WallStSmart

HDFC Bank Limited ADR (HDB)vsLloyds Banking Group PLC ADR (LYG)

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Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 15317% more annual revenue ($2.95T vs $19.13B). HDB leads profitability with a 26.8% profit margin vs 26.5%. HDB appears more attractively valued with a PEG of 1.01. HDB earns a higher WallStSmart Score of 76/100 (B+).

HDB

Strong Buy

76

out of 100

Grade: B+

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

LYG

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 6.3Quality: 3.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

LYG6 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.4%10/10

Strong operational efficiency at 41.4%

Market CapQuality
$89.00B9/10

Large-cap with strong market position

Profit MarginProfitability
26.5%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
44.7%8/10

Earnings expanding 44.7% YoY

Areas to Watch

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

Trading at 10.2x book value

LYG1 concerns · Avg: 1.0/10
Debt/EquityHealth
2.101/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : LYG

The strongest argument for LYG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 26.5% and operating margin at 41.4%. Revenue growth of 11.5% demonstrates continued momentum.

Bear Case : HDB

The primary concerns for HDB are Price/Book.

Bear Case : LYG

The primary concerns for LYG are Debt/Equity. Debt-to-equity of 2.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

HDB profiles as a growth stock while LYG is a mature play — different risk/reward profiles.

LYG carries more volatility with a beta of 0.91 — expect wider price swings.

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

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HDB scores higher overall (76/100 vs 72/100), backed by strong 26.8% margins and 16.6% 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.

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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Lloyds Banking Group PLC ADR

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Lloyds Banking Group plc, offers a range of banking and financial services in the UK and internationally. The company is headquartered in London, the United Kingdom.

Visit Website →

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