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GoDaddy Inc. (GDDY) vs SailPoint, Inc. (SAIL)

GoDaddy Inc. and SailPoint, Inc. are both Software Infrastructure companies. GoDaddy Inc. is the larger, with a market value of $14.6B against $10.5B — 1.4× the size. SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; GoDaddy Inc. trades at 16.4×. SailPoint, Inc. grew revenue faster over the last twelve months: 20.1% against 6.38%. GoDaddy Inc. has the higher net margin (18.6% vs −16.9%) and the higher return on invested capital (33.1% vs −2.10%). Across the 18 metrics below, GoDaddy Inc. leads on 13 and SailPoint, Inc. on 5.

Valuation

Metric GDDY SAIL Software Infrastructure median
P/E 16.41 n/m 24.43
P/S 2.92 9.01 2.81
P/B n/m 1.53 2.88
Price to free cash flow 8.66 65.78 17.94
EV/EBITDA 12.60 258.79 14.51
EV/Sales 3.43 9.63 2.91
Earnings yield 6.09% (1.84%) 0.00%
Free cash flow yield 11.54% 1.52% 0.49%

Profitability

Metric GDDY SAIL Software Infrastructure median
Gross margin 63.75% 66.22% 57.45%
Operating margin 25.72% (18.92%) 0.00%
Net margin 18.56% (16.92%) 0.00%
Free cash flow margin 33.66% 13.70% 0.00%
Return on equity (4,091.97%) (2.88%) 0.00%
Return on assets 12.10% (2.62%) 0.00%
Return on invested capital 33.14% (2.10%) 0.00%

Growth

Metric GDDY SAIL Software Infrastructure median
Revenue growth (TTM) 6.38% 20.13% 14.28%
EPS growth (last fiscal year) (3.57%) 95.82% 18.26%
Revenue growth, 5-year CAGR 8.34% — 16.15%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric GDDY SAIL Software Infrastructure median
Debt to equity (27.17) 0.00 0.02
Current ratio 0.61 1.23 1.53
Net debt to EBITDA 2.17 8.93 0.05

Dividend

Metric GDDY SAIL Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric GDDY SAIL Software Infrastructure median
Market cap 14.57b 10.50b 661.51m

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