Banco Bilbao Vizcaya Argentaria SA vs Lithium Americas Corp — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Lithium Americas Corp trades at $3.25 (market cap $1.18B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 133.5× Lithium Americas Corp's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Lithium Americas Corp pays none. Which is the better fit depends on your goals.
| BBVA | LAC | |
|---|---|---|
Market Cap | $157.51B | $1.18B |
Sector | Financials | Basic Materials |
52-Week High | $28.36 | $10.05 |
52-Week Low | $17.96 | $2.71 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $1.30B |
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.
Lithium Americas (LAC) trades at $3.23, up 6.95% today, but remains in a bearish technical trend with negative profitability metrics. The company reported a net loss of $122.09 million for 2025 and continues to burn cash from operations. Recent news highlights $175 million financing for Thacker Pass construction, providing balance sheet support amid ongoing capital expenditures exceeding $900 million annually.
While analyst consensus leans positive with no sell ratings, significant execution risks persist as LAC navigates peak construction phase. The stock faces headwinds from negative ROE (-11.35%) and cash burn, though strategic positioning in lithium development offers long-term potential if project timelines and funding are successfully managed.
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 →Lithium Americas is a resource company focused on developing the Thacker Pass project in Nevada, the largest known lithium resource in the US. It aims to become a major supplier for the electric vehicle battery market.
Read more on LAC →