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GDS (GDS) Competitors

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$33.41 -0.10 (-0.30%)
As of 08/28/2026 04:00 PM Eastern

GDS vs. VRSN, AKAM, GDDY, DOCN, and APLD

Should you buy GDS stock or one of its competitors? GDS's main competitors and comparable companies include VeriSign (VRSN), Akamai Technologies (AKAM), GoDaddy (GDDY), DigitalOcean (DOCN), and Applied Digital (APLD). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "internet services & infrastructure" industry.

How does GDS compare to VeriSign?

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

VeriSign has a net margin of 49.76% compared to GDS's net margin of 30.70%. GDS's return on equity of 17.94% beat VeriSign's return on equity.

Company Net Margins Return on Equity Return on Assets
GDS30.70% 17.94% 6.11%
VeriSign 49.76%-39.20%58.32%

33.7% of GDS shares are held by institutional investors. Comparatively, 92.9% of VeriSign shares are held by institutional investors. 8.0% of GDS shares are held by company insiders. Comparatively, 0.6% of VeriSign shares are held 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
GDS$12.26B0.55$132.10M$2.1515.54
VeriSign$1.71B15.43$825.70M$9.2231.66

In the previous week, VeriSign had 23 more articles in the media than GDS. MarketBeat recorded 32 mentions for VeriSign and 9 mentions for GDS. VeriSign's average media sentiment score of 1.51 beat GDS's score of 0.45 indicating that VeriSign 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
VeriSign
29 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

GDS currently has a consensus target price of $47.54, indicating a potential upside of 42.29%. VeriSign has a consensus target price of $328.75, indicating a potential upside of 12.61%. Given GDS's higher probable upside, analysts plainly believe GDS is more favorable than VeriSign.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83
VeriSign
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
3.00

GDS has a beta of 0.43, indicating that its share price is 57% less volatile than the broader market. Comparatively, VeriSign has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market.

Summary

VeriSign beats GDS on 12 of the 16 factors compared between the two stocks.

How does GDS compare to Akamai Technologies?

GDS (NASDAQ:GDS) and Akamai Technologies (NASDAQ:AKAM) are both technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
GDS$12.26B0.55$132.10M$2.1515.54
Akamai Technologies$4.21B3.67$452.03M$2.7838.66

GDS has a beta of 0.43, indicating that its stock price is 57% less volatile than the broader market. Comparatively, Akamai Technologies has a beta of 0.63, indicating that its stock price is 37% less volatile than the broader market.

GDS has a net margin of 30.70% compared to Akamai Technologies' net margin of 9.51%. GDS's return on equity of 17.94% beat Akamai Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
GDS30.70% 17.94% 6.11%
Akamai Technologies 9.51%11.32%4.47%

33.7% of GDS shares are held by institutional investors. Comparatively, 94.3% of Akamai Technologies shares are held by institutional investors. 8.0% of GDS shares are held by insiders. Comparatively, 2.3% of Akamai Technologies shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Akamai Technologies had 25 more articles in the media than GDS. MarketBeat recorded 34 mentions for Akamai Technologies and 9 mentions for GDS. Akamai Technologies' average media sentiment score of 0.67 beat GDS's score of 0.45 indicating that Akamai Technologies 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
Akamai Technologies
17 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

GDS currently has a consensus price target of $47.54, suggesting a potential upside of 42.29%. Akamai Technologies has a consensus price target of $144.14, suggesting a potential upside of 34.12%. Given GDS's stronger consensus rating and higher probable upside, analysts plainly believe GDS is more favorable than Akamai Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83
Akamai Technologies
2 Sell rating(s)
10 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.42

Summary

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

How does GDS compare to GoDaddy?

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

GDS has a net margin of 30.70% compared to GoDaddy's net margin of 17.83%. GoDaddy's return on equity of 660.96% beat GDS's return on equity.

Company Net Margins Return on Equity Return on Assets
GoDaddy17.83% 660.96% 11.32%
GDS 30.70%17.94%6.11%

GoDaddy presently has a consensus target price of $110.07, indicating a potential upside of 12.59%. GDS has a consensus target price of $47.54, indicating a potential upside of 42.29%. Given GDS's stronger consensus rating and higher possible upside, analysts plainly believe GDS is more favorable than GoDaddy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GoDaddy
1 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.44
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

90.3% of GoDaddy shares are owned by institutional investors. Comparatively, 33.7% of GDS shares are owned by institutional investors. 0.9% of GoDaddy 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, hedge funds and endowments believe a company will outperform the market over the long term.

GoDaddy has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market. Comparatively, GDS has a beta of 0.43, meaning that its share price is 57% less volatile than the broader market.

In the previous week, GoDaddy had 43 more articles in the media than GDS. MarketBeat recorded 52 mentions for GoDaddy and 9 mentions for GDS. GDS's average media sentiment score of 0.45 beat GoDaddy's score of 0.20 indicating that GDS is being referred to more favorably in the news media.

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

GoDaddy has higher earnings, but lower revenue than GDS. GoDaddy 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
GoDaddy$4.95B2.50$875M$6.7414.50
GDS$12.26B0.55$132.10M$2.1515.54

Summary

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

How does GDS compare to DigitalOcean?

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

GDS has a net margin of 30.70% compared to DigitalOcean's net margin of 23.26%. DigitalOcean's return on equity of 31.01% beat GDS's return on equity.

Company Net Margins Return on Equity Return on Assets
DigitalOcean23.26% 31.01% 5.76%
GDS 30.70%17.94%6.11%

In the previous week, DigitalOcean had 14 more articles in the media than GDS. MarketBeat recorded 23 mentions for DigitalOcean and 9 mentions for GDS. DigitalOcean's average media sentiment score of 1.30 beat GDS's score of 0.45 indicating that DigitalOcean is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DigitalOcean
17 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GDS
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

DigitalOcean currently has a consensus price target of $152.81, indicating a potential upside of 37.05%. GDS has a consensus price target of $47.54, indicating a potential upside of 42.29%. Given GDS's higher probable upside, analysts plainly believe GDS is more favorable than DigitalOcean.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
DigitalOcean
0 Sell rating(s)
2 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
3.00
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

DigitalOcean has a beta of 1.61, indicating that its stock price is 61% more volatile than the broader market. Comparatively, GDS has a beta of 0.43, indicating that its stock price is 57% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DigitalOcean$901.43M12.91$259.26M$2.1950.91
GDS$12.26B0.55$132.10M$2.1515.54

49.8% of DigitalOcean shares are owned by institutional investors. Comparatively, 33.7% of GDS shares are owned by institutional investors. 1.0% of DigitalOcean 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 stock is poised for long-term growth.

Summary

DigitalOcean beats GDS on 12 of the 17 factors compared between the two stocks.

How does GDS compare to Applied Digital?

GDS (NASDAQ:GDS) and Applied Digital (NASDAQ:APLD) are both mid-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, institutional ownership, profitability and media sentiment.

GDS has higher revenue and earnings than Applied Digital. Applied Digital 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$12.26B0.55$132.10M$2.1515.54
Applied Digital$611.31M12.08-$244M-$0.89N/A

33.7% of GDS shares are held by institutional investors. Comparatively, 65.7% of Applied Digital shares are held by institutional investors. 8.0% of GDS shares are held by insiders. Comparatively, 9.5% of Applied Digital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

GDS has a net margin of 30.70% compared to Applied Digital's net margin of -37.78%. GDS's return on equity of 17.94% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
GDS30.70% 17.94% 6.11%
Applied Digital -37.78%-16.42%-4.00%

In the previous week, Applied Digital had 16 more articles in the media than GDS. MarketBeat recorded 25 mentions for Applied Digital and 9 mentions for GDS. GDS's average media sentiment score of 0.45 beat Applied Digital's score of 0.37 indicating that GDS is being referred to more favorably in the 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
Applied Digital
11 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

GDS currently has a consensus target price of $47.54, suggesting a potential upside of 42.29%. Applied Digital has a consensus target price of $68.15, suggesting a potential upside of 168.94%. Given Applied Digital's stronger consensus rating and higher probable upside, analysts clearly believe Applied Digital 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)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83
Applied Digital
2 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.88

GDS has a beta of 0.43, indicating that its share price is 57% less volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, indicating that its share price is 475% more volatile than the broader market.

Summary

Applied Digital 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.
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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

MetricGDSIT Services IndustryTechnology SectorNASDAQ Exchange
Market Cap$6.69B$11.12B$29.76B$12.91B
Dividend YieldN/A2.76%2.74%11.28%
P/E Ratio15.5414.3376.4425.45
Price / Sales0.5558.76591.5993.93
Price / Cash8.3042.6149.2953.00
Price / Book1.5125.129.316.14
Net Income$132.10M$271.39M$678.22M$348.86M
7 Day Performance1.70%-0.21%-0.07%-0.80%
1 Month Performance4.50%3.46%4.19%4.13%
1 Year Performance-3.33%29.58%187.24%15.17%

GDS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GDS
GDS
3.6731 of 5 stars
$33.41
-0.3%
$47.54
+42.3%
-3.3%$6.69B$12.26B15.542,434
VRSN
VeriSign
4.8028 of 5 stars
$290.79
+3.2%
$328.75
+13.1%
+6.8%$25.45B$1.66B31.54920
AKAM
Akamai Technologies
4.2793 of 5 stars
$105.66
-4.3%
$144.14
+36.4%
+35.8%$15.87B$4.21B38.0111,000
GDDY
GoDaddy
4.4176 of 5 stars
$100.53
+3.6%
$110.33
+9.8%
-34.1%$12.29B$4.95B14.925,845
DOCN
DigitalOcean
4.6892 of 5 stars
$111.53
-3.6%
$151.33
+35.7%
+242.0%$12.07B$901.43M50.931,462

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This page (NASDAQ:GDS) was last updated on 8/30/2026 by MarketBeat.com Staff.
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