Compare · APP vs GDS
APP vs GDS
Side-by-side comparison of Applovin Corporation (APP) and GDS Holdings Limited (GDS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APP and GDS operate in Computer Software: Programming Data Processing (Technology), so they compete in similar markets.
- APP is the larger of the two at $187.19B, about 27.5x GDS ($6.81B).
- Over the past year, APP is up 47.7% and GDS is up 33.7% - APP leads by 13.9 points.
- APP has been more active in the news (21 items in the past 4 weeks vs 11 for GDS).
- Both have 25 recent analyst ratings on file.
- Company
- Applovin Corporation
- GDS Holdings Limited
- Price
- $566.38+1.67%
- $34.85+2.42%
- Market cap
- $187.19B
- $6.81B
- 1M return
- +13.59%
- -20.06%
- 1Y return
- +47.67%
- +33.75%
- Industry
- Computer Software: Programming Data Processing
- Computer Software: Programming Data Processing
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2021
- 2016
- News (4w)
- 21
- 11
- Recent ratings
- 25
- 25
Applovin Corporation
AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps worldwide. The company's software solutions include AppDiscovery, a solution to automate, optimize, and manage user acquisition investments for business clients; and MAX, an in-app bidding solution that optimizes purchases of app ad inventory. Its business clients include various advertisers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.
GDS Holdings Limited
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides colocation, managed hosting, and managed cloud services, as well as consulting services to the cloud, internet and banking industries. The company serves cloud service providers, Internet companies, financial institutions, telecommunications and IT service providers, and large domestic private sector and multinational corporations. The company has a strategic partnership with GIC Private Limited to develop and operate hyperscale build-to-suit data centers in China. GDS Holdings Limited was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Latest APP
- AppLovin to Participate in the 54th Nasdaq & Jefferies Investor Conference
- Director Webb Maynard G Jr was granted 525 shares and sold $1,790,365 worth of shares (3,076 units at $582.04) as part of a pre-agreed trading plan, increasing direct ownership by 20% to 3,157 units (SEC Form 4)
- Director Vivas Eduardo was granted 525 shares, increasing direct ownership by 0.01% to 6,948,997 units (SEC Form 4)
- Director Morgenfeld Todd R was granted 525 shares, increasing direct ownership by 4% to 14,312 units (SEC Form 4)
- Director Messing Barbara was granted 525 shares, increasing direct ownership by 5% to 10,150 units (SEC Form 4)
- Director Georgiadis Mary Margaret Hastings was granted 525 shares, increasing direct ownership by 1% to 36,710 units (SEC Form 4)
- Director Chen Herald Y was granted 525 shares, increasing direct ownership by 0.25% to 207,454 units (SEC Form 4)
- Director Billings Craig Scott was granted 525 shares, increasing direct ownership by 14% to 4,232 units (SEC Form 4)
- Applovin Corporation filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
- SEC Form 144 filed by Applovin Corporation
Latest GDS
- Director Ye Judy Qing sold $1,354,104 worth of American Depositary Shares (37,394 units at $36.21), closing all direct ownership in the company (SEC Form 4)
- SEC Form 6-K filed by GDS Holdings Limited
- GDS to Hold Annual General Meeting on June 25, 2026
- New insider Chen Kathy Hua claimed ownership of 50,000 units of American Depositary Shares (SEC Form 3)
- EVP, sales and service Zhang Kejing acquired 17,313 units of American Depositary Shares and covered exercise/tax liability with 5,899 units of American Depositary Shares, increasing direct ownership by 41% to 39,592 units (SEC Form 4) (tax withholding)
- SEC Form 6-K filed by GDS Holdings Limited
- SEC Form 6-K filed by GDS Holdings Limited
- GDS Announces Resignation and Appointment of Independent Director and Audit Committee Chair
- GDS Holdings Limited Reports First Quarter 2026 Results
- SEC Form 6-K filed by GDS Holdings Limited