WallStSmart

Banco Macro SA B ADR (BMA)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Banco Macro SA B ADR generates 9% more annual revenue ($3.22T vs $2.95T). HDB leads profitability with a 26.8% profit margin vs 7.6%. BMA appears more attractively valued with a PEG of 0.47. HDB earns a higher WallStSmart Score of 76/100 (B+).

BMA

Buy

58

out of 100

Grade: C

Growth: 2.7Profit: 5.5Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.71

HDB

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 5.5
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMA4 strengths · Avg: 9.8/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

Operating MarginProfitability
69.1%10/10

Strong operational efficiency at 69.1%

Free Cash FlowQuality
$593.98B10/10

Generating 594.0B in free cash flow

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

HDB5 strengths · Avg: 9.2/10
Operating MarginProfitability
33.3%10/10

Strong operational efficiency at 33.3%

Free Cash FlowQuality
$1.72T10/10

Generating 1.7T in free cash flow

Market CapQuality
$135.43B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

Areas to Watch

BMA4 concerns · Avg: 3.3/10
Price/BookValuation
16.3x4/10

Trading at 16.3x book value

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

HDB1 concerns · Avg: 4.0/10
Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : BMA

The strongest argument for BMA centers on PEG Ratio, Operating Margin, Free Cash Flow. PEG of 0.47 suggests the stock is reasonably priced for its growth.

Bull Case : HDB

The strongest argument for HDB centers on Operating Margin, Free Cash Flow, Market Cap. Profitability is solid with margins at 26.8% and operating margin at 33.3%. Revenue growth of 16.6% demonstrates continued momentum.

Bear Case : BMA

The primary concerns for BMA are Price/Book, Return on Equity, Profit Margin.

Bear Case : HDB

The primary concerns for HDB are Price/Book.

Key Dynamics to Monitor

BMA profiles as a value stock while HDB is a growth play — different risk/reward profiles.

BMA carries more volatility with a beta of 0.50 — expect wider price swings.

HDB is growing revenue faster at 16.6% — sustainability is the question.

HDB generates stronger free cash flow (1.7T), providing more financial flexibility.

Bottom Line

HDB scores higher overall (76/100 vs 58/100), backed by strong 26.8% margins and 16.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Banco Macro SA B ADR

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Banco Macro SA offers various banking products and services to retail and corporate clients in Argentina. The company is headquartered in Buenos Aires, Argentina.

HDFC Bank Limited ADR

FINANCIAL SERVICES · BANKS - REGIONAL · USA

HDFC Bank Limited offers various banking and financial services to individuals and businesses in India, Bahrain, Hong Kong and Dubai. The company is headquartered in Mumbai, India.

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