GDS Holdings Limited - ADR
GDS
Market Cap$111.61B
Close$
Earnings Call Q1 2025
May 20, 2025 - AI Summary
Solid Q1 Performance: GDS Holdings reported a revenue growth of 12% year-on-year and adjusted EBITDA growth of 15% in Q1 2025, marking their highest growth rate in two years. Gross move-ins reached approximately 20,000 square meters, with a utilization rate of 75.7%, indicating strong operational performance.
AI Demand Driving Growth: The demand for AI-related services, specifically AI inferencing, is increasing, particularly in Tier 1 markets like Beijing, Shanghai, and Shenzhen. A significant 152 megawatts deal signed in Q1 reflects this trend. GDS holds around 900 megawatts of capacity for future development, positioning them well to capitalize on emerging AI-related opportunities.
Guided EBITDA Expectations: The company expects quarterly adjusted EBITDA to increase on average by high-single digits percentage year-on-year for the remaining three quarters of 2025. This reflects a focus on maintaining strict financial discipline while pursuing growth opportunities related to AI.
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$99.97
236.7% upside
Current Fair Value
236.7% upsideUndervalued by 236.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $111.61 Billion |
|---|---|
| Enterprise Value | $147.91 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-8.72 |
| Beta | 0.23 |
| Outstanding Shares | 185,532,125 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 28.73 |
|---|---|
| PEG | -8.96 |
| Price to Sales | 0.49 |
| Price to Book Ratio | 0.23 |
| Enterprise Value to Revenue | 13.2 |
| Enterprise Value to EBIT | 63.48 |
| Enterprise Value to Net Income | 32 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | 1.8 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About GDS Holdings Limited
CEO: Wei Huang