GoDaddy Inc. (GDDY) vs Nutanix (NTNX)

GoDaddy Inc. and Nutanix are both Software Infrastructure companies. Nutanix is the larger, with a market value of $18.9B against $13.6B — 1.4× the size. Nutanix trades at the lower P/E: 12.0× against 15.6×. Nutanix grew revenue faster over the last twelve months: 12.4% against 7.41%. Nutanix has the higher net margin (52.8% vs 17.8%) and the lower return on invested capital (0.00% vs 30.2%). Across the 21 metrics below, Nutanix leads on 13 and GoDaddy Inc. on 8.

Valuation

Metric GDDY NTNX Software Infrastructure median
P/E 15.58 12.02 28.38
P/S 2.71 6.30 2.98
P/B 2,067.99 25.60 2.93
Price to free cash flow 8.14 21.39 16.28
EV/EBITDA 12.12 48.49 13.92
EV/Sales 3.23 5.95 2.90
Earnings yield 6.42% 8.32% 0.14%
Free cash flow yield 12.29% 4.67% 1.24%

Profitability

Metric GDDY NTNX Software Infrastructure median
Gross margin 63.80% 86.80% 61.00%
Operating margin 24.82% 9.60% 0.00%
Net margin 17.83% 52.81% 0.00%
Free cash flow margin 33.36% 29.46% 1.67%
Return on equity 442.86% 37,461.61% 0.60%
Return on assets 11.19% 36.06% 0.00%
Return on invested capital 30.15% 0.00% 0.00%

Growth

Metric GDDY NTNX Software Infrastructure median
Revenue growth (TTM) 7.41% 12.44% 13.41%
EPS growth (last fiscal year) (3.57%) 695.38% 27.10%
Revenue growth, 5-year CAGR 8.34% 15.40% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GDDY NTNX Software Infrastructure median
Debt to equity 563.34 1.92 0.05
Current ratio 0.63 1.80 1.55
Net debt to EBITDA 2.17 (2.89) 0.08

Dividend

Metric GDDY NTNX Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric GDDY NTNX Software Infrastructure median
Market cap 13.59b 18.93b 752.37m

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