Banco Bilbao Vizcaya Argentaria SA vs Diageo plc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Diageo plc trades at $94.51 (market cap $53.75B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.9× Diageo plc'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 | DEO | |
|---|---|---|
Market Cap | $157.51B | $53.75B |
Sector | Financials | Technology |
52-Week High | $28.50 | $115.33 |
52-Week Low | $17.96 | $72.47 |
Dividend Yield | 3.8% | 3.42% |
Enterprise Value | — | $73.25B |
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.
Diageo (DEO) trades at $96.35, up 3.83% with bullish technical signals from moving averages. The company reported mixed FY2026 results with a 2% organic sales decline but 2% operating profit growth, supported by cost savings. Analyst consensus leans positive with 48.65% buy ratings, though valuation metrics appear elevated with a P/E of 31.16. Recent news highlights a $1 billion cost-cutting plan and strategic focus on spirits and Guinness to drive turnaround.
The outlook is cautiously optimistic with management's restructuring program expected to improve margins and cash flow. Key risks include ongoing weakness in North American markets and competitive pressures. Wall Street sees potential upside with recent target increases, but investors should monitor execution of the turnaround plan amid challenging market conditions.
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 →Diageo is a global leader in beverage alcohol with an outstanding collection of brands including Johnnie Walker, Smirnoff, and Guinness. It operates a vast portfolio of spirits and beers across more than 180 countries.
Read more on DEO →