Banco Bilbao Vizcaya Argentaria SA vs TransMedics Group Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.61 (market cap $157.51B), while TransMedics Group Inc trades at $89.45 (market cap $3.07B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 51.3× TransMedics Group Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| BBVA | TMDX | |
|---|---|---|
Market Cap | $157.51B | $3.07B |
Sector | Financials | Technology |
52-Week High | $28.50 | $150.42 |
52-Week Low | $17.96 | $61.99 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $3.46B |
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.
TMDX trades at $83.89, up 4.59% today, with a bullish technical signal from moving averages and strong support at $81. The company reported a Q2 2026 earnings miss ($0.44 actual vs. $0.50 expected) but beat revenue expectations, with 2025 net income at $190.29M. Analyst consensus is a Buy with a $99.57 price target, though recent news highlights a legal investigation into fiduciary duties.
Outlook remains positive due to raised revenue guidance and institutional interest, but risks include earnings volatility, margin pressure, and legal scrutiny. The stock's valuation multiples suggest growth expectations, yet execution on cost control and international expansion will be critical for sustained upside.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →