WallStSmart

HDFC Bank Limited ADR (HDB)vsOrigin Bancorp, Inc. (OBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HDFC Bank Limited ADR generates 832007% more annual revenue ($2.85T vs $341.94M). HDB leads profitability with a 26.2% profit margin vs 22.0%. OBK trades at a lower P/E of 17.1x. HDB earns a higher WallStSmart Score of 78/100 (B+).

HDB

Strong Buy

78

out of 100

Grade: B+

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

OBK

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 8.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HDBUndervalued (+11.2%)

Margin of Safety

+11.2%

Fair Value

$36.29

Current Price

$25.79

$10.50 discount

UndervaluedFair: $36.29Overvalued
OBKUndervalued (+60.6%)

Margin of Safety

+60.6%

Fair Value

$112.32

Current Price

$40.96

$71.36 discount

UndervaluedFair: $112.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

OBK6 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
40.1%10/10

Strong operational efficiency at 40.1%

EPS GrowthGrowth
109.0%10/10

Earnings expanding 109.0% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Areas to Watch

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

OBK3 concerns · Avg: 2.7/10
Market CapQuality
$1.27B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

Altman Z-ScoreHealth
0.042/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : OBK

The strongest argument for OBK centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 22.0% and operating margin at 40.1%. Revenue growth of 19.6% demonstrates continued momentum.

Bear Case : HDB

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

Bear Case : OBK

The primary concerns for OBK are Market Cap, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

OBK carries more volatility with a beta of 0.70 — 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 66/100), backed by strong 26.2% margins and 26.4% revenue growth. OBK offers better value entry with a 60.6% margin of safety. 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.

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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Origin Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Origin Bancorp, Inc. is a prominent financial institution headquartered in Ruston, Louisiana, known for its comprehensive portfolio of banking and financial services tailored to individuals and businesses. Through its subsidiary, Origin Bank, the company delivers a robust suite of offerings including commercial banking, mortgage lending, and wealth management, underscoring its commitment to exceptional customer service and community involvement. With a strategic focus on leveraging advanced technology to enhance client engagement and operational capabilities, Origin Bancorp is well-positioned to capitalize on growth opportunities in the dynamic financial sector.

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