Banco Bilbao Vizcaya Argentaria SA vs Illumina, Inc. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Illumina, Inc. trades at $192.93 (market cap $28.96B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 5.4× Illumina, Inc.'s market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| BBVA | ILMN | |
|---|---|---|
Market Cap | $157.51B | $28.96B |
Sector | Financials | Health |
52-Week High | $28.36 | $205.10 |
52-Week Low | $17.96 | $91.00 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $30.32B |
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.
Illumina (ILMN) trades at $187.96, down 2.97% on the day, but maintains strong fundamental momentum with three consecutive quarterly earnings beats. The stock shows robust profitability with 66.38% gross margins and 18.34% net income margins, though technical indicators suggest near-term bearish pressure. Recent institutional buying activity and positive analyst coverage (51% buy ratings) support the stock's long-term growth narrative in the genomics sector.
The outlook remains positive with a consensus price target of $201.58 representing 7% upside potential. Key catalysts include continued NovaSeq X adoption and AI partnerships, while risks involve competitive pressures and execution challenges in achieving projected revenue growth. The company's turnaround from net losses to $850M profit in 2025 demonstrates improved operational efficiency.
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 →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →