Banco Bilbao Vizcaya Argentaria SA vs Nebius Group NV — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Nebius Group NV trades at $207.7 (market cap $46.75B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 3.4× Nebius Group NV's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| BBVA | NBIS | |
|---|---|---|
Market Cap | $157.51B | $46.75B |
Sector | Financials | Technology |
52-Week High | $28.36 | $286.69 |
52-Week Low | $17.96 | $64.06 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $46.94B |
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.
NBIS trades at $187.97, down 1.01% with a bearish technical signal despite strong analyst support. The stock shows extreme valuation multiples (P/E 71.08, P/S 55.67) while demonstrating explosive revenue growth projections from $530M in 2025 to $878M in 2026. Recent earnings have been mixed with Q1 2026 beating expectations but Q4 2025 missing, with Q2 2026 results pending. The company faces significant execution risk as it scales AI infrastructure amid substantial capital expenditures.
The investment case hinges on NBIS converting its $1.9B annual run rate and contracted backlog into profitable growth. While analyst consensus remains strongly bullish with a $248.73 price target, high valuation and Michael Burry's short position highlight execution risks. Success depends on managing capex intensity and demonstrating operating leverage in upcoming earnings.
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 →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →