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EPAM Systems, Inc. (EPAM) vs GDS Holdings (GDS)

EPAM Systems, Inc. and GDS Holdings are both Information Technology Services companies. EPAM Systems, Inc. is the larger, with a market value of $6.3B against $4.9B — 1.3× the size. GDS Holdings trades at the lower P/E: 8.5× against 16.5×. 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

Metric EPAM GDS Information Technology Services median
P/E 16.49 8.52 16.42
P/S 1.14 2.56 1.06
P/B 1.81 1.01 1.57
Price to free cash flow 13.21 n/m 11.62
EV/EBITDA 8.15 15.12 9.74
EV/Sales 1.00 5.04 1.23
Earnings yield 6.06% 11.74% 4.25%
Free cash flow yield 7.57% (2.42%) 4.50%

Profitability

Metric EPAM GDS Information Technology Services median
Gross margin 29.41% 24.90% 29.97%
Operating margin 10.03% 4.59% 3.30%
Net margin 7.15% 30.34% 2.09%
Free cash flow margin 8.59% (6.19%) 1.51%
Return on equity 11.18% 13.53% 3.67%
Return on assets 8.65% 4.49% 0.47%
Return on invested capital 12.78% 0.57% 0.57%

Growth

Metric EPAM GDS Information Technology Services median
Revenue growth (TTM) 10.76% 20.00% 7.12%
EPS growth (last fiscal year) (14.29%) (73.82%) 1.38%
Revenue growth, 5-year CAGR 15.46% 13.84% 7.86%
Net income growth, 5-year CAGR 2.91% 0.00% 0.00%

Health

Metric EPAM GDS Information Technology Services median
Debt to equity 0.01 1.47 0.45
Current ratio 2.75 1.78 1.66
Net debt to EBITDA (1.97) 8.69 0.45

Dividend

Metric EPAM GDS Information Technology Services median
Dividend yield — — 1.97%
Payout ratio — — 0.30

Size

Metric EPAM GDS Information Technology Services median
Market cap 6.31b 4.94b 1.11b

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