Banco Bilbao Vizcaya Argentaria SA vs HSBC Holdings plc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while HSBC Holdings plc trades at $103.29 (market cap $353.82B). The key difference: HSBC Holdings plc is far larger — about 2.2× Banco Bilbao Vizcaya Argentaria SA'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 | HSBC | |
|---|---|---|
Market Cap | $157.51B | $353.82B |
Sector | Financials | Technology |
52-Week High | $28.36 | $107.86 |
52-Week Low | $17.96 | $63.84 |
Dividend Yield | 3.8% | 3.63% |
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.
HSBC trades at $103.73, up 1.14% today, with a bullish technical signal from moving averages and support at $102. The stock shows strong fundamentals with a P/E of 14.76, net income margin of 34.54%, and ROE of 12.44%. Recent Q2 2026 earnings beat expectations, driven by 7% revenue growth and a $1 billion buyback announcement, reflecting robust banking and wealth management performance.
Outlook is positive due to earnings momentum and shareholder returns, but risks include China regulatory changes and a recent Citi downgrade. Analyst consensus is mixed with 38.1% buy ratings, suggesting cautious optimism amid a 40% year-to-date run, requiring monitoring of Asia exposure and interest rate trends.
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 →HSBC is one of the world's largest banking and financial services organizations. It serves customers worldwide through four global businesses: Retail, Commercial, Global Banking, and Private Banking.
Read more on HSBC →