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GDS Holdings Ltd

$34.00
Market Cap 6.81B
ROE 10.6%
Gross Margin 33.6%
Debt/Equity 1.7
Current Ratio 1.9
Revenue QoQ 23.6%
EPS QoQ 2.4%
F-Score 7

About

GDS Holdings Limited (NASDAQ: GDS; HKEX: 9698) is a leading developer and operator of high-performance data centers in mainland China and, through an equity investment in its international affiliate, in Hong Kong and South East Asia. The Company’s facilities are strategically located in primary economic hubs where demand for high-performance data center services is concentrated. The Company also builds, operates and transfers data centers at other locations selected by its customers in order to fulfill their broader requirements. The Company’s data centers have large net floor area, high power capacity, density and efficiency, and multiple redundancies across all critical systems. GDS is carrier and cloud-neutral, which enables its customers to access the major telecommunications networks, as well as the largest PRC and global public clouds, which are hosted in many of its facilities. The Company offers co-location and a suite of value-added services, including managed hybrid cloud services through direct private connection to leading public clouds, managed network services, and, where required, the resale of public cloud services. The Company has a 23-year track record of service delivery, successfully fulfilling the requirements of some of the largest and most demanding customers for outsourced data center services in China. The Company’s customer base consists predominantly of hyperscale cloud service providers, large internet companies, financial institutions, telecommunications carriers, IT service providers, and large domestic private sector and multinational corporations.

Exchange
NASDAQ
Sector
Technology
Industry
Information Technology Services

Sector context

Technology

Undervalued

Trading at a discount to sector peers

P/E
17.75
vs median 20.48
P/B
1.73
vs median 1.96
ROE
0.11
vs median 0.11

High quality company with strong fundamentals

Mid-cap company with growth potential

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