Fidelity National Information Services Inc (FIS)vsGDS Holdings Ltd (GDS)
FIS
Fidelity National Information Services Inc
$38.14
-0.99%
TECHNOLOGY · Cap: $20.33B
GDS
GDS Holdings Ltd
$30.82
-0.77%
TECHNOLOGY · Cap: $6.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GDS Holdings Ltd generates 1% more annual revenue ($12.26B vs $12.20B). GDS leads profitability with a 30.5% profit margin vs 27.7%. FIS appears more attractively valued with a PEG of 0.22. FIS earns a higher WallStSmart Score of 89/100 (A).
FIS
Exceptional Buy89
out of 100
Grade: A
GDS
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.1%
Fair Value
$55.57
Current Price
$38.14
$17.43 discount
Margin of Safety
+17.0%
Fair Value
$55.98
Current Price
$30.82
$25.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 3041.0% YoY
Every $100 of equity generates 21 in profit
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 207.0% YoY
Attractively priced relative to earnings
Areas to Watch
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FIS
The strongest argument for FIS centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 27.7% and operating margin at 20.7%. Revenue growth of 29.1% demonstrates continued momentum.
Bull Case : GDS
The strongest argument for GDS centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 30.5% and operating margin at 14.2%.
Bear Case : FIS
The primary concerns for FIS are Debt/Equity, Altman Z-Score.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
FIS profiles as a growth stock while GDS is a mature play — different risk/reward profiles.
FIS carries more volatility with a beta of 0.80 — expect wider price swings.
FIS is growing revenue faster at 29.1% — sustainability is the question.
FIS generates stronger free cash flow (238M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (89/100 vs 69/100), backed by strong 27.7% margins and 29.1% revenue growth. GDS offers better value entry with a 17.0% margin of safety. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
GDS Holdings Ltd
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China
GDS Holdings Limited, develops and operates data centers in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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