COMPARE · Data as of August 27, 2026
BBVA vs BCS
Verdict: Side-by-side breakdown using the Bull Rankings model. BBVA scored 71.0, BCS scored 76.0 — BCS leads.
Compare another set
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
70.2Fin
$28.69 · $158.3B
Strength gap
5.3
BBVA leads
BCS
Barclays PLC
64.9Fin
$26.87 · $90.3B
At a glance · who leads each dimension, on the model's own rules
- CheapestBCS10.2x
- Fastest growthBCS+11.1%
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
BCS
+0.5%C
Rev
+11.1%B
13.0xB
P/E
10.2xA-
18.9%B+
ROE
10.1%B
2.41C+
P/B
1.01A-
3.7%B+
Yield
2.3%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 $158.3b. 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. $158.3b 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 2% 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.
BCSBarclays PLC
Why now
Banks - Diversified · market cap $90.3b. 6% off the 52-week high of $28.69. Revenue growing +11%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $30.27 (implying +13% 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 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $90.3b 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
Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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