GDS (GDS) Competitors

$41.72 -0.72 (-1.70%)

Closing price 04:00 PM Eastern

Extended Trading

$41.67 -0.05 (-0.12%)

As of 05:44 PM Eastern

GDS vs. ZM, TWLO, RBLX, VEEV, and ZS

Should you buy GDS stock or one of its competitors? MarketBeat compares GDS with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with GDS include Zoom Communications (ZM), Twilio (TWLO), Roblox (RBLX), Veeva Systems (VEEV), and Zscaler (ZS). These companies are all part of the "computer software" industry.

How does GDS compare to Zoom Communications?

Zoom Communications (NASDAQ:ZM) and GDS (NASDAQ:GDS) are both computer software companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

Zoom Communications has a net margin of 39.03% compared to GDS's net margin of 8.12%. Zoom Communications' return on equity of 11.88% beat GDS's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Zoom Communications	39.03%	11.88%	9.68%
GDS	8.12%	8.79%	2.83%

Zoom Communications currently has a consensus target price of $96.57, suggesting a potential downside of 2.32%. GDS has a consensus target price of $49.90, suggesting a potential upside of 19.61%. Given GDS's stronger consensus rating and higher probable upside, analysts clearly believe GDS is more favorable than Zoom Communications.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zoom Communications	1 Sell rating(s)	12 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.48
GDS	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 Strong Buy rating(s)	3.00

66.5% of Zoom Communications shares are owned by institutional investors. Comparatively, 33.7% of GDS shares are owned by institutional investors. 10.8% of Zoom Communications shares are owned by insiders. Comparatively, 8.0% of GDS shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Zoom Communications has higher revenue and earnings than GDS. Zoom Communications 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
Zoom Communications	$4.87B	5.98	$1.90B	$6.20	15.95
GDS	$1.63B	4.96	$132.10M	$0.52	80.23

In the previous week, Zoom Communications had 7 more articles in the media than GDS. MarketBeat recorded 20 mentions for Zoom Communications and 13 mentions for GDS. Zoom Communications' average media sentiment score of 1.12 beat GDS's score of 0.59 indicating that Zoom Communications is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Zoom Communications	14 Very Positive mention(s)	1 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
GDS	1 Very Positive mention(s)	5 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Zoom Communications has a beta of 1, meaning that its stock price has a similar volatility profile to the broader market.Comparatively, GDS has a beta of 0.46, meaning that its stock price is 54% less volatile than the broader market.

Summary

Zoom Communications beats GDS on 13 of the 17 factors compared between the two stocks.

How does GDS compare to Twilio?

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

GDS has higher earnings, but lower revenue than Twilio. GDS is trading at a lower price-to-earnings ratio than Twilio, 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
GDS	$1.63B	4.96	$132.10M	$0.52	80.23
Twilio	$5.07B	5.92	$33.83M	$0.64	308.63

In the previous week, Twilio had 10 more articles in the media than GDS. MarketBeat recorded 23 mentions for Twilio and 13 mentions for GDS. Twilio's average media sentiment score of 0.79 beat GDS's score of 0.59 indicating that Twilio 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)	5 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Twilio	11 Very Positive mention(s)	4 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

33.7% of GDS shares are owned by institutional investors. Comparatively, 84.3% of Twilio shares are owned by institutional investors. 8.0% of GDS shares are owned by company insiders. Comparatively, 0.2% of Twilio shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

GDS currently has a consensus target price of $49.90, indicating a potential upside of 19.61%. Twilio has a consensus target price of $195.40, indicating a potential downside of 1.08%. Given GDS's stronger consensus rating and higher probable upside, equities analysts plainly believe GDS is more favorable than Twilio.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GDS	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 Strong Buy rating(s)	3.00
Twilio	1 Sell rating(s)	3 Hold rating(s)	17 Buy rating(s)	2 Strong Buy rating(s)	2.87

GDS has a net margin of 8.12% compared to Twilio's net margin of 1.96%. GDS's return on equity of 8.79% beat Twilio's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
GDS	8.12%	8.79%	2.83%
Twilio	1.96%	4.64%	3.76%

GDS has a beta of 0.46, indicating that its stock price is 54% less volatile than the broader market. Comparatively, Twilio has a beta of 1.32, indicating that its stock price is 32% more volatile than the broader market.

Summary

Twilio beats GDS on 10 of the 16 factors compared between the two stocks.

How does GDS compare to Roblox?

Roblox (NYSE:RBLX) and GDS (NASDAQ:GDS) are both computer software companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, media sentiment, profitability, dividends, analyst recommendations, risk, valuation and institutional ownership.

GDS has lower revenue, but higher earnings than Roblox. Roblox 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
Roblox	$5.30B	5.97	-$1.07B	-$1.58	N/A
GDS	$1.63B	4.96	$132.10M	$0.52	80.23

Roblox has a beta of 1.5, indicating that its stock price is 50% more volatile than the broader market. Comparatively, GDS has a beta of 0.46, indicating that its stock price is 54% less volatile than the broader market.

Roblox presently has a consensus price target of $87.17, indicating a potential upside of 85.26%. GDS has a consensus price target of $49.90, indicating a potential upside of 19.61%. Given Roblox's higher possible upside, research analysts clearly believe Roblox is more favorable than GDS.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Roblox	1 Sell rating(s)	14 Hold rating(s)	12 Buy rating(s)	1 Strong Buy rating(s)	2.46
GDS	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 Strong Buy rating(s)	3.00

In the previous week, Roblox had 2 more articles in the media than GDS. MarketBeat recorded 15 mentions for Roblox and 13 mentions for GDS. Roblox's average media sentiment score of 0.96 beat GDS's score of 0.59 indicating that Roblox is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Roblox	8 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
GDS	1 Very Positive mention(s)	5 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

94.5% of Roblox shares are held by institutional investors. Comparatively, 33.7% of GDS shares are held by institutional investors. 12.9% of Roblox shares are held by insiders. Comparatively, 8.0% of GDS shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

GDS has a net margin of 8.12% compared to Roblox's net margin of -20.69%. GDS's return on equity of 8.79% beat Roblox's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Roblox	-20.69%	-277.69%	-11.74%
GDS	8.12%	8.79%	2.83%

Summary

Roblox beats GDS on 9 of the 17 factors compared between the two stocks.

How does GDS compare to Veeva Systems?

GDS (NASDAQ:GDS) and Veeva Systems (NYSE:VEEV) are both computer software companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, earnings, analyst recommendations, valuation, dividends, media sentiment and institutional ownership.

Veeva Systems has a net margin of 28.44% compared to GDS's net margin of 8.12%. Veeva Systems' return on equity of 13.80% beat GDS's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
GDS	8.12%	8.79%	2.83%
Veeva Systems	28.44%	13.80%	11.39%

GDS presently has a consensus target price of $49.90, indicating a potential upside of 19.61%. Veeva Systems has a consensus target price of $276.52, indicating a potential upside of 68.63%. Given Veeva Systems' higher possible upside, analysts clearly believe Veeva Systems is more favorable than GDS.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GDS	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 Strong Buy rating(s)	3.00
Veeva Systems	1 Sell rating(s)	9 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.58

In the previous week, Veeva Systems had 10 more articles in the media than GDS. MarketBeat recorded 23 mentions for Veeva Systems and 13 mentions for GDS. Veeva Systems' average media sentiment score of 0.65 beat GDS's score of 0.59 indicating that Veeva Systems 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)	5 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Veeva Systems	11 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive

33.7% of GDS shares are held by institutional investors. Comparatively, 88.2% of Veeva Systems shares are held by institutional investors. 8.0% of GDS shares are held by company insiders. Comparatively, 10.6% of Veeva Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

GDS has a beta of 0.46, meaning that its stock price is 54% less volatile than the broader market. Comparatively, Veeva Systems has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market.

Veeva Systems has higher revenue and earnings than GDS. Veeva Systems 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
GDS	$1.63B	4.96	$132.10M	$0.52	80.23
Veeva Systems	$3.20B	8.38	$908.91M	$5.41	30.31

Summary

Veeva Systems beats GDS on 14 of the 17 factors compared between the two stocks.

How does GDS compare to Zscaler?

Zscaler (NASDAQ:ZS) and GDS (NASDAQ:GDS) are both computer software companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, valuation, profitability, risk, analyst recommendations, dividends and institutional ownership.

46.5% of Zscaler shares are held by institutional investors. Comparatively, 33.7% of GDS shares are held by institutional investors. 17.2% of Zscaler shares are held by company insiders. Comparatively, 8.0% of GDS shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

GDS has a net margin of 8.12% compared to Zscaler's net margin of -2.25%. GDS's return on equity of 8.79% beat Zscaler's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Zscaler	-2.25%	0.06%	0.02%
GDS	8.12%	8.79%	2.83%

GDS has lower revenue, but higher earnings than Zscaler. Zscaler 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
Zscaler	$2.67B	10.51	-$41.48M	-$0.42	N/A
GDS	$1.63B	4.96	$132.10M	$0.52	80.23

Zscaler currently has a consensus price target of $261.26, indicating a potential upside of 49.55%. GDS has a consensus price target of $49.90, indicating a potential upside of 19.61%. Given Zscaler's higher probable upside, analysts clearly believe Zscaler is more favorable than GDS.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zscaler	2 Sell rating(s)	8 Hold rating(s)	30 Buy rating(s)	1 Strong Buy rating(s)	2.73
GDS	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	2 Strong Buy rating(s)	3.00

Zscaler has a beta of 0.96, indicating that its share price is 4% less volatile than the broader market. Comparatively, GDS has a beta of 0.46, indicating that its share price is 54% less volatile than the broader market.

In the previous week, Zscaler had 4 more articles in the media than GDS. MarketBeat recorded 17 mentions for Zscaler and 13 mentions for GDS. Zscaler's average media sentiment score of 1.05 beat GDS's score of 0.59 indicating that Zscaler is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Zscaler	11 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
GDS	1 Very Positive mention(s)	5 Positive mention(s)	6 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Zscaler beats GDS on 9 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.

Media Sentiment Over Time

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.

GDS vs. The Competition

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Metric	GDS	Technology Services Industry	Business Sector	NASDAQ Exchange
Market Cap	$8.11B	$3.83B	$6.50B	$12.22B
Dividend Yield	N/A	2.20%	3.20%	5.30%
P/E Ratio	80.23	48.99	30.12	25.25
Price / Sales	4.96	50.34	417.55	70.71
Price / Cash	10.23	38.02	22.08	37.27
Price / Book	2.19	5.44	6.02	6.63
Net Income	$132.10M	$31.26M	$204.78M	$335.32M
7 Day Performance	-7.19%	-4.40%	1.86%	-1.83%
1 Month Performance	-6.67%	-5.62%	-4.08%	-1.16%
1 Year Performance	53.21%	24.26%	30.16%	28.31%

GDS Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
GDS GDS	3.522 of 5 stars	$41.72 -1.7%	$49.90 +19.6%	+55.9%	$8.11B	$1.63B	80.23	2,434	News Coverage Upcoming Earnings
ZM Zoom Communications	3.8675 of 5 stars	$107.12 -1.9%	$95.32 -11.0%	+18.4%	$32.18B	$4.87B	17.28	7,438	Positive News Upcoming Earnings Analyst Forecast
TWLO Twilio	3.649 of 5 stars	$198.35 -1.7%	$193.65 -2.4%	+70.3%	$30.61B	$5.07B	309.93	5,587	Analyst Forecast
RBLX Roblox	4.0112 of 5 stars	$41.25 -1.6%	$87.17 +111.3%	-47.3%	$28.15B	$5.30B	N/A	3,065
VEEV Veeva Systems	4.7354 of 5 stars	$159.31 -4.2%	$278.70 +74.9%	-34.4%	$27.17B	$3.20B	29.45	7,928	Analyst Forecast

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This page (NASDAQ:GDS) was last updated on 5/18/2026 by MarketBeat.com Staff.

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GDS (GDS) Competitors

GDS vs. ZM, TWLO, RBLX, VEEV, and ZS

How does GDS compare to Zoom Communications?

Summary

How does GDS compare to Twilio?

Summary

How does GDS compare to Roblox?

Summary

How does GDS compare to Veeva Systems?

Summary

How does GDS compare to Zscaler?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

GDS vs. The Competition

GDS Competitors List

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Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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GDS (GDS) Competitors

GDS vs. ZM, TWLO, RBLX, VEEV, and ZS

How does GDS compare to Zoom Communications?

Is ZM or GDS more profitable?

Do analysts prefer ZM or GDS?

Do institutionals and insiders hold more shares of ZM or GDS?

Which has better earnings and valuation, ZM or GDS?

Does the media refer more to ZM or GDS?

Which has more volatility and risk, ZM or GDS?

Summary

How does GDS compare to Twilio?

Which has better valuation & earnings, GDS or TWLO?

Does the media favor GDS or TWLO?

Do institutionals & insiders hold more shares of GDS or TWLO?

Do analysts rate GDS or TWLO?

Is GDS or TWLO more profitable?

Which has more risk and volatility, GDS or TWLO?

Summary

How does GDS compare to Roblox?

Which has preferable earnings & valuation, RBLX or GDS?

Which has more volatility & risk, RBLX or GDS?

Do analysts recommend RBLX or GDS?

Does the media refer more to RBLX or GDS?

Do institutionals and insiders believe in RBLX or GDS?

Is RBLX or GDS more profitable?

Summary

How does GDS compare to Veeva Systems?

Is GDS or VEEV more profitable?

Do analysts recommend GDS or VEEV?

Does the media prefer GDS or VEEV?

Do institutionals & insiders hold more shares of GDS or VEEV?

Which has more volatility and risk, GDS or VEEV?

Which has higher valuation & earnings, GDS or VEEV?

Summary

How does GDS compare to Zscaler?

Do insiders & institutionals believe in ZS or GDS?

Is ZS or GDS more profitable?

Which has better valuation and earnings, ZS or GDS?

Do analysts prefer ZS or GDS?

Which has more risk & volatility, ZS or GDS?

Does the media refer more to ZS or GDS?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

GDS vs. The Competition

GDS Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools