WallStSmart

ICICI Bank Limited (IBN)vsIntercorp Financial Services Inc (IFS)

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Smart Verdict

WallStSmart Research — data-driven comparison

ICICI Bank Limited generates 35006% more annual revenue ($1.92T vs $5.48B). IFS leads profitability with a 35.8% profit margin vs 27.5%. IFS trades at a lower P/E of 10.2x. IFS earns a higher WallStSmart Score of 72/100 (B).

IBN

Strong Buy

69

out of 100

Grade: B-

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

IFS

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 8.3Quality: 3.8
Piotroski: 4/9Altman Z: -0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IBNSignificantly Overvalued (-191.4%)

Margin of Safety

-191.4%

Fair Value

$10.68

Current Price

$26.31

$15.63 premium

UndervaluedFair: $10.68Overvalued
IFSUndervalued (+75.0%)

Margin of Safety

+75.0%

Fair Value

$205.64

Current Price

$48.27

$157.37 discount

UndervaluedFair: $205.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

IFS6 strengths · Avg: 9.0/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.8%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

Free Cash FlowQuality
$2.17B8/10

Generating 2.2B in free cash flow

Areas to Watch

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%

IFS1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
-0.262/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : IFS

The strongest argument for IFS centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.8% and operating margin at 41.2%. Revenue growth of 12.2% demonstrates continued momentum.

Bear Case : IBN

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

Bear Case : IFS

The primary concerns for IFS are Altman Z-Score.

Key Dynamics to Monitor

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

IFS carries more volatility with a beta of 0.81 — expect wider price swings.

IFS is growing revenue faster at 12.2% — sustainability is the question.

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

Bottom Line

IFS scores higher overall (72/100 vs 69/100), backed by strong 35.8% margins and 12.2% 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.

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.

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Intercorp Financial Services Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Intercorp Financial Services Inc. provides banking, insurance and wealth management services for retail and commercial clients in Peru. The company is headquartered in Lima, Peru.

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