Banco Bilbao Vizcaya Argentaria SA vs Baker Hughes Co — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Baker Hughes Co trades at $64.8 (market cap $63.60B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.5× Baker Hughes Co'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 | BKR | |
|---|---|---|
Market Cap | $157.51B | $63.60B |
Sector | Financials | Energy |
52-Week High | $28.36 | $69.67 |
52-Week Low | $17.96 | $42.51 |
Dividend Yield | 3.8% | 1.44% |
Enterprise Value | — | $64.13B |
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.
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
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 →Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →