COMPARE · Data as of August 28, 2026
BBVA vs BNS
Verdict: Side-by-side breakdown using the Bull Rankings model. BBVA scored 71.0, BNS scored 75.0 — BNS leads.
Compare another set
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
70.2Fin
$29.00 · $160.0B
Strength gap
8.2
BBVA leads
BNS
The Bank of Nova Scotia
62Fin
$92.39 · $112.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBBVA13.0x
- Fastest growthBNS+10.4%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
BBVA
BNS
+0.5%C
Rev
+10.4%B
13.0xB
P/E
16.7xC+
18.9%B+
ROE
11.5%B
2.44C+
P/B
1.75B
3.8%B+
Yield
3.5%B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
BBVABanco Bilbao Vizcaya Argentaria, S.A.
Why now
Banks - Diversified · market cap $160.0b. Trading near 52-week high of $29.32 — momentum setup, limited technical margin of safety. 3 sell-side analysts rate this an Underperform with a mean 1-yr target of $24.53 (implying -15% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $160.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Duration mismatch — the asset and liability books reprice on different schedules; a rapid move in rates either direction can compress net interest margin before management can reposition.
BNSThe Bank of Nova Scotia
Why now
Banks - Diversified · market cap $112.6b. Trading near 52-week high of $94.96 — momentum setup, limited technical margin of safety. Revenue growing +10%, comfortably above the S&P median. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $90.90 (implying -2% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $112.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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