GDS Holdings Ltd (GDS)vsInfosys Ltd ADR (INFY)
GDS
GDS Holdings Ltd
$45.00
+3.50%
TECHNOLOGY · Cap: $8.71B
INFY
Infosys Ltd ADR
$13.08
-1.65%
TECHNOLOGY · Cap: $53.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 74% more annual revenue ($19.85B vs $11.43B). INFY leads profitability with a 16.2% profit margin vs 8.3%. INFY appears more attractively valued with a PEG of 2.22. INFY earns a higher WallStSmart Score of 48/100 (D+).
GDS
Hold47
out of 100
Grade: D+
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-986.0%
Fair Value
$4.28
Current Price
$45.00
$40.72 premium
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.08
$7.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
0.0% earnings growth
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : GDS
The strongest argument for GDS centers on Price/Book.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.
Bear Case : GDS
The primary concerns for GDS are EPS Growth, Return on Equity, PEG Ratio. A P/E of 69.0x leaves little room for execution misses.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
GDS carries more volatility with a beta of 0.45 — expect wider price swings.
GDS is growing revenue faster at 8.6% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INFY scores higher overall (48/100 vs 47/100), backed by strong 16.2% margins. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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