WallStSmart

Cullen/Frost Bankers Inc (CFR)vsHDFC Bank Limited ADR (HDB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 126835% more annual revenue ($2.83T vs $2.23B). CFR leads profitability with a 30.0% 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-).

CFR

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 5.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.57

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

CFR4 strengths · Avg: 9.0/10
Profit MarginProfitability
30.0%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

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

CFR3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.033/10

Elevated debt levels

PEG RatioValuation
4.142/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.572/10

Distress zone — elevated risk

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 : CFR

The strongest argument for CFR centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 30.0% and operating margin at 36.9%.

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 : CFR

The primary concerns for CFR are Debt/Equity, PEG Ratio, Altman Z-Score.

Bear Case : HDB

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

Key Dynamics to Monitor

CFR profiles as a mature stock while HDB is a declining play — different risk/reward profiles.

CFR carries more volatility with a beta of 0.55 — expect wider price swings.

CFR is growing revenue faster at 7.8% — 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 64/100), 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.

Cullen/Frost Bankers Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Cullen / Frost Bankers, Inc. is the banking holding company for Frost Bank offering commercial and consumer banking services in Texas. The company is headquartered in San Antonio, Texas.

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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