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GDS Holdings (9698) Fair Value & Analysis

Technology · HK · Market cap HK$47.6B

GH GDS Holdings 9698 · HK
PriceHK$29.68
Fair ValueHK$14.91
Upside-49.8%
Quality38/100
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Evidence: High Range HK$11.34 – HK$14.95

Fair value as of: Jul 3, 2026

From 16 valuation models · updated yesterday

Share price −17.5% over the past month.

Price vs Fair Value (12 months)

HK$47.11 HK$28.32 Fair Value HK$14.91 Jun 2025 Jul 2026

12‑month range HK$28.32 – HK$47.11 · fair‑value band HK$11.34 – HK$14.95 · the HK$29.68 price screens above the HK$14.91 fair value. As of Jul 3, 2026.

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Analysis

GDS Holdings (9698) currently trades at HK$29.68, while our model-based Fair Value estimate is HK$14.91 — implying the stock looks roughly 49.8% overvalued today. We read business quality at 38/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, GDS Holdings generated revenue of HK$12.1B at a net margin of 23.5%. Revenue grew 23.6% year over year. It earns a return on equity of 10.0%. Net debt stands at HK$33.2B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) HK$12.1B
Revenue growth (YoY) +23.6%
Net margin 23.5%
Return on equity 10.0%
Free cash flow −HK$1.2B FY2025
P/E ratio 17.9
More key figures
Operating margin 27.0%
EPS (TTM) HK$1.45
EPS growth (YoY) +207%
Net debt HK$33.2B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

GDS Holdings Limited, together with its subsidiaries, engages in the development and operation of data centers in the People's Republic of China. It provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. The company serves cloud service providers, large Internet companies, financial institutions, telecommunications carriers and IT service providers, large domestic private sector, and multinational corporations. GDS Holdings Limited was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GDS Holdings reported revenue of HK$11.4B in FY2025 versus HK$7.8B in FY2021, a compound +10.0%/yr. Reported net income was HK$950M in FY2025.

Revenue +10.0%/yr
FY21 HK$7.8B
FY22 HK$9.3B
FY23 HK$10.0B
FY24 HK$10.3B
FY25 HK$11.4B
Net income
FY21 −HK$1.2B
FY22 −HK$1.3B
FY23 −HK$4.3B
FY24 HK$3.4B
FY25 HK$950M

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Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

6 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 3, 2026).

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Accenture plc ACN $170.50 $228.49 +34%
Tata Consultancy Services Limited TCS ₹2,199 ₹1,863 -15%
Infosys Limited INFY ₹1,065 ₹15.23 -99%
HCL Technologies Limited HCLTECH ₹1,132 ₹1,230 +9%
Fiserv, Inc F1IS34 R$122.88 R$56.23 -54%

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Frequently asked questions

Is GDS Holdings (9698) undervalued?
As of Jul 3, 2026, our model estimates a fair value of HK$14.91 versus a price of HK$29.68 — about −50% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 9698?
Our model-based fair value for GDS Holdings is HK$14.91 (as of Jul 3, 2026), built from audited fundamentals. The current price is HK$29.68.
What is the quality score of 9698?
GDS Holdings has a Quality Score of 38/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of GDS Holdings (9698)?
GDS Holdings reported trailing-twelve-month revenue of about HK$12.1B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of 9698?
The net profit margin of GDS Holdings is about 23.5%, meaning it keeps roughly 23.5% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.