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GDS

💻 Technology

GDS Holdings Limited

Conservative #664Aggressive #286Low RiskModerate 69ML↑ 16pt
$42.92-4.62%
Day High$43.53
Day Low$42.37
Volume0.1M
Mkt Cap$8.3B
52W Low $1752W High $49
Market Cap
$9.2B
P/E Ratio
65.0
Sector avg: 87.8
Rev Growth
5.5%
Sector avg: 14.8%
Earnings Growth
80.2%
Profit Margin
-7.5%
Sector avg: -110.0%
Debt/Equity
1.89

Why This Score

GDS scores 46.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Positive but moderate momentum (21%) — steady appreciation without overheating.
Risk Factors
  • Elevated valuation at 65.0x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (16.5%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 1.89) increases financial risk in a rising-rate environment.

Minor adjustments (0.0 points) applied. GDS's rank of #664 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score46.5
Fundamental Score39.9
ML Score53.0

Score by Horizon

3 Month
58.5
6 Month
65.4
Primary
1 Year
68.8

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
4.9%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
63
Positive
Analyst (6.4%)
74
Favorable
Tradability (post-hoc)
96
Grade A
Base
43.2
SHAP
+3.3
Factors
+0.7
Divergence
-0.7
Final
46.5
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

59AVG
Value40
Quality40
Growth90
Stability45
Investment80

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)39.0
Technical (Momentum, Weinstein, Volatility)79.0
External (Sentiment, Analyst, Macro)84.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-0.2% to +4.1%
Medium-term
+0.6% to +7.2%
Long-term
+1.4% to +10.3%

ML Model Core Features100 trained inputs → ML Score: 53

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score73.8/100
Target Upside+17.5%
Coverage20 analysts
Market Sentiment
Sentiment Score62.8/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.2%
6M Momentum+0.3%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration-12.2%
Momentum ConsistencyModerate (0.63)
Relative Strength vs Sector+17.6%
Trend Strength (ADX Proxy)Weak (1.3)
Momentum Quality+0.186
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
11%
Low risk
Sector RevGr Rank
P35
Revenue growth vs Technology peers
Sector PE Rank
P17
Valuation vs Technology peers
Sector FCF Rank
P99
Free cash flow vs Technology peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 53 relative to sector peers53/100
Machine learning model ranks this stock at the 68th percentileP68
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.3pt (features align with model priorities)—
Blend: 91% fund (52.6) + 9% ML (68.2) + SHAP(+4.3) = 58.3—
Factor quality: +0.9pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 16.5%. Max drawdown 12% (-1.7 pts)Low
Market cap adjustment: +0.5 points ($9.2B market cap)+0.5 pts
Divergence penalty: -0.7pt (ML 16pt higher)—
Risk Factors
Earnings quality grade A: strong earnings quality and financial health. Score adjusted by -5 pointsGrade A
Quality concern: High leverage: D/E ratio of 1.9x — elevated balance sheet riskFlag

Sector Peer Comparison(Technology — Rank #151 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
GDS46.565.05.5%-7.5%$9.2B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy20 analysts
Strong Buy: 1Buy: 17Hold: 2
Price Target
$51consensus
Low $47Median $51High $55
+18.5% to consensus target

Company Overviewvia FMP

GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides 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 and IT service providers, and large domestic private sector and multinational corporations. The company was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.

CEO
Wei Huang
Employees
2,276
Beta
0.37
Industry
Information Technology Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
52.2
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-10.8%
High: $48.61
From 52W Low
+156.1%
Low: $16.93
Moving Averages
10-Day
$45.20
Below
20-Day
$45.10
Below
50-Day
$41.50
Above
200-Day
$35.30
Above
60-Day Support
$33.09
60-Day Resistance
$48.61
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 75/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+22.8%
200 SMA Slope (60d)
+10.14%
Rising
Volume Ratio
0.85x
10d avg vs 50d avg
Days in Stage
64
Confidence: 90%
Recent Gap Down

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025Q4 2024
Revenue$2.9B$2.9B$2.7B$2.7B
Gross Profit$639M$689M$645M$578M
Operating Income$362M$415M$365M$297M
Net Income$726M$-72M$763M$4.2B
EPS (Diluted)$2.88$-0.38$3.44$-0.96
Gross Margin22.1%23.8%23.7%21.5%
Operating Margin12.6%14.3%13.4%11.0%
Net Margin25.1%-2.5%28.0%155.7%

Why This Stock

Technology

Tradability FilterGrade A — 96/100Score impact: -19.0pt

Volume
100
2.0M avg/day
Dollar Vol
100
$86M/day
Float
100
130M shares
Mkt Cap
76
$9.2B
Range
100
187% spread
Composite Liquidity Score96/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$41.44$108.7589.6%Wide
2022$8.41$48.42140.8%Wide
2023$7.81$27.89112.5%Wide
2024$5.01$24.74132.6%Wide
2025$16.93$52.50102.5%Wide
3-Year Range
165.2%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
67.7%
Outstanding Shares
193M
Bid-Ask Spread
187.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.