WallStSmart

Grupo Aval (AVAL)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Grupo Aval generates 372% more annual revenue ($13.44T vs $2.85T). HDB leads profitability with a 26.2% profit margin vs 12.9%. AVAL trades at a lower P/E of 11.1x. HDB earns a higher WallStSmart Score of 78/100 (B+).

AVAL

Buy

51

out of 100

Grade: C-

Growth: 8.7Profit: 5.0Value: 8.3Quality: 3.8
Piotroski: 4/9Altman Z: -0.23

HDB

Strong Buy

78

out of 100

Grade: B+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVALUndervalued (+72.0%)

Margin of Safety

+72.0%

Fair Value

$16.20

Current Price

$4.32

$11.88 discount

UndervaluedFair: $16.20Overvalued
HDBUndervalued (+11.2%)

Margin of Safety

+11.2%

Fair Value

$36.29

Current Price

$25.79

$10.50 discount

UndervaluedFair: $36.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVAL5 strengths · Avg: 9.2/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.30T10/10

Generating 1.3T in free cash flow

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

EPS GrowthGrowth
22.4%8/10

Earnings expanding 22.4% YoY

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

Areas to Watch

AVAL2 concerns · Avg: 2.5/10
Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Altman Z-ScoreHealth
-0.232/10

Distress zone — elevated risk

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

Comparative Analysis Report

WallStSmart Research

Bull Case : AVAL

The strongest argument for AVAL centers on P/E Ratio, Price/Book, Free Cash Flow. Revenue growth of 18.8% demonstrates continued momentum.

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.

Bear Case : AVAL

The primary concerns for AVAL are Operating Margin, Altman Z-Score.

Bear Case : HDB

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

Key Dynamics to Monitor

AVAL carries more volatility with a beta of 0.43 — 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 51/100), backed by strong 26.2% margins and 26.4% revenue growth. AVAL offers better value entry with a 72.0% 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.

Grupo Aval

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Grupo Aval Actions y Valores SA offers a range of financial services and products to public and private sector clients in Colombia and Central America. The company is headquartered in Bogot, Colombia.

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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