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HBT vs. HDB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HBT vs. HDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HBT Financial, Inc. (HBT) and HDFC Bank Limited (HDB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HBT achieves a 26.52% return, which is significantly higher than HDB's -28.29% return.


HBT

1D
-1.71%
1M
15.92%
6M
27.21%
YTD
26.52%
1Y
25.22%
3Y*
25.04%
5Y*
16.89%
10Y*

HDB

1D
0.86%
1M
11.27%
6M
-28.17%
YTD
-28.29%
1Y
-30.68%
3Y*
-7.80%
5Y*
-4.71%
10Y*
5.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBT vs. HDB - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HBT
HBT Financial, Inc.
26.52%22.23%7.74%11.71%8.11%28.04%-16.60%17.22%
HDB
HDFC Bank Limited
-28.29%17.07%-2.54%0.16%7.39%-9.29%14.03%12.32%

Correlation

The correlation between HBT and HDB is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2019

0.26

The correlation between HBT and HDB shifts across timeframes, from 0.13 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HBT:

$1.01B

HDB:

$132.18B

EPS

HBT:

$2.16

HDB:

₹192.24

PE Ratio

HBT:

14.91

HDB:

12.79

PEG Ratio

HBT:

3.04

HDB:

0.19

PS Ratio

HBT:

3.52

HDB:

1.96

PB Ratio

HBT:

1.43

HDB:

0.73

Total Revenue (TTM)

HBT:

$293.11M

HDB:

₹5.00T

Gross Profit (TTM)

HBT:

$177.69M

HDB:

₹2.86T

EBITDA (TTM)

HBT:

$82.63M

HDB:

₹1.03T

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Return for Risk

HBT vs. HDB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HBT
HBT Risk / Return Rank: 7474
Overall Rank
HBT Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
HBT Sortino Ratio Rank: 7171
Sortino Ratio Rank
HBT Omega Ratio Rank: 6767
Omega Ratio Rank
HBT Calmar Ratio Rank: 7979
Calmar Ratio Rank
HBT Martin Ratio Rank: 7777
Martin Ratio Rank

HDB
HDB Risk / Return Rank: 77
Overall Rank
HDB Sharpe Ratio Rank: 22
Sharpe Ratio Rank
HDB Sortino Ratio Rank: 44
Sortino Ratio Rank
HDB Omega Ratio Rank: 55
Omega Ratio Rank
HDB Calmar Ratio Rank: 1414
Calmar Ratio Rank
HDB Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HBT vs. HDB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HBT Financial, Inc. (HBT) and HDFC Bank Limited (HDB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HBTHDBDifference
Sharpe ratioReturn per unit of total volatility

+2.28

Sortino ratioReturn per unit of downside risk

+3.40

Omega ratioGain probability vs. loss probability

1.19

0.79

+0.40

Calmar ratioReturn relative to maximum drawdown

2.08

-0.74

+2.82

Martin ratioReturn relative to average drawdown

4.65

-1.41

+6.06

HBT vs. HDB - Sharpe Ratio Comparison

The current HBT Sharpe Ratio is 1.05, which is higher than the HDB Sharpe Ratio of -1.23. The chart below compares the historical Sharpe Ratios of HBT and HDB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HBT vs. HDB - Drawdown Comparison

The maximum HBT drawdown since its inception was -53.95%, smaller than the maximum HDB drawdown of -67.93%. Use the drawdown chart below to compare losses from any high point for HBT and HDB.


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Drawdown Indicators


HBTHDBDifference

Max Drawdown

Largest peak-to-trough decline

-53.95%

-67.93%

+13.98%

Max Drawdown (1Y)

Largest decline over 1 year

-13.42%

-40.98%

+27.56%

Max Drawdown (3Y)

Largest decline over 3 years

-18.67%

-40.98%

+22.31%

Max Drawdown (5Y)

Largest decline over 5 years

-27.07%

-40.98%

+13.91%

Max Drawdown (10Y)

Largest decline over 10 years

-54.28%

Current Drawdown

Current decline from peak

-1.71%

-32.79%

+31.08%

Average Drawdown

Average peak-to-trough decline

-12.16%

-13.84%

+1.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.97%

21.53%

-15.56%

Volatility

HBT vs. HDB - Volatility Comparison

HBT Financial, Inc. (HBT) has a higher volatility of 7.04% compared to HDFC Bank Limited (HDB) at 6.50%. This indicates that HBT's price experiences larger fluctuations and is considered to be riskier than HDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HBTHDBDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

6.50%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

18.01%

21.40%

-3.39%

Volatility (1Y)

Calculated over the trailing 1-year period

26.64%

24.71%

+1.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.02%

26.87%

+2.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.28%

29.07%

+6.21%

Dividends

HBT vs. HDB - Dividend Comparison

HBT's dividend yield for the trailing twelve months is around 2.73%, less than HDB's 3.41% yield.


PositionTTM20252024202320222021202020192018201720162015
HBT
HBT Financial, Inc.
2.73%3.25%3.47%3.22%3.27%3.20%3.96%0.00%0.00%0.00%0.00%0.00%
HDB
HDFC Bank Limited
3.41%2.32%2.19%2.06%1.70%0.81%0.00%0.17%0.55%0.49%0.66%0.58%

Financials

HBT vs. HDB - Financials Comparison

This section allows you to compare key financial metrics between HBT Financial, Inc. and HDFC Bank Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00B400.00B600.00B800.00B1.00T1.20T1.40TJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
71.84M
1.19T
(HBT) Total Revenue
(HDB) Total Revenue
Please note, different currencies. HBT values in USD, HDB values in INR

HBT vs. HDB - Profitability Comparison

The chart below illustrates the profitability comparison between HBT Financial, Inc. and HDFC Bank Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
58.4%
Portfolio components
HBT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, HBT Financial, Inc. reported a gross profit of 0.00 and revenue of 71.84M. Therefore, the gross margin over that period was 0.0%.

HDB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, HDFC Bank Limited reported a gross profit of 693.21B and revenue of 1.19T. Therefore, the gross margin over that period was 58.4%.

HBT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, HBT Financial, Inc. reported an operating income of 0.00 and revenue of 71.84M, resulting in an operating margin of 0.0%.

HDB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, HDFC Bank Limited reported an operating income of 281.02B and revenue of 1.19T, resulting in an operating margin of 23.7%.

HBT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, HBT Financial, Inc. reported a net income of 11.20M and revenue of 71.84M, resulting in a net margin of 15.6%.

HDB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, HDFC Bank Limited reported a net income of 206.67B and revenue of 1.19T, resulting in a net margin of 17.4%.


Frequently Asked Questions


HBT and HDB have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HBT has higher volatility (7.04%) compared to HDB (6.50%). In terms of maximum drawdown, HBT dropped -53.95% vs HDB's -67.93%.

HBT currently has the higher Sharpe Ratio (1.05 vs -1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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