Banco Bilbao Vizcaya Argentaria SA vs Centene Corp — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $25.54 (market cap $142.30B), while Centene Corp trades at $66.5 (market cap $33.93B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 4.2× Centene Corp's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 4.2% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| BBVA | CNC | |
|---|---|---|
Market Cap | $142.30B | $33.93B |
Sector | Financials | Health |
52-Week High | $26.14 | $68.72 |
52-Week Low | $14.73 | $25.21 |
Dividend Yield | 4.2% | — |
Enterprise Value | — | $26.56B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $25.39, down 1.17% on the day, with a bullish technical signal from moving averages and strong fundamental metrics including a 26.51% net income margin and 18.67% ROE. Recent earnings beat expectations in Q1 2026, and revenue has grown steadily from $28.2B in 2022 to $39.4B in 2025. Positive analyst sentiment is reflected in a 53.85% buy rating, though legal and regulatory risks from ongoing probes in Spain present headwinds.
The outlook for BBVA remains positive given robust profitability and analyst support, but investors should weigh the stock's attractive valuation against litigation risks and sector volatility. Upside potential exists if earnings continue to exceed forecasts, but legal developments could pressure the share price near-term.
Centene Corporation (CNC) trades at $68.29, up 1.4% with strong technical momentum and bullish moving average signals. The stock shows impressive 66% YTD gains, supported by recent contract renewals and margin recovery initiatives. Despite negative 2025 net income of -$6.67B, valuation metrics remain attractive with P/E of 8.06 and P/S of 0.17. Analyst consensus is strongly bullish with 61% buy ratings and $66.07 price target.
Centene presents a compelling value opportunity with low valuation multiples and strong operational cash flow of $5.09B. Key risks include ongoing margin pressure and Medicaid contract dependency. The company's AI-driven cost controls and recent Illinois Medicaid renewal provide catalysts for earnings recovery, though healthcare regulatory changes remain a concern for long-term stability.
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 →Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →