GDS Holdings (MEX:GDSN) Tariff Resilience Score: 6/10 (As of Jul. 12, 2026)


MEX:GDSN GDS Holdings Ltd MEX:GDSN
66 GF Score
Price MXN618.00
GF Value MXN405.67
Valuation Significantly Overvalued
! 5 Warning Signs
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What is GDS Holdings Tariff Resilience Score?

GDS Holdings MEX:GDSN 66 Tariff Resilience Score is 6 as of Jul. 12, 2026. GuruFocus rates MEX:GDSN with a GF Score™ of 66/100 and a GF Value™ of MXN405.67 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 2,806 Software companies, GDS Holdings ranks better than 85.25% on this metric.

GDS Holdings has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

GDS Holdings has Data center services with some exposure to imported technology equipment. Can mitigate through local sourcing and strategic partnerships.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes GDS Holdings might have Average Resilient.

GDS Holdings  (MEX:GDSN) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

GDS Holdings Tariff Resilience Score Related Terms

MEX:GDSN vs PSN, INGM, G: Tariff Resilience Score Comparison

For the Information Technology Services subindustry, GDS Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience 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 Tariff Resilience Score vs Software Industry

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

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


MEX:GDSN
66GF Score
GDS Holdings Ltd MEX:GDSN
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
GDS Holdings (MEX:GDSN) has a Tariff Resilience Score of 6 as of Jul. 12, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, GDS Holdings ranks #414 out of 2806 companies in the Software industry, placing it in the top 14.8%.
Is GDS Holdings' Tariff Resilience Score too high?
GDS Holdings' current Tariff Resilience Score is 6. Based on the distribution chart, GDS Holdings ranks #414 out of 2806 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, GDS Holdings has a GF Score™ of 66/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does GDS Holdings' Tariff Resilience Score compare to PSN and INGM?
According to the Software industry distribution chart, GDS Holdings ranks #414 out of 2806 companies for Tariff Resilience Score. This places GDS Holdings in the top 15% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Software company?
A good Tariff Resilience Score depends on the Software industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. GDS Holdings's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is GDS Holdings stock overvalued right now?
Based on GuruFocus' analysis, GDS Holdings (MEX:GDSN) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN405.67, compared to a current price of MXN618.00 — trading 52.3% above its estimated fair value. The current Tariff Resilience Score is 6. GDS Holdings' overall GF Score™ is 66/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For GDS Holdings (MEX:GDSN), the current Tariff Resilience Score is 6 as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is GDS Holdings (MEX:GDSN) Overvalued in 2026?

Based on GuruFocus' analysis, GDS Holdings stock appears to be overvalued. The current stock price of MXN618.00 is trading 52.3% above its estimated GF Value™ of MXN405.67. GuruFocus considers GDS Holdings to be Significantly Overvalued.

Key valuation signals for MEX:GDSN:

  • Tariff Resilience Score: 6
  • GF Value™: MXN405.67 vs. price of MXN618.00 (52.3% above fair value)
  • GF Score™: 66/100 with 5 warning signs

No single metric tells the full story. See the MEX:GDSN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

GDS Holdings Business Description

Address No. 999 Zhouhai Road, F4/F5, Building C, Sunland International, Pudong, Shanghai, CHN, 200137
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 expanding into Southeast Asia via the now 23% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.
66GF Score

Get the complete analysis for MEX:GDSN

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN618.00
Price
MXN405.67
GF Value