GDS (GDS) Competitors

Twilio (NYSE:TWLO) and GDS (NASDAQ:GDS) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their media sentiment, community ranking, institutional ownership, dividends, earnings, risk, analyst recommendations, valuation and profitability.

Does the media prefer TWLO or GDS?

In the previous week, Twilio had 16 more articles in the media than GDS. MarketBeat recorded 22 mentions for Twilio and 6 mentions for GDS. Twilio's average media sentiment score of 0.72 beat GDS's score of 0.44 indicating that Twilio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Twilio	8 Very Positive mention(s)	1 Positive mention(s)	9 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive
GDS	2 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has more risk and volatility, TWLO or GDS?

Twilio has a beta of 1.3, meaning that its stock price is 30% more volatile than the S&P 500. Comparatively, GDS has a beta of 0.25, meaning that its stock price is 75% less volatile than the S&P 500.

Do analysts recommend TWLO or GDS?

Twilio currently has a consensus target price of $125.35, indicating a potential upside of 5.99%. GDS has a consensus target price of $39.48, indicating a potential upside of 46.82%. Given GDS's stronger consensus rating and higher probable upside, analysts plainly believe GDS is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Twilio	1 Sell rating(s)	7 Hold rating(s)	16 Buy rating(s)	1 Strong Buy rating(s)	2.68
GDS	0 Sell rating(s)	1 Hold rating(s)	5 Buy rating(s)	3 Strong Buy rating(s)	3.22

Which has preferable earnings & valuation, TWLO or GDS?

Twilio has higher earnings, but lower revenue than GDS. Twilio is trading at a lower price-to-earnings ratio than GDS, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Twilio	$4.58B	3.94	-$109.40M	-$0.21	-563.18
GDS	$10.61B	0.48	-$606.18M	$3.26	8.25

Does the MarketBeat Community favor TWLO or GDS?

Twilio received 401 more outperform votes than GDS when rated by MarketBeat users. Likewise, 64.95% of users gave Twilio an outperform vote while only 64.00% of users gave GDS an outperform vote.

Company	Underperform	Outperform
Twilio	Outperform Votes 769 64.95%	Underperform Votes 415 35.05%
GDS	Outperform Votes 368 64.00%	Underperform Votes 207 36.00%

Do insiders & institutionals have more ownership in TWLO or GDS?

84.3% of Twilio shares are owned by institutional investors. Comparatively, 33.7% of GDS shares are owned by institutional investors. 0.2% of Twilio shares are owned by insiders. Comparatively, 8.0% of GDS shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Is TWLO or GDS more profitable?

Twilio has a net margin of -2.45% compared to GDS's net margin of -35.97%. Twilio's return on equity of 1.38% beat GDS's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Twilio	-2.45%	1.38%	1.14%
GDS	-35.97%	-8.22%	-1.99%

Summary

Twilio beats GDS on 12 of the 19 factors compared between the two stocks.