Banco Bilbao Vizcaya Argentaria SA vs Impinj Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Impinj Inc trades at $175.27 (market cap $5.38B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 29.3× Impinj Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Impinj Inc pays none. Which is the better fit depends on your goals.
| BBVA | PI | |
|---|---|---|
Market Cap | $157.51B | $5.38B |
Sector | Financials | Technology |
52-Week High | $28.36 | $241.91 |
52-Week Low | $17.96 | $91.34 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $5.52B |
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.
Impinj (PI) trades at $183.36, up 6.66% in 24 hours, showing strong momentum after Q2 2026 earnings beat with record revenue and EPS of $0.86 versus $0.81 expected. Technical indicators signal bullish momentum with the stock above key moving averages, though RSI levels suggest overbought conditions. The company maintains solid gross margins of 52.86% but faces profitability challenges with negative net income margins and ROE.
While analyst consensus remains strongly bullish with a $186 price target and institutional buying interest, investors should weigh the stock's premium valuation (P/S 14.26) against ongoing profitability concerns and recent insider selling activity. The company's specialized RAIN RFID technology positions it for growth in retail and supply chain markets, but execution risks and competitive pressures remain key considerations.
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 →Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →