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Financial Analysis

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v0.1
HDB$23.59-0.82%
Fair $23.59+0.0%

HDB

HDFC Bank Limited

Financial Services / Banks - RegionalNYSE

$23.59

-0.20 (-0.82%)

Fairly Valued+0.0%Fair Value $23.59Fund rank 37/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 49.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · HDBLocal privado en este navegador · HDFC Bank Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$121.1B

P/E

17.0x

↑

EV/EBITDA

N/A

•

ROE

8.8%

↑

Gross Margin

N/A

•

Debt/Equity

0.95

↑
52-Week Range$24
$23$40

TradingView lightweight chart

HDB price, volumen y niveles de valoración

Último $23.58Periodo +3117.6%
Fair value: $23.59

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+32.5%

FCF CAGR

+26.7%

FCF margin

47.6%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.37T · net income $673.51B · FCF $1.13T

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

28.4%-9.5% pts

FCF margin

47.6%-6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2371.51B$2371.51B$1986.93B$1205.38B$1019.41B
Net Income$673.51B$673.51B$622.66B$495.45B$386.00B
EPS134.44134.44132.47133.02104.07
Net Margin28.4%28.4%31.3%41.1%37.9%
Balance Sheet
Debt/Equity0.950.951.161.080.87
Cash Flow
Free Cash Flow$1129.22B$1129.22B$968.48B$433.58B$554.69B
Returns
ROE8.8%8.8%9.0%17.0%15.4%
Valuation
P/E16.9716.970.220.260.30
P/B0.020.020.020.020.05
Growth & Yield
Revenue Growth19.4%19.4%64.8%18.2%—
EPS Growth1.5%1.5%-0.4%27.8%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-75.0%

fácil

EPS terminal req.

$2.09

Spread vs growth

76.5%

5Y implied EPS CAGR

-54.8%

fácil

EPS terminal req.

$2.53

Spread vs growth

56.3%

10Y implied EPS CAGR

-29.5%

fácil

EPS terminal req.

$4.08

Spread vs growth

31.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -35.7%

Total return

-35.7%

Start / end P/E

0.3x → 0.2x

EPS bridge

132.47 → 134.44

Residual

-0.6%

EPS growth+1.5%
Multiple rerating-38.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-0.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.