Banco Bilbao Vizcaya Argentaria SA vs JD.Com Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while JD.Com Inc trades at $31.25 (market cap $45.40B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 3.5× JD.Com 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 | JD | |
|---|---|---|
Market Cap | $157.51B | $45.40B |
Sector | Financials | Consumer Cyclical |
52-Week High | $28.36 | $36.17 |
52-Week Low | $17.96 | $25.19 |
Dividend Yield | 3.8% | 2.99% |
Enterprise Value | — | $31.45B |
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.
JD.com trades at $32.97, up 0.49% with bullish technical signals and strong institutional support. The company reported three consecutive quarterly earnings beats, with Q1 2026 EPS of $0.74 beating expectations by 30%. Revenue grew to $1.31 trillion in 2025, though net income margin compressed to 1.05%. Analysts maintain a strong buy consensus with $39.50 price target, representing 20% upside potential.
JD offers compelling value with attractive valuation multiples (P/S 0.25, P/E 24.03) and robust cash flow generation. Key risks include regulatory scrutiny of the Ceconomy acquisition and margin pressure from competitive e-commerce markets. The upcoming Q2 2026 earnings on August 13, 2026 will be critical for confirming growth trajectory.
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 →JD.com is China's second-largest e-commerce company after Alibaba in terms of gross merchandise volume, offering a wide selection of authentic products at competitive prices, with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Read more on JD →