Banco Bilbao Vizcaya Argentaria SA vs CDW Corp. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 9.2× CDW Corp.'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 | CDW | |
|---|---|---|
Market Cap | $157.51B | $17.06B |
Sector | Financials | Technology |
52-Week High | $28.36 | $170.77 |
52-Week Low | $17.96 | $99.30 |
Dividend Yield | 3.8% | 1.85% |
Enterprise Value | — | $22.66B |
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.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
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 →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →