WallStSmart

HDFC Bank Limited ADR (HDB)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 5637% more annual revenue ($2.85T vs $49.60B). HDB leads profitability with a 26.2% profit margin vs 15.7%. UBS appears more attractively valued with a PEG of 0.44. 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

UBS

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 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
UBSUndervalued (+61.2%)

Margin of Safety

+61.2%

Fair Value

$109.04

Current Price

$38.10

$70.94 discount

UndervaluedFair: $109.04Overvalued

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

UBS6 strengths · Avg: 9.5/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
54.6%10/10

Strong operational efficiency at 54.6%

EPS GrowthGrowth
58.0%10/10

Earnings expanding 58.0% YoY

Market CapQuality
$116.88B9/10

Large-cap with strong market position

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

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

UBS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-11.34B2/10

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 : UBS

The strongest argument for UBS centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : HDB

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

Bear Case : UBS

The primary concerns for UBS are Free Cash Flow.

Key Dynamics to Monitor

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

UBS carries more volatility with a beta of 0.82 — 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 77/100), backed by strong 26.2% margins and 26.4% revenue growth. UBS offers better value entry with a 61.2% 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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UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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