WallStSmart

Home BancShares Inc (HOMB)vsICICI Bank Limited (IBN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ICICI Bank Limited generates 180026% more annual revenue ($1.92T vs $1.07B). HOMB leads profitability with a 44.5% profit margin vs 27.5%. IBN appears more attractively valued with a PEG of 0.53. IBN earns a higher WallStSmart Score of 69/100 (B-).

HOMB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 7.3Quality: 5.3
Piotroski: 4/9

IBN

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 8.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HOMBUndervalued (+68.6%)

Margin of Safety

+68.6%

Fair Value

$94.66

Current Price

$26.62

$68.04 discount

UndervaluedFair: $94.66Overvalued
IBNSignificantly Overvalued (-191.4%)

Margin of Safety

-191.4%

Fair Value

$10.68

Current Price

$26.31

$15.63 premium

UndervaluedFair: $10.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HOMB5 strengths · Avg: 9.6/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
44.5%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
56.9%10/10

Strong operational efficiency at 56.9%

EPS GrowthGrowth
20.3%8/10

Earnings expanding 20.3% YoY

IBN5 strengths · Avg: 8.8/10
Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

Market CapQuality
$95.10B9/10

Large-cap with strong market position

Profit MarginProfitability
27.5%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.538/10

Growing faster than its price suggests

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Areas to Watch

HOMB1 concerns · Avg: 2.0/10
PEG RatioValuation
3.012/10

Expensive relative to growth rate

IBN2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
-3.7%2/10

Earnings declined 3.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : HOMB

The strongest argument for HOMB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 44.5% and operating margin at 56.9%. Revenue growth of 10.8% demonstrates continued momentum.

Bull Case : IBN

The strongest argument for IBN centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.0%. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bear Case : HOMB

The primary concerns for HOMB are PEG Ratio.

Bear Case : IBN

The primary concerns for IBN are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

HOMB profiles as a mature stock while IBN is a value play — different risk/reward profiles.

HOMB carries more volatility with a beta of 0.76 — expect wider price swings.

HOMB is growing revenue faster at 10.8% — sustainability is the question.

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

Bottom Line

HOMB scores higher overall (69/100 vs 69/100), backed by strong 44.5% margins and 10.8% 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.

Home BancShares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Home Bancshares, Inc. (Conway, AR) is the banking holding company of Centennial Bank offering commercial and retail banking and related financial services to real estate companies, developers and investors, individuals and municipalities. The company is headquartered in Conway, Arkansas.

ICICI Bank Limited

FINANCIAL SERVICES · BANKS - REGIONAL · USA

ICICI Bank Limited offers various banking products and financial services in India and internationally. The company is headquartered in Mumbai, India.

Visit Website →

Want to dig deeper into these stocks?