GDS (GDS) Competitors $33.77 +2.94 (+9.54%) Closing price 07/3/2025 03:48 PM EasternExtended Trading$34.04 +0.27 (+0.80%) As of 07/3/2025 04:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock GDS vs. IOT, PTC, NTNX, CYBR, TWLO, DUOL, GEN, RBRK, OKTA, and MDBShould you be buying GDS stock or one of its competitors? The main competitors of GDS include Samsara (IOT), PTC (PTC), Nutanix (NTNX), CyberArk Software (CYBR), Twilio (TWLO), Duolingo (DUOL), Gen Digital (GEN), Rubrik (RBRK), Okta (OKTA), and MongoDB (MDB). These companies are all part of the "computer software" industry. GDS vs. Its Competitors Samsara PTC Nutanix CyberArk Software Twilio Duolingo Gen Digital Rubrik Okta MongoDB GDS (NASDAQ:GDS) and Samsara (NYSE:IOT) are both computer software companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, valuation, earnings, profitability, analyst recommendations, dividends, institutional ownership and media sentiment. Which has higher earnings and valuation, GDS or IOT? GDS has higher revenue and earnings than Samsara. Samsara is trading at a lower price-to-earnings ratio than GDS, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioGDS$1.41B4.55$476.47M$3.2610.36Samsara$1.25B17.86-$154.91M-$0.22-178.11 Which has more volatility and risk, GDS or IOT? GDS has a beta of 0.31, meaning that its stock price is 69% less volatile than the S&P 500. Comparatively, Samsara has a beta of 1.63, meaning that its stock price is 63% more volatile than the S&P 500. Do analysts recommend GDS or IOT? GDS presently has a consensus price target of $39.48, indicating a potential upside of 16.91%. Samsara has a consensus price target of $50.64, indicating a potential upside of 29.24%. Given Samsara's higher possible upside, analysts plainly believe Samsara is more favorable than GDS.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score GDS 0 Sell rating(s) 1 Hold rating(s) 5 Buy rating(s) 3 Strong Buy rating(s) 3.22Samsara 0 Sell rating(s) 8 Hold rating(s) 8 Buy rating(s) 0 Strong Buy rating(s) 2.50 Do institutionals and insiders have more ownership in GDS or IOT? 33.7% of GDS shares are owned by institutional investors. Comparatively, 96.0% of Samsara shares are owned by institutional investors. 8.0% of GDS shares are owned by insiders. Comparatively, 46.5% of Samsara shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term. Is GDS or IOT more profitable? GDS has a net margin of 39.90% compared to Samsara's net margin of -9.04%. GDS's return on equity of 0.78% beat Samsara's return on equity.Company Net Margins Return on Equity Return on Assets GDS39.90% 0.78% 0.21% Samsara -9.04%-11.14%-5.95% Does the media prefer GDS or IOT? In the previous week, Samsara had 6 more articles in the media than GDS. MarketBeat recorded 14 mentions for Samsara and 8 mentions for GDS. Samsara's average media sentiment score of 1.27 beat GDS's score of 0.38 indicating that Samsara is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment GDS 1 Very Positive mention(s) 1 Positive mention(s) 5 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Neutral Samsara 10 Very Positive mention(s) 2 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive SummaryGDS beats Samsara on 9 of the 17 factors compared between the two stocks. Get GDS News Delivered to You Automatically Sign up to receive the latest news and ratings for GDS and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding GDS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart GDS vs. The Competition Export to ExcelMetricGDSTechnology Services IndustryBusiness SectorNASDAQ ExchangeMarket Cap$6.48B$2.41B$13.13B$9.04BDividend YieldN/A1.37%2.54%4.01%P/E Ratio10.3631.6828.9520.25Price / Sales4.5536.6141.15118.23Price / Cash17.9843.4826.6558.07Price / Book2.055.876.295.67Net Income$476.47M$32.32M$188.91M$249.21M7 Day Performance11.93%5.99%3.69%3.28%1 Month Performance31.61%8.22%4.72%5.55%1 Year Performance211.82%58.94%38.85%21.08% GDS Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)GDSGDS2.0883 of 5 stars$33.77+9.5%$39.48+16.9%+208.1%$6.48B$1.41B10.362,276IOTSamsara2.9909 of 5 stars$39.85+0.6%$50.64+27.1%+9.9%$22.69B$1.25B-181.141,620PTCPTC3.8986 of 5 stars$172.34+1.8%$188.69+9.5%-4.8%$20.67B$2.30B47.356,500Positive NewsNTNXNutanix4.7122 of 5 stars$76.44+1.5%$90.71+18.7%+31.0%$20.49B$2.15B153.656,450Analyst RevisionCYBRCyberArk Software1.8859 of 5 stars$406.88+2.3%$416.79+2.4%+47.1%$20.11B$1.00B-218.752,140Positive NewsTWLOTwilio4.2509 of 5 stars$124.58+1.5%$126.39+1.5%+113.4%$19.02B$4.58B-593.245,535Positive NewsInsider TradeDUOLDuolingo3.6586 of 5 stars$410.02-0.3%$443.53+8.2%+104.0%$18.64B$748.02M201.98600GENGen Digital2.8106 of 5 stars$29.40+0.4%$27.50-6.5%+23.5%$18.23B$3.94B28.273,500Analyst ForecastRBRKRubrik2.8441 of 5 stars$89.57+2.5%$100.38+12.1%+195.1%$17.33B$886.54M-31.653,200Insider TradeOKTAOkta4.6879 of 5 stars$99.97+1.6%$121.59+21.6%+5.7%$17.23B$2.68B158.695,914MDBMongoDB4.6087 of 5 stars$209.99+0.0%$282.47+34.5%-20.3%$17.16B$2.01B-184.205,558 Related Companies and Tools Related Companies IOT Alternatives PTC Alternatives NTNX Alternatives CYBR Alternatives TWLO Alternatives DUOL Alternatives GEN Alternatives RBRK Alternatives OKTA Alternatives MDB Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:GDS) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. 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