Banco Bilbao Vizcaya Argentaria SA vs KE Holdings Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while KE Holdings Inc trades at $17 (market cap $19.21B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 8.2× KE Holdings Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (3.8%). Which is the better fit depends on your goals.
| BBVA | BEKE | |
|---|---|---|
Market Cap | $157.51B | $19.21B |
Sector | Financials | Technology |
52-Week High | $28.36 | $20.36 |
52-Week Low | $17.96 | $14.26 |
Dividend Yield | 3.8% | 1.56% |
Enterprise Value | — | $14.96B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $28.35, up 0.75% today, with a bullish technical signal from moving averages and strong fundamental performance. The bank reported Q2 2026 net profit growth of 11.4% year-over-year, driven by Mexico operations, and announced a $2.3 billion buyback. Revenue reached $39.42 billion in 2025, with net income margin at 26.13% and ROE of 18.5%, though cash flow was negative in 2024.
Outlook is positive with raised profitability guidance (ROTE ~21%) and analyst consensus leaning buy (54%), but risks include a Spanish court trial for spying allegations and antitrust probes. The stock offers value with a P/E of 12.98, yet investors should monitor legal overhangs and macroeconomic volatility in core markets like Spain and Mexico.
BEKE trades at $17.04, up 0.71% with strong analyst support (91.67% buy ratings). The stock shows bullish technical signals with recent Q1 2026 earnings beating expectations at $0.20 EPS versus $0.14 forecast. Despite revenue declining from $94.58B in 2025 to $90.1B projected for 2026, net profit margin improved to 3.76% with better cost controls.
Outlook remains positive given technical momentum and fundamental improvements, though risks include China's property market volatility and competitive pressures. The company's transition to higher profitability supports potential upside, but investors should monitor housing market trends and execution on cost efficiency targets.
Trailing returns across standard periods
Despite its Spanish origins, BBVA generates three quarters of its profits in emerging markets, especially Mexico that contributes nearly half of BBVA's net profit. BBVA is overwhelmingly a retail and commercial bank with corporate and investment banking forming a smaller part of the overall business.
Read more on BBVA →KE Holdings (Beike) is China’s leading platform for housing transactions and services. It operates the Lianjia brand and uses data-driven technology to facilitate home sales, rentals, and home renovation services.
Read more on BEKE →