Banco Bilbao Vizcaya Argentaria SA vs Macy's Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Macy's Inc trades at $24.57 (market cap $6.68B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 23.6× Macy's 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 | M | |
|---|---|---|
Market Cap | $157.51B | $6.68B |
Sector | Financials | Consumer Cyclical |
52-Week High | $28.36 | $26.21 |
52-Week Low | $17.96 | $12.11 |
Dividend Yield | 3.8% | 3.02% |
Enterprise Value | — | $10.50B |
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.
Macy's (M) trades at $25.40, up 1.07% daily, with a bullish technical signal and positive earnings momentum after beating estimates in three consecutive quarters. The stock shows attractive valuation with a P/E of 10.5 and P/S of 0.31, while recent news highlights institutional buying and turnaround progress under the 'Bold New Chapter' strategy.
Outlook is cautiously optimistic with potential upside to the $30 analyst high target, supported by cost discipline and store revamps. Risks include competitive retail pressures and consumer spending volatility, but solid cash flow and low debt provide stability. The stock offers value with a 2.94% net margin and 14.36% ROE.
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 →Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →