Banco Bilbao Vizcaya Argentaria SA vs Philip Morris International Inc. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.46 (market cap $157.51B), while Philip Morris International Inc. trades at $185.99 (market cap $289.90B). The key difference: Philip Morris International Inc. is the larger of the two by market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (3.8%). Which is the better fit depends on your goals.
| BBVA | PM | |
|---|---|---|
Market Cap | $157.51B | $289.90B |
Sector | Financials | Consumer Staples |
52-Week High | $28.36 | $200.17 |
52-Week Low | $17.96 | $144.33 |
Dividend Yield | 3.8% | 3.16% |
Enterprise Value | — | $333.02B |
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.
Philip Morris International (PM) trades at $189.57, up 0.81% today, with a bullish technical outlook and strong fundamentals. Recent earnings beats in Q1 and Q2 2026, alongside a 27.91% net margin in 2025, highlight profitability. However, the company faces headwinds from a $500 million impairment charge and reduced 2026 guidance due to cost pressures, as reported by Reuters on June 2, 2026.
The stock offers a dividend yield supported by cash flow, but risks include regulatory challenges and currency volatility. Analysts maintain a buy consensus with a $211.17 target, suggesting 11% upside, though investors should weigh near-term earnings pressure against long-term brand strength.
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 →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
Read more on PM →