WallStSmart

HDFC Bank Limited ADR (HDB)vsSouthern First Bancshares Inc (SFST)

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Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 2471114% more annual revenue ($2.85T vs $115.14M). SFST leads profitability with a 26.4% profit margin vs 26.2%. HDB appears more attractively valued with a PEG of 1.01. HDB earns a higher WallStSmart Score of 78/100 (B+).

HDB

Strong Buy

78

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 8.7Quality: 5.3
Piotroski: 3/9Altman Z: -0.14

SFST

Strong Buy

74

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HDBUndervalued (+11.2%)

Margin of Safety

+11.2%

Fair Value

$36.29

Current Price

$25.79

$10.50 discount

UndervaluedFair: $36.29Overvalued
SFSTUndervalued (+66.4%)

Margin of Safety

+66.4%

Fair Value

$174.10

Current Price

$53.30

$120.80 discount

UndervaluedFair: $174.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HDB5 strengths · Avg: 8.8/10
Operating MarginProfitability
34.8%10/10

Strong operational efficiency at 34.8%

Market CapQuality
$130.27B9/10

Large-cap with strong market position

Profit MarginProfitability
26.2%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
26.4%8/10

Revenue surging 26.4% year-over-year

SFST6 strengths · Avg: 9.2/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.1%10/10

Strong operational efficiency at 44.1%

EPS GrowthGrowth
75.2%10/10

Earnings expanding 75.2% YoY

Profit MarginProfitability
26.4%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
22.6%8/10

Revenue surging 22.6% year-over-year

Areas to Watch

HDB3 concerns · Avg: 2.7/10
Debt/EquityHealth
1.093/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

SFST3 concerns · Avg: 3.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Market CapQuality
$427.53M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-2.36M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : HDB

The strongest argument for HDB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 26.2% and operating margin at 34.8%. Revenue growth of 26.4% demonstrates continued momentum.

Bull Case : SFST

The strongest argument for SFST centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 26.4% and operating margin at 44.1%. Revenue growth of 22.6% demonstrates continued momentum.

Bear Case : HDB

The primary concerns for HDB are Debt/Equity, Piotroski F-Score, Altman Z-Score.

Bear Case : SFST

The primary concerns for SFST are PEG Ratio, Market Cap, Free Cash Flow.

Key Dynamics to Monitor

SFST carries more volatility with a beta of 0.75 — expect wider price swings.

HDB is growing revenue faster at 26.4% — sustainability is the question.

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

Bottom Line

HDB scores higher overall (78/100 vs 74/100), backed by strong 26.2% margins and 26.4% revenue growth. SFST offers better value entry with a 66.4% margin of safety. 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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Southern First Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Southern First Bancshares, Inc. is the banking holding company for Southern First Bank offering various banking products and services to the general public in South Carolina, North Carolina and Georgia. The company is headquartered in Greenville, South Carolina.

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