Banco Bilbao Vizcaya Argentaria SA vs Celestica Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Celestica Inc trades at $312.3 (market cap $39.77B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 4× Celestica Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| BBVA | CLS | |
|---|---|---|
Market Cap | $157.51B | $39.77B |
Sector | Financials | Technology |
52-Week High | $28.36 | $472.40 |
52-Week Low | $17.96 | $181.34 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $40.05B |
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.
CLS trades at $317.83, up 1.05% today, with strong earnings momentum after beating estimates in Q4 2025, Q1 2026, and Q2 2026. Technical indicators show a bearish trend with support at $309 and resistance at $323. The company reported $12.39B revenue in 2025 with net income of $832.5M, supported by robust cash flow from operations of $659.5M. Recent news highlights a $3B equity offering to fund AI infrastructure growth, though it may cause near-term dilution.
Outlook is positive with analyst consensus price target of $455.33 (43% upside), but risks include equity dilution from the offering and premium valuations (P/E 36.4). Growth catalysts are strong AI-driven demand and expanding partnerships, making CLS a compelling pick for investors seeking exposure to data center infrastructure, albeit with volatility near-term.
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 →Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →