Banco Bilbao Vizcaya Argentaria SA vs ON Holding AG — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $25.54 (market cap $142.30B), while ON Holding AG trades at $37.74 (market cap $12.58B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 11.3× ON Holding AG's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 4.2% dividend while ON Holding AG pays none. Which is the better fit depends on your goals.
| BBVA | ONON | |
|---|---|---|
Market Cap | $142.30B | $12.58B |
Sector | Financials | Technology |
52-Week High | $26.14 | $54.24 |
52-Week Low | $14.73 | $31.88 |
Dividend Yield | 4.2% | — |
Enterprise Value | — | $11.90B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $25.39, down 1.17% on the day, with a bullish technical signal from moving averages and strong fundamental metrics including a 26.51% net income margin and 18.67% ROE. Recent earnings beat expectations in Q1 2026, and revenue has grown steadily from $28.2B in 2022 to $39.4B in 2025. Positive analyst sentiment is reflected in a 53.85% buy rating, though legal and regulatory risks from ongoing probes in Spain present headwinds.
The outlook for BBVA remains positive given robust profitability and analyst support, but investors should weigh the stock's attractive valuation against litigation risks and sector volatility. Upside potential exists if earnings continue to exceed forecasts, but legal developments could pressure the share price near-term.
ONON trades at $37.92, down 1.61% today, with a bullish technical trend and strong fundamental performance. The stock shows consistent earnings beats, with Q1 2026 EPS of $0.47 exceeding expectations. Revenue reached $3.01B in 2025, with gross margins at 63.88% and net income of $203.70M. Analyst sentiment is overwhelmingly positive, with 76.92% recommending Buy and a consensus price target of $47.33.
Outlook remains favorable given robust growth and margin expansion, but risks include high valuation multiples and competitive pressures. The stock offers upside potential if execution continues, though investors should monitor earnings sustainability and market volatility.
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 →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →