Banco Bilbao Vizcaya Argentaria SA vs Infosys Limited — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Infosys Limited trades at $12.6 (market cap $50.32B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 3.1× Infosys Limited's market cap, and Infosys Limited pays the higher dividend (4.17%). Which is the better fit depends on your goals.
| BBVA | INFY | |
|---|---|---|
Market Cap | $157.51B | $50.32B |
Sector | Financials | Technology |
52-Week High | $28.50 | $20.22 |
52-Week Low | $17.96 | $10.49 |
Dividend Yield | 3.8% | 4.17% |
Enterprise Value | — | $48.07B |
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.
INFY trades at $12.53, up 1.38% today, with a bullish technical signal from moving averages. The company reported a Q1 2027 revenue miss but maintained strong operating margins of 21.1% and announced a CEO transition. Recent news highlights strategic AI collaborations, such as with Metsä Group and Sentara, driving digital transformation initiatives.
The outlook is mixed: robust profitability and AI growth offer upside, but lowered revenue guidance and competitive pressures pose risks. Analyst consensus is cautious with a $11.05 price target below the current price, suggesting limited near-term upside amid execution challenges.
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 →Infosys is a global leader in next-generation digital services and consulting. It enables clients in more than 50 countries to navigate their digital transformation through AI-powered cloud and data solutions.
Read more on INFY →