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GDS (GDS) Competitors

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$37.72 +2.72 (+7.77%)
Closing price 07/15/2025 04:00 PM Eastern
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$38.01 +0.29 (+0.76%)
As of 07/15/2025 07:59 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

GDS (NASDAQ:GDS) and Check Point Software Technologies (NASDAQ:CHKP) are both computer software companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, profitability, dividends, risk and analyst recommendations.

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
GDS39.90% 0.78% 0.21%
Check Point Software Technologies 32.75%32.88%16.43%

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
GDS$1.41B5.08$476.47M$3.2611.57
Check Point Software Technologies$2.57B9.38$845.70M$7.5828.86

33.7% of GDS shares are held by institutional investors. Comparatively, 98.5% of Check Point Software Technologies shares are held by institutional investors. 8.0% of GDS shares are held by company insiders. Comparatively, 29.0% of Check Point Software Technologies 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 currently has a consensus price target of $39.48, indicating a potential upside of 4.67%. Check Point Software Technologies has a consensus price target of $233.04, indicating a potential upside of 6.52%. Given Check Point Software Technologies' higher possible upside, analysts plainly believe Check Point Software Technologies 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
Check Point Software Technologies
0 Sell rating(s)
16 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.46

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

In the previous week, Check Point Software Technologies had 2 more articles in the media than GDS. MarketBeat recorded 11 mentions for Check Point Software Technologies and 9 mentions for GDS. Check Point Software Technologies' average media sentiment score of 1.19 beat GDS's score of 0.47 indicating that Check Point Software Technologies is being referred to more favorably in the news media.

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

Summary

Check Point Software Technologies beats GDS on 14 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$6.67B$2.43B$15.10B$9.30B
Dividend YieldN/A1.44%2.73%4.03%
P/E Ratio11.5730.9627.9219.58
Price / Sales5.0834.3642.0893.84
Price / Cash18.5243.7126.2657.93
Price / Book2.295.896.305.54
Net Income$476.47M$33.05M$195.98M$257.73M
7 Day Performance17.03%-0.80%-1.01%-0.08%
1 Month Performance34.14%5.82%3.49%8.09%
1 Year Performance211.22%33.50%21.44%13.02%

GDS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GDS
GDS
0.8498 of 5 stars
$37.72
+7.8%
$39.48
+4.7%
+226.0%$6.67B$1.41B11.572,276Trending News
Options Volume
Gap Up
High Trading Volume
CHKP
Check Point Software Technologies
4.2853 of 5 stars
$222.99
-0.3%
$232.44
+4.2%
+27.2%$24.52B$2.57B29.426,669Positive News
Analyst Forecast
PINS
Pinterest
4.467 of 5 stars
$35.63
-0.1%
$40.52
+13.7%
-11.7%$24.17B$3.65B13.004,666Trending News
Analyst Forecast
ZM
Zoom Communications
4.8026 of 5 stars
$77.17
-1.8%
$87.00
+12.7%
+28.1%$23.35B$4.67B23.177,412Positive News
IOT
Samsara
2.4238 of 5 stars
$39.08
-0.1%
$50.64
+29.6%
0.0%$22.25B$1.34B-177.643,500Positive News
PTC
PTC
3.8146 of 5 stars
$174.82
-0.7%
$188.69
+7.9%
+4.2%$20.97B$2.30B48.037,501Trending News
Analyst Forecast
NTNX
Nutanix
4.6644 of 5 stars
$76.99
+0.2%
$90.71
+17.8%
+43.5%$20.64B$2.15B156.747,150Positive News
Analyst Forecast
CYBR
CyberArk Software
2.9715 of 5 stars
$401.46
+0.7%
$416.79
+3.8%
+36.1%$19.84B$1.00B-215.841,205Positive News
Analyst Forecast
GEN
Gen Digital
3.6655 of 5 stars
$30.10
-1.3%
$30.00
-0.3%
+17.9%$18.67B$3.94B28.943,500Analyst Forecast
TWLO
Twilio
4.4272 of 5 stars
$121.55
+1.1%
$126.39
+4.0%
+116.9%$18.56B$4.46B-578.815,535Trending News
Analyst Forecast
Options Volume
DUOL
Duolingo
3.4062 of 5 stars
$396.45
+1.2%
$443.53
+11.9%
+97.0%$18.02B$748.02M195.30600

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This page (NASDAQ:GDS) was last updated on 7/16/2025 by MarketBeat.com Staff
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