WallStSmart

Canadian Imperial Bank Of Commerce (CM)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 10050% more annual revenue ($2.83T vs $27.91B). CM leads profitability with a 33.5% profit margin vs 26.8%. HDB appears more attractively valued with a PEG of 1.01. CM earns a higher WallStSmart Score of 73/100 (B).

CM

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 3.0
Piotroski: 5/9Altman Z: -0.62

HDB

Strong Buy

68

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 6.3Quality: 4.3
Piotroski: 5/9Altman Z: -0.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CM6 strengths · Avg: 8.8/10
Profit MarginProfitability
33.5%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Market CapQuality
$106.24B9/10

Large-cap with strong market position

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

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
$122.04B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Areas to Watch

CM4 concerns · Avg: 2.3/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.49B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.622/10

Distress zone — elevated risk

Debt/EquityHealth
2.661/10

Elevated debt levels

HDB4 concerns · Avg: 2.8/10
Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Debt/EquityHealth
1.093/10

Elevated debt levels

Revenue GrowthGrowth
-1.8%2/10

Revenue declined 1.8%

Altman Z-ScoreHealth
-0.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CM

The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.

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 : CM

The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.

Bear Case : HDB

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

Key Dynamics to Monitor

CM profiles as a growth stock while HDB is a declining play — different risk/reward profiles.

CM carries more volatility with a beta of 1.30 — expect wider price swings.

CM is growing revenue faster at 16.7% — sustainability is the question.

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

Bottom Line

CM scores higher overall (73/100 vs 68/100), backed by strong 33.5% margins and 16.7% revenue growth. Both earn "Strong Buy" and "Strong 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.

Canadian Imperial Bank Of Commerce

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.

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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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