GDS Holdings (BSP:G1DS34) Moat Score : 6/10 (As of Jul. 16, 2025)

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What is GDS Holdings Moat Score?

GDS Holdings has the Moat Score of 6, which implies that the company might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

GDS Holdings has Narrow Moat: GDS Holdings Ltd has a strong position in the Chinese data center market with economies of scale and a robust distribution network. However, the industry is competitive, and regulatory barriers are not insurmountable, limiting its moat to narrow.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes GDS Holdings might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

Competitive Comparison of GDS Holdings's Moat Score

For the Information Technology Services subindustry, GDS Holdings's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

GDS Holdings's Moat Score Distribution in the Software Industry

For the Software industry and Technology sector, GDS Holdings's Moat Score distribution charts can be found below:

* The bar in red indicates where GDS Holdings's Moat Score falls into.

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GDS Holdings (BSP:G1DS34) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score	Moat Level
10	Wide Moat - Exceptionally dominant and durable wide moat
8 - 9	Wide Moat - Clear and robust wide moat
7	Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6	Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5	Narrow Moat - Solid narrow moat
4	Narrow Moat - Discernible but modest moat
1 - 3	No Moat - Very weak/transient advantages
0	No Moat - No discernible moat

GDS Holdings Moat Score Related Terms

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GDS Holdings Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Technology » Software » GDS Holdings Ltd (BSP:G1DS34) » Definitions » Moat Score

Comparable Companies

Traded in Other Exchanges

GDS:USA GDS:Mexico 09698:Hong Kong G401:Germany

Address

No. 999 Zhouhai Road, F4/F5, Building C, Sunland International, Pudong, Shanghai, CHN, 200137

Website

https://www.gds-services.com

GDS Holdings started as an IT service provider in 2001 then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates and transfers data centers for other clients. It offers colocation and managed services and mainly targets hyperscale cloud service customers who take large areas of its data centers or even whole data centers under long-term contracts. Its data centers are located predominantly in and around the Tier 1 cities in China and it has also started an expanding into Southeast Asia via the now 38% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

GDS Holdings Headlines

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