WallStSmart

ConnectOne Bancorp, Inc. (CNOB)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 748617% more annual revenue ($2.83T vs $378.40M). HDB leads profitability with a 26.8% profit margin vs 25.9%. HDB appears more attractively valued with a PEG of 1.01. CNOB earns a higher WallStSmart Score of 78/100 (B+).

CNOB

Strong Buy

78

out of 100

Grade: B+

Growth: 9.3Profit: 7.0Value: 5.7Quality: 7.3
Piotroski: 3/9

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

CNOB6 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
53.9%10/10

Strong operational efficiency at 53.9%

Revenue GrowthGrowth
65.5%10/10

Revenue surging 65.5% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Profit MarginProfitability
25.9%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

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

CNOB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

Market CapQuality
$1.51B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : CNOB

The strongest argument for CNOB centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 25.9% and operating margin at 53.9%. Revenue growth of 65.5% 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 : CNOB

The primary concerns for CNOB are PEG Ratio, Market Cap, Return on Equity.

Bear Case : HDB

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

Key Dynamics to Monitor

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

CNOB carries more volatility with a beta of 1.06 — expect wider price swings.

CNOB is growing revenue faster at 65.5% — sustainability is the question.

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

Bottom Line

CNOB scores higher overall (78/100 vs 68/100), backed by strong 25.9% margins and 65.5% 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.

ConnectOne Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

ConnectOne Bancorp, Inc. is the banking holding company for ConnectOne Bank, a licensed commercial bank offering a variety of commercial banking products and services. The company is headquartered in Englewood Cliffs, New Jersey.

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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