WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Banco Macro SA B ADR generates 43% more annual revenue ($4.06T vs $2.83T). HDB leads profitability with a 26.8% profit margin vs 7.1%. BMA appears more attractively valued with a PEG of 0.47. HDB earns a higher WallStSmart Score of 68/100 (B-).

BMA

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.71

HDB

Strong Buy

68

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMA5 strengths · Avg: 9.0/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

Free Cash FlowQuality
$593.98B10/10

Generating 594.0B in free cash flow

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

HDB5 strengths · Avg: 9.2/10
Operating MarginProfitability
40.5%10/10

Strong operational efficiency at 40.5%

Free Cash FlowQuality
$1.72T10/10

Generating 1.7T in free cash flow

Market CapQuality
$122.21B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
16.8x8/10

Attractively priced relative to earnings

Areas to Watch

BMA4 concerns · Avg: 2.8/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
7.1%3/10

7.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

HDB3 concerns · Avg: 3.0/10
Price/BookValuation
9.7x4/10

Trading at 9.7x book value

Debt/EquityHealth
1.003/10

Elevated debt levels

Revenue GrowthGrowth
-1.8%2/10

Revenue declined 1.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : BMA

The strongest argument for BMA centers on PEG Ratio, Free Cash Flow, Debt/Equity. 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 40.5%. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : BMA

The primary concerns for BMA are Return on Equity, Profit Margin, Piotroski F-Score.

Bear Case : HDB

The primary concerns for HDB are Price/Book, Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

BMA profiles as a value stock while HDB is a declining 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 -1.8% — sustainability is the question.

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

Bottom Line

HDB scores higher overall (68/100 vs 54/100), backed by strong 26.8% margins. 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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