Applied Digital Corporation (APLD) vs GDS Holdings (GDS)
Applied Digital Corporation and GDS Holdings are both Information Technology Services companies. Applied Digital Corporation is the larger, with a market value of $8.0B against $6.5B — 1.2× the size. Applied Digital Corporation has negative trailing earnings, so its P/E is not meaningful; GDS Holdings trades at 12.1×. Applied Digital Corporation grew revenue faster over the last twelve months: 167.5% against 20.0%. GDS Holdings has the higher net margin (30.3% vs −40.9%) and the higher return on invested capital (0.57% vs −5.40%). Across the 17 metrics below, GDS Holdings leads on 12 and Applied Digital Corporation on 5.
Valuation
Profitability
| Metric | APLD | GDS | Information Technology Services median |
|---|---|---|---|
| Gross margin | 25.79% | 24.90% | 31.05% |
| Operating margin | (38.68%) | 4.59% | 3.30% |
| Net margin | (40.94%) | 30.34% | 2.09% |
| Free cash flow margin | (454.12%) | (6.19%) | 0.00% |
| Return on equity | (22.52%) | 13.53% | 4.12% |
| Return on assets | (4.24%) | 4.49% | 0.61% |
| Return on invested capital | (5.40%) | 0.57% | 0.57% |
Growth
Health
Dividend
Size
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