Genpact Limited (G) vs GDS Holdings (GDS)

Genpact Limited and GDS Holdings are both Information Technology Services companies. Genpact Limited is the larger, with a market value of $6.9B against $4.3B — 1.6× the size. GDS Holdings trades at the lower P/E: 8.2× against 12.3×. GDS Holdings grew revenue faster over the last twelve months: 20.0% against 6.68%. GDS Holdings has the higher net margin (30.3% vs 11.0%) and the lower return on invested capital (0.57% vs 12.8%). Across the 21 metrics below, Genpact Limited leads on 15 and GDS Holdings on 6.

Valuation

Metric G GDS Information Technology Services median
P/E 12.25 8.25 16.12
P/S 1.33 2.48 1.14
P/B 2.63 0.98 1.73
Price to free cash flow 21.48 n/m 13.77
EV/EBITDA 8.89 14.88 9.89
EV/Sales 1.46 4.96 1.34
Earnings yield 8.16% 12.13% 3.10%
Free cash flow yield 4.66% (2.50%) 0.06%

Profitability

Metric G GDS Information Technology Services median
Gross margin 36.88% 24.90% 30.04%
Operating margin 14.93% 4.59% 1.81%
Net margin 11.01% 30.34% 0.79%
Free cash flow margin 7.48% (6.19%) 0.00%
Return on equity 22.41% 13.53% 0.00%
Return on assets 10.70% 4.49% 0.00%
Return on invested capital 12.84% 0.57% 0.00%

Growth

Metric G GDS Information Technology Services median
Revenue growth (TTM) 6.68% 20.00% 4.85%
EPS growth (last fiscal year) 9.82% (73.82%) 3.57%
Revenue growth, 5-year CAGR 6.49% 13.84% 6.93%
Net income growth, 5-year CAGR 12.38% 0.00% 0.00%

Health

Metric G GDS Information Technology Services median
Debt to equity 0.43 1.47 0.31
Current ratio 1.95 1.78 1.69
Net debt to EBITDA 0.40 8.69 0.55

Dividend

Metric G GDS Information Technology Services median
Dividend yield 1.73% — 1.97%
Payout ratio 0.21 — 0.29

Size

Metric G GDS Information Technology Services median
Market cap 6.87b 4.28b 1.02b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack