BBVA: Mexico's Lending Growth and Shareholder Payouts Drive 47% Lift in Fair Value to EUR 26.50
BBVA's recent run has been strong, with solid growth in lending, maintained asset quality, and boosted shareholder remuneration.
Banco Bilbao Vizcaya Argentaria SA ADR BBVA
Bulls Say, Bears Say
Bulls
Being the market leader in the attractive, oligopolistic Mexican banking market supports a high midcycle level of profitability.
Bears
Cross-border synergies have proved to be elusive for most banks to extract in retail and commercial banking
News
-
BBVA Shares Drop After Spain Business Misses Expectations
-
BBVA Posts Higher Profit on Top-Line Growth
-
BBVA Hikes Interim Dividend By 16%
-
BBVA Raises Profitability Outlook, Plans $2.3 Billion Buyback
-
BBVA Names Spain Retail Banking Head as New Group Finance Chief
-
Spanish Banks Face Antitrust Probe Over Executives' Mortgage Rate Comments
-
Spain's BBVA Posts Earnings Beat as Sustained Loan Growth Cushions Costs — Update
-
Spain's BBVA Posts Jump in Profit on Sustained Loan Growth
Trading Information
- Previous Close Price
- $25.01
- Day Range
- $24.14–24.50
- 52-Week Range
- $19.82–29.64
- Bid/Ask
- $23.95 / $25.50
- Shares Outstanding
- 5.50B
- Market Cap
- $134.47B
- Volume/Avg
- 2M / 2M
Key Statistics
- Price/Earnings (Normalized)
- 11.42
- Price/Sales
- 2.90
- Dividend Yield (Trailing)
- 4.50%
- Dividend Yield (Forward)
- 4.50%
- Dividend Payment Schedule
- Apr, Nov
- Total Yield
- 8.22%
Company Profile
Despite its Spanish origins, Banco Bilbao Vizcaya Argentaria generates only around one-fourth of its profits in Spain. We expect that on a normalized basis, BBVA's market-leading Mexican bank should contribute half of its earnings, while its Turkish operation should account for another 15%. The balance of BBVA's earnings comes from smaller operations in South America. BBVA is overwhelmingly a retail and commercial bank, with corporate and investment banking forming a minor part of the overall business. BBVA also offers insurance and investment products through its banking networks.
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Stock Style Box
- Large Core
- Total Number of Employees
- 126,994
- Website
- https://www.bbva.com
Competitors
Valuation
|
Metric
|
BBVA
|
HSBC
|
C
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.42 | 8.41 | 13.38 |
Price/Book Value | 2.06 | 1.51 | 1.07 |
Price/Sales | 2.90 | 4.01 | 2.35 |
Price/Cash Flow | 5.06 | 5.93 | 7.13 |
Price/Earnings
BBVA
HSBC
C
Financial Strength
|
Metric
|
BBVA
|
HSBC
|
C
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
BBVA
|
HSBC
|
C
|
|---|---|---|---|
Return on Assets (Normalized) | 1.37% | 0.84% | — |
Return on Equity (Normalized) | 21.44% | 15.18% | — |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
BBVA
HSBC
C
Banks - Diversified Industry Comparables
|
1-Day Chart
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United States