WallStSmart

Commerce Bancshares Inc (CBSH)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 158881% more annual revenue ($2.83T vs $1.78B). CBSH leads profitability with a 32.3% profit margin vs 26.8%. HDB appears more attractively valued with a PEG of 1.01. HDB earns a higher WallStSmart Score of 68/100 (B-).

CBSH

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 5.7Quality: 6.3
Piotroski: 3/9

HDB

Strong Buy

68

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CBSH5 strengths · Avg: 8.8/10
Profit MarginProfitability
32.3%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.3%8/10

17.3% revenue growth

HDB5 strengths · Avg: 9.2/10
Operating MarginProfitability
40.5%10/10

Strong operational efficiency at 40.5%

Free Cash FlowQuality
$1.72T10/10

Generating 1.7T in free cash flow

Market CapQuality
$122.21B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
16.8x8/10

Attractively priced relative to earnings

Areas to Watch

CBSH3 concerns · Avg: 3.7/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

EPS GrowthGrowth
3.1%4/10

3.1% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

HDB3 concerns · Avg: 3.0/10
Price/BookValuation
9.7x4/10

Trading at 9.7x book value

Debt/EquityHealth
1.003/10

Elevated debt levels

Revenue GrowthGrowth
-1.8%2/10

Revenue declined 1.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : CBSH

The strongest argument for CBSH centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 32.3% and operating margin at 39.7%. Revenue growth of 17.3% demonstrates continued momentum.

Bull Case : HDB

The strongest argument for HDB centers on Operating Margin, Free Cash Flow, Market Cap. Profitability is solid with margins at 26.8% and operating margin at 40.5%. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : CBSH

The primary concerns for CBSH are PEG Ratio, EPS Growth, Piotroski F-Score.

Bear Case : HDB

The primary concerns for HDB are Price/Book, Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

CBSH profiles as a growth stock while HDB is a declining play — different risk/reward profiles.

CBSH carries more volatility with a beta of 0.60 — expect wider price swings.

CBSH is growing revenue faster at 17.3% — sustainability is the question.

HDB generates stronger free cash flow (1.7T), providing more financial flexibility.

Bottom Line

HDB scores higher overall (68/100 vs 65/100), backed by strong 26.8% margins. 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.

Commerce Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Commerce Bancshares, Inc. is the banking holding company for Commerce Bank providing retail, mortgage banking, corporate, investment, trust and asset management products and services to individuals and businesses in the United States. The company is headquartered in Kansas City, Missouri.

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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