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GDS (GDS) Competitors

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$32.51 +0.28 (+0.87%)
Closing price 04:00 PM Eastern
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$32.47 -0.04 (-0.12%)
As of 07:55 PM Eastern
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GDS vs. IOT, PTC, NTNX, CYBR, TWLO, DUOL, GEN, RBRK, OKTA, and MDB

Should 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

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

GDS has a beta of 0.31, meaning that its share price is 69% less volatile than the S&P 500. Comparatively, Samsara has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500.

33.7% of GDS shares are held by institutional investors. Comparatively, 96.0% of Samsara shares are held by institutional investors. 8.0% of GDS shares are held by insiders. Comparatively, 46.5% of Samsara shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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%

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 Ratio
GDS$1.41B4.38$476.47M$3.269.97
Samsara$1.25B17.20-$154.91M-$0.22-171.54

In the previous week, Samsara had 10 more articles in the media than GDS. MarketBeat recorded 17 mentions for Samsara and 7 mentions for GDS. Samsara's average media sentiment score of 1.27 beat GDS's score of 0.67 indicating that Samsara is being referred to more favorably in the news media.

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

GDS currently has a consensus target price of $39.48, suggesting a potential upside of 21.44%. Samsara has a consensus target price of $50.64, suggesting a potential upside of 34.20%. Given Samsara's higher probable 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)
3.22
Samsara
0 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.50

Summary

GDS beats Samsara 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.
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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.
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GDS vs. The Competition

MetricGDSTechnology Services IndustryBusiness SectorNASDAQ Exchange
Market Cap$6.14B$2.44B$15.37B$9.04B
Dividend YieldN/A1.40%2.70%4.03%
P/E Ratio9.9714.2824.4320.23
Price / Sales4.3835.2841.41127.79
Price / Cash17.0644.2526.6858.41
Price / Book1.975.876.245.60
Net Income$476.47M$32.07M$188.15M$248.43M
7 Day Performance-3.73%3.05%1.49%5.15%
1 Month Performance24.18%5.94%3.39%7.62%
1 Year Performance166.91%57.88%40.91%21.56%

GDS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GDS
GDS
2.16 of 5 stars
$32.51
+0.9%
$39.48
+21.4%
+162.9%$6.14B$1.41B9.972,276Gap Up
IOT
Samsara
3.1473 of 5 stars
$39.85
+0.6%
$50.64
+27.1%
+12.0%$22.69B$1.25B-181.141,620Positive News
PTC
PTC
3.9427 of 5 stars
$172.34
+1.8%
$188.69
+9.5%
+18.6%$20.67B$2.30B47.356,500Trending News
Analyst Forecast
Gap Down
NTNX
Nutanix
4.6283 of 5 stars
$76.44
+1.5%
$90.71
+18.7%
+28.9%$20.49B$2.15B153.656,450
CYBR
CyberArk Software
2.7576 of 5 stars
$406.88
+2.3%
$416.79
+2.4%
+50.2%$20.11B$1.00B-218.752,140
TWLO
Twilio
4.0396 of 5 stars
$124.58
+1.5%
$126.39
+1.5%
+116.1%$19.02B$4.58B-593.245,535Insider Trade
DUOL
Duolingo
3.7542 of 5 stars
$410.02
-0.3%
$443.53
+8.2%
+109.2%$18.64B$748.02M201.98600Analyst Forecast
Insider Trade
GEN
Gen Digital
2.834 of 5 stars
$29.40
+0.4%
$27.50
-6.5%
+25.0%$18.23B$3.94B28.273,500
RBRK
Rubrik
3.0296 of 5 stars
$89.57
+2.5%
$100.38
+12.1%
+179.2%$17.33B$886.54M-31.653,200Insider Trade
OKTA
Okta
4.7979 of 5 stars
$99.97
+1.6%
$121.59
+21.6%
+4.8%$17.23B$2.68B158.695,914Analyst Forecast
MDB
MongoDB
4.581 of 5 stars
$209.99
+0.0%
$282.47
+34.5%
-13.3%$17.16B$2.01B-184.205,558Trending News
Analyst Forecast
Insider Trade
Options Volume

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This page (NASDAQ:GDS) was last updated on 7/10/2025 by MarketBeat.com Staff
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