EPAM Systems, Inc. (EPAM) vs GDS Holdings (GDS)
EPAM Systems, Inc. and GDS Holdings are both Information Technology Services companies. GDS Holdings is the larger, with a market value of $6.5B against $5.5B — 1.2× the size. GDS Holdings trades at the lower P/E: 12.1× against 14.6×. GDS Holdings grew revenue faster over the last twelve months: 20.0% against 10.8%. GDS Holdings has the higher net margin (30.3% vs 7.15%) and the lower return on invested capital (0.57% vs 12.8%). Across the 21 metrics below, EPAM Systems, Inc. leads on 15 and GDS Holdings on 6.
Valuation
Profitability
| Metric | EPAM | GDS | Information Technology Services median |
|---|---|---|---|
| Gross margin | 29.41% | 24.90% | 31.05% |
| Operating margin | 10.03% | 4.59% | 3.30% |
| Net margin | 7.15% | 30.34% | 2.09% |
| Free cash flow margin | 8.59% | (6.19%) | 0.00% |
| Return on equity | 11.18% | 13.53% | 4.12% |
| Return on assets | 8.65% | 4.49% | 0.61% |
| Return on invested capital | 12.78% | 0.57% | 0.57% |
Growth
Health
Dividend
Size
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