GDS Holdings vs Globant
Globant is the larger business, with $2.45bn of revenue in fiscal 2025 against $1.59bn for GDS Holdings (1.5 times as much). GDS Holdings grew faster (10.9% against 1.6%). GDS Holdings kept more of each dollar of sales as profit: a net margin of 8.3% against 4.2%. Globant carries less debt relative to equity (17.5% against 102.1%).
| Latest fiscal year | GDS HoldingsGDS, 2025 | GlobantGLOB, 2025 |
|---|---|---|
| Revenue | $1.59bn | $2.45bn |
| Revenue growth | 10.9% | 1.6% |
| Net income | $132m | $103m |
| Operating margin | -0.5% | 7.0% |
| Net margin | 8.3% | 4.2% |
| Return on equity | 3.9% | 5.1% |
| Free cash flow | −$184m | $282m |
| Cash | $2.05bn | $244m |
| Total debt | $3.76bn | $367m |
| Debt to equity | 102.1% | 17.5% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $56.1m |
| Employees | — | — |
| Market value | $4.52bn | $2.08bn |
| Price vs our value range | — | Below our value range |
| Moat score | — | — |
| Insider trades, 12 months | 0 buys, 2 sales | 1 buys, 3 sales |