HDFC Bank Limited ADR (HDB)vsMcKesson Corporation (MCK)
HDB
HDFC Bank Limited ADR
$25.02
-2.53%
FINANCIAL SERVICES · Cap: $131.53B
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
HDFC Bank Limited ADR generates 612% more annual revenue ($2.83T vs $397.96B). HDB leads profitability with a 26.8% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 0.90. HDB earns a higher WallStSmart Score of 68/100 (B-).
HDB
Strong Buy68
out of 100
Grade: B-
MCK
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HDB.
Margin of Safety
+63.8%
Fair Value
$2633.47
Current Price
$736.09
$1897.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.5%
Generating 1.7T in free cash flow
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 3.4B in free cash flow
Areas to Watch
Trading at 10.3x book value
Elevated debt levels
Revenue declined 1.8%
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Market Cap, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : HDB
The primary concerns for HDB are Price/Book, Debt/Equity, Revenue Growth.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
HDB profiles as a declining stock while MCK is a value play — different risk/reward profiles.
HDB carries more volatility with a beta of 0.48 — expect wider price swings.
MCK is growing revenue faster at 11.4% — 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 62/100), backed by strong 26.8% margins. MCK offers better value entry with a 63.8% margin of safety. 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.
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.
Visit Website →McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Compare with Other BANKS - REGIONAL Stocks
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