Banco Bilbao Vizcaya Argentaria SA vs SiTime Corporation — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while SiTime Corporation trades at $680 (market cap $20.73B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 7.6× SiTime Corporation's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while SiTime Corporation pays none. Which is the better fit depends on your goals.
| BBVA | SITM | |
|---|---|---|
Market Cap | $157.51B | $20.73B |
Sector | Financials | Technology |
52-Week High | $28.36 | $901.60 |
52-Week Low | $17.96 | $203.06 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $20.13B |
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.
SITM stock surged 5.5% to $725.28, showing strong momentum with three consecutive quarterly earnings beats and bullish technical indicators. The company reported 127% revenue growth in Q2 2026 and expects further acceleration from AI infrastructure demand and the Renesas acquisition. Despite negative 2025 earnings, profitability improved significantly with net income turning positive in 2026 projections.
Outlook remains positive with 100% analyst buy ratings and $870 consensus target, though premium valuations (P/E 1,148, P/S 39) and execution risks from the Renesas integration warrant caution. AI timing growth presents substantial opportunity, but stock appears fully valued after recent run-up.
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 →SiTime Corporation is a leading provider of MEMS-based silicon timing solutions used in various electronic applications. The company’s products, including oscillators, resonators, and clock ICs, are designed to replace traditional quartz-based timing devices, offering superior performance, reliability, and smaller size in harsh environments. SiTime's solutions are adopted across high-growth markets such as 5G, data centers, industrial IoT, and automotive, positioning the company as a key enabler for next-generation electronic systems.
Read more on SITM →