GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company offers colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. It serves cloud service providers, large Internet companies, financial institutions, telecommunications carriers and IT service providers, large domestic private sector, and multinational corporations. The company was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Value Unlocking | Delve into GDS's potential for significant revaluation, with a hypothetical sum-of-the-parts valuation potentially exceeding $70.00 per share |
Market Dynamics | Explore how GDS is capitalizing on AI-driven demand and aggressive capacity expansion to strengthen its position in the competitive data center landscape |
Financial Trajectory | Analysts project potential doubling of revenue and EBITDA over four years, with price targets ranging from $33.17 to $67.53 per share |
Strategic Expansion | GDS Holdings' C-REIT launch and international growth plans signal a robust strategy for market dominance and value creation in the data center industry |

Metrics to compare | GDS | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipGDSPeersSector | |
|---|---|---|---|---|
P/E Ratio | 65.6x | −1.6x | 12.7x | |
PEG Ratio | −0.87 | 0.01 | 0.01 | |
Price / Book | 2.3x | 1.4x | 2.4x | |
Price / LTM Sales | 5.1x | 2.3x | 2.3x | |
Upside (Analyst Target) | 33.8% | 56.5% | 26.9% | |
Fair Value Upside | Unlock | 15.8% | 3.4% | Unlock |