Banco Bilbao Vizcaya Argentaria SA vs STMicroelectronics NV — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $25.35 (market cap $141.17B), while STMicroelectronics NV trades at $70.18 (market cap $62.56B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.3× STMicroelectronics NV's market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (4.25%). Which is the better fit depends on your goals.
| BBVA | STM | |
|---|---|---|
Market Cap | $141.17B | $62.56B |
Sector | Financials | Financials |
52-Week High | $26.14 | $79.91 |
52-Week Low | $14.73 | $21.20 |
Dividend Yield | 4.25% | 0.53% |
Enterprise Value | — | $60.77B |
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.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
Trailing returns across standard periods
Latest headlines on both assets
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →