Banco Bilbao Vizcaya Argentaria SA vs Centene Corp — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Centene Corp trades at $65 (market cap $32.89B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 4.8× Centene Corp's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| BBVA | CNC | |
|---|---|---|
Market Cap | $157.51B | $32.89B |
Sector | Financials | Health |
52-Week High | $28.36 | $68.72 |
52-Week Low | $17.96 | $25.25 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $21.93B |
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.
Centene (CNC) trades at $65.77, up 2.48% with a bullish technical signal. Recent Q2 2026 earnings beat expectations with EPS of $2.51 versus $1.09 estimate, driven by margin recovery and cost control. Revenue grew to $194.78B in 2025, though net income was negative at -$6.67B. Valuation ratios are attractive with P/E of 8.06 and P/S of 0.16. Analyst consensus is strongly bullish with 61.37% buy ratings and a $70.36 price target.
Outlook is positive due to raised 2026 guidance and operational improvements, but risks include Medicaid membership softness and persistent negative margins. The stock offers value potential if profitability rebounds as projected, though investors should monitor medical cost trends and regulatory changes affecting government healthcare programs.
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 →