Banco Bilbao Vizcaya Argentaria SA vs Tractor Supply Co — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Tractor Supply Co trades at $35.4 (market cap $18.05B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 8.7× Tractor Supply Co's market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (3.8%). Which is the better fit depends on your goals.
| BBVA | TSCO | |
|---|---|---|
Market Cap | $157.51B | $18.05B |
Sector | Financials | Consumer Cyclical |
52-Week High | $28.36 | $62.65 |
52-Week Low | $17.96 | $29.14 |
Dividend Yield | 3.8% | 2.77% |
Enterprise Value | — | $24.36B |
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.
TSCO trades at $34.56, up 1.38% today, with a bullish technical signal from moving averages but overbought RSI readings. Recent earnings misses and a lowered 2026 outlook reflect cyclical headwinds, though the stock remains supported by a 48% buy rating from analysts and a $36.29 consensus price target. Cash flow from operations remains strong at $1.64B for 2025, but net cash flow was negative due to investments and financing activities.
The outlook is mixed: valuation reset and insider buying signal confidence, but weak discretionary demand and cost pressures pose near-term risks. Long-term opportunities exist from digital growth and pet initiatives, yet investors face volatility from earnings uncertainty and macroeconomic sensitivity.
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →