Banco Bilbao Vizcaya Argentaria SA vs Oklo Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Oklo Inc trades at $47.15 (market cap $8.28B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 19× Oklo Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Oklo Inc pays none. Which is the better fit depends on your goals.
| BBVA | OKLO | |
|---|---|---|
Market Cap | $157.51B | $8.28B |
Sector | Financials | Technology |
52-Week High | $28.50 | $174.14 |
52-Week Low | $17.96 | $36.84 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $5.81B |
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.
OKLO trades at $48.42, up 14.77% in the past 24 hours, with a bullish technical signal and strong analyst consensus. The stock is supported by recent milestones, including the Groves reactor achieving first criticality and reporting its first meaningful revenue of $1.2 million in Q2 2026, though it posted a wider net loss. The company maintains substantial liquidity of approximately $2.5 billion as of March 2026, supporting its aggressive development plans.
The outlook is optimistic due to strong institutional backing and growth potential in the nuclear energy sector, but significant execution risks and persistent losses pose challenges. The consensus price target of $82.69 suggests substantial upside if operational milestones are met, yet the high cash burn and unproven business model warrant caution for investors.
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 →Oklo Inc. is a company focused on developing and commercializing advanced fission power plants. The company specializes in micro-reactor technology, specifically the Aurora design, which uses advanced fuel to produce reliable, clean, and cost-competitive power. Oklo aims to provide scalable, on-site power solutions to various customers, including remote communities, industrial facilities, and government entities, positioning itself as an innovator in the next generation of nuclear energy.
Read more on OKLO →