilio grew faster (13.7% against 8.3%). Godaddy kept more of each dollar of sales as profit: a net margin of 17.7% against 0.7%.
| Latest fiscal year | GodaddyGDDY, 2025 | TwilioTWLO, 2025 |
|---|---|---|
| Revenue | $4.95bn | $5.07bn |
| Revenue growth | 8.3% | 13.7% |
| Net income | $875m | $33.8m |
| Operating margin | — | 3.1% |
| Net margin | 17.7% | 0.7% |
| Return on equity | 192.9% | 0.4% |
| Free cash flow | $1.58bn | $1.00bn |
| Cash | $1.08bn | $682m |
| Total debt | $3.83bn | $992m |
| Debt to equity | — | 12.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.60bn | $869m |
| Employees | 5,845 | 5,587 |
| Market value | $14.03bn | $34.73bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 50 (Moderate) | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 46 sales | 0 buys, 96 sales |