Banco Bilbao Vizcaya Argentaria SA vs Cenovus Energy Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Cenovus Energy Inc trades at $29.91 (market cap $54.43B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.9× Cenovus Energy Inc'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 | CVE | |
|---|---|---|
Market Cap | $157.51B | $54.43B |
Sector | Financials | Energy |
52-Week High | $28.36 | $31.80 |
52-Week Low | $17.96 | $14.50 |
Dividend Yield | 3.8% | 2.11% |
Enterprise Value | — | $60.50B |
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.
Cenovus Energy (CVE) trades at $28.25, showing neutral momentum with strong fundamental metrics including a P/E of 10.99 and ROE of 20.96%. Recent Q2 2026 earnings matched expectations at $1.11 EPS, while revenue and production growth remain robust. Technical indicators show mixed signals with RSI neutral and moving averages bullish, trading near key support at $28.
The outlook remains positive with projected 2026 revenue growth to $58B and net income of $6.7B, supported by strong cash flow generation. Risks include oil price volatility and refining pressures, but analyst consensus leans bullish with 40.7% buy ratings. The stock presents value opportunity given attractive valuation multiples and dividend yield.
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 →Cenovus Energy is an integrated oil company, focused on creating value through the development of its oil sands assets. The company also engages in production of conventional crude oil, natural gas liquids, and natural gas in Alberta, Canada, with refining operations in the U.S. Net upstream production averaged 472 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds 6.7 billion boe of proven and probable reserves.
Read more on CVE →