GDS Holdings Ltd (GDS)vsInfosys Ltd ADR (INFY)
GDS
GDS Holdings Ltd
$23.86
+4.60%
TECHNOLOGY · Cap: $4.57B
INFY
Infosys Ltd ADR
$12.09
-0.17%
TECHNOLOGY · Cap: $49.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 66% more annual revenue ($20.30B vs $12.26B). GDS leads profitability with a 30.5% profit margin vs 16.4%. GDS appears more attractively valued with a PEG of 0.53. GDS earns a higher WallStSmart Score of 77/100 (B+).
GDS
Strong Buy77
out of 100
Grade: B+
INFY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.6%
Fair Value
$55.06
Current Price
$23.86
$31.20 discount
Margin of Safety
+83.5%
Fair Value
$95.42
Current Price
$12.09
$83.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 207.0% YoY
Growing faster than its price suggests
Every $100 of equity generates 35 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 21.2%
Areas to Watch
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 10.2x book value
2.9% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : GDS
The strongest argument for GDS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.5% and operating margin at 14.2%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.4% and operating margin at 21.2%.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, Altman Z-Score.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
GDS profiles as a mature stock while INFY is a value play — different risk/reward profiles.
GDS carries more volatility with a beta of 0.42 — expect wider price swings.
GDS is growing revenue faster at 6.5% — sustainability is the question.
INFY generates stronger free cash flow (947M), providing more financial flexibility.
Bottom Line
GDS scores higher overall (77/100 vs 59/100), backed by strong 30.5% margins. INFY offers better value entry with a 83.5% margin of safety. Both earn "Strong Buy" and "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.
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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