Banco Bilbao Vizcaya Argentaria SA vs Oatly Group AB - ADR — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Oatly Group AB - ADR trades at $12.93 (market cap $421.56M). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 373.6× Oatly Group AB - ADR's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals.
| BBVA | OTLY | |
|---|---|---|
Market Cap | $157.51B | $421.56M |
Sector | Financials | Consumer Staples |
52-Week High | $28.50 | $18.54 |
52-Week Low | $17.96 | $8.03 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $925.97M |
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.
Oatly (OTLY) trades at $13.72, up 0.22% with a bullish technical signal driven by moving averages and oversold RSI levels. Revenue growth improved to $862.46M in 2025, though net losses persist at -$152.77M. Recent Q2 2026 results beat EPS expectations, prompting a raised full-year revenue outlook to $925M, fueling a 29% stock surge on July 22, 2026 (GlobeNewsWire). The company shows progress toward adjusted EBITDA positivity, but cash burn remains a concern.
The outlook hinges on execution of margin expansion and cash flow improvement. Risks include high debt-to-asset ratio (66.53% in 2025) and intense competition. Analyst consensus is mixed with 44% buy ratings, but institutional sentiment is cautious due to profitability challenges. Upside potential exists if Oatly achieves sustained EBITDA positivity and reduces cash burn.
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 →Oatly Group AB is engaged in the food and drinks industry. Some of its products include Oat Drink, Chilled Oat Drink, Oatgurt, Creamy Oat, Icecreams, among others. It caters to Sweden, Germany, United Kingdom, Netherlands, North America, Finland, and other markets.
Read more on OTLY →