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GDS (GDS) Competitors

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$33.91 +1.40 (+4.31%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$34.05 +0.14 (+0.41%)
As of 07/11/2025 07:39 PM Eastern
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GDS vs. CHKP, PINS, ZM, IOT, PTC, NTNX, CYBR, GEN, TWLO, and DUOL

Should you be buying GDS stock or one of its competitors? The main competitors of GDS include Check Point Software Technologies (CHKP), Pinterest (PINS), Zoom Communications (ZM), Samsara (IOT), PTC (PTC), Nutanix (NTNX), CyberArk Software (CYBR), Gen Digital (GEN), Twilio (TWLO), and Duolingo (DUOL). These companies are all part of the "computer software" industry.

GDS vs. Its Competitors

Check Point Software Technologies (NASDAQ:CHKP) 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 institutional ownership, risk, media sentiment, valuation, profitability, analyst recommendations, earnings and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Check Point Software Technologies$2.57B9.24$845.70M$7.5828.43
GDS$1.41B4.57$476.47M$3.2610.40

GDS has a net margin of 39.90% compared to Check Point Software Technologies' net margin of 32.75%. Check Point Software Technologies' return on equity of 32.88% beat GDS's return on equity.

Company Net Margins Return on Equity Return on Assets
Check Point Software Technologies32.75% 32.88% 16.43%
GDS 39.90%0.78%0.21%

98.5% of Check Point Software Technologies shares are owned by institutional investors. Comparatively, 33.7% of GDS shares are owned by institutional investors. 29.0% of Check Point Software Technologies shares are owned by company insiders. Comparatively, 8.0% of GDS shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Check Point Software Technologies presently has a consensus price target of $232.44, suggesting a potential upside of 7.86%. GDS has a consensus price target of $39.48, suggesting a potential upside of 16.43%. Given GDS's stronger consensus rating and higher possible upside, analysts plainly believe GDS is more favorable than Check Point Software Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Check Point Software Technologies
0 Sell rating(s)
16 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.46
GDS
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
3 Strong Buy rating(s)
3.22

Check Point Software Technologies has a beta of 0.64, suggesting that its share price is 36% less volatile than the S&P 500. Comparatively, GDS has a beta of 0.31, suggesting that its share price is 69% less volatile than the S&P 500.

In the previous week, Check Point Software Technologies had 7 more articles in the media than GDS. MarketBeat recorded 14 mentions for Check Point Software Technologies and 7 mentions for GDS. Check Point Software Technologies' average media sentiment score of 1.31 beat GDS's score of 0.90 indicating that Check Point Software Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Check Point Software Technologies
10 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GDS
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Check Point Software Technologies beats GDS on 13 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$6.19B$2.42B$15.39B$9.10B
Dividend YieldN/A1.41%2.70%4.00%
P/E Ratio10.4030.6528.4420.25
Price / Sales4.5735.0043.6099.14
Price / Cash17.2144.2726.7258.16
Price / Book2.065.836.165.49
Net Income$476.47M$32.07M$188.45M$250.27M
7 Day Performance0.41%2.33%0.92%4.75%
1 Month Performance26.91%6.69%3.67%7.64%
1 Year Performance194.10%43.27%29.55%16.34%

GDS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GDS
GDS
1.5109 of 5 stars
$33.91
+4.3%
$39.48
+16.4%
+196.7%$6.19B$1.41B10.402,276Gap Down
CHKP
Check Point Software Technologies
4.2519 of 5 stars
$222.99
-0.3%
$232.44
+4.2%
+26.8%$24.52B$2.57B29.426,669Positive News
PINS
Pinterest
4.5216 of 5 stars
$35.63
-0.1%
$40.52
+13.7%
-15.8%$24.17B$3.65B13.004,666Positive News
Insider Trade
Analyst Revision
ZM
Zoom Communications
4.731 of 5 stars
$77.17
-1.8%
$87.00
+12.7%
+29.7%$23.35B$4.67B23.177,412Insider Trade
IOT
Samsara
2.4405 of 5 stars
$39.08
-0.1%
$50.64
+29.6%
+2.9%$22.25B$1.34B-177.643,500Trending News
Insider Trade
PTC
PTC
3.7899 of 5 stars
$174.82
-0.7%
$188.69
+7.9%
+7.6%$20.97B$2.30B48.037,501Trending News
NTNX
Nutanix
4.8382 of 5 stars
$76.99
+0.2%
$90.71
+17.8%
+27.7%$20.64B$2.15B156.747,150
CYBR
CyberArk Software
2.8214 of 5 stars
$401.46
+0.7%
$416.79
+3.8%
+39.2%$19.84B$1.00B-215.841,205Positive News
GEN
Gen Digital
3.6135 of 5 stars
$30.10
-1.3%
$30.00
-0.3%
+14.8%$18.67B$3.94B28.943,500
TWLO
Twilio
4.6976 of 5 stars
$121.55
+1.1%
$126.39
+4.0%
+98.6%$18.56B$4.46B-578.815,535Insider Trade
DUOL
Duolingo
3.3511 of 5 stars
$396.45
+1.2%
$443.53
+11.9%
+92.6%$18.02B$748.02M195.30600Analyst Forecast
Insider Trade

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This page (NASDAQ:GDS) was last updated on 7/12/2025 by MarketBeat.com Staff
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