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GDS

GDS Holdings Limited

Technology · $6.2B market cap

Verdict

We can't put a fair value on GDS right now. It has fewer than 5 profitable years and uneven cash flow, not enough history to project from yet.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-75.9% a year✗
Equity per share growth14.2% a year✓
Sales growth30.3% a year✓
Free cash flow growth—?
Return on invested capital-0.2%✗

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Superinvestors

2 of the investors we track hold GDS. In Q2 2026, 2 added. Who we track

Seth Klarman

Baupost Group LLC · as of Q2 2026

$113.2M

3,769,818 shares

Dennis Hong

ShawSpring Partners · as of Q2 2026

$11.4M

380,078 shares

Moves in Q2 2026

Added: Seth Klarman, Dennis Hong

About GDS Holdings Limited

GDS Holdings Limited, operating with its subsidiaries, specializes in the development and management of data center facilities across the People's Republic of China. The company offers a wide range of services, including colocation—providing crucial physical space, reliable power, server racks, and cooling infrastructure. It also delivers comprehensive managed hosting solutions such as business continuity and…

Information Technology Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works